# How to Create and Run a Performance Review Using AI Templates

{% @arcade/embed flowId="NZwE3fWrbH1ape6dLvqc" url="<https://app.arcade.software/share/NZwE3fWrbH1ape6dLvqc>" %}

#### 1. Navigate to the performance reviews section to access review and template controls.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F2fd92040-4b68-4724-8ffe-a5c162db6396.png\&hotspot=379.16666666666663%3B162.5%3B%2300a4ef)

#### 2. Switch to the Templates tab to create or manage performance review templates.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F5067897f-a90b-4ced-8b6e-c37d945fd221.png\&hotspot=110%3B1294.1666666666667%3B%2300a4ef)

#### 3.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F30e69c81-e045-4cda-ab8b-60a516569a02.png\&hotspot=179.16666666666666%3B1323.3333333333333%3B%2300a4ef)

#### 4. Enter a clear, descriptive name for your new review template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F4f8113cb-0b03-410b-ae87-2b14cedc0975.png\&hotspot=228.33333333333334%3B754.1666666666667%3B%2300a4ef)

#### 5. Enable the Use sections toggle if you wish to organize review questions into separate sections. ( Optional )

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F44a7b9c0-e7d2-48ea-9370-1ae1af128f7b.png\&hotspot=381.6666666666667%3B1054.1666666666665%3B%2300a4ef)

#### 6. Continue adding relevant questions to complete your review template manually.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F7daac952-32d2-4296-9463-b79266d8ab22.png\&hotspot=570%3B821.6666666666666%3B%2300a4ef)

#### 7. Add your first question to Section 1 to start building the template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fe80bea78-55ed-45a7-9d92-c4799382139e.png\&hotspot=574.1666666666667%3B715.8333333333334%3B%2300a4ef)

#### 8. Select Rating, Comment,Multiple Choice or a combination as the desired response type for your question.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc7d7d18a-e012-4af9-96b9-c23bb5c52588.png\&hotspot=715.8333333333334%3B1095.8333333333335%3B%2300a4ef)

#### 9. Save it, go into edit mode to continue creating your template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc26d7f74-e697-41e2-ab39-4806b10edc79.png\&hotspot=269.1666666666667%3B1315.8333333333333%3B%2300a4ef)

#### 10. Use the AI assistant or manual mode to complete your template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fb55b503c-be53-4f27-a7ff-6e1950fbf6f9.png\&hotspot=57.5%3B693.3333333333334%3B%2300a4ef)

#### 11. For AI assistant mode, you will be able to provide instructions to automatically create your template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Ffc39f9bb-493c-4362-bf93-2ca9f3bf1721.png\&hotspot=593.3333333333334%3B634.1666666666666%3B%2300a4ef)

#### 12. Provide instructions on desired section and question count, add any details to the instructions, then select the industry template matching your business.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F4f3febf5-b462-4e4b-a6b8-eda24e082817.png\&hotspot=309.1666666666667%3B781.6666666666666%3B%2300a4ef)

#### 13. EvalFlow will automatically generate a first draft of your performance review template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F0f8300f8-153b-45f6-a5ab-9319e02e0979.png\&hotspot=643.3333333333334%3B781.6666666666666%3B%2300a4ef)

#### 14. Customize the generated template, update it for a final active template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F8c05361c-ec5a-4843-acc3-bdfea830d514.png\&hotspot=733.3333333333333%3B1116.6666666666665%3B%2300a4ef)

#### 15. Move to the Review Periods tab to set up when and how the template will be used.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F0825562c-b2b2-41f3-b1ea-1cc32006fd34.png\&hotspot=106.66666666666667%3B767.5%3B%2300a4ef)

#### 16. Click Create Template to begin crafting a custom performance review template.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fb2809f71-a513-46d0-b416-52d699825ff2.png\&hotspot=185%3B1327.5%3B%2300a4ef)

#### 17. Use the search or filter field to find specific review periods, participants, or timelines.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F98e2190a-dc1f-4865-b511-b1c6d5b245c2.png\&hotspot=200%3B787.5%3B%2300a4ef)

#### 18. Open the Review Template dropdown and select your custom template for the new period.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F6b5cc565-3967-4655-bbbe-8a4bd9227967.png\&hotspot=374.1666666666667%3B652.5%3B%2300a4ef)

#### 19. Choose the appropriate template to define the structure and questions for the review period.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F05185ef7-ff12-410d-a38d-2ee24c143238.png\&hotspot=447.5%3B720.8333333333333%3B%2300a4ef)

#### 20. Set the Start Date to determine when the review period will begin.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Ff9b2430d-2073-4291-ae98-84ab0435c419.png\&hotspot=447.5%3B651.6666666666666%3B%2300a4ef)

#### 21. Pick an End Date to define when the review period will conclude.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F06a1380c-ce34-4695-8566-1014b0b095e0.png\&hotspot=450.8333333333333%3B920.8333333333334%3B%2300a4ef)

#### 22. Select all available departments if the review should apply company-wide.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F7cbc14d1-f5eb-4260-8313-0b64e31965d4.png\&hotspot=520%3B549.1666666666666%3B%2300a4ef)

#### 23. Optionally, select specific departments to target the review period.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F566071df-a964-457f-a43e-6dc58307dd63.png\&hotspot=539.1666666666666%3B565.8333333333334%3B%2300a4ef)

#### 24. Change the review period status from Draft to Active or Published when ready to launch.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F18ef6cd0-e3b2-4783-beab-30b9aeff6a9e.png\&hotspot=634.1666666666666%3B876.6666666666667%3B%2300a4ef)

#### 25.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F662db3d2-8e13-476c-867b-6a9541836347.png\&hotspot=698.3333333333334%3B884.1666666666666%3B%2300a4ef)

#### 26. Set the review frequency (e.g., Annual) according to your evaluation cycle.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F77c46875-b384-40f2-8dc2-7532f7b18c6d.png\&hotspot=650%3B737.5%3B%2300a4ef)

#### 27. Enter a meaningful name or description for the review period to clarify its purpose.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc2c69152-622e-4f00-b6c3-7440f1fe4939.png\&hotspot=702.5%3B714.1666666666666%3B%2300a4ef)

#### 28. Finalize and create the review period, making it available for use throughout your organization.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2Fc484800f-96d6-4530-a3fd-b181927e7280.png\&hotspot=716.6666666666666%3B1016.6666666666666%3B%2300a4ef)

#### 29. Managers will be able to see and fill the review template in the Team's screen.

![](https://worker.arcade.software/image-transform?image=https%3A%2F%2Fcdn.arcade.software%2Fextension-uploads%2FNZwE3fWrbH1ape6dLvqc%2Fimage%2F025fd04b-0d8e-4b2d-8f64-a04c8d694570.png)