Templates
Templates are reusable question sets that power every review cycle and survey in FeedbackPulse. Once created, a template is available to all Admins in your Organization.
Can I share a template with another user?
Section titled “Can I share a template with another user?”Yes — all custom templates are automatically shared across your Organization. Any Admin in your Organization can use, duplicate, or edit templates created by other Admins.
| Sharing scenario | Supported? |
|---|---|
| Share with Admins in my Organization | Yes — automatic, all Admins see all templates |
| Share with Managers (non-Admin) | Managers can select templates when creating cycles, but cannot edit them |
| Share across different Organizations | Not directly — you would need to recreate the template in the other Organization |
Where templates are used
Section titled “Where templates are used”| Feature | How templates are used |
|---|---|
| Performance Reviews | One template per review cycle — includes self-assessment and manager evaluation questions |
| Engagement Surveys | One template per survey — Likert scale and open-text questions mapped to engagement dimensions |
| Pulse Surveys | One template per pulse — typically 3–5 quick questions |
How to create a custom template
Section titled “How to create a custom template”- Go to Settings > Templates
- Click Create Template
- Choose a type (Performance Review, Engagement Survey, or Pulse Survey)
- Add your questions — you can mix question types (rating scales, open text, multiple choice)
- Click Save
Your template is now available to all Admins when they create a new cycle or survey.
How to duplicate a template
Section titled “How to duplicate a template”- Go to Settings > Templates
- Find the template you want to copy
- Click the three-dot menu (⋯) and select Duplicate
- Rename and customize the copy as needed
- Click Save
Built-in vs. custom templates
Section titled “Built-in vs. custom templates”| Built-in templates | Custom templates | |
|---|---|---|
| Created by | FeedbackPulse | Your team |
| Editable | Can be duplicated and customized, but originals cannot be modified | Fully editable by any Admin |
| Available to | All Organizations | Your Organization only |
| Deletable | No | Yes (if not used in an active cycle) |
Rules and constraints
Section titled “Rules and constraints”- A template cannot be modified after it is used in an active (launched) cycle. Duplicate it and make changes to the copy instead.
- Deleting a template does not affect historical data — completed cycles retain their questions and responses.
- Each cycle or survey uses exactly one template.
- There is no limit to the number of custom templates you can create.
Frequently asked questions
Section titled “Frequently asked questions”Q: Can I export a template to use in another Organization? A: Not currently. Templates are scoped to a single Organization. To use the same questions in another Organization, you would need to recreate the template there.
Q: What happens if someone edits a template I’m using in a draft cycle? A: Template changes only affect future cycles. If your cycle is still in draft (not yet launched), it will use the latest version of the template when you launch it.
Q: Can Managers create templates? A: No. Only Admins can create and edit templates. Managers can select from existing templates when creating review cycles.