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Different Templates for Different Performance Documents

Summary:

Looking for workarounds or suggestions on having different performance document templates to print for both worker and manager

Content (required):

In our organization we have the following performance documents (so far)

  • Annual Review
  • Mid Year Review
  • Personal Growth Snapshot
  • Corrective Action (Performance Improvement Plan)
  • Anytime Feedback

Each of these is very different in its flow and design. As a result, we utilize the Manager print button seeded report and Worker print button seeded report to maintain the look and feel of the Annual Review. That format does not work for the other documents.

I have logged an idea already suggesting a template chooser aligned to what you see in ORC when generating an offer letter and being able to choose what one you need in the moment:

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