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NSC | How to Copy a Performance Management Template
If you want to reuse an existing performance review template without starting from scratch. Instead of building a new template manually, you can simply copy an existing Performance Management template in NetSuite. This allows you to retain the structure and settings while making updates as needed for your current use case.
First, make sure Performance Management is enabled
To use templates, the Performance Management feature must be turned on.
- Go to Setup > Company > Enable Features.
- Look for the appropriate section and make sure Performance Management is checked.
- Click Save if you made any changes.
How Copy a Performance Management template:
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