Table of Contents
Overview
Does your company prefer the old-school pen-and-paper 📑🖊️ approach for reviews, or do you have employees who aren’t always online during the review period? In those cases, having a printed version of your reviews can be a lifesaver.
Indigo lets you print any performance review template as a fillable questionnaire. You can choose to print:
The manager version.
The employee version.
Or both.
The printed form follows your template’s exact structure, with sections clearly laid out and space to record answers. At the end, there’s room for the respondent's signatures, making it ideal for in-person reviews, offline staff, or keeping hard copies for records.
Printing Your Template as a Physical Questionnaire
To print a template:
In Performance Management, go to Templates, and click the template you want to print.
In the following View screen, click the blue printer icon in the top-right corner of the Template Builder.
In the Print Template window, select whether to print the employee version, manager version, or both.
Click Print.
Your browser will open one or two new tabs (depending on your choice). Review the questionnaire(s) to make sure they’re correct.
📑 Note: If you're unsure which version (employee or manager) of the questionnaire you're viewing, check the header. The 'Signature:' line will align with the respondent expected to sign that copy.
Follow your usual PDF printing or saving process.
In Microsoft Edge click the printer icon in the top-right. In the new Print window that opens, adjust settings (pages, printer, etc.) and click Print or Save at the bottom as needed.
