Templates in iAlign are a fantastic way to invest a bit of time upfront, saving loads of time and amplifying your impact down the road!
Why Use Templates?
Templates are your go-to for any process you repeat frequently. For example, most organizations find templates invaluable for onboarding new employees and conducting 90-day reviews.
Who Benefits the Most?
Templates are particularly beneficial for individuals and teams that perform repeated processes frequently. HR teams, Operations departments, and Learning and Development teams are great candidates to leverage the power of templates.
Types of Templates in iAlign
In iAlign, you can create two types of templates:
- Target Templates
- Check-In Templates
How to Use Templates Effectively
Here’s a handy tip: if you're planning to create a comprehensive target template with multiple check-ins, start by creating the check-in templates first. This way, you can easily add them via the check-in lookup when creating the target template. Otherwise, if you add check-ins directly to the target template, you can't convert them into check-in templates later; you'll need to do it manually.
Template Visibility
- Company Admin Templates: Any template created by a company admin will be a public company template, visible and usable by everyone in the organization.
- Other User Templates: Templates created by other user types will be saved as private templates in "My Templates."
Setting Up in Advance
While templates are the “what” without the “who” or “when,” you can set up these details in advance for check-in templates!
To learn more about setting up smart pass-down rules for scheduling and people assignment, check out our next article: How to Set Up Smart Pass-Down Rules.
FAQs
A: Yes! You can always go back and tweak your templates to keep them up-to-date and relevant. However, please note that any targets or check-ins already published won’t be automatically updated to reflect changes in the templates. Any new targets or check-ins published after your updates will include the latest changes.
A: Yes! You can always go back and tweak your templates to keep them up-to-date and relevant. However, please note that any targets or check-ins already published won’t be automatically updated to reflect changes in the templates. Any new targets or check-ins published after your updates will include the latest changes.
Q: Can templates be shared with other teams?
A: Absolutely! Company admin templates are public and can be accessed by anyone in the organization. Private templates made by other user types unfortunately do not have the ability to be shared with others at this time.
Q: These sound great, how do I get started?
A: You can create a new template anytime to suit your specific needs. Just follow the steps in our help article Creating Custom Templates.
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