> ## Knowledge Base Index > Fetch the complete knowledge base index at: https://help.sfcodebot.com/sitemap.xml > Use this file to discover available pages before exploring further. > Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash). # PM/GM - Performance Review Template The following article will help explain on how you can create or update a performance review template through SFCodeBot. 1. Navigate to CodeBot for SAP SuccessFactors, enter your login details. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1vat4ru.png) 2. On the Home screen, click on PM/GM module. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1quqix9.png) 3. Select your workspace from the next screen. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_ezqp48.png) 4. Navigate to a generated workbook in my case iteration # 125. Click the sheet icon. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1jqvqhs.png) 5. The workbook will appear in a new tab on your browser. Select the Templates PM worksheet. 6. In block one (Column A – M), choose a template name you wish to create along with some basic information. The block two (Column N – U) allows us to add scale adjusted calculations for our template. The block three (Column V – Z) orders our templates. The block four (Column AA – AD) manages introduction section. The block five (Column AE – AI) manages employee section. The block six (Column AJ - AN) manages signature section. The block seven (Column AO – AS) manages signature section. The block eight (Column AJ – AN) manages additional comments section. The block nine (Column AT – BB) manages customized weighted rating section. The block ten (Column BC – BH) manages midyear section. The block eleven (Column BI – BQ) manages performance potential summary section. The block twelve (Column BR – CZ) manages goal section. The block thirteen (Column DA – EE) manages competency section. The block fourteen (Column EF – EL) manages custom section. The block fifteen (Column EM – EY) manages goal competency summary section. The block sixteen (Column EZ – FQ) helps to add custom elements for a section. The block seventeen (Column FR – GB) manages summary section. The block seventeen (Column GC – GF) manages weight fields for the summary section. For the sake of this example, we have filled data in a few blocks, to keep matters simple. However, you can choose to fill data according to your own requirements. Finally, set the processing status to pending in block eighteen (Column GG – GH). **Screenshot 1:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_2cl2u9.png) **Screenshot 2:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_xsb4b6.png) **Screenshot 3:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1m9syrn.png) **Screenshot 4:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_rbxybk.png) **Screenshot 5:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_l07bmm.png) **Screenshot 6:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1fu16h3.png) **Screenshot 7:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_nq83rd.png) **Screenshot 8:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_o3f7pr.png) **Screenshot 9:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1fnzecy.png) **Screenshot 10:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_4mwwnr.png) **Screenshot 11:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_shpptf.png) **Screenshot 12:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_uiu4k7.png) **Screenshot 13:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1a20z4c.png) **Screenshot 14:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_uzjcre.png) **Screenshot 15:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_59fmzd.png) **Screenshot 16:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_3h4vja.png) **Screenshot 17:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_b6zvvn.png) **Screenshot 18:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_tffz4s.png) **Screenshot 19:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_sz4byk.png) **Screenshot 20:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1ls0ypr.png) **Screenshot 21:** ![** **](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1x7vqk0.png) ** Screenshot 22:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1xtxk07.png) **Screenshot 23:** ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1rhq5pa.png) 7. Close the workbook and navigate back to SFCodeBot. Click the hamburger icon under the Actions tab for the same iteration number. Select ‘Start Configuration’ option from the dropdown menu. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1uni8a.png) 8. The Start Configuration popup will appear. Enter your credentials and some execution notes. Lastly, select the Templates Goal checkbox, and hit Confirm and Start button. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_117zka8.png) 9. Later on, you can click the information icon to monitor the progress of your iteration. Screenshots will be visible once changes are successfully pushed to the instance. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_gn6oy1.png) 10. Once the status shows complete, go back in the workbook, and observe that a template has been added successfully as the row and its corresponding fields is now highlighted green. Meanwhile, the processing status has also turned to processed. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_wi6myw.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_axrm3r.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_hctw48.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1uqv6wg.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1noasuh.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1k2sw7b.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1a3wsx4.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1v4hwrs.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_jkstnj.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_ha8k50.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1isqwbd.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_118hbl.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_13r3g7h.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_1z04umf.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_173zlvh.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_worx7z.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_jhj283.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_11xxqcq.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_u3uksf.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_135ye68.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_13zav46.png) 11. You can confirm the changes you made by navigating to the Manage Templates page on SAP Success Factors, and then selecting the Performance Review tab. ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_av76tc.png) ![](https://storage.crisp.chat/users/helpdesk/website/5a53c0e6e1563400/image_toqoz8.png)