Creating Appraisal Forms

This guide will help you create custom review forms within the Appraisal module, tailored specifically for your Appraisal or Performance Review cycle.

Step 1: Click on module and select

Step 2: You will be redirected to the Form List page where you can also create new forms. Now, click on the 'Create Form' button.

Step 3: You will then be redirected to the page where you will create the form.

Below are the parts of the form: 

1. 1. Form Title (example: Mid-year Performance Review)
   2. Category Name (example: Accomplishments) 
   3. Reviewers (Self, Manager, Peer and Upward), you can select multiple reviewers 
   4. Factor Weightage (enable or disable if you would like to calculate weightage)
   5. Add the questions for this Category
   6. Add more Category 
   7. Select the actions (Save As Draft, Publish, Cancel) 
   8. You can use our AI Tool to generate questions 
   9. Delete Category (remove a category that you have added.)

Step 4: To create a Form, start by entering the Form Title.  

Step 5: Enter the Category Name, select who are the Reviewers (you can select multiple reviewers). Then enable Weightage (if needed).  

Step 6: Add the Questions for this category, you have two options:

• Option 1: Create the questions manually (Steps are explained in the next section)
• Option 2: Generate questions using AI (Refer to the Steps in this article )

Option 1 – Create the questions manually

To start, click on the Add Question button. This form will appear in a pop-up window for you to type in and create the questions. 

1. 1. Enter the Question Title,
   2. Enter the Description,
   3. You can also add a Tooltip,
   4. Select the Answer Type – it could be in Scale rating or Free Text.
   5. Enable Allow Comment if desired.
   6. Click Save

A preview of the question will appear on the left side.

Step 7. After saving the question, you will be taken back to the previous page. You can add more questions, add more categories, and adjust the weightage. Then, you can either Save as Draft or Publish.

Step 8: When you click on Publish, you will be redirected to the Form List page, where the status will now show as Published.

You can also use the action icons to make a copy, view, edit, or delete the form.

If you clicked Save as Draft (instead of publish), the status will be shown as Draft.