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 and select
Step 2: You'll be redirected to Form List page where you can create new forms. Click on '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:
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- Form Title (example: Mid-year Performance Review)
- Category Name (example: Accomplishments)
- Reviewers (Self, Manager, Peer and Upward), you can select multiple reviewers
- Factor Weightage (enable or disable if you would like to calculate weightage)
- Add the questions for this Category
- Add more Category
- Select the actions (Save As Draft, Publish, Cancel)
- You can use our AI Tool to generate questions
- Delete Category (remove a category that you have added.)
- You can download the template of the review form and
- Upload the updated template
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 three options:
- Option 1: Create the questions manually (Steps are explained in the next section)
- Option 2: Import Categories and Questions using template (Steps are explained in the next section)
- Option 3: Generate questions using AI (Refer to the Steps in this article)
Option 1 – Create the questions manually
Click on the 'Add Question' button. This pop-up form will appear for you to type in and create the questions.
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- Enter the Question Title
- Enter the Description
- You can also add a Tooltip
- Select the Answer Type – it could be in Scale rating or Free Text
- Enable Allow Comment if desired
- Click Save/Update or Close
A preview of the question will appear on the left side.
Answer Type Options
a) Free Text - allows reviewers to type in their feedback, this can be useful for open-ended questions.
b) Key-Performance Indicator (KPI) - reviewers will have to select the KPI rating percentage.
c) Binary (customizable rating scale) – reviewers can select their answer from two options. The default are 'Yes' or 'No', but these options can be customized if needed.
d) Three Point Scale (customizable rating scale) - reviewers can select their answer from three options. The default options are 'Below Expectations', 'Meets Expectations' and 'Exceeds Expectations', but these options can be customized if needed.
e) Four Point Scale (customizable rating scale) - reviewers can select their answer from four options. The default options are 'Strongly Disagree', 'Neutral', 'Agree' and 'Strongly Agree', but these options can be customized if needed.
f) Five Point Scale (customizable rating scale) - reviewers can select their answer from five options. The default options are 'Unsatisfactory', 'Needs Improvement', 'Meets Expectation', 'Exceeds Expectation' and 'Outstanding', but these options can be customized if needed.
Option 2: Import Categories and Questions using a template
You can also import the categories and questions using the template. First, download the template and update it accordingly by entering the categories and questions. Then, upload the updated template.
Step 7: After saving the question, you will be taken back to the previous page. Finalize the Review form by creating all the necessary categories & questions, assigning the Reviewers (Self, Manager, Peer, etc) and setting the Weightage.
For the Weightage, you can set at Category-level Weightage, for example first category is at 70% factor weight, the second category is at 30%. You can also set the Weightage at the questions level.
Step 8: Once you’re done setting up everything, you can either 'Save As Draft' (continue updating later) or can 'Publish' the form (so you can use it for your Review Cycle).
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.
Note: If you need to use the new form for a Review Cycle, the form must be in Published status.