Building and editing review form templates (advanced)

You can make certain questions mandatory in reviews - you can choose to make the rating or the comments mandatory, or both. In order to make questions mandatory, you'll need to enable the following setting in Configuration:

You'll then see these options beneath each question and you can select the combination you need depending on which component you'd like to be mandatory and for which role. 

The visibility of the sections and questions

There are four options for the visibility of your form sections:

1. Employee and manager
2. Employee, manager and feedback-givers
3. Manager and feedback-givers
4. Manager (this can be used for private notes that aren't seen by the employee)

You can combine them however you want. Click on the grey visibility buttons to toggle through the options. The ones that will be hidden from the employee (options 3 and 4) change colour so you can easily tell which sections are which. Whether option 3 is hidden from the employee depends on your feedback settings in Configuration. 

If you select options 3 (and have feedback hidden from the employee in Configuration) or 4, they will be marked in the review with a padlock next to them to let the manager know they are hidden from the employee. The manager will also be able to hide these confidential sections from view by toggling the Hide sensitive data button.

Who can input answers to the questions?

Once you've determined who should see each section of your form, you can decide who should be able to input comments/ratings to each question.

There are six input options for each question:

1. Employee, manager and feedback-givers
2. Employee and manager
3. Employee
4. Managers and feedback-givers
5. Managers (hidden from employee)
6. Second sign-off

The second drop-down allows you to determine whether the second sign-off (if you're using this feature) can input comments too. 

The third drop-down determines whether the question is a summary question. Summary questions can only be answered during the sign-off stages of your workflow. For example, if you're using the regular 3-stage workflow, the manager can complete summary questions when the review is at stage 2. If you're using the employee sign-off workflow, the employee will be able to complete summary questions during the sign-off stage. If you have multiple sign-off stages, all those involved will have the options to answer summary questions at their sign-off stage.

Merge terms

You may wish to pull in your custom people data to your forms to make the experience more personalised for your employees. Common ones you may like to use are {appraisee} and {appraiser} which will insert their names into the question rather than having to refer to them as employee and manager. Here is a full list of merge terms you can use (this is dependent on what custom data you have on your account):

{appraisee}

{appraiseefullname}

{appraiser}

{appraiserfullname}

{secondmanager}

{secondsignoff}

{ddueday}

{dduemonth}

{ddueyear}

{appraiseeuserid}

{appraiseeemployeeid}

{appraiseecustom1}

{appraiseecustom2}

{appraiseecustom3}

{appraiseecustom4}

{appraiseecustom5}

{appraiseecustom6}

{appraiseeposition}

{appraiseecustomdatetime1}

{appraiseecustomdatetime2}