Building a Form

Once you have defined a scale and a competency framework, you need to build an appraisal form. This form will contain a list of questions and criteria by which the users will be evaluated.

Step-by-step Guide

To build an appraisal form:

1. Go to Performance Appraisal System > Manage appraisal forms
2. Click on the Add button
3. Fill out the "General settings" of the form. We recommend that you keep the form disabled until it's ready for usage
4. Fill out the "Email notifications" section to specify when you want the emails to go out
5. Add blocks as per your form
   1. Choices. This block loads all the competencies in a given competency framework and then asks the user to select ONE (1)  and rate themselves and/or provide feedback. It's useful when you only require the user to provide on competencies of their choice.
   2. Competency. This block loads all the competencies in a given competency framework and then asks the user to rate themselves and/or provide feedback on ALL competencies. If you plan on dividing your competencies into multiple sections (e.g. with headers), note that you'll need to add one (1) competency framework per section.
   3. Feedback. This blocks will display text areas where users can enter free-form text. It is used to collect general feedback such as strengths, weaknesses, and so on.
   4. Header. This block will display a category in the form. Everything included below the header (and until the next header) will be in a category that can be expanded / collapsed.
   5. Static. This block allows you to enter static text. It's generally used to display instructions for the form. It can contain placeholders as per the following:
      1. Standard User Profile Fields:  {{assignee.fieldname}}
      2. Custom User Profile Fields:  {{assignee.profile_field_fieldname}}
      3. Completed by Employee Timestamp (in epoch format0: {{appraisal.employeecompleted}}
      4. Completed by Manager Timestamp (in epoch format): {{appraisal.managercompleted}}
      5. Completed by First Name: {{appraisal.managercompletedby.firstname}}
      6. Completed by Last Name: {{appraisal.managercompletedby.lastname}}
      7. Completed by Username: {{appraisal.managercompletedby.username}}
      8. Locked Timestamp (in epoch format): {{appraisal.locked}}
      9. Locked by First Name: {{appraisal.lockedby.firstname}}
      10. Locked by Last Name: {{appraisal.lockedby.lastname}}
      11. Locked by Username: {{appraisal.lockedby.username}}
      12. Assigned Timestamp (in epoch format): {{appraisal.assigned}}
      13. Assigned by First Name: {{appraisal.assignedby.firstname}}
      14. Assigned by Last Name: {{appraisal.assignedby.lastname}}
      15. Assigned by Username: {{appraisal.assignedby.username}}
      16. Strings from the Language files: {{#str}}welcome, core{{/str}}
      17. Utilities to format dates:  {#userdate}}assignee.profile_field_dateofhire, %Y %m %d{{/userdate}}
6. Repeat Step 5 until the form is complete.
7. Click on "Save changes" as the bottom of the form.

Once you are done with the form, you should go back in the "General settings" section and enable it if it was disabled as per our recommendation in step #3 above.