Building a Form

Once you have defined a scale, a competency framework and competencies, 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" section of the form.

   1. 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 to your form to design what it will look like, what information will be presented to the users, and what competencies you want to assess as part of the form.

   1. 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.

There are numerous blocks to choose from when building the form.

Related Articles

• Displaying a User's First and Last Name in an Appraisal Form

• Linking to the Compliance Overview in an Appraisal Form

• Displaying and Formatting a Date in an Appraisal Form