A questionnaire is a series of questions used to measure the performance of employees. Questions can be single-choice, multiple-choice, rating, or open-ended. Each participant (Reviewee and Reviewer) may be assigned a separate set of questionnaires to complete.
You may also create Questionnaires for each participant (Reviewee and Reviewers) and personalize your own Review Templates to match the structure of your company.
Table of contents:
Create a Questionnaire
Firstly, make sure you have access to Performance Settings. If not, please get in touch with your Admin to request it.
Navigate to Performance > Settings
Click on Questionnaires > + New Questionnaire
Select a subject for the questionnaire and click Create
Reviewee only
Reviewer only
Pair of reviewee and reviewer questions
Give it a name and describe when it can be used
Click on + New Section to create a section name
Click + New Question and:
Enter your first questions, and give an example if necessary
Toggle the Required button if it is mandatory
Choose an Answer Type: Single, Multiple, Rating, or Text. You can also enable a Comment box and make it a requirement.
Repeat until you are happy with your question list
Click Save to finish
💡 Tips: You can create a new questionnaire by duplicating the existing ones.
View Questionnaire
Navigate to Performance > Settings
Click on Questionnaires
Find the questionnaire that you want to preview, click ⋮ icon (More) > Preview
Edit Questionnaire
When editing a
Navigate to Performance > Settings
Click on Questionnaires
Find the questionnaire that you want to preview, click ⋮ icon (More) > Edit
Edit the content
Once you're happy with it, click Save to apply changes
⛔️ Caution: Before deleting a section, make sure you move all questions to another section, or all contents will be deleted.
📌 Note:
You CANNOT adjust the subject (i.e., Reviewee and Reviewer) of the questionnaire.
You can drag and drop questions to rearrange your question list
Sections can be organized by clicking on : (More) > Move Up/Move down
Delete a Questionnaire
📌 Note: You can only delete questionnaires that are NOT in use.
Navigate to Performance > Settings
Click on Questionnaires
Find the questionnaire that you want to delete, click ⋮ icon (More) > Delete
