Introduction to Forms

Documentation on forms is currently under development - check back soon or get in touch with us for help.

Forms are used during appraisals and specify what questions and sections appear to appraisees, line managers and feedback nominees on the appraisal report.

Unlike paper-based forms, a single form in Appraisd contains all of the above information. There's no separate form for feedback, for example. Instead, feedback is just another section within the form.

Different types of form

Many of our clients use the same form for everyone. Other clients have many forms, for example:

  • Annual appraisal form – Sales
  • Annual appraisal form – Finance
  • Annual appraisal form – Marketing
  • Annual appraisal form – R&D
  • Mid-year appraisal form – Everyone
  • Probationary review form

By having multiple forms, you can tailor them to different departments or levels of seniority. On the other hand, adding more forms can create more administrative work if you decide to change the questions on each form in future.

In Appraisd, you can have as many forms as you like – potentially one form for each user.

What's in a form?

A form is made up of Sections and Questions. Here are some examples:

SectionQuestionsVisibility
Competencies
  • How would you rate your teamworking performance over the last 6 months?
  • How well do you think you've lead your team over the last 12 months?
  • Managers: how would you rate {appraisee}'s performance over the last 12 months? 
Manager and appraisee only
Overall performance
  • What work have you done recently that you're proud of?
  • What would you describe are your greatest strengths?
Manager and appraisee only
Feedback
  • What skills does the appraisee bring to the team?
Manager and feedback reviewers only


For any section and question you can specify who should be able to see or comment on it. The choices are:

  • Manager only
  • Manager and appraisee only
  • Manager and feedback reviewers only*
  • Manager, appraisee and feedback reviewers*
* Feedback reviewers only ever see their own comments, not those of the manager, the appraisee or other reviewers.

If you're using the second sign-off feature, the second sign-off can see everything the manager can. The same is true for moderators.

By default, the system also provides Start, Private Notes and Next Steps sections to the form.

Question types

Each question in a section has a 'type' which is one of the following. Some are obvious questions, others are more like placeholders for functionality that may or may not be available to the user:

  • Text box input
  • Rating scale input
  • Text box with rating scale input
  • HTML text display (no input)
  • Previous objectives – 12 months
  • Previous objectives – 6 months
  • Future objectives plus Add an objective button
  • File upload slot
  • Custom script

Summary vs non-summary questions

Any question can be a summary question or a non-summary question. 

Summary questions are shown below the grey line on the appraisal form and are used by the manager to write up the summary of what's been discussed. Summary boxes are not shown to the appraisee at Step 1, but other than the semantic and interface differences, they are the same as ordinary non-summary questions.

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