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.
Many of our clients use the same form for everyone. Other clients have many forms, for example:
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.
A form is made up of Sections and Questions. Here are some examples:
|Competencies||Manager and appraisee only|
|Overall performance||Manager and appraisee only|
|Feedback||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:
* 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.
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:
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.