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Administrator Guide
Last Updated: 2023-06-23
Example: Create Employee Reviews with Two Questions Sections

Example: Create Employee Reviews with Two Questions Sections

This example illustrates how to set up an employee review template with 2
Questions
 sections so you can customize different questions for employees and managers.
You want to create an employee review template for performance reviews with different sets of questions for employees and managers. This example doesn't include configuration for ratings options or for setting weights for these sections.
  1. Add review question categories using the
    Maintain Review Question Categories
     task.
  2. Add review questions using the
    Maintain Review Questions
     task.
  3. Configure the employee review template using the
    Configure Employee Review Template
     task.
  4. Click
    Edit
     and select
    Use Guided Experience
     in the
    Default Editor Option
     field.
  5. In the
    Template Section Configuration
     section, click
    Configure Sections
    .
  6. Add the
    Questions
     and
    Questions 2
     sections.
  7. Configure the
    Questions
     section for managers.
    1. Rename the section
      Questions for Managers
       in the
      Label
       field for clarity.
    2. Select the
      Section Comments
       check box to enable managers to enter a comment for this section.
    3. Set the
      Employee View Option
       to
      Hide
       to prevent employees from seeing questions for managers.
    4. Add manager questions to the section from the questions that you created using the
      Maintain Review Questions
       task.
    5. Select an option for the
      Item Comments
       field. Select
      Exclude Employee
       to prevent employees from entering comments.
    6. Select the
      Manager
       option in the
      Require Items Comments For
       field to require managers to enter comments for this section.
  8. Configure the
    Questions 2
     section for employees.
    1. Rename the section
      Questions for Employees
       in the
      Label
       field for clarity.
    2. Select the
      Section Comments
       check box to enable employees and managers to enter a comment for this section.
    3. Set the
      Employee View Option
       field to
      View and Modify
       to enable employees to view and modify questions in this section.
    4. Set the
      Require Section Comments For
       field to require managers and employees to provide section comments.
    5. Add employee questions to the section from the questions that you created using the
      Maintain Review Questions
       task.
    6. Select an option for the
      Item Comments
       field. Select
      All Reviewers
       to enable employees, managers, and additional reviewers to view comments, or select
      No Comments
       to prevent displaying all comments.
    7. Select the
      Manager
       or
      Employee
       options in the
      Require Items Comments For
       field to require managers or employees to enter comments for this section.
  9. Click
    Configure Help Text
    .
    1. In the
      Template Help Text
       tab, add template level help text for the
      Set Content
       step that will be viewed by both employees and managers.
    2. Add separate template level help text for employees and managers in the
      Employee Evaluation
       and
      Manager Evaluation
       fields.
    3. Add
      Employee Acknowledgment
       and
      Manager Acknowledgment
       help text.
    4. In the
      Section Help Text
       tab, click the
      Questions
       section and add help text for managers in the
      Set Content
       and
      Manager Evaluation
       fields.
    5. Click the
      Questions 2
       section and add help text for employees in the
      Set Content
       and
      Employee Evaluation
       fields.