Skip to main content

Performance Management: Questions and Forms

Written by Kaylee Welling
Updated today

From the main page:

On the side bar, select 'Questions and Forms':

This will take you to your question bank. From here, you may add new questions by the 'Create Question' button.

From here, fill out the question with Title, Question Type and any additional options.

The Question Types are:

  • Text Response

  • Multiple Select

  • Single Select

  • Rating Scale

Each for each question, the following can be customized:

  • Title and description

  • Question type:

    • Text Response

    • Single select

    • Multiple select

    • Rating scale

  • Optional settings:

    • “Not applicable” option

    • Additional comments field

    • Mark question as sensitive (responses to sensitive questions are only visible to admins by default)

For rating scale questions, you can:

  • Define the scale range

  • Add custom labels for each value

To edit or delete existing questions, hover over the three dots on the right:

Then, navigate to the 'Forms' tab, and select 'Create Form':

From here, add in the relevant information and select which questions you'd like to be included from the dropdown:

The dropdown includes every question in your bank and you may search by typing in the bank:

Once you have chosen which questions you'd like, you may see what type of question it is and what additional choices have been made for it. To make it required, switch the toggle to on. To remove it from the form, click 'Remove Question'.

Once the questions are saved in a form, they can be selected from the evaluations form list in your cycle settings:

You can also manage questions and forms from within your cycle setting by clicking 'Manage Evaluation Forms' which will take you to the 'Question and Forms' tab shown above.

Did this answer your question?