Building a Form

Once you have defined a scale, a competency framework and competencies, you need to build an appraisal form. This form will contain a list of questions and criteria by which the users will be evaluated.

Step-by-step Guide

To build an appraisal form:

1. Go to Performance Appraisal System > Manage appraisal forms

2. Click on the Add button

3. Fill out the "General settings" section of the form.

   1. We recommend that you keep the form disabled until it's ready for usage.

4. Fill out the "Email notifications" section to specify when you want the emails to go out.

5. Add blocks to your form to design what it will look like, what information will be presented to the users, and what competencies you want to assess as part of the form.

   1. Keep adding blocks until the form is complete.

6. Click on "Save changes" as the bottom of the form.

There are numerous blocks to choose from when building the form.

Important Notes

• Once you are done editing the form, go back to the Performance Appraisal System > Manage appraisal forms page and enable the form so that it can be assigned to users.

Related Articles

• Displaying a User's First and Last Name in an Appraisal Form

• Linking to the Compliance Overview in an Appraisal Form

• Displaying and Formatting a Date in an Appraisal Form