How do I add the Question Section?
1. Go to Administration > Performance and click Appraisal Setup.
2. Along the template title click the dropdown beside the Appraisal Settings button and select Appraisal Sections.
3. Click the Add New Section button.
This opens up a new drop-down allowing you to fill in the following information:
1. Module: The type of section you want to add (in this example, it is a Question).
2. Title: This is the title that is displayed to all users.
3. Description: This should describe the question section that the employee sees.
4. Section Visibility: This allows an administrator to determine if the section is visible to the employees and/or managers.
⚠️ | Questions cannot be rated by the employee or the manager. An administrator can only determine who can view and answer the question. |
5. Section Activity: This allows an administrator to determine if the employees and/or managers can add, edit or delete a Question on this section.
⚠️ | The ability to add, edit, and delete is also determined by the Appraisal Phase Settings. |
6. Section General Settings:
Labelling is active: to display the label of the questions.
All questions are mandatory: to force employees or managers to answer all questions under this section. This means the appraisal won’t be finalised unless all questions are answered. It does not enforce users from submitting the answers for specific phases.
Responses From: to set who can answer the questions, employee, manager, or both.
Manager responses are visible by employee: This allows an administrator to determine if the manager's responses to the questions will be visible to the employees. It controls whether employees can see manager responses entered against question items in the Question section. It does not control visibility of manager notes or comments entered elsewhere in the appraisal. Visibility can also vary by phase, so if the setting is not enabled for the current phase, employees will not see those manager responses in that phase.
⚠️ | The ability to view the manager's responses is also determined by the Appraisal Phase Settings. |
❗ | If there are questions that are only required to be answered by the manager, then it is important to determine if you would like the manager’s answers to be visible to the employee. |
7. Once everything has been filled in, click on the Save button. The new question section will have been created, allowing you to:
Add Question From Library: This allows you to browse and select from the question library.
Add Question: Allows the administrator, manager or employee to create an ad hoc question.
⚠️ | Any questions that are created within the appraisal will not be saved to the library. |
Managing Questions in the Questions Library?
How do you add questions in the Question Library?
1. Go to Administration > Performance and click Questions.
2. Click the Add Question button.
This opens up a new drop-down allowing you to fill in the following information:
1. Title: This is the title or the question that is displayed to all users.
2. Label: An administrator can use this to identify which label this question should be assigned to.
3. Description: This should describe the question that the user sees.
4. Answer Type:
Free Text: This allows the user to input letters or numbers.
Checkbox: This allows the user to select single or multiple answer options.
Radiobox: This allows the user to select a single answer.
Combobox: This allows the user to select a single answer from the dropdown.
5. Once everything has been filled in, click on the Save button.
📝 | The 'Export to CSV' button will export all of the Questions from the Question library. Please allow some time for the export to be processed. You will receive an email notification with a link to download when the export is ready. |
How to edit a Question in the Question Library?
1. Go to Administration > Performance and click Questions
2. Click Edit and make the relevant changes to the Questions
3. Click Save to confirm the changes.
How to delete a Question in the Questions Library?
1. Go to Administration > Performance and click Questions.
2. Click Delete and a pop-up will appear confirming that the Question has been deleted.
How does the Question section appear to the employee and manager?
1. Employee clicks on Performance > My Performance and then selects the relevant appraisal.
2. A Manager will click on Performance > Team Performance and then select the relevant appraisal.
3. Once the appraisal is open, the Employee / Manager selects the Question section.
Add Question From Library: This allows users to select questions from the Question Library.
Add Question: This allows users to add their customised Questions.
Frequently Asked Questions (FAQ)
When will the user start to respond to the Question Section?
The Questions Section is available to respond to in any appraisal phase until the appraisal is finalised.
In the Question section, can one question in it be made mandatory and the rest isn't?
When the 'All questions are mandatory' option is selected this means all of the questions in that Question Section will be mandatory.
Can the administrator see the responses to the questions?
Admins will see everything inside the appraisal regardless of the visibility set.
Can I add or change a Question section after the appraisal has already been assigned?
Yes — you can add the section and sync the appraisal. However, sync has important limitations. Section settings can be synchronised, but question item changes inside already assigned appraisals may not apply automatically. If assigned appraisals already contain responses, ratings, or other in-progress data, some changes may not sync as expected. Please see this article: How to sync.
I added a question in an appraisal, but I cannot find it in the Questions library
Questions created with Add Question inside an appraisal are ad hoc questions and are not saved to the Questions library. To reuse a question across templates or appraisals, create it first in Administration > Performance > Questions, then add it with Add Question From Library. Also note that Notes and Attachments are only available on section items, so the section must contain at least one question for those options to appear.