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Set up questions in a review cycle

In a review cycle, you set up the questions the employee, the manager and the peers answer before the review conversation. For each question, you choose the type and who answers it. You set up the questions in the Input section of the review cycle.
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Add a question

  1. Go to Performance > Reviews and open the review cycle.

  2. Expand the Input section.

  3. Click Add question and choose the question type.

  4. Fill in the Question and, if you like, a Description (optional).

  5. Choose who answers the question: the employee, the manager, the peers or a combination.

  6. Click Save.
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Question types

  • Open question: an answer in your own words.

  • Scale: a score between a minimum and maximum value, for example 1 to 10. You can add labels to the minimum and the maximum.

  • Multiple choice: pick from options you add yourself. Check Multiple answers possible if someone may pick more than one option.

  • Emojis: a choice of five emojis, from negative to positive.

  • Yes/No: a choice between yes and no.

For all questions except the open question, the person answering can add an explanation. That field shows up under the question on its own, so you don't need a separate open question to ask for an explanation.
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Who answers the question?

For each question, you choose the input givers who answer it. A question can be for one input giver or for several. Every input giver you turned on under Input types needs at least one question. Otherwise you can't save the review cycle.
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If several input givers answer the same question, you can word the question differently for each of them. Use the tabs under Question phrasing for this. For example, "What went well this year?" for the employee and "What went well for this employee?" for the manager.
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Group questions in sections

Click Add section to group questions under a heading, for example "Looking back" and "Looking ahead". Drag a question or section to change the order. Use the menu next to a question to duplicate or delete it.
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Note: Don't ask about agreements or follow-up actions in a question. You record those after the conversation as action items on the review.

Related keywords: review questions, review questionnaire, add question, question type, scale question, multiple choice question, open question, add section, input types, explanation.

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