This help guide will show you how to configure Review Forms for each type of reviewer (employee/manager/peer) to complete.

 

Contents

• Introduction
• To create Review Forms
• Question Types
• Base Forms
• Editing Review Forms
• Deleting Review Forms
  
  

Introduction

Talent Management gives you the ability to keep a record of reviews such as probation, monthly 1-1’s and annual appraisals. Each review can have multiple sections and can provide a step-by-step workflow for employees, managers and peers to participate in each review.

 

To create Review Forms

• Go to the following area:
  • Latest menu: Performances & Development > Performance & Development Configuration > Review Forms Configuration
  • Pre 2025 menu: System > Talent Management Configuration> Review Forms
• The screen will display any review forms already set up
• Click Insert New Record
• The Section Type will be read-only unless you have the full Talent Management module. Other options in this menu with the full module allow you to link objectives into your review form
• Enter a Description and if you want to base the new form on an existing one then select it from the Import Form drop-down
• Click Update
• The form design screen will be presented
• Replace the wording ‘Section 1’ with the description of what you would like the first section of your form to be called. This will form the name of the Section and will appear on the left of the screen
• Additional Text – can be used to pro vide help or assistance with the form completion
• The slider for Include Comments will enable an optional-answer text box to be displayed at the bottom of this form's section. Once you move the slider a Comments Text field will appear. The mandatory description you insert will appear on the comments box, and can be used to provide assistance as to what to use the comments field for
• From the Type drop-down list select the question format

• Dependent on the question type, selected options will be presented for completion and whether the question is to be included in the Employee Dashboard Summary presentation (1-5 rated questions only)
• Continue to create as many questions as is required for that section of the form To add a new section to the form click on the plus sign on the left-hand menu The copy icon in the left-hand menu will enable you to import a section from an existing form
• Click Update

Note: The form will not be enabled for use unless there is a date in the Date Enabled field.

 

 

Question Types

The question type options and how they will display on a review form are as follows:

Short Text (mandatory answer, 4000 character limit) – configuration and display

 

Logical (optional answer) – configuration and display

 

Ordered List (optional drag and drop answer) – configuration and display

 

Drop Down List (mandatory answer) – configuration and display

 

Multiple Select (mandatory answer) – configuration and display

 

Rated (1-5 mandatory answers) – configuration and display

The ‘Include in Dashboard’ toggle will show the rated score on the Employee Dashboard Summary. 

• Range (1 to 5)
• Ratings (1 to 5)
• Ratings (5 stars)

 

Long Text (optional question, 4 000 character limit) – configuration and display

 

Date Picker (mandatory question) – configuration and display

 

Note: If you are not creating your questions in the order you would like them to appear, you can re-order them by changing the order number.

 

Note: Your review form can be duplicated as many times as is required (limited to five forms in standard Talent Management) and changes made to each duplicated form to suit the requirements o f that form and the reviewer type. Eg a probation review form could be duplicated and modified for use by an employee, a manager and if required a peer.

 

Base Forms

• If there are questions on a form which are going to be applied to multiple Review Types (full module only) then it may be a good idea to create a Base Form
• A Base Form enables you to create the questions once in a form and to then incorporate that form as part of a review type which may have other forms (employee/manager/peer) containing more specific questions in that review
• The Base Form will apply the same sections and questions to the employee and manager (if enabled), and will always appear at the beginning of a review workflow, followed by the sections of each individual reviewer form (employee/manager) if added
• Multiple Base Forms can be created and applied to different review types
• It is not essential to use a Base Form but may save time when creating questions as part of a review
• A Base Form is created in the same way as any other form. It may be easier to name it in such a way that it indicates that it is a base form although this is also not essential

• In the above illustration a Review Type of ‘Annual Appraisal’ has been created
• A base form can be used and additionally, specific forms for the employee, manager and peer review
• Looking at this example in practice below, the first section is the same set of questions for employees and manager from the Base Form, (in this case a checklist which can apply to both employee and manager), and whilst the subsequent sections follow the same workflow (for consistency but entirely optional), clicking between Employee/Manager Answers shows the questions are tailored to each reviewer – eg Future Aspirations section

 

Employee Form

 

 

Manager Form

Note: Peer Forms are not affected by Base Forms. The Base Form will only be added to the Employee/ Manager Forms.

 

Editing Review Forms

• When a form is first created all of the Sections will be fully editable and can be deleted by clicking on the Bin icon adjacent to the titles on the left-hand side

• Once a Review Form has been included as part of a Review Type inserted on an individual’s record via the Employee Dashboard, and therefore holds data for an employee, the associated Review Form(s) will become restricted
• The Bin icons will disappear and the Section Description will become read only, as the current form structure is required for historical data 

• You still can add new Sections and amend the Questions within all Sections

Note: If using an Objectives/Enhanced Objectives Section (full Talent Management module only) this section can still be fully edited and the Bin icon is always present.

• It’s therefore recommended to delete employee data when testing your reviews to prevent any unnecessary restrictions

Tips: You can create new forms, importing the form you wish to clone, to be able to fully edit the new version without restriction, although this is more feasible with the optional Full Talent Management module which contains unlimited review forms and types (standard package is restricted to five forms and one type) If you are limited to five Review Forms it is recommended to keep Section Descriptions as generic as possible: eg ‘Performance Review’ rather than ‘Performance Review 2022’ as the description cannot be edited year on year You can delete the date from the Date Enabled field of the original/archived Review Form to remove it from the form selection list(s) within a Review Type The Review Form Description can also be amended, eg to prefix the name with a Z so it will move to the bottom of the overall list in the Summary Grid

 

Deleting Review Forms

• Go to the following area:
  • Latest menu: Performances & Development > Performance & Development Configuration > Review Forms Configuration
  • Pre 2025 menu: System > Talent Management Configuration> Review Forms
• A Delete button is present on the bottom toolbar

 

• Review Forms can only be deleted if they are not 'in use', so need to be unlinked from any corresponding Review Types or the above advisory message will pop up
• Go to the following area:
  • Latest menu: Performances & Development > Performance & Development Configuration > Review Types Configuration
  • Pre 2025 menu: System > Talent Management Configuration> Review Types
• Click on a Review Type where the Review Form (you wish to delete) is linked
• Click the x against the form(s) on the right hand side to remove

• Click Update to save changes
• Repeat these steps on any other Review Types if the form is linked (full module only)
• Return to Review Form Configuration and you should now be able to Delete it
• If you prefer to archive rather than delete you can delete the date from the Date Enabled field of a Review Form to remove it from the form selection list(s) within a Review Type. As long as the Review Form is not linked to the Review Type then it will not be available to employees
• A Review Type can also be ‘ceased’ (with Cease Date field) to remove the whole template from appearing in the Employee Dashboard but this is only feasible with multiple Review Types (full module only)

For more information on Review Type Configuration please refer to Talent Management - Review Types Configuration.