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Creating All Forms

Last updated on Sep 02, 2024
  • Click "Forms"

  • Click the dropdown arrow and select to add "Custom Attributes"

  • To create a custom attribute, enter the attribute name in the text box

  • Click "Save & Continue"

  • Click "Create Form". We need to create forms for all the attributes

  • You can either "Create from Scratch" or "Choose from Templates"

  • Choose any of the blocks from this list

  • Click the "QUESTION" field to enter the question

  • You can toggle on "Required" button to make the question mandate

  • If you toggle on the "Private" button, then the responses won't be visible to the employee

  • You can make use of the optional field if you want to select or create the section for the questions added

  • You can choose the response type as either "Rating" or "Open Text"

  • Click "Create Another Block" or "New Block" at the top right corner to add new blocks

  • Click "Goal" to add the goal block to the forms if goals were enabled during the configuration step

  • Click "Competency" if enabled in the configuration step

  • Select "Weighted Score" from the drop-down box

  • Click "Overall Weighted Score" or "Sectional Score" to calculate weighted score

  • Choose "Set Equal Weights" or manually assign the weights

  • Click "Add Weighted Score Block"

  • Click "Save & Continue"