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1. Creating Custom Attributes
Under the Forms section, click on the Advanced options to create Custom Attributes
2. Creating Custom Attributes
You can create as many custom attributes as you need
3. Adding Questions for Custom Attributes
Go to the Edit Form option to create questions for the custom attributes
4. Adding Questions for Custom Attributes
From the dropdown, you’ll see all the custom attributes created for this review cycle
You must create at least one question for each custom attribute; otherwise, you won’t be able to move to the next step
5. Saving and Continuing
Once all questions are ready, click on Save and Continue
6. Adding Reviewees via CSV
If you want to add reviewees using a CSV, click on the Import CSV option
7. Downloading the Template
Download the template to view the correct format for uploading the CSV
8. Importing the CSV
After editing the sheet with the proper custom attributes, you can upload it by using the Import CSV option
9. Uploading the CSV
Click on the Upload option, select your file, and upload the CSV
10. Confirming Import Completion
Once your CSV is uploaded, you’ll see a message saying, “Reviewee import completed successfully"
This confirms that the import is done
11. Adding Reviewees Individually
If you want to include any reviewee separately, click on the plus (+) option on the right-hand side of that reviewee
12. Editing Reviewee Details
Click on the edit symbol to update the employee or review details
13. Assigning Custom Attributes
Open the Select Attribute dropdown. From there, choose the custom attribute you want to assign to the reviewee
14. Saving Configurations
Once all configurations are complete, click on Save
The selected custom attribute will then be successfully assigned to that reviewee
