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1. Initiate Feedback Creation
On the dashboard, navigate to the top-right corner and click on the “Create Feedback” button to begin the feedback creation process
2. Choose Feedback Action
Once you click on the “Create Feedback” option, you will see two actions:
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Give Feedback: Use this option to proactively share feedback with a team member about a specific topic or their performance
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Request Feedback: Use this option to request feedback from team members about yourself, a specific topic, or another team member’s performance
3. Start Giving Feedback
To begin providing feedback, click on the “Give Feedback” button and proceed with the feedback creation flow
4. Choose Feedback Recipient
Search for and select the team member to whom you want to give feedback
5. Choose a Feedback Template
Select a feedback template from the available list. These templates may include both system-defined and organization-created options
Once a template is selected, the associated questions will appear. Enter your responses and provide detailed feedback for each question
6. Using a System Template
Here, a system-defined template is selected. The questions displayed are pre-configured and standard across the platform
7. Using an Organization Template
In this step, an organization-created template is selected. The questions shown are customized based on your organization’s requirements
Note: If a template contains competency-related questions and the selected employee does not have competencies assigned, that template cannot be used
8. Set Feedback Visibility
Choose the visibility setting for your feedback: Private, Private + Manager or Manager
9. Submit Feedback
After completing all responses, click on “Submit Feedback” to finalize and submit your feedback
10. Access Request Feedback Section
To request feedback, click on the “Request Feedback” button
11. Choose Feedback Request Recipient
Choose the employees from whom you want to request feedback
12. Select Feedback Provider
Choose the person from whom you want to request feedback
For example, if you want Employee B to provide feedback for Employee A, select Employee B as the feedback provider
13. Choose Template & Visibility
Select the feedback template and set the visibility (Private, Private + Manager, or Manager)
14. Add Customized Message
You can also add an optional custom message to guide the feedback provider
15. Send Feedback Request
Once all details are configured, click on “Request Feedback” to send the request
