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04. Create an Appraisal Form (Step 1)

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Appraisals can be a valuable tool for communicating with employees regarding their performance and contribution to the company.

How to create an appraisal template

Start setting up your Appraisal Form by clicking on the plus icon on the right-hand side within the Survey tab. You will then be asked to give the Appraisal a title. You can also add an introduction to the Appraisal. Please ensure that participation in the survey is not set as anonymous.

Questions are added in the Content tab of the Appraisal. You can add multiple choice, free text and rating scale questions.

Examples of grading scales are shown below:

  • A grading scale based on agreement can have this range: Completely Disagree, Disagree, Somewhat Disagree, Neither Agree nor Disagree, Somewhat Agree, Agree, Completely Agree
  • A grading scale based on frequency can have this range: Never, Rarely, Sometimes, Often, Always
  • A grading scale based on importance can have this range: Not at all Important, Slightly Important, Moderately Important, Very Important, Extremely Important

For each question within the appraisal, you will be able to define if it is mandatory to provide a response or if it is optional.

Within the Content tab you can also change the title and introduction if required.

Tip! You can copy an existing Appraisal, and use this as the base for your new Appraisal. To do this, click on the Appraisal you would like to copy and select the copy icon on the right-hand side.

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