This article explains how to configure the different question types in the performance form templates, and shows how to use them when writing feedback.
Note only Administrators and employees with edit rights for Performance & Development settings can create and configure performance form templates.
What are performance feedback form templates?
Performance feedback form templates are templates that you can configure under Performance & Development > Settings. They can be used when providing employee feedback during performance review cycles or when giving continuous feedback. With these templates, you can customize the information to collect regarding an employee's performance.
To create performance form templates, check our article Performance settings.
Configuring the four answer types
After creating a form template, you have the option of adding new questions and configuring the type of answer you would like. You can combine several answers in one form.
1. Open text
This type of answer allows you to ask open questions. The evaluator can then fill out their answer.
2. Binary question
Binary questions allow you to configure two options between which the evaluator will be able to choose when filling in the form. You can add a label for each option, for example, "Yes" and "No". Descriptions can be optionally added to the label. You can also allow evaluators to add a comment to the option they choose and decide if this question is mandatory.
3. Traffic light
This type of answer consists of three options: red, yellow, and green. You can add a label for each option, for example, "Reached", "Partially reached", "Not reached". Descriptions may also be added to the label if you wish. In addition, you can allow evaluators to add a comment to the option they choose and decide whether this question is mandatory.
Custom rating scales consist of a minimum of three and a maximum of five options, allowing you to offer 'rating' answers. You can add a label to each option, for example, a gradual rating from "Outstanding" to "Critical". Descriptions may be added to the labels if needed. You can also allow evaluators to add a comment to the option they choose and decide if this question is mandatory.
Using performance feedback form templates
The templates that you created in your settings will then be available for selection when creating a performance review cycle, or when giving continuous feedback. Once you have selected the right template, the questions are displayed, and you can provide the answers in the format that was selected in the settings.
Personio indicates whether a question is mandatory or not, and a description appears when you hover the mouse over the respective label.