Create feedback forms to use in performance review cycles or when giving continuous feedback. You can configure the number and type of questions in the form.

Before you start

To create feedback forms you either need:

• The Administrator role. 
• Edit permissions for Configurations > Performance & Development settings.

Create a form

To create a new form, go to Performance > Manage. Under Forms, click Create.

The configuration page opens. To configure the template, follow these steps:

Step 1: Name the form

1. To make the template available for employees when giving continuous feedback, select Enable this template for continuous feedback.
2. To edit the form title, click the pencil icon on the upper right-hand side.

Step 2: Configure sections and questions

1. You can create sections to organize the template questions. To do so, click the Add a section icon on the right-hand side. Then click the relevant section to configure it. 
2. To edit the name of a section, click it. You can also add a description.
3. To add a question under a section, click the plus icon on the right. Enter the name and the type of question (open, binary, traffic light, or scale). Configure the question as needed.
4. To duplicate or delete sections and questions, click Duplicate or Deleteon the selected element. 
5. Use the handle icon to drag and drop questions where needed. To reorder a section, click the Reorder section icon . Drag and drop the section as needed.
6. Optional: To make a question mandatory or to allow comments, click the respective toggles.
7. Click Save.

The new template is now available to use when writing feedback. Note that you cannot download empty templates yet. The functionality will be available in the future.

Tip
Click Check form, to have Personio's AI check your questions. The assistant checks for privacy concerns, bias indicators or missing options. To use this option, you need to activate general AI features under Settings > Account & support > AI features.

Duplicate a form

To duplicate a form, follow these steps:

1. Go to Performance > Manage.
2. Under Forms, click the relevant form.
3. Click the three dots icon and select Duplicate form. Confirm your choice.

Delete a form

To delete a form, follow these steps:

1. Go to Performance > Manage.
2. Under Forms, click the relevant form.
3. Click the three dots icon and select Delete form. Confirm your choice.

This action is permanent and can’t be undone. Deleting a form does not impact past or ongoing reviews or feedback, but the deleted form is no longer available for new cycles or continuous feedback.

Next steps

For more information on how to use the forms for managing your employees' performance, see Best Practices: Performance feedback forms.