How to create Q and A templates for the performance review?

Profit.co provides a new option to create Q&A templates for adding it as a questionnaire for the initiated Performance Reviews. These Q&A templates can be added to different types of Performance Reviews. 

What is the use of this feature?

• Create and group your questions in a Q&A Template and use it for newly initiated different types of Performance Reviews.
• This feature allows for consistent and standardized assessments, ensuring that all employees are evaluated using the same criteria across various performance reviews.

Step 1

Navigate to Settings → Performance → Reviews from the left Navigation panel, and switch to the Question Templates tab. On the Question Template page + Create button to create a new Q and A template.

Note: Only the Super User can create/edit Q&A templates.

Note: By default, the Affinity and Standard Review question templates will be present.

Step 2

In the Inspector tab, you can set the visibility for specific questions.

Note: Peer assessments can be further customized to set visibility for Peer and Reportees.

You can even set Visibility for specific questions for Employee Sign Off and HR Sign Off.

Finally, click Save.

Note:

You can also use the predefined sample question templates by clicking Choose from Library.

The newly created Q& A template will be reflected on the creation menu.

Step 3

While initiating a new review you can select the newly created Q&A template.

While the users performing the assessment the Q&A template questions will be reflected.

Related Blog Post

To learn the process of creating a new Review Template, click here.