PerformYard includes a number of different types of questions that you can add to your reviews. For each question type, you can add primary question text and then optional question subtext; some questions then have additional options or parameters required. For each question type shown below, you will see the input option(s) as well as the result as it appears in a review.
Instructions are actually not questions at all, but allow you to create sections and provide guidance to those employees completing a form.
Setting up Instructions
Instructions in practice
The most open-ended question type, long answer provides text boxes where employees can write detailed answers.
Setting up Long Answer
Long Answer in practice
Multiple Line Answer
These are bulleted lists where employees can add as many or as few bullets as they want.
Setting up Multiple Line
Multiple Line in practice
These are questions seeking an answer in the form of a number only; includes options for min/max and to allow decimals/integers.
Setting up Numeric
Numeric in practice
For these questions, respondents select a date using a calendar function.
Setting up Date
Date in practice
These are questions where employees can select one from a pre-defined list of choices; you may include a maximum of 20 answer choices.
Setting up Multiple Choice
Multiple Choice in practice
These questions allow employees to select from a pre-defined list (like a multiple choice), but where each point on the scale has an associated numeric value such that it can be used in a calculation. Rating scale questions also include definitions for each point that appear on hover. Note that the associated numeric value is what will export in a review cycle CSV for data comparison purposes, while the selected words will appear in PDF exports. Also note that if the associated numeric value is blank, then the question will not factor into any numeric calculation if that rating choice is selected.
Setting up Rating Scale
Rating Scale in practice
Here's how description text looks in practice on hover.
These questions provide the option for employees to select one or more of the review subject's goals and discuss their achievement; these may also include the option to rate and/or weight performance on the goal for calculations.
Setting up Goal Discussion
Goal Discussion in practice
These questions allow the employee to create new goals for the subject employees one and a time. Those new goals can then be worked on by the subject employee, but will always be tied to having been created in the review.
Setting up Goal Creation
Goal Creation in practice
As the name implies, these questions automatically calculate a value based on answers to other numeric questions, rating scale questions and rated goal discussion questions. You can also weight individual question contributions to the calculated value (defaulted to equal). A few important notes: first, the inclusion of a goal discussion question in a calculation will include all scored/weighted goals that are selected into that one factor of the overall calculation; second, skipping any question that is part of a numeric calculation will mean that question is not factored into the result and the weight of that question will be distributed to the other questions proportionately (i.e. a skipped question is ignored, not treated as a zero); third, any rating scale answer that is selected where the Value was left blank will be treated like a skipped question in the calculation.
Note there is also an option within Numeric Calculation to "Hide calculation on review form for all users" which means that the question & its answer will not be shown on screen when viewing the form by any user or be available in any PDF. The numeric calculation will only be available in CSV downloads or for use in cycle visualizations/performance graphs.
Setting up Numeric Calculation
Numeric Calculation in practice