Reviews: Building forms and templates

These articles describe the processes for building review forms and templates in the Administration section.

About review forms, templates and cycles
Reviews in PerformYard are pretty customizable to match however your organization wants to conduct them. These can be performance check-ins, manager reviews...
Thu, 12 Oct, 2017 at 1:38 PM
Building and editing review forms
Your organization has the ability to create as many review forms as you need to conduct the various types of reviews that you want. To create and manage for...
Thu, 12 Oct, 2017 at 1:39 PM
Review question types
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 an...
Thu, 12 Oct, 2017 at 1:39 PM
Including goal-specific questions in a review
PerformYard allows you to seamlessly transfer goal progress into a review form for more accurate and easy discussion of goal achievement in the context of a...
Thu, 12 Oct, 2017 at 1:39 PM
Creating and managing review templates
Templates are the workflows of forms that are assigned as part of a review. A template may include just one review form or may include multiple forms that a...
Thu, 12 Oct, 2017 at 1:40 PM
Running a 360-type review in PerformYard
A common use case for reviews in PerformYard is to conduct 360 reviews, where multiple folks (both within and outside of your organization) can provide feed...
Thu, 12 Oct, 2017 at 1:40 PM
Using Redact Author to anonymize author names on review forms
On a form-by-form basis, administrators can anonymize author names by using the Redact Author feature. This will hide author names from everyone in the syst...
Thu, 12 Oct, 2017 at 1:41 PM