Help centre / People and records
Set up review forms, scales and one-to-one agendas
Shape the questions reviews ask, the rating scale they use, and what one-to-ones cover.
What you'll need: The questions your reviews ask, The points on your rating scale.
Set up once in Settings, Performance.
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Managers then use them in one-to-ones and reviews.
Set up a review form and its scale
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Step 1: Add a scale with 2 to 10 points, and give each Point a name.
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Step 2: Add a review form.
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Give each section a Heading and add each question with Add a question.
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Step 3: For each question choose Answered with: the scale, a choice of Options, one a line, or words.
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Step 4: Press Save.
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A review cycle can now use it.
Set a one-to-one agenda
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Step 1: Add an agenda and list its Topics, one a line.
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Step 2: Press Save.
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Managers start from it in each one-to-one.
Stuck?
I can't change a scale or a form
A review cycle that's running uses it. Press Make a copy and change the copy.
It says a scale needs 2 to 10 points
Give each point a name, with between 2 and 10 points.
A point's name is too long
A point's name is up to 40 characters, and what it means up to 240.
Where do I set how long a warning lasts?
Here too: A first written warning, in months, and A final written warning, in months.
Thanks. That helps us make the guides better.