Before creating a review template within StaffCircle, you will need to define the feedback questions for the personas/audiences involved. This is because the feedback questions must be applied to the when creating the review template.
PART ONE: CREATING A FEEDBACK QUESTION TEMPLATE
Step One
Navigate to the Performance Management area of the platform using the side-bar navigation to the left of your screen. Then click on the cog button in the top right-hand corner of the screen to view the administrative functions.
🚀 If you are using our new menu feature, hover over the Objectives and Reviews section of the side-bar, then navigate to:
Configuration ➡️Reviews ➡️ Feedback Questions
Select the ➕ next to Feedback Questions and skip to step four of this guide.
Step Two
Navigate to the Objectives and Reviews are of the platform in administration mode. Then select the REVIEWS tab, and then the FEEDBACK QUESTIONS tab. The page should be similar to what you see below:
Step Three
Click on the ADD button to the right-hand side of the screen. This will open the ADD FEEDBACK QUESTIONS pull-out drawer.
Step Four
Populate a Title and Description for the template. This is viewable only to system administrators, so we would recommend a title which includes the type of the review and the persona/audience the questions are intended for i.e "Annual Appraisal - Reviewer/Manager Questions".
Under the Audience drop-down menu, you will need to select the personas/audiences who will be associated with these feedback questions. For information on the different audience types, please refer to this guide.
You may wish to store feedback questions within a folder, if so then you can select a folder from the Feedback Question Folder drop-down, or create a new one from this list. This is a non-mandatory step.
Step Five
Click the SAVE & CONFIGURE button in the bottom right-hand corner to add the feedback question template.
PART TWO: ADDING QUESTIONS TO A FEEDBACK QUESTIONS TEMPLATE
Once the steps above have been followed to create the feedback questions template, you can now add your feedback questions.
Step One
Open the template by selecting the title from the feedback questions list. This will open up the details page.
Step Two
Underneath the QUESTIONS area of the page, you can now start to add your individual questions. Click on the plus button to select the type of question you wish to add: scored options, options, or text-based responses.
Step Three
Select an option to open the ADD QUESTION pop-up in the middle of your screen. The fields within the pop-up may vary depending on which question type you have selected.
Populate the Question field and use the Description text box to provide any guidance for the question's response. This will display underneath the question when the individual is responding to their feedback questions.
You can make the question mandatory by toggling on the Question must be answered button. To associate the question with a company Competency you can select the competency from the drop-down. This will feed in to the employee's Success Circle.
OPTION/SCORE-BASED QUESTIONS ONLY
If you have selected a scored question type, you can toggle on the Answer counts towards overall review score button. This means that the weight of this questions response will feed in to the employee's overall review score. You can also toggle on the Answer counts towards 9 box grid "Potential" score if your company is using the 9 box grid feature in StaffCircle.
For option-based questions, you can enable written feedback which will allow the individual to elaborate on their selection/score. Under the How would you like to receive feedback? area you can select whether you would like the feedback for this question to be optional, mandatory, or removed from the question completely.
When creating option-based questions, you will need to provide the options for the questions, for example 0 - unacceptable, 5 - outstanding. You can select your options/scores from the Use preset score template drop-down menu, or click the ADD SCORE TEMPLATE button at the bottom of the list to create new options/scores.
Question Four
Once you have completed all of the fields required in the ADD QUESTION pop-up, click the SAVE button to add this question to the feedback questions template.
PART THREE: CREATING SECTIONS
The feedback questions you create for your review can be divided in to sections. This helps to categorise your questions, but also makes the review easier to complete in the platform particularly in instances where there are many questions.
Step One
Once you have added your first question to the feedback questions template, you will then be able to add a new section and rename the existing section.
Step Two
Click on the plus (+) button next to the New section line to add a new question to this section. Add your question(s) following the guidance in PART TWO of this guide above.
Step Three
Click on the pencil icon in front of the section title (this will default to 'New Section', update the title field, then click the floppy disk icon to save this change.