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Adding forms to a review

Packages: Basic | Standard* | Premium

* Available as an add-on



Once you’ve created a review, you can select it from the Reviews list.

When you first open your review, it won't have any fields or to-dos associated with it. You must first add a form to the review.

Forms are made up of built-in and custom ChartHop fields used by your organization to capture and store data. You can use these fields to create performance review-specific forms to use in the review. Learn more.

You can add multiple forms to each review. For example, you can add a downward review form with respondents set specifically for Managers and an upward or peer review form with respondents set for all employees within a single performance review. When you add a form, you have the ability to specify the group of employees who will receive that form based on their role.

Adding a form to a review involves the following steps:

  1. Selecting a form for your review
  2. Adding people to your review
  3. Customizing the notification message for your review
  4. Reviewing and sending out the form to your reviewers



Updated 03 Mar 2023
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