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:
- Selecting a form for your review
- Adding people to your review
- Customizing the notification message for your review
- Reviewing and sending out the form to your reviewers
