Self Reviews

how to configure a self review in charthop what is a self review? a self review allows employees to evaluate their own performance the responses are typically shared with their manager before you start key decisions decision 1 questions vs custom fields you have two options when building your form option a questions only responses are stored only within the form simpler to set up query or report on responses across the platform using id's rather than fields option b questions connected to custom fields responses are stored as custom fields in charthop can be queried, filtered, and reported on across the platform best for tracking performance data over time need help deciding? contact your customer success manager to discuss which approach fits your organization's needs decision 2 who can see responses? for self reviews, we recommend manager shared access the employee can see their own responses the employee's manager can see the responses promotes transparency and enables better performance conversations step 1 build your form navigate to people ops tools → forms → create form → self review add a header (optional but recommended) add helpful context at the top of your form to guide employees examples an image of your rating scale (e g , 1 5 scale definitions) links to your company values or competency framework brief instructions on how to complete the review add your questions choose the question type that fits what you're asking question type best used for long text open ended responses, detailed examples short text brief answers, single sentences single select one choice from multiple options multi select multiple choices from a list numeric scale rating questions (1 5, 1 10, etc ) yes/no binary questions number value numerical data (goals completed, etc ) person value selecting a person from your org file attachment supporting documents if using custom fields for each question connected to a custom field, configure applies to select "people" track changes over time check this box (preserves historical data) sensitivity select "manager shared" step 2 configure form settings status start with "inactive" (draft mode while building) when ready to launch "active" when finished "archived" distribution settings 1\ who is this form about? select "the person completing the form" 2\ should this form automatically appear on profiles? choose based on how you'll manage your review process task based (recommended) select "only if there is a pending task" use this if you'll create review tasks for employees gives you control over who completes reviews and when self guided select "yes, on everyone's profile" use this if employees should access reviews anytime reviews are always available without tasks custom group select "only specific people's profiles (custom)" use this for specific teams or roles requires setting up a custom filter access & anonymity 1\ how should the identity of the respondent be recorded? select "identified" (people know who completed the review) 2\ who can see the identity of the respondent? select "anyone who can view the form response" 3\ who can view the form responses? select "default" form completion 1\ allow saving drafts? select "yes" (recommended) employees can save progress and return later 2\ populate form with previous responses? select "no, start with a blank form every time" ensures fresh reflection for each review cycle 3\ how would you like your form to display? pop up opens in a modal window standalone page opens in a full page view choose based on your preference both work well after submission settings approval decide if managers need to approve self reviews before they're finalized this is optional choose based on your review process editing recommended allow respondent to edit "until it's approved" or "for a period of time" gives employees flexibility to refine their responses export decide if employees can export their review as a pdf useful if employees want to keep personal copies notifications email responses to (recommended) ☑ the person who completed the form ☑ the manager of the person who completed the form this ensures both parties know when the self review is submitted step 3 create the profile tab profile tabs display review responses on employee profiles this makes it easy to view current and historical review data navigate to profile tabs navigate to admin → profile content to create a new tab click the + icon name the tab "performance reviews" name the column "self review" to add to an existing tab click into the existing tab add a new column name the column header "self review" configure the self review tab 1\ display on the profile of if all employees complete this review select "everyone in the org" if only specific employees use "custom" and create a filter 2\ visible to select "the person, and the person's managers" (recommended) maintains transparency between employee and manager 3\ columns under "form responses history," select your self review form this pulls in the responses from your form step 4 activate everything activate the form set status to "active" test the form yourself before rolling out activate the profile tab scroll to the top of the profile tab settings toggle the profile tab to "active" testing your self review before launching to your organization complete the form yourself check that all questions appear correctly check the profile tab verify responses display as expected test notifications confirm emails are sent properly review with a colleague get a second set of eyes on the setup common questions can i edit the form after it's active? yes, but be careful changes will affect any in progress reviews if reviews are underway, consider creating a new version for the next cycle what if i want different questions for different teams? you have two options depending on your needs option 1 completely different question sets create separate self review forms for each team and use the "custom" distribution option to target specific groups option 2 mostly similar questions with a few differences use conditional questions within a single form select "conditional" on any question that should only appear for certain people, then add a filter to specify who should see it can employees see past self reviews? yes, if you've set up the profile tab all historical responses will appear on their profile (visible to them and their managers) what happens if someone's manager changes mid review? the new manager will automatically have access to the review responses based on the current reporting structure