Who is this article for?

Managers who are looking to create Questions for Appraisals.

Appraisals_Administratorpermissions are required.

Asking open questions during Appraisals can give you good insight into how your Employees are feeling. This guide will walk you through how to set up and organise Questions used in Appraisals within your organisation.

In this article:

1. Questions list
2. Creating Questions
3. Editing Questions
4. Deactivating Questions
5. Duplicating Questions
6. Further reading

1. Questions list

To access Questions:

1. Open the Go To... menu.
2. Hover over 'Appraisals'.
3. Select 'Questions' (under 'Administration').

You will be taken to this overview page:

2. Creating Questions

To create a Question:

1. Click 'Questions▼' in the top left corner of the view.
2. Select 'New Question'.
   You'll be prompted to enter a name and guidance for your Question in the pop-up box.
3. Click 'Save & Close'.

Once created, you'll be taken to your Question's notebook:

3. Editing Questions

To edit a Question:

1. Open the Questions list.
2. Ensure that the Question is not currently in use.
3. Select the hyperlinked Title of the Question you want to edit.

This will return you to the notebook page for the Question, where you can amend its name, update the guidance, or deactivate it.

4. Deactivating Questions

To deactivate a Question from the list view:

1. Open the Questions list.
2. Ensure that the Question is not currently in use.
   While you can deactivate a Question that is being used in an Appraisal, it's not advised.
3. Highlight the item row(s) for the Question(s) you want to deactivate.
4. Click 'Questions▼'.
5. Select 'Deactivate'.
   You'll be prompted to confirm you wish to deactivate the Question(s) in the pop-up box.
6. Click 'Deactivate'.

Once disabled, the Question will still appear in the Questions list when the correct filters are selected.

You can reactivate a Question by following the instructions again, selecting 'Reactivate'.

5. Duplicating Questions

To create a Question with the same guidance as an existing one:

1. Open the Questions list.
2. Highlight the item row for the Question you want to duplicate.
3. Click 'Questions▼'.
4. Select 'Duplicate'.
   You'll be prompted to enter a name for your Question in the pop-up box.
5. Click 'Save & Close'.

You can still edit the new Question before adding it to a new Appraisal.

6. Further reading

• Searching for Appraisal items

To elevate your Appraisals, we recommend our guides on how to create and manage other elements:

• Competencies
• Rating Scales
• Response Sets
• Responsibilities