Start from: the Engagement dashboard.
Create an Agile feedback evaluation
- Select Agile feedback > Evaluations from the main menu.
- Select the + New evaluation button.
You will be taken into a two-step creation process:
STEP 1: Setup
This step defines the structure and rules of the evaluation.
General setup
- Set a Name* for your evaluation.
- Assign Tags to organise or filter evaluations.
Timing
- Define the period in which the evaluation will be active.
- Start date* / End date*: The window in which employees can complete the evaluation.
- Frequency*: How often the evaluation should reoccur (e.g., monthly, every 2 months).
- Max evaluations per period: Enter the maximum number of evaluations that each evaluator can perform on a specific employee per period.
Type
- Choose how feedback will be exchanged:
- Self-evaluation: Selected employees evaluate themselves.
- Peer evaluation: Selected employees evaluate each other.
- Defined evaluator: Employees are evaluated by pre-defined specific evaluators.
- Select a Reviewer to notify them once the evaluation has been filled.
Audience
- Select who will participate in the evaluation. You may use any combination of:
- Employees by Level: Choose one or more hierarchical levels.
- Employees by Job Title
- Employees by Department
- Additional employees: Add specific individuals.
- File upload: Import a list using the downloadable template.
- When you finish configuring STEP 1, select Next to move to content creation.
STEP 2: Content
Here you build the evaluation’s questions and structure. Agile feedback forms are organised into Sections, each containing one or more Questions. You can also activate End the survey inside any section if you want that block to conclude the evaluation.
Create or edit a section
Each section includes:
- Title: Shown to the employee unless you toggle Hide title.
- Description: Rich-text description (HTML supported).
- Block weight %: The contribution of this block to the final score.
- Goal to achieve %: Target for performance analysis.
- New question: Add questions inside the section.
- New section: Add additional blocks.
Add questions
- Select New question inside any section. Each question includes:
- Title*: Displayed to the employee.
- Type*: Choose one of the available question types:
- Open question: Free-text response.
- Satisfaction rating: 1–5 face scale with editable descriptions. You can define a Score for each face, add a Description for each rating, and set Question score and Goal to achieve.
- Single choice: Select one option from a list. You can define a Score and a Logic for each option, add a Description for each rating, and set Question score and Goal to achieve
- Description: Optional explanation beneath the question title.
- Mandatory toggle: Choose whether the question is required.
- Allow attached image: Enable employees to upload an image if needed.
Save and activate
Save draft
- When your evaluation is complete, select Save.
- A confirmation window appears notifying you how many users will be able to see the evaluation once activated.
- Select Save to confirm. The evaluation is now saved as a draft.
Activate evaluation
Back in the Evaluations list, you can control whether an evaluation is available for use.
- Select the toggle under the Status column to activate or deactivate an evaluation.
- When the toggle is coloured, the evaluation is active and can be used by participants.
- When the toggle is grey, the evaluation is inactive and cannot be used until it is reactivated.
Edit Agile feedback evaluations
- In the agile feedback screen, select the action button (...).
- Select Edit.
- Modify the configuration and content as needed, following the same steps used during the creation process.
- Select Save once you finish.
Note: If the evaluation already has answers the template cannot be edited. To make changes, duplicate the existing evaluation using (…) > Duplicate, adjust the new copy, and then activate it for future use.
Delete Agile feeback evaluations
- In the agile feedback screen, select the action button (...).
- Select Delete.
- In the confirmation window, select Delete to complete the removal.
