Forms are the questionnaires that reviewers complete during a review cycle.

When you create a new cycle, you’ll be prompted to set up at least one form. Forms define what questions are asked, how they’re presented, and who sees them.

Conversation settings

Ask questions as they are' controls on how questions are shown to reviewers.

Enabled
Questions appear exactly as written in the form.
Disabled
Questions are reworded to feel more conversational, similar to a chat.
The wording is automatically adapted for self-reviews and other review types.

This helps make reviews feel more natural and easier to complete.

Examples:

Question in the form	Conversational wording for reviewers
How well does the employee demonstrate problem-solving skills?	Let's begin by discussing your problem-solving skills. How would you rate your ability to demonstrate problem-solving skills in your role?
How proficient is the employee in managing time and meeting deadlines?	Moving on to time management, how proficient do you believe you are in managing your time and meeting deadlines?
How effectively does the employee contribute to team goals?	How effectively do you feel you contribute to team goals?

Configuring forms

You can assign different questionnaires to different review types.

You can:

Use one form (questionnaire) for all review types
Create separate forms for managers, peers, self, and upward reviews (up to four total)

To add another questionnaire, click + Add form under the existing one.

The Allow to skip option on the form makes peer and upward reviews optional.
When enabled, reviewers can opt out by clicking Dismiss.

Welcome screen

The Welcome screen is the introduction reviewers see before starting the form.

You can:

Add context about the purpose of the review
Include instructions or expectations
Explain how the feedback will be used

Click Preview to see how the welcome screen will appear to reviewers.

Question options

Effy AI currently supports the following question types:

Rating scale
Numeric or labeled scales (for example, 1–5 or Exceeds Expectations → Needs Improvement)
Open-ended text
Free-form written responses

You can enable AI follow-up questions to collect deeper insights.

When enabled, Effy AI automatically asks a follow-up question based on the reviewer’s answer, tailored to their response.

Example:

How well do you believe you demonstrate these skills in your role?

- Outstanding

Could you share a specific reason or incident that made you rate your problem-solving skills as outstanding? This will help us understand your strengths better.

How well do you believe you demonstrate these skills in your role?

- Below average

Thank you for your honesty. Could you share what improvements you think are necessary to enhance your problem-solving skills?

When Ask questions as they are is enabled, you can customize separate wording for self-reviews, even when using the same questionnaire for multiple review types.

Notes on question types

Dropdown and table/KRA-style questions are not currently supported.
For questions with many options, multiple choice is the closest alternative.
There is no combined “rating + comment” question type.
To achieve the same effect, add an open-text question immediately after a rating question.

Editing forms after launch

Important: Forms cannot be edited after a cycle is sent.

If you need to make changes:

Create a new cycle with updated questions, or
Delete unsubmitted forms and resend the cycle with the corrected version

Scoring and reports

Effy AI calculates scores based on submitted answers.

Score configuration is available via the Set up report button.
Weighted scoring is not currently supported.
All review types (self, peer, manager, upward) are weighted equally in aggregated scores and reports.

Workaround:
You can export raw data and apply custom weights in a spreadsheet.

Weighted scoring is on our product roadmap.