Customize your review process by setting up questions and question sets using the following options.
Conversation settings
The 'Ask questions as they are' setting controls on how questions are presented to reviewers:
Enabled – questions appear exactly as written in the form.
Disabled – questions are reworded to feel more conversational, like a chat; this adapts the wording for self-reviews and other review types.
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 question sets
Assign questionnaires to specific review types. You can:
Use the same questionnaire for all review types.
Create different questionnaires for managers, peers, and other review types (up to four).
'Allow not to fill in' makes the questionnaire optional. If a reviewer opts out, their response is marked as Dismissed.
Welcome screen
Customize the introduction screen that reviewers see. Click Preview to check how it looks.
Question options
Effy AI supports:
Open-ended questions
Multiple-choice questions with customizable rating scales
Enable 'AI should ask a follow-up question based on the given answer' to gather deeper insights. AI will generate follow-ups tailored to the response.
Examples:
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? |
In 'Ask questions as they are' mode, you can create separate wording for self-reviews when the same questionnaire is used for multiple review types.
Final screen
The final screen text is generated automatically and includes the name of the person who initiated the review.
Video tutorial