This guide will walk you through creating a review form in Performance Leader, step by step. By the end, you'll have configured a complete review cycle with feedback collection, self-reflection questions, and goal-setting inputs.
Understanding review form structure
Review forms in Performance Leader consist of multiple steps and pages. Each step can be assigned to different participants (employees, managers, or both), and each page can contain various input fields and feedback sections.
Key components:
Steps: Major phases of the review (e.g., self-reflection, manager review)
Pages: Individual sections within each step (e.g. Fast Feedback, Looking Back, Looking Forward)
Sections: Accordion blocks within a page that is used to group content. These are optional for most inputs.
Elements: Input fields, feedback displays, and other components you can drag and drop
In this example, we'll be building out a specific review design but the tool is flexible enough to adapt to your process.
Accessing the review builder
To access the review builder interface.
Navigate to your review cycle and click Manage
Click Configure steps and forms on the right side
You'll see the drag-and-drop building interface with review steps at the top
Configuring review steps and responsibilities
Each review step needs a clear title and defined responsibilities to ensure the right people complete the right sections.
Click on a step to select it (e.g., Step 1)
In the step settings panel on the right, update the Step title (e.g., "Self-reflection")
Set the Step responsibility to define who completes this step:
Employee
Primary supervisor
Secondary supervisor
Both (allows dual participation)
Set a Due date as a reminder prompt (optional)
Configure the Resources tab if you want to add reference materials in the side panel
Building page 1: Review feedback
The first page typically displays feedback received over a specific period, helping participants reflect on their performance. In this example, we embed data from the Fast Feedback module into the page.
Click on the first page in your step
Rename the page to "Review your feedback"
Click Edit to add instructions at the top of the page
Type or paste your instructions, format as needed, and click Save
From the left panel, scroll to Output fields
Drag and drop Fast feedback onto the page
Configure the fast feedback settings:
Set the time period (e.g., last 6 months)
Enable AI summary button if desired
Add optional tooltips or input restrictions
Click Save
AI-powered summaries
When you enable the AI summary button, participants can generate intelligent summaries of their feedback, making it easier to identify patterns and key themes in their performance data.
Building page 2: Self-reflection and goal setting
This page allows participants to reflect on their achievements and set objectives for the future.
Create a new page and title it "Reflect and set goals"
Add instructions following the same process as page 1
Drag and drop a Section element from the left panel
Title the section "Self-reflection"
Add a Text area input inside the section
Configure the text area:
Add your question (e.g., "What have you done well over the past six months?")
Set whether the field is required
Add placeholder text for guidance
Set a maximum character limit if needed
Add tooltips for additional context
Duplicate the text area for additional reflection questions, or drag in new inputs
Adding objective review and creation
Allow participants to review existing objectives, comment on progress, and create new goals.
Add another section titled "Review and add objectives"
Drag in the Objectives (review) element
Configure objective review settings:
Choose which alignments to show (or show all)
Set date filters to show only objectives created or updated within a specific period
Choose whether to include all updates or only the most recent
Add a Text area for participants to comment on objective progress
Add the Objectives (create new) element
Configure new objective settings:
Choose whether to show existing objectives in this section
Select specific alignments or plans if required
Click Save
Creating the confirmation page
A final confirmation page gives participants a chance to review their inputs before submission.
Create a new page titled "Confirm and submit"
Add instructions that encourage participants to review their responses
Consider adding reflection prompts or reminders
Save the page
Activating your review cycle
Once you've built your review form, you'll need to activate it to make it visible to participants.
Click Save to save your review configuration
Add participants to the review if you haven't already
Click Activate to launch the review cycle
Review the activation checklist:
Red warnings must be resolved before activation
Amber warnings are optional considerations
Consider locking the configuration to prevent changes whilst the review is live
Confirm activation
Your review cycle is now active and visible to participants. You can monitor progress and access all review data from the review cycle dashboard.
Tips for building effective review forms
Keep it focused: Only include questions and sections that directly support your review objectives
Use sections: Group related questions together to make forms easier to navigate
Provide context: Use instructions and tooltips to help participants understand what's expected
Test before launch: Add yourself to the review to test the participant experience before activating