Skip to main content

Build a contributor feedback form

Learn how to create and configure contributor feedback forms in Performance Leader. This guide walks admins through enabling 360 feedback, setting up nomination rules, building custom forms, and managing anonymity settings for your review cycles.

Setting up contributor feedback (also known as 360 feedback) in Performance Leader allows you to gather valuable insights from colleagues and stakeholders and then bring that into a review form. This guide will walk you through the entire process—from enabling the feature and configuring settings to building your feedback form using the drag-and-drop editor. By the end, you'll have a fully functional contributor feedback form ready to launch as part of your review cycle.

Enabling contributor feedback

Before you can create a contributor feedback form, you'll need to enable the feature for your review cycle.

  • Navigate to your review dashboard and locate the review you want to edit (e.g., annual review)

  • Check the current review settings to confirm contributor feedback is currently disabled

  • Scroll down to the timeline view where you'll see your review steps

  • Click into the review settings

  • Find the contributor feedback option (currently set to 'No')

  • Switch the setting from 'No' to 'Yes' and save

  • You'll see a green tick appear confirming contributor feedback is now enabled

  • A new 'Edit' option will appear for the contributor feedback form

Configuring contributor feedback settings

Once enabled, you'll need to configure how contributor feedback works in your review cycle. These settings control who can nominate, how many responses are required, and how feedback is displayed.

Setting respondent numbers

  • Set the minimum number of respondents (e.g., 3)

  • Set the maximum number of respondents (e.g., 10)

  • This ensures you gather sufficient feedback whilst managing response burden

Choosing who can nominate

  • Decide who will nominate contributors: employees, supervisors, admins, or a combination

  • The default setting is employees and supervisors

  • You can also allow employees to nominate themselves, or enable firm-wide nomination where anyone can give feedback on anyone else

Managing PDF access

  • Configure who can download the contributor feedback PDF

  • Options include: no access (default), employees and supervisors, supervisors only, or employees only

  • This PDF becomes available during the nomination process

Setting up relationships

  • Decide whether to require relationships (e.g., peer, direct report, team member)

  • To use this feature, first create a relationship group in the Attributes section under contributor relationship sets

  • Select your pre-configured relationship group from the dropdown

  • Set a minimum threshold for responses within each relationship group to protect anonymity

  • This allows you to group ratings and comments by relationship type for more nuanced analysis

Protecting anonymity

  • Set a minimum threshold for responses before displaying any feedback

  • For example, if you set the threshold to 3, no responses will be displayed until at least 3 people have responded

  • Once the threshold is met, all responses will be displayed (assuming feedback is anonymous)

  • This protects the identity of individual feedback providers

Building your contributor feedback form

Now you're ready to build the actual feedback form using Performance Leader's drag-and-drop editor. If you've built review forms before, this interface will be familiar.

Adding instructions and guidance

  • Click 'Edit' on the contributor feedback form to open the form builder

  • Add instructions at the top of the form by clicking in the instruction area

  • Paste or type your guidance text

  • Format the text as needed (bold, bullets, etc.)

  • You can also change the heading of the form if desired

Creating sections

  • Drag and drop section elements from the left panel to organise your form

  • For example, create one section for 'Rating against competencies' and another for 'Open feedback'

  • Name each section clearly so contributors understand what's expected

Adding rating grids

  • Within your rating section, add a display text element if you want to include rating definitions or guidance

  • Paste your guidance text and format it (e.g., as bullet points)

  • Scroll down in the left panel to find the rating grid options

  • Choose the type of rating grid you need:

    • Standard grid: fully customisable rows and columns

    • Custom rating grid: uses a pre-defined rating scale with custom rows

    • Competency rating grid: pulls competencies from an individual's framework

  • Make the rating grid required if needed

  • Choose whether to include responses in contributor summaries

Adding open-ended questions

  • Drag text area elements into your open feedback section

  • Paste your question text (e.g., 'What does this person do well that you would like to see them continue?')

  • Format any text that should be bold or emphasised

  • Set whether the question is required or optional

  • To add more questions, either drag new text areas or duplicate existing ones and update the text

  • Duplication maintains your formatting settings, which saves time

Adding the submit button

  • This is a critical step—without a submit button, contributors won't be able to submit their feedback

  • Create a new page and add final instructions (for example "Your feedback will go to ..."). Drag the submit button element to this new page.

  • Important: The confirm step button must sit on it's own page

  • Save your completed form

Testing your contributor feedback form

Before launching your form to the wider organisation, it's important to test the end-to-end experience.

  • Add yourself to the contributor feedback form as a test participant

  • Navigate to the nomination screen

  • Review the form from a contributor's perspective

  • Check that all sections display correctly:

  • Instructions appear at the top

  • Rating sections show with the correct competencies

  • Open feedback questions are clear and properly formatted

  • Submit button is visible and functional

  • Make any necessary adjustments and save

AI-powered summaries

If you've enabled AI tools in your review settings, contributors and reviewers can generate intelligent summaries of feedback. This powerful add-on feature helps identify patterns and key themes across multiple responses, making it easier to digest and act on feedback. The AI summary button can be configured in your form settings.

Tips for creating effective contributor feedback forms

  • Keep it concise: Aim for 3-5 minutes completion time. Shorter forms get higher response rates

  • Use clear rating definitions: Provide guidance on what each rating level means to ensure consistency

  • Balance structure with flexibility: Include both ratings (for quantitative analysis) and open questions (for qualitative insights)

  • Consider your audience: Tailor questions to what contributors can realistically comment on based on their working relationship

  • Set appropriate thresholds: Protect anonymity in small teams by requiring sufficient responses before displaying feedback

  • Test thoroughly: Walk through the entire process—nomination, completion, and viewing results—before launch

  • Communicate clearly: Let people know how feedback will be used, who will see it, and how anonymity is protected

You're now ready to launch contributor feedback as part of your review cycle!

Did this answer your question?