What is included in this article? | Steps for creating your ratings |
Who is this article for? | Admins |
Administrators can create multiple sets of ratings, on different topics, for different sets of employees, or for different time periods. These are all managed from the Reviews > Ratings page. Click below to walk through a demo or follow the written instructions below.
Hover over Reviews in the main menu and select Ratings in the drop down.
Click Manage Ratings.
Click Create new to create a new set of ratings.
Give the set a name.
Enter a Tooltip - this will be shown to users when choosing whether to send to employees.
Enter a Ratings title and intro. When you send the ratings to employees to complete, these will appear at the top of the page.
Click Save. You will be taken to page to create your set of ratings.
Use the Add Category plus sign to create a section heading - you can have multiple sections within your set and these will act at the headings for each section.
Enter a Title and Description. The description will be displayed underneath the title when users complete.
Click Save.
Click Create new item to create your first item that users will rate.
Enter the item the user will rate in the Title box.
You can enter a Description to give users an explanation of what they should think about when rating this item.
Using the Type options choose how you'd like users to rate the item e.g. a sliding scale from 0 to 5 (you can choose the max score given e.g. 5 or 10), radio buttons (e.g. numerical scores, or text options such as below expectations/in line with expectations/exceeds expectations)
Your Show responses options underneath allow you to choose whether to give the employees access to the manager's version of the ratings and comments, or to hide these so employees cannot view their manager's ratings of them.
Click Save and repeat until you have created all of your items.
Re-order your category headings and items using the up and down arrows against each one. Use the bin icon to delete any you don't need.