Appraisal Surveys
Collect 360-degree feedback through survey system
The Appraisal Survey module extends the Appraisals module to integrate 360-degree feedback through the survey system. Requires both hr_appraisal and survey modules installed.
Overview
This module enables requesting feedback from colleagues, collaborators, and other managers through structured surveys.
Key points
• Comprehensive view: Collect feedback from multiple sources
• Reduce bias: Not relying on just one person's assessment
• Discover blind spots: Identify strengths/weaknesses not self-recognized
• Targeted development: Plan based on multi-dimensional feedback
Survey terminology
| Fields | Trường dữ liệu | Description |
|---|---|---|
| 360 Feedback | Phản hồi 360 độ | 360 Feedback tab in appraisal |
| Ask Feedback | Yêu cầu phản hồi | Button to send survey request |
| Survey Template | Mẫu khảo sát | Survey template to send |
| Recipients | Người nhận | People requested to provide feedback |
| Answer Deadline | Hạn trả lời | Deadline to complete survey |
| Feedback Surveys | Khảo sát phản hồi | List of sent surveys |
Request 360-degree feedback
Send survey requests to colleagues and collaborators.
Steps
1. Open appraisal in Ongoing status
2. Click Ask Feedback button
3. Select Survey Template to send
4. Select Recipients - people who need to provide feedback
5. Select Answer Deadline
6. Optional: Add User Contents (additional message) to send with email
7. Click Send to send request
Select feedback recipients
Can request feedback from various sources.
Key points
• Colleagues: People working in same team
• Collaborators: People working on same project
• Other managers: Managers from other departments
• Subordinates: Direct reports (if appraising manager)
• Internal customers: People using employee's services
Recommended recipient count
Choose 3-7 people for diverse feedback without overload.
Count guidelines
| Number of people | Assessment |
|---|---|
| 1-2 people | Too few, not diverse enough |
| 3-5 people | Optimal for most cases |
| 6-7 people | Good for management or complex roles |
| 8+ people | May be overwhelming, hard to manage |
Manage appraisal surveys
Track survey completion progress.
Steps
1. Open appraisal
2. Click on X/Y Surveys metric or Feedback Surveys button
3. View list with status: New/In Progress/Done
4. Resend reminder emails to those who haven't completed
Survey statuses
Status types
| Status | Meaning |
|---|---|
| New | Survey newly sent, not yet opened |
| In Progress | Currently filling survey |
| Done | Survey completed |
View survey results
Survey results are aggregated and displayed in appraisal.
Key points
• View aggregated results from all respondents
• View details of each individual survey
• Results can be anonymous or show respondent names
• Use results to supplement manager feedback
Create survey templates
Create custom survey templates for different appraisal types.
Steps
1. Go to Surveys → Surveys
2. Create new survey with appropriate questions
3. Set question types: Multiple choice, Text, Rating
4. Save as template for use in appraisals
Effective survey tips
Key points
• Design questions to be concise and clear
• Combine quantitative (rating) and qualitative (text) questions
• Set reasonable deadline (7-14 days)
• Send reminder emails before deadline
• Ensure anonymity if needed to encourage honest feedback
• Use results to supplement perspectives in appraisal