Questions can be configured with various formats, optional comment fields, categories, and response-based rules to capture more meaningful insights.
Create a Question
Access the Question Bank
Navigate to:
Dashboard > Manage Performance Reviews > Question BankClick on the Create Question button.
Enter Question Details
In the Question field, type the question text.
Example: "How do you feel your performance has aligned with your role’s expectations?"
Select Question Type
Choose from one of the available formats:Open Ended
Multiple Choice
Dropdown
Star Ratings
Scale
File Upload
Each type adapts the input fields accordingly. For example, Multiple Choice allows entry of predefined answer options.
Define Answer Choices
If applicable (e.g., Multiple Choice, Dropdown), enter answer options using the provided fields.
Click “+ Add another choice” to include more options.
Question Rules
Rules allow conditional enforcement of comment input based on specific answer selections.
Toggle Create Rules ON.
Define logic using:
IF [Answer Option] is selected THEN [Comment is required]Example: Require a comment if the user selects a rating of 1 or 5 on a scale. But not require further comments if they were to select between 2-4.
These new rules apply to scale, star rating, and multiple choice questions.
Multiple rules can be added using + Add New Rule.
Rules are a great opportunity to force comment responses depending on how employees respond to questions. A good example to take advantage of this would be if you were to ask a 1-5 scale question, you are now able to force comment responses if the user selects a 1 or a 5 but not require further comments if they were to select between 2-4. These new rules apply to scale, star rating, and multiple choice questions.
Preview the Question
At the bottom of the form, a Preview Section displays how the question will appear to users, including:
The question text
Answer input controls
Comment field (if enabled)
Text formatting options for user comments
Categories
Categories can be added to any type of questions. These give admins an ability to group questions together under a common theme and then report on them later.
Assign one or more categories to the question to group related content.
Click + Create New Category or select from existing ones (e.g., Performance).
Categorization helps in reporting and analysis across themes like Communication, Leadership, etc.
Example: By using a common category an admin would be able to group 3 questions about an employees communication and view a report that aggregates all scores together into one score and view next to their team, department, or the whole company.