In general, there are are two main scenarios in which you would create a feedback request - to ask about yourself or someone on your team. [Note: this is for feedback that is not part of a 360 request. See this article for more info about 360 reviews]
These can be initiated in two places:
From the Feedback inbox | In a 1-on-1 |
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Other than the place where you start, asking for feedback from these 2 places is the same. So we'll break down the steps after the initial click of Create in the feedback section or Ask for feedback in the 1-on-1 section.
Steps:
You'll then be prompted to complete a feedback card. This feedback card has several areas of information that you'll need to fill out.
Set Topic: Choose the context about for your feedback request.
Ex. I want to ask for feedback about someone on my team (their name)
Add Respondents: Choose who you would like to ask and who you would like to be able to see the responses. Note: don’t worry if you’ve forgotten someone or added someone who you weren’t supposed to - you can edit it even after the request is sent.
This is where you can specify whether or not you would like to gather anonymous responses
Add Subject: Give your feedback request a title so that both you and the requestee know what the request is about
Customize Questions: Add your questions! You can type your own questions or you can browse some templates. Check out this article for more details.
Click Preview & Send. You will be able to review your questions before you go ahead and send the request.
After the request has been sent:
Click on the card to see any responses that have been submitted. You will see who has completed your feedback request (or how many of the requests have been completed - ex. ⅘)
By clicking on the More Actions tab in the upper right hand corner you'll see more options to help with next steps
Cancel Further Responses
Remind Respondents
Edit Recipients
Share with
Share with _____
Re-use the questions
Print
Export CSV
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