Videos - Forms

What all form templates are available in Employee Success?

When to use a self & manager review form

When to use a confidential review form

When to use a 360 review form

When to use a survey form

Users involved in self & manager review form

Users involved in confidential review

Users involved in 360 review form

Users involved in survey form

What is the workflow or lifecycle of a self & manager review form

Workflow or lifecycle of a self & manager review form

Workflow or lifecycle of confidential review form

Workflow or lifecycle of a survey form

Workflow or lifecycle of a 360 review form 

Design self & manager review template

Design confidential review template

Design survey template

Design 360 review template

Associate scores with review forms

Score calculation in Employee Success review forms

Template creation and distribution by multiple HR

View and edit a template

Import OKRs option

Clone a review template

Delete a template

What filters are available for distribution list or tab 

Difference between distributions & templates tab

Admins role in any review process 

Distribute a self & manager template

Distribute a confidential review template

Distribute 360 review template

Distribute a survey template

Set reminders in distribution

Add users in the form distribution

View status of an individual form

View responses on distributed form

Review form distribution statuses & their meanings

Reopen a distribution

Schedule a distribution

Extend a due date of a distribution

Delete a distribution 

Close the entire distribution

How to print a form?

Close or open a form for an individual user

Export a distribution to an excel file