Can I create a two part performance review.

  • Profile Image
    Tillys
    Asked on September 02, 2016 at 09:01 AM

    Would like to have the employee fill-in Part Afor 10 Questions.

    Then have the half of the performance review form filled form forwarded to the supervisor to filling the other half.

     

    Ie:- Staff Comments followed by Manager comments before printing combined form and e-mailing both parties.

     

    Thanks

    Kevin

  • Profile Image
    Boris
    Answered on September 02, 2016 at 10:11 AM

    Yes, this is achievable with our forms, and it is most commonly referred to in our forum as "approval workflow". It is usually achieved by setting up an email notification for the supervisor, which will contain an Edit Submission link - so your supervisor can edit the initial submission.

    https://www.jotform.com/help/25-Setting-Up-Email-Notifications

    The form itself should be split into two areas by using the Form Collapse fields. The form will have two sections - one that visible, and should be submitted by your user, and one that is hidden/collapsed, and should be filled by the supervisor.

    We then use conditional logic with a show condition, and show the supervisor's section to the supervisor once he enters a correct "access key":

    https://www.jotform.com/help/57-Smart-Forms-Using-Conditional-Logic

    My colleague described how to set this up on the following support thread:

    https://www.jotform.com/answers/401633

    Please take a look at the above linked thread for the steps on how to set it up, and if you need any assistance performing these steps on your own form, please let us know the form you are working on and we'll be happy to assist you with your specific form.

    Thank you.