Keywords

Modified on Wed, 19 Aug at 2:18 PM

Keywords allow you to create a more tailored and relevant appraisal experience for different groups of employees within your organisation. While the appraisal forms can be used without keywords, resulting in a standard form for all employees, using keywords enables you to customise the questions that are displayed based on an employee's role, level, department, or other criteria.

TABLE OF CONTENTS

Introduction to Keywords
Creating Keywords
Using Keywords

Introduction to Keywords

By assigning keywords to appraisal form sections or questions, you can target specific content to specific employee groups. For example, managers can be presented with leadership-focused questions, while technical employees may receive role-specific competency questions. This helps ensure that employees are assessed against criteria that are relevant to their responsibilities and career level.

Keywords are optional, but when used effectively they provide a more personalised appraisal process, improve the quality of feedback collected, and help organisations ensure that appraisals remain meaningful across different roles and employee levels.

Benefits of using keywords:

Create bespoke appraisal forms for different employee groups.
Display role-specific or level-specific questions.
Improve the relevance of performance discussions.
Reduce unnecessary questions for employees.
Maintain a single appraisal process while supporting multiple job types and levels.

Without keywords, all employees will see the same appraisal content. With keywords, you can deliver a more targeted and effective appraisal experience.

There are a number of keyword types that you can create to use within the system. These are as follows:

Employee Level	Pulled onto the employee's profile.
Employee Type	Pulled onto the employee profile.
Competency Name	Can add competency names to be used in appraisal forms.
Competency Type	Used to define the type of competency expectations, such as Core/ Foundational Competencies e.g., Teamwork, communication and problem solving.
Mid Year Review Type	Used to create interim reviews that can be used throughout the leave year, such as One-to-One's and Probation Reviews.
Objective Category	Used to define the distinct types of measurable, data-driven targets used to evaluate employee or team performance.

Creating Keywords

Go to Administration
Click on the Appraisals menu to the left
Select Keywords
Click on the (+) icon in the top right corner
From the drop-down, select the type of keyword to create

Specifying the order of the keywords is strictly for how they appear within the Administration view list; the exception to this rule are the Competency Keywords.

Using Keywords

Employee Types & Levels

Open the Employee Record
Select the Appraisals tab
Choose your pre-defined Employee Type/Employee Level from the drop-down
Save the Employee Record to apply

Mid Year Review Types

When creating Question Definitions for your Interim Reviews, a Mid Year Review Type is chosen at the bottom of the question definition form:

Objective Categories

Pre-defined Objective Categories become available on the Create New Objective dialog when an employee adds an objective from the dashboard, or when an objective is created during the appraisal process: