Perform Review & Check-in campaigns allow you to evaluate one person according to their competences and performance, but they also allow you to evaluate their alignment with your company values among many other things.
Nailted offers you a number of default Review templates that you can choose from, these being the following:
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6 Months evolution and goals: Ask about what people have accomplished in the last 6 months and how they expect to grow in the next 6.
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Satisfaction in the current position: Find out if the team is comfortable with their current position, team and conditions.
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Person - company alignment: Help managers do a better job by running a feedback session. Run a campaign to collect and send them feedback from their direct reports.
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Report to manager feedback: Ayuda a los managers a mejorar en su trabajo con esta sesión de feedback. Crea esta campaña para enviarles feedback de su equipo directo.
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360 Feedback - Generic: It provides feedback to employees on the most important skills, such as: career development, communication, accountability or teamwork, among others, this will allow them to detect improvement opportunities.
How to create a custom Review & Check-in template
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Go to your Reviews & Check-ins section and click on the Templates tab that you will find at the upper right corner of your screen.
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Next, click on the Create template button where you will be able to create your template by using one of the creation options available:
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Wizard normal mode: By choosing this mode you will be able to create your template autonomously as it gathers the most common configuration options to create your template.
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Wizard advanced mode: This mode allows to add to the template more complexity as it provides more options. As it is a more complex editing mode direct support from our Customer Success team is provided for using this mode.
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If you choose to create your template following the Wizard normal mode, you will find the following options:
Name & description
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You can add the title for your review template and also its description.
💡By clicking on the EN/ESP icon you will be able to add the title and description in different languages.
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By enabling the Include values and/or competency questions button you will be able to link your company values and competencies to the review questions. Set the scale that you want to use following the steps described below:
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Click on the dropdown selector where you will be able to choose the default numeric scale 0-10 or create a personalized one by clicking on the Add new scale button.
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If you choose to create your personalized scale, give it a name and select the scale size: 4-options scale or 5-options scale. Next, add the scale labels and when ready click on the Save button.
💡By clicking on the EN/ESP icon you will be able to add the labels in different languages.
Once you have created your scale, select it and it will be applied to the template
💡 Scales can be consulted and modified by clicking on the Manage scales button.
⚠️ If a campaign containing a scale has already been launched, it is not possible to modify. If you need to perform any changes, please contact our Customer Success Team.
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Questions
In this section you will be able to compose your questions following a structure:
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What would you like to evaluate?: This section will gather the questions that will be visible by the participants.
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Description: This optional field is used to give further information and context regarding the asked question.
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If you want that this question is required to be answered, enable the Required question button.
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Who do you want to perform this review?: Here you can choose the direction of the question, this means, to whom the question will be done (it is possible to choose one or multiple options):
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Self
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Manager
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Peer
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Direct report
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What kind of question do you want to ask?: Here you can choose the type of question, this means, what will appear as a possible answer to the question among the following possibilities:
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Numeric scale 0-10: When this option is chosen, a numeric scale between 0 and 10 will be shown as a response to the question.
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Personalized scale: When this option is selected, the personalized scale that was created in previous steps will be applied to the question.
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Text: When this option is chosen, the participant will see a free text box where to write their comments.
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Values: When this option is selected, the question will be linked to one of the company values that we will select on the dropdown that will appear.
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Competences: When this option is selected, the question will be linked to one of the company competences that we will select on the dropdown that will appear.
⚠️ Company values and competences must be added to Nailted prior to starting the review template creation process. See how to do it here.
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You can add a follow-up question to this question by enabling the Ask follow-up question button. Besides, you can also configure if you want this follow-up question to be compulsory or not by enabling the Required button.
Add all your questions and when ready click on the Continue button.
Review & sort
This section allows you to personalize your questions order using the arrows that appear next to each question.
Besides, here you can customize your questions according to their different directions as the self-review questions should appear in the 1st person singular, as they are asked to one-sef, and the rest of directions in the 3rd person singular as people are being asked about another person. You will be able to make these changes by clicking on the pencil icon that appears next to each question.
Finally, click on the Save button to save your review template. All administrators with access to the Review & Check-ins section will be able to make changes to the template at any time by clicking on the 3 dots icon and selecting the Edit template button.
⚠️ A template can only be modified if it is not being used. If you need to make any changes to a template that it is in use, please contact our Customer Success Team.
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