Interviews — legacy configuration guide

Customer administrator — legacy

Prerequisites and access

The Interview playbook distinguishes campaign visibility, questionnaire access, campaign administration, evaluator changes and preparation reopening. Role assignments vary by tenant; ask the platform owner to confirm your access.

Finish the questionnaire and its translations before assigning it. The documented interview type is 1 to 1. If the form includes objectives, prepare the relevant periods. Import or synchronize users and verify manager/evaluator relationships before selecting the population.

Campaign fields and sequence

1. Open Performance → Interviews in the manager workspace.
2. Choose the campaign creation action only when ready to create a stored draft. Opening the link saves the initial draft immediately.
3. Complete the campaign information, select the 1-to-1 questionnaire, set its participants/evaluators and configure planning as needed.
4. Reopen the campaign summary and confirm the selected values before publishing.

Group	Setting / values	Scope and effect
Information	Name, description, status, tags, start/end date and time. Name, description, status and dates are required in the editor.	Identifies and schedules the campaign. Draft/published are configured values; list tabs also reflect lifecycle.
Questionnaire	Previously created 1-to-1 questionnaire.	Defines content, required fields and employee/evaluator access. Objective questions need the applicable periods.
Participants	Selected employees and their evaluators.	The playbook describes initial N+1 manager assignment; verify the resulting evaluator for each employee. Later manager changes do not establish automatic reassignment.
Planning	Campaign notifications and meeting-related options where enabled.	Notification templates, scheduling controls and delivery depend on platform configuration.

Review information, questionnaire, participants and planning before publishing. Use an approved sample campaign to validate a new setup. Before modifying a questionnaire with existing answers, assess its current use.

Use the lifecycle tabs to find campaigns by status and date. Open a campaign to manage its population, questionnaire and planning.

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Reopening and corrections

1. Open the completed interview from an authorized manager/HR view and review its status and signatures.
2. Ask an authorized HR administrator to confirm the preparation-unlock permission and the reason for reopening.
3. Use the unlock/reopen action only when it is available and the correction is approved.
4. Reopen the interview and confirm the intended preparation can be corrected; review the resulting status and signature state before closing it again.

The reopening guidance, v5, 21 May 2026, describes a dedicated preparation-unlock right and recommends limiting it to HR. Reopening is not a universal rollback of effects or signatures.