Form Builder
This document covers the Form Builder interface for creating and customizing review questionnaires.
Overview
The Form Builder is a powerful tool that allows HR administrators to create structured review forms with multiple question types, sections, and multilingual support. Forms define what participants will answer during the review process.
Accessing the Form Builder
Campaign Detail View
│
└── Review Form Section
└── [Edit Form] button
│
└── Form Builder Modal opens
Form Builder Interface
Main Layout
┌─────────────────────────────────────────────────────────────────┐
│ FORM BUILDER [Close] │
├─────────────────────────────────────────────────────────────────┤
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ LANGUAGE BAR ││
│ │ [EN ✓] [FR ○] [+ Add Language] ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ┌─────────────────────────────┐ ┌─────────────────────────────┐│
│ │ SECTIONS PANEL │ │ QUESTION EDITOR ││
│ │ │ │ ││
│ │ ├── Section 1: Goals ▼ │ │ Question Type ││
│ │ │ ├── Q1: Rating │ │ │ ┌───────────────────────┐ ││
│ │ │ └── Q2: Text │ │ │ │ Single Choice ▼ │ ││
│ │ │ │ │ │ └───────────────────────┘ ││
│ │ ├── Section 2: Skills ▼ │ │ ││
│ │ │ └── Q3: Skills │ │ │ Question Text ││
│ │ │ │ │ │ ┌───────────────────────┐ ││
│ │ └── [+ Add Section] │ │ │ │ How would you rate...│ ││
│ │ │ │ │ └───────────────────────┘ ││
│ │ │ │ │ ││
│ │ │ │ │ [Options, Settings, etc.] ││
│ └─────────────────────────────┘ └─────────────────────────────┘│
│ │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ TRANSLATIONS PANEL (collapsed by default) ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ [Cancel] [Save Form] │
└─────────────────────────────────────────────────────────────────┘
Key Interface Elements
| Element | Description |
|---|---|
| Language Bar | Select active language, add translations |
| Sections Panel | Navigate form structure, reorder sections |
| Question Editor | Configure selected question details |
| Translations Panel | View and edit all translations |
Form Structure
Hierarchy
REVIEW FORM
│
├── Section 1: Goal Achievement
│ ├── Question 1.1: Self-rating (single choice)
│ ├── Question 1.2: Achievements (text)
│ └── Question 1.3: Past objectives (objective type)
│
├── Section 2: Competency Assessment
│ ├── Question 2.1: Skills demonstration (skills)
│ ├── Question 2.2: Collaboration rating (single choice)
│ └── Question 2.3: Communication (multiple choice)
│
├── Section 3: Development & Growth
│ ├── Question 3.1: Training completed (text)
│ └── Question 3.2: Areas for improvement (text)
│
└── Section 4: Future Objectives
├── Question 4.1: Goals for next period (future objectives)
└── Question 4.2: Career aspirations (text)
Managing Sections
Creating a Section
- Click "+ Add Section" at the bottom of the sections panel
- Enter section title (required in default language)
- Add optional description
- Section appears in the list
Section Properties
┌─────────────────────────────────────────────────────────────────┐
│ SECTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Section Title * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Goal Achievement ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Description (optional) │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Review your performance against the goals set at the ││
│ │ beginning of the review period. ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
└─────────────────────────────────────────────────────────────────┘
| Property | Required | Description |
|---|---|---|
| Title | Yes | Section heading displayed to participants |
| Description | No | Instructions or context for the section |
Section Actions
| Action | Description |
|---|---|
| Expand/Collapse | Show/hide questions within section |
| Reorder | Drag to change section order |
| Edit | Modify title and description |
| Delete | Remove section (and all its questions) |
| Add Question | Create new question in this section |
Question Types
Text Question
Free-form text response for qualitative feedback.
┌─────────────────────────────────────────────────────────────────┐
│ TEXT QUESTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Question Text * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Describe your key achievements this quarter ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Placeholder (optional) │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Enter your response here... ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Max Length │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ 2000 characters ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ ☑ Required │
│ ☑ Visible to both employee and reviewer │
│ │
└─────────────────────────────────────────────────────────────────┘
| Setting | Description |
|---|---|
| Question Text | The question displayed to participants |
| Placeholder | Hint text shown in empty input |
| Max Length | Character limit for response |
| Required | Must be answered to proceed |
| Visible | Who can see this question |
Use Cases:
- Qualitative self-assessment
- Detailed explanations
- Comments and feedback
- Open-ended reflections
Single Choice Question
Radio button selection for ratings or categorical responses.
┌──────────────────────────────────── ─────────────────────────────┐
│ SINGLE CHOICE QUESTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Question Text * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ How would you rate your overall performance? ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ OPTIONS │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ 1. Exceeds expectations [↑] [↓] [✕] ││
│ │ 2. Meets expectations [↑] [↓] [✕] ││
│ │ 3. Needs improvement [↑] [↓] [✕] ││
│ │ 4. Below expectations [↑] [↓] [✕] ││
│ │ ││
│ │ [+ Add Option] ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Default Selection: None │
│ ☑ Required │
│ │
└─────────────────────────────────────────────────────────────────┘
| Setting | Description |
|---|---|
| Options | List of choices (minimum 2) |
| Order | Use arrows to reorder options |
| Default | Pre-selected option (optional) |
| Required | Must select an option |
Use Cases:
- Performance ratings (1-5 scale)
- Yes/No questions
- Satisfaction levels
- Categorical assessments
Multiple Choice Question
Checkbox selection for multi-select responses.
┌─────────────────────────────────────────────────────────────────┐
│ MULTIPLE CHOICE QUESTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Question Text * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Which training programs did you complete this year? ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ OPTIONS │
│ ┌───────────────────────────────────────── ────────────────────┐│
│ │ 1. Leadership Development [↑] [↓] [✕] ││
│ │ 2. Technical Skills [↑] [↓] [✕] ││
│ │ 3. Communication Skills [↑] [↓] [✕] ││
│ │ 4. Project Management [↑] [↓] [✕] ││
│ │ 5. None [↑] [↓] [✕] ││
│ │ ││
│ │ [+ Add Option] ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ Minimum Selections: 0 │
│ Maximum Selections: 5 (unlimited) │
│ ☐ Required │
│ │
└─────────────────────────────────────────────────────────────────┘
| Setting | Description |
|---|---|
| Options | List of choices |
| Min Selections | Minimum required selections |
| Max Selections | Maximum allowed selections |
| Required | At least min selections required |
Use Cases:
- Training completed (select all that apply)
- Skills demonstrated
- Areas for improvement
- Resources used
Skills Question
Skill selection from the organization's skill database.
┌─────────────────────────────────────────────────────────────────┐
│ SKILLS QUESTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Question Text * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Select the skills you demonstrated this period ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ SKILL SOURCE │
│ ○ From job profile (pre-populated) │
│ ● From skill catalog (browse all) │
│ │
│ PERMISSIONS │
│ ☑ Employee can add skills │
│ ☑ Reviewer can add skills │
│ │
│ ☑ Required (at least one skill) │
│ │
└─────────────────────────────────────────────────────────────────┘
| Setting | Description |
|---|---|
| Skill Source | Pre-populated or browseable catalog |
| Employee Can Add | Self can add skills to their profile |
| Reviewer Can Add | Manager can add skills to profile |
| Required | At least one skill must be selected |
Use Cases:
- Competency assessment
- Skill demonstration tracking
- Development needs identification
- Talent mapping
Past Objectives Question
Review and assess previously set goals/objectives.
┌─────────────────────────────────────────────────────────────────┐
│ PAST OBJECTIVES QUESTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Question Text * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Review your objectives from the previous period ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ IMPORT OPTIONS │
│ ☑ Import all current open objectives automatically │
│ │
│ PERMISSIONS │
│ ☑ Employee can add new objectives │
│ ☑ Reviewer can add new objectives │
│ │
│ RATING CONFIGURATION │
│ ☑ Require completion rating for each objective │
│ Rating Scale: [1-5 ▼] │
│ │
└─────────────────────────────────────────────────────────────────┘
| Setting | Description |
|---|---|
| Auto Import | Pre-populate with existing objectives |
| Employee Can Add | Self can add missing objectives |
| Reviewer Can Add | Manager can add objectives |
| Rating Required | Each objective must be rated |
| Rating Scale | Scale for objective completion |
Use Cases:
- Goal achievement review
- OKR assessment
- Project completion evaluation
- Performance against targets
Future Objectives Question
Define goals and objectives for the upcoming period.
┌─────────────────────────────────────────────────────────────────┐
│ FUTURE OBJECTIVES QUESTION SETTINGS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Question Text * │
│ ┌─────────────────────────────────────────────────────────────┐│
│ │ Set your objectives for the next review period ││
│ └─────────────────────────────────────────────────────────────┘│
│ │
│ IMPORT OPTIONS │
│ ☐ Import existing draft objectives │
│ │
│ PERMISSIONS │
│ ☑ Employee can create objectives │
│ ☑ Reviewer can create objectives │
│ │
│ OBJECTIVE FIELDS │
│ ☑ Title │
│ ☑ Description │
│ ☑ Due Date │
│ ☐ Key Results │
│ ☐ Weight/Priority │
│ │
└─────────────────────────────────────────────────────────────────┘
| Setting | Description |
|---|---|
| Import Drafts | Pre-populate with draft objectives |
| Employee Can Create | Self can define new objectives |
| Reviewer Can Create | Manager can set objectives |
| Objective Fields | Which fields are available |
Use Cases:
- Goal setting for next period
- Development planning
- OKR creation
- Career development objectives
Building Choice Options
For Single Choice and Multiple Choice questions, the Choice Builder provides detailed control.
Choice Builder Interface
┌─────────────────────────────────────────────────────────────────┐
│ CHOICE OPTIONS │
├─────────────────────────────────────────────────────────────────┤
│ │
│ OPTION 1 │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ Label (EN) │ │ Label (FR) │ │
│ │ Exceeds... │ │ Dépasse les... │ │
│ └──────────────────┘ └──────────────────┘ │
│ Value: 5 Weight: 1.0 ☐ Default │
│ [↑][↓][✕] │
│ │
│ OPTION 2 │
│ ┌──────────────────┐ ┌──────────────────┐ │
│ │ Label (EN) │ │ Label (FR) │ │
│ │ Meets... │ │ Répond aux... │ │
│ └──────────────────┘ └──────────────────┘ │
│ Value: 4 Weight: 1.0 ☐ Default │
│ [↑][↓][✕] │
│ │
│ [+ Add Option] │
│ │
└─────────────────────────────────────────────────────────────────┘
Choice Properties
| Property | Description |
|---|---|
| Label | Display text (per language) |
| Value | Numeric value for scoring |
| Weight | Multiplier for performance calculations |
| Default | Pre-selected option |
| Order | Position in the list |
Scale Builder
For rating-type questions, define consistent scales.
Common Rating Scales
5-Point Scale:
1. Far Below Expectations
2. Below Expectations
3. Meets Expectations
4. Exceeds Expectations
5. Far Exceeds Expectations
4-Point Scale:
1. Needs Improvement
2. Developing
3. Proficient
4. Expert
3-Point Scale:
1. Needs Improvement
2. Meets Expectations
3. Exceeds Expectations
Scale Configuration
┌─────────────────────────────────────────────────────────────────┐
│ SCALE BUILDER │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Scale Type: [5-Point Rating ▼] │
│ │
│ VALUE │ LABEL │ COLOR │
│ ──────┼────────────────────────────────┼───────────────────────│
│ 1 │ Far Below Expectations │ ████ Red │
│ 2 │ Below Expectations │ ████ Orange │
│ 3 │ Meets Expectations │ ████ Yellow │
│ 4 │ Exceeds Expectations │ ████ Light Green │
│ 5 │ Far Exceeds Expectations │ ████ Green │
│ │
│ [Apply to Question] [Save as Template] │
│ │
└─────────────────────────────────────────────────────────────────┘
Language Management
Language Bar
The language bar appears at the top of the Form Builder:
┌─────────────────────────────────────────────────────────────────┐
│ [EN ✓ (18/18)] [FR ○ (12/18)] [+ Add Language] │
└─────────────────────────────────────────────────────────────────┘
✓ = Complete (all fields translated)
○ = Incomplete (missing translations)
(n/n) = Translation progress
Adding a Language
- Click "+ Add Language"
- Select language from dropdown
- Language tab appears in bar
- Fill in translations for all fields
Translation Progress
The system tracks which fields need translation:
TRANSLATION STATUS FOR FRENCH (FR)
Section 1: Goal Achievement
├── Title: ✓ Translated
├── Description: ✓ Translated
├── Q1.1 Question Text: ✓ Translated
├── Q1.1 Placeholder: ✓ Translated
├── Q1.2 Question Text: ○ Missing
└── Q1.2 Options: ○ Partial (3/5)
Status: 12/18 fields translated (67%)
Translations Panel
Expand the translations panel to see all translatable content:
┌──────── ─────────────────────────────────────────────────────────┐
│ TRANSLATIONS PANEL [▲] │
├─────────────────────────────────────────────────────────────────┤
│ │
│ Filter: [All Fields ▼] [All Languages ▼] [Show Missing Only] │
│ │
│ FIELD │ ENGLISH │ FRENCH │
│ ─────────────────┼──────────────────────┼──────────────────────│
│ Section 1 Title │ Goal Achievement │ Atteinte des Obj... │
│ Q1.1 Text │ Rate your performance│ Évaluez votre perf...│
│ Q1.1 Option 1 │ Exceeds expectations │ Dépasse les attentes │
│ Q1.2 Text │ Key achievements │ ⚠️ Missing │
│ │
│ [Export] [Import] │
└─────────────────────────────────────────────────────────────────┘
OPR Configuration
OPR (Objectifs de Performance et de Réalisation) provides advanced objective-based performance scoring.
Accessing OPR Settings
- Click "OPR Configuration" button in Form Builder
- OPR Configuration Modal opens
OPR Configuration Modal
┌─────────────────────────────────────────────────────────────────┐
│ OPR CONFIGURATION [Close]│
├─────────────────────────────────────────────────────────────────┤
│ │
│ ENABLE OPR SCORING │
│ ☑ Enable OPR calculation for this form │
│ │
│ WEIGHT ALLOCATION │
│ │
│ Past Objectives Weight │
│ ├── [═══════════════════════■═════════════] 60% │
│ │
│ Skills Assessment Weight │
│ ├── [═══════════■═════════════════════════] 40% │
│ │
│ Total: 100% │
│ │
│ SCORING RULES │
│ │
│ ☑ Include all rated objectives in calculation │
│ ☑ Apply skill proficiency levels │
│ ☐ Weight objectives by priority │
│ │
│ PERFORMANCE THRESHOLDS │
│ │
│ Outstanding: ≥ 90% │
│ Exceeds: ≥ 75% │
│ Meets: ≥ 60% │
│ Below: < 60% │
│ │
│ [Cancel] [Save OPR] │
└─────────────────────────────────────────────────────────────────┘
OPR Settings
| Setting | Description |
|---|---|
| Weight Allocation | How much each component contributes |
| Objective Weighting | Include objective priority in calculation |
| Skill Levels | Factor in proficiency levels |
| Thresholds | Performance category boundaries |
Form Validation
Required Validations
Before saving a form:
✓ At least one section exists
✓ Each section has at least one question
✓ All required fields are filled
✓ Choice questions have at least 2 options
✓ Default language has all translations
Warning Conditions
⚠️ Additional languages incomplete
⚠️ No required questions in section
⚠️ Very long question text (readability)
⚠️ Similar question texts (duplicates)
Form Templates
Saving as Template
1. Build complete form
2. Click "Save as Template"
3. Enter template name
4. Template available for future campaigns
Using a Template
1. Open Form Builder
2. Click "Load Template"
3. Select template
4. Form pre-populated
5. Customize as needed
Best Practices
Form Structure
RECOMMENDED STRUCTURE
1. Opening Section (Goal/Achievement Review)
├── Self-rating question
├── Key achievements (text)
└── Past objectives review
2. Middle Sections (Assessment Areas)
├── Competencies/Skills
├── Collaboration
└── Professional development
3. Forward-Looking Section (Future Goals)
├── Next period objectives
├── Development needs
└── Career aspirations
4. Closing Section (Overall Assessment)
├── Final rating
└── Additional comments
Question Writing
DO:
├── Use clear, concise language
├── Be specific about what you're asking
├── Provide context when needed
├── Use consistent rating scales
└── Test with sample users
DON'T:
├── Ask multiple things in one question
├── Use jargon or acronyms
├── Make questions too long
├── Use leading or biased wording
└── Skip translations
Section Organization
TIPS:
├── 3-6 sections is ideal
├── 2-5 questions per section
├── Logical flow from past to future
├── Group related questions together
└── Balance required vs optional
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Can't save form | Validation errors | Check all required fields |
| Missing language | Not added | Click "+ Add Language" |
| Options not saving | Empty labels | Fill in all option labels |
| Scale not applying | Configuration error | Check scale builder settings |
| Form looks different | Language mismatch | Switch to correct language |
Navigation
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