I am building a Performance Management System for an HR team, and the process is pretty straightforward:
The employee sets their goals for the quarter, which are then approved by the manager.
At the end of the quarter, the employee writes a self-assessment, and the manager provides their feedback and rating.
Finally, HR shares the overall rating and comments.
I have a couple of questions: Am I thinking about the logic correctly?
For each questionnaire, I create an independent table for employees and managers for a list of questions because the goal is to keep their ratings and comments private until HR approves them. Are the questions set up in each column appropriate?
How should I display the questions to include employees and managers on the HR layout page? Because the HR is the one to see both responses. Here’s an example:
Question: What do you feel you’ve accomplished during your time here?
Employee comment: Yes, I believe I have been performing well over the last three months.
Manager comment: I think he could be more diligent in his work.
I probably would not put the question as the header name, but that’s just me. I like to keep heading names concise, and because it restricts you on the front end as far a formatting the questions for display purposes because it’s a heading instead of coming from data. I understand why you are doing it, because it greatly simplifies the setup, but it also makes it harder to modify the questions since they are not data driven and you have to go into the builder to change them. I guess it’s up to you. My personal preference is not to do it that way, but I don’t see a negative downside to how you are doing it. I would probably have a table that only stores questions. Then set up my form to display the questions using text components, and have the form write both the questions and answers to a separate table.
If it’s anything like how my reviews go where I work, the employee doesn’t have access to the manager responses until after the verbal review conversation and final approval. So I think separate rows for manager responses and employee responses would be best, and access to each one could be controlled by multiple row owner columns. When an employee submits the form, access to the row is given to the employee, manager, and HR via row owner columns. When a manager submits the form, the manager and HR are given access. If manager responses can eventually be viewed by the employee, a separate approval could set one of the row owner columns in the manager response row with the employee email so they can then view it. At least that’s similar to how my reviews work.
Appreciate a lot for your guidance! I believe your approach is much better. I was just confused about the logic and thought there should be a better way to manage and display the data. Thanks again, Jeff!
