Specifying who can see each section (self or manager)

Modified on Mon, 29 May 2023 at 08:38 AM

When writing Performance Appraisals/360's/Check-ins you might have a situation where you need to differentiate questions that will show up for one or another person participating in the appraisal. So, for instance, you might have a question that you want only the Employee (Self) to see and fill in, while you have another question where you want only the Manager to see and fill in.

Primalogik provides this functionality via the "Define Respondent" setting. This setting is available for those questionnaires that are set to be used for Performance appraisals, 360 surveys & Check-ins. So make sure you select one of these 3 review types in the "Use for:" field  and then the "Define Respondents" option will show up:

Once that happens, you'll notice the "Section applies to:" fields displayed under each section. These fields can then be selected appropriately for each section. See the screenshot below for more guidance.

Note: This setting applies only during the period of time when the user is filling in the survey. Once the results are displayed (or the report has been shared), both users (managers and employees) will see all responses, regardless of the visibility settings.

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