Performance Review/Action Plans

Question

I’m completely new to Qualtrics and to my current job, so I’m trying to catch up very quickly. I’m wondering if there is a way to use Qualtrics to set up employee performance reviews that allow for revisiting for progress monitoring.  The ideal set up would include: Employee/supervisor ability to both add to an initial review (ie goals, indicators, etc.)	Ability to revisit that goal periodically (1x/quarter) for progress, adding of any evidence of progress, etc. Ideally the employee can do that independently prior to a meeting with the supervisor, but they could add notes together or the supervisor could also add feedback that would be visible to the employee.	Privacy - A supervisor has access to his/her direct reports, but they can’t see each other's information.Again, because I’m new I’m trying to watch the support videos, but I don’t want to be chasing a solution that isn’t there. Would appreciate any ideas/suggestions/feedback.

Matt_Griffin · Answer

That might be possible using retake links, and you might be able to create a workflow that emails a retake link to the employee and manager (not sure if that exists in EX). If not, you’d be stuck doing it manually. If the retake link was the same after each update was submitted, you’d only need to do that one.I’ve found that because Qualtrics has so many features and a ton of flexibility, it can be used for use cases other than it was intended. Sometimes I can get it to work, but most of the time it is either super clunky or lacks a needed functionality.

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