How do I give two people access to the same form, one after the other - for a performance appraisal? | XM Community
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How do I give two people access to the same form, one after the other - for a performance appraisal?

  • April 29, 2020
  • 2 replies
  • 11 views

I am developing a performance appraisal using Qualtrics. I have it set up and working for the employee's self-assessment. Once that is complete, I would like to forward the self-assessment to the employee's supervisor for the supervisor to add their assessment of the employee's performance to the same form.
How can I do that?
The scores for each will probably be different but I will want to record both for future reference.
Thank you for any help you can give me!

2 replies

  • 9 replies
  • April 29, 2020

You can create a task under the Actions tab.
Once the survey response has been created/updated, you can capture the name of the supervisor from your employee and trigger distribution of the same survey


  • Author
  • 1 reply
  • April 29, 2020

Thank you,

I will try this and respond back.