Video Guide:
How to create & run a review in Strety:
Creating Review Templates
Review Templates allow you to set-up templates for different review types or specific teams, making it easy to standardize the review process for each review cycle across your org
If you want to create Review Template(s) that can be accessed & used by any manager, go to Review Templates page from Adminland
Give the template a name that will make it clear to everyone what the template is for and click Create Review Template
To add sections/questions to the review template click the template title and begin adding sections. Make sure to Save the form as you build - you can always go back and edit it later
Once the Review Template has been saved, it will be accessible whenever a manager wants to kick-off a review with a direct report
Peer Reviews
A quick look at how to set-up Peer Reviews:
Custom Answer Templates (Question Types)
Reviews can cover anything and no two organizations do them exactly the same way. To to meet that need, Strety allows organizations to create their own Custom Answer Templates so you can style & run your Reviews, your way!
Here's a short list of Answer Templates we'd recommend adding to your list:
Yes/No/Sometimes - To mirror the Understands It, Wants It, Can Handle It (GWC) style from the Roles Review and Core Values Review
Rating Scale - Add 1-3, 1-5, or 1-10 options for questions requiring a rating
Performance
A, B, C, D, F
Above Average, Average, Below Average
High, Medium, Low
Frequency - Always, Sometimes, Never
Creating a New Answer Template
To create a new Answer Template, access the Review Templates from Adminland
Click Create New Answer Template and give the template a name:
Click into Options to enter the selectable answers for this answer type and click Save
This Answer Type is now available for anyone to use when setting-up a Review Template, Peer Review Template, or one-off Review.
To add a Custom Answer Template to a Review, click into the Review form and add a Custom Question.
Enter the Question in the top field & select the Answer Template in the second field. This will determine the selectable answers for this question. Save & Exit the form
Once a Review has started, here is how the different Answer Templates will appear for anyone filling out the Review:
