The Employee Created Forms feature allows employees to create forms from their Form Inbox widget on the home screen. The employee can send their newly created form(s) to other Performance Pro users and non-users (external recipients) to collect feedback.
The Advanced Analytics Employee Created Forms sheet displays employee created forms sent by employees, including the Form Date, Form Status, Completion Date, as well as the Form content (questions and responses.)
Upon opening Advanced Analytics (and running the Performance Pro V2.0 App), the overview of the standard sheets displays. Click on Appraisal Status Dashboard to set the initial filters.
From the Employee Status “Select Here” box, click Active, then the green checkmark. This will filter the data based on active employees. Once selected, the filter will appear above the dashboard until it is removed. The filter will stay if you move to another sheet.
Click in the Appraisal Process “Select Here” box, select default, then the green checkmark. This will filter out all appraisals except the default.
From the “Total Appraisal Count” chart on the right, click on the “Current” bar, then the green checkmark.
Moving to the Employee Created Forms Report
To move to this report, click on the Sheets dropdown in the upper right corner. Click on Employee Created Forms. This will take you to the Employee Created Forms report while keeping all your applied filters.
The columns in the report include:
- Employee Creating Form
- ID (employee ID of the sender)
- Position (of the employee who created the form)
- Respondent or Recipient Name (who the form was sent to)
- Form Name
- Form Date Send to Recipient
- Question Type
- Question
- Response
- Form Responding Date (date form was responded to by the recipient)
- Form Status (pending or complete)
- Anonymous Flag (whether the responses being sent back are anonymous or not)
The report can easily be exported. Refer to the article here “Advanced Analytics – Downloading/Exporting Data” for information.