Using Feedback

Contents

Anytime Feedback

In order to utilize anytime feedback, the Feedback module must be enabled and the individual anytime feedback templates must be active (aka "deployed"). Super Admins can reconfigure the default feedback templates and/or add their own. For more information on the process, see this article

Requesting Feedback for Yourself

To request feedback for yourself:

1. Go to Feedback → Request.

Note: If you're a manager, you'll have a drop-down menu that includes your direct reports. 

2. Click "Request Feedback" to trigger the pop-up modal:

request_anytime_feedback_for_yourself_-_1.png

3. Dependent on the feedback template configuration — You may have the option to select a different template.

4. Dependent on the feedback template configuration — You may have the option to edit the feedback question.

5. Select one or more providers. 

6. Optional — Add a custom note. This section can be used to elaborate on the quarter, project, or presentation for which you're requesting feedback.

7. Click "Request":

request_anytime_feedback_for_yourself_-_2.png

8. Click "Confirm":

request_anytime_feedback_for_yourself_-_3.png

Once the request has been submitted, you'll see the pending request indicating the provider, feedback type, status (a clock icon for "pending", a check icon for "complete"), and due date. Click "⌄" to expand the form and view additional details such as the provider's job title and visibility settings (i.e. who will have access to the feedback once it's been given): 

request_anytime_feedback_for_yourself_-_4.png

request_anytime_feedback_for_yourself_-_5.png

Note: The feedback due date is also dependent on the feedback template configuration and may vary.

Requesting Feedback for Your Direct Report

To request feedback for your direct report:

1. Go to Feedback → Request.

2. Click the drop-down menu and select a direct report.

3. Click "Request Feedback" to trigger the pop-up modal:

request_feedback_for_your_direct_report_-_1.png

4. Dependent on the feedback template configuration — You may have the option to select a different template.

5. Dependent on the feedback template configuration — You may have the option to edit the feedback question.

6. Select one or more providers. 

7. Optional — Add a custom note. This section can be used to elaborate on the quarter, project, or presentation for which you're requesting feedback.

8. Click "Request":

request_feedback_for_your_direct_report_-_2.png

9. Click "Confirm":

request_feedback_for_your_direct_report_-_3.png

Once the request has been submitted, you'll see the pending request indicating the provider, feedback type, status (a clock icon for "pending" or a check icon for "complete"), and due date. Click "⌄" to expand the form and view additional details such as the provider's job title and visibility settings (i.e. who will have access to the feedback once it's been given):

request_feedback_for_your_direct_report_-_4.png

request_feedback_for_your_direct_report_-_5.png

Note: The feedback due date is also dependent on the feedback template configuration.

Giving Feedback Unprompted

To give feedback unprompted: 

1. Go to Feedback → Give.

2. Click the drop-down menu and select a user.

3. Click "Create Feedback" to trigger the pop-up modal:

give_feedback_unprompted_-_1.png

4. Dependent on the feedback template configuration — You may have the option to select a different template. 

5. Click "Create":

give_feedback_unprompted_-_2.png

6. Enter feedback.

7. Click "Send":

give_feedback_unprompted_-_3.png

Note: If you enter feedback, but don't click "Send", the content will be saved as a draft.

9. Click "Confirm":

give_feedback_unprompted_-_4.png

Once you've submitted the feedback, it will display under Feedback → Give → Completed. You'll see other completed requests (if applicable) indicating the recipient, feedback type, and sent date. Click "⌄" to expand the form and revisit details such as the recipient's job title and visibility settings (i.e. who will have access to the feedback once it's been given):

give_feedback_unprompted_-_5.png

give_feedback_unprompted_-_6.png

Giving Feedback That Was Requested

To give feedback that was requested:

1. Go to Feedback → Give → To-Do.

2. Click "⌄" to expand the form:

give_anytime_feedback_that_was_requested_-_1.png

3. Enter feedback.

4. Click "Send":

give_anytime_feedback_that_was_requested_-_2.png

Note: If you enter feedback, but don't click "Send", the content will be saved as a draft.

5. Click "Confirm":

give_anytime_feedback_that_was_requested_-_3.png

Once you've submitted the feedback, it will display under Feedback → Give → Completed. You'll see other completed requests (if applicable) indicating the recipient, feedback type, and sent date. You can expand the form to revisit details such as the recipient's job title and visibility settings (i.e. who will have access to the feedback once it's been given):

give_anytime_feedback_that_was_requested_-_4.png

give_anytime_feedback_that_was_requested_-_5.png

Declining A Feedback Request

To actively decline a request: 

1. Go to Feedback → Give → To-Do.

2. Click "⌄" to expand the form:

decline_anytime_feedback_request_-_1.png

3. Click "Decline Request":

decline_anytime_feedback_request_-_2.png

4. Click "Yes":

decline_anytime_feedback_request_-_3.png

To passively decline a feedback request, simply take no action until the due date has passed. 

Note: Although the direct report and/or their manager will not be notified if you decline a feedback request, your name will be removed from their pending list (under Feedback → Request). At that point, they can submit the same request to you.

Viewing Feedback Given To You

Note: Visibility is configured in the feedback template and may vary. Feedback may be given about you, but only visible to your manager or your organization's administrators. If a feedback template has been configured so that providers remain anonymous, administrators won't be able to see the provider of their own feedback in reports.

To view anytime feedback given to you:

1. Go to Feedback → View.

Note: If you're a manager, you'll have a drop-down menu that includes your direct reports. 

2. Click "⌄" to expand the form:

view_anytime_feedback_given_to_you_-_1.png

view_anytime_feedback_given_to_you_-_2.png

Viewing Feedback Given to Your Direct Report

Note: Visibility is configured in the feedback template and may vary. Feedback may be given about your direct report, but only visible to them or your organization's administrators. If a feedback template has been configured so that providers remain anonymous, administrators won't be able to see the provider of their own feedback in reports.

1. Go to Feedback → View.

2. Click the drop-down menu and select the direct report.

3. Click "⌄" to expand the form:

view_anytime_feedback_given_to_direct_report_-_1.png

view_anytime_feedback_given_to_direct_report_-_2.png

Manager Change

If there is a manager change after feedback is requested, but before it's been given, the new manager will not see the pending request (under Feedback → Request). However, they will see the feedback content once it's been submitted — provided that the feedback template was configured to give managers visibility. 

Also, when a direct report is assigned to a new manager, the new manager gains access to that direct report's past feedback — provided that the respective feedback templates were configured to give managers visibility. 

Scheduled Feedback

In order to utilize anytime feedback, the Feedback module must be enabled and the individual anytime feedback templates must be active (aka "deployed"). Super Admins can reconfigure the default feedback templates and/or add their own. For more information, see this article

Request Feedback for Yourself

1. Go to Feedback → Request.

2. Under Scheduled Feedback, find the applicable feedback cycle and expand the form.

3. Dependent on the feedback template configuration — You'll either have the option to "Add Providers" or to "Edit Providers". The "Edit Providers" option includes a list of users (aka "providers") selected by default. If you choose not to take action, those users will be nominated in the # of days referenced at the bottom of the form:

request_scheduled_feedback_for_yourself_-_1.png

4. Select one or more providers from the drop-down menu:

request_scheduled_feedback_for_yourself_-_2.png

5. Click "Save".

Request Feedback for Your Direct Report

1. Go to Feedback → Request.

2. Click the drop-down menu and select a direct report.

3. Click "⌄" to expand the form.

4. Dependent on the feedback template configuration — You'll either have the option to "Add Providers" or to "Edit Providers". The "Edit Providers" option includes a list of users (aka "providers") selected by default. If you choose not to take action, those users will be nominated in the # of days referenced at the bottom of the form:

request_scheduled_feedback_for_your_direct_report_-_1.png

5. Select one or more providers from the drop-down menu:

request_scheduled_feedback_for_your_direct_report_-_2.png

6. Click "Save".

Giving Feedback That Was Requested

To give feedback that was requested:

1. Go to Feedback Give → To-Do.

2. Under Scheduled Feedback, click "⌄" to expand the form:

give_scheduled_feedback_that_was_requested_-_1_.png

3. Enter feedback.

5. Click "Send":

give_scheduled_feedback_that_was_requested_-_2.png

6. Click "Confirm":

give_scheduled_feedback_that_was_requested_-_3.png

Note: If you enter feedback, but don't click "Send", the content will be saved as a draft.

Once you've submitted the feedback, it will display under Feedback → Give → Completed. You'll see other completed requests (if applicable) indicating the recipient, feedback type, and sent date. Click "⌄" to expand the form and revisit details such as the recipient's job title and visibility settings (i.e. who will have access to the feedback once it's been given):

give_scheduled_feedback_that_was_requested_-_1_.png

Declining A Feedback Request

To actively decline a request: 

1. Go to Feedback → Give → To-Do.

2. Under Scheduled Feedback, scroll down until you see the applicable user's name and expand the form:

decline_scheduled_feedback_that_was_requested_-_1.png

3. Click "Decline request":

decline_scheduled_feedback_that_was_requested_-_2.png

4. Click "Yes":

decline_scheduled_feedback_that_was_requested_-_3.png

To passively decline a feedback request, simply take no action until the due date has passed. 

Note: Although the direct report and/or their manager will not be notified if you decline a feedback request, your name will be removed from their pending list (under Feedback → Request). At that point, they can submit the same request to you — provided that the nomination period hasn't already ended or the feedback template has been configured to include a nomination grace period.  

Viewing Feedback Given To You

Note: Visibility is configured in the feedback template and may vary. Feedback may be given about you, but only visible to your manager, skip level manager, or your organization's administrators. If a feedback template has been configured so that providers remain anonymous, administrators won't be able to see the provider of their own feedback in reports.

To view scheduled feedback given to you:

1. Go to Feedback → View.

Note: If you're a manager, you'll have a drop-down menu that includes your direct reports. 

2. Click "⌄" to expand the form:

view_scheduled_feedback_given_to_you_-_1.png

Viewing Feedback Given to Your Direct Report

Note: Visibility is configured in the feedback template and may vary. Feedback may be given about your direct report, but only visible to them, your manager (their skip level manager), or your organization's administrators. If a feedback template has been configured so that providers remain anonymous, administrators won't be able to see the provider of their own feedback in reports.

1. Go to Feedback → View:

2. Click the drop-down menu and select the direct report.

3. Click "⌄" to expand the form:

view_scheduled_feedback_given_to_your_direct_report_-_1.png

Viewing Feedback As A Skip Level Manager

Note: Anytime feedback is not visible to skip level managers and visibility of scheduled feedback is configured in the feedback template and may vary. Feedback may be given about your skip level report, but only visible to them, their manager, or your organization's administrators. If a feedback template has been configured so that providers remain anonymous, administrators won't be able to see the provider of their own feedback in reports.

1. Go to Feedback → View → Skip Level

2. Click the drop-down menu and select the skip level report.

3. Click "⌄" to expand the form:

view_feedback_given_to_your_skip_level_report_-_1.png

view_feedback_given_to_your_skip_level_report_-_2.png

Manager Change

If there is a manager change after feedback is requested, but before it's been given, the new manager will not see the pending request (under Feedback → Request). However, they will see the feedback content once it's been submitted — provided that the feedback template was configured to give managers visibility. 

Also, when a direct report is assigned to a new manager, the new manager gains access to that direct report's past feedback — provided that the respective feedback templates were configured to give managers visibility.