Creating a feedback request for multiple Team Members

Role: Manager

As a manager, you can create a feedback request for multiple direct and cross reports in a single action.

To create a feedback request for multiple Team Members:

1. On your My Team Performance page, select Add new for team members... and then choose Feedback Request:

   

   Sage People displays the Bulk Feedback Request page.

2. If you want to use a standard feedback template, select the Select a Feedback template for this request picklist to choose a template.

   Sage People populates the Feedback form section with the template details and questions.

   Note

   This option is only displayed when your organization has feedback templates available. Contact your HR Administrator for more information.

3. If you are not using a template, complete the Feedback Form fields as follows:

   1. Select Title and enter text to be displayed at the top of the form for the people you request feedback from, and in the list of feedback requests.

   2. If you want to provide more information about the feedback you are seeking, select + Add a description and enter your description in the textbox.

      You can use formatting options as follows:

      • Make selected text bold, italic or underlined
      • Put a line through selected text
      • Turn lines of text into a bulleted or numbered list
      • Change paragraph indenting

   3. Select Question 1 and enter a question or feedback prompt.

      Recipients of the feedback request can enter free text answers only.

   4. Select + Add another question and enter your question or prompt for Question 2 .

   5. Continue adding questions until you have all the questions you want to add.

   6. If you want to delete a question after adding it, select the trash can icon next to the field.

4. Select the calendar icon next to Final response date to choose the last date when the Feedback request is available for responses.

5. Optionally, select Show each request to the Team Member associated with it to make the Feedback Request and its responses visible to the Team Member this Feedback Request relates to.

   If you leave the checkbox unselected, only you can view the Feedback Request and the responses.

   Your organization can set the default option for this field—making requests visible by default or not—but as a manager your selection overrides the default option.

6. Select Choose Team Members.

   Sage People displays a list of your direct and cross reports:

   

7. Select:

   • Select All to request feedback about all direct and cross reports associated with Policies with Feedback enabled.

   • Individual direct and cross reports.

   Sage People displays the Request Feedback from search field next to each selected Team Member:

   

8. Select Request Feedback from and start entering the name of someone you want to request feedback from:

   

   The searching starts when you stop typing and displays the names of Team Members in your organization who match your search term.

9. Select a name in the search results to add that Team Member.

   Sage People adds their name below the search field.

10. Repeat until you have added all the Team Members you want to request feedback from for each selected direct or cross report.

11. Select Send Request to send it to the selected recipients.

    Sage People displays your My Team Performance page with a success message.