How can instructions be added to a review form?

The review process is crucial for evaluating employee contributions to the company goals & individual goals. Instructions are important to have a brief understanding & clarity about the current review cycle. Although the instructions is added while creating the review cycle, however, keka offers you the ability to change & add more details.

Let us take a look at how can we edit Review form Instructions.

Navigate to the Performance (1) section where you'll see the Reviews (2) tab. Under the Review Cycles (3), select the required review cycle, and then click on the three dots (4) next to the View Progress button and click on Edit, which takes you to the review cycle settings window.

Now, go to the Review Form tab and click on Additional Settings to open up the Settings section of the ongoing review cycle.

In the Additional Settings window, under Instruction message for reviewers, you can customize the instruction message (2) for different reviewers like Self and Reporting Manager (1) and then click on Save.

You can also enable the option for Use same instruction for all reviewers  (1) if you want the same instruction message (2) for all reviewers, and your message will be updated.

This is how you can add instructions to a review form.