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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:
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":
8. Click "Confirm":
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):
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:
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":
9. Click "Confirm":
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):
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:
4. Dependent on the feedback template configuration — You may have the option to select a different template.
5. Click "Create":
6. Enter feedback.
7. Click "Send":
Note: If you enter feedback, but don't click "Send", the content will be saved as a draft.
9. Click "Confirm":
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):
Giving Feedback That Was Requested
To give feedback that was requested:
1. Go to Feedback → Give → To-Do.
2. Click "⌄" to expand the form:
3. Enter feedback.
4. Click "Send":
Note: If you enter feedback, but don't click "Send", the content will be saved as a draft.
5. Click "Confirm":
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):
Declining A Feedback Request
To actively decline a request:
1. Go to Feedback → Give → To-Do.
2. Click "⌄" to expand the form:
3. Click "Decline Request":
4. Click "Decline":
To passively decline a feedback request, simply take no action until the due date has passed.
Note: If you actively decline, the direct report or their manager (depending on who submitted the request) will be notified. Also, whether you actively or passively decline, your name will be removed from their pending list (under Feedback → Request) and the direct report or their manager can resubmit the request.
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:
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:
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:
4. Select one or more providers from the drop-down menu:
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:
5. Select one or more providers from the drop-down menu:
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:
3. Enter feedback.
5. Click "Send":
6. Click "Confirm":
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):
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:
3. Click "Decline request":
4. Click "Decline":
To passively decline a feedback request, simply take no action until the due date has passed.
Note: If you actively decline, the direct report or their manager (depending on who submitted the request) will be notified. Also, whether you actively or passively decline, your name will be removed from their pending list (under Feedback → Request) and the direct report or their manager can resubmit the request — 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:
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:
Viewing Feedback As A Skip Level Manager
Note: Visibility of 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:
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.
Request to Edit
In order to edit a feedback response or decline the request after the deadline, you'll need to submit a request to your organization's administrators. This can be done by going to Feedback → Give → Completed, selecting the specific feedback form, and clicking the "Request to Edit" button:
This action will add your name to the list of requests that are sent via automated email to the organization's administrators at approximately 5 PM (your organization's time zone). If the request is approved, you'll receive an automated email informing you of the decision. You'll then have an additional 7 days to reshare your feedback. During this time, your feedback form will disappear from the requester's view. If the feedback is not edited within the 7-day window, it will be reshared as is. If your edit request is denied, no email will be sent given that an administrator will likely reach out to you directly to discuss the policy and/or reason.
Note: If the "Feedback Edited" notification is enabled in System Notifications (Admin → Program Management → Notifications → System Notifications), either the feedback recipient or their manager will receive a notification. Who receives the notification is dependent on the feedback template's configuration.
FAQs
Is there a limit to how many feedback providers can be selected?
There is no limit to how many feedback providers you can nominate/select. However, if a user has been requested as a feedback provider 5-6 times, a message will display notifying the requester that the user has a high # of requests. Despite this, the requester will still be allowed to continue.
What happens to feedback that is written, but not shared by the due date?
Feedback that is not shared by the due date will be cleared from the application.
Why are my Slack notifications for Feedback not working- '{User Name}, wants your feedback {Name} Please provide feedback by {Date}'?
If 'Feedback create' from step 4 isn't enabled, the Slack notification will not pop up for the Feedback Slack UI.