Learn how to create a performance review assessment survey in PEARS.
A performance review assessment is a survey with the purpose set to "Performance Review." These surveys are used within performance review plans for self-assessments, supervisor reviews, and board member reviews.
TIP: The red asterisk * next to the heading of a field indicates that the field is required.
1
Navigate to Surveys
From the PEARS homepage, hover over the Plan menu and click Surveys.
2
Click Add Survey
Click the Add Survey button on the Surveys list page.
3
Enter a title
Enter a descriptive title for the assessment in the Survey Title field.
4
Set the purpose to Performance Review
In the Purpose dropdown, change the selection from "Direct Education" to Performance Review.
Screenshot: The survey creation form with the Purpose dropdown expanded showing the Performance Review option selected, along with the Survey Title field above
5
Select delivery types
Choose the applicable delivery types for the assessment, such as User Review or Supervisor Review. Remove unwanted delivery types by clicking the delete icon next to each item.
6
Enter a description
In the Description field, provide a description of the assessment and any relevant notes.
7
Enter copyright information (optional)
In the Copyright notice field, enter any copyright information for the assessment instrument.
8
Enable aggregate responses (optional)
Toggle the Allow entering response data as aggregate counts option if you want aggregate data entry. The toggle turns dark green when activated.
9
Upload a print version (optional)
Click Browse to upload a printable version of the assessment (PDF, DOCX, or other supported format). Only one print version file may be uploaded per assessment.
10
Upload instructions (optional)
In the File Attachments section, upload supporting documents by clicking Select or dragging files into the upload area.
11
Save
Click Save and Continue to save the assessment and proceed to add questions, or click Save to preserve your work.
Screenshot: The performance review assessment form showing all completed fields including title, purpose set to Performance Review, delivery types, description, copyright, aggregate toggle, print version upload, and file attachments section
TIP: After creating the assessment, add questions using the Add Questions to a Survey workflow, then mark the survey as active before assigning it to a review plan.
