Create Evaluation Form: Form Details

Performance reviews are no longer a once-a-year event, but an ongoing process that reflects the reality of daily work.
At Jisr Performance, we combine self-review, upward feedback, and downward feedback to create a comprehensive and fair picture of performance. Employees first share their achievements and context, then provide feedback on managerial support and goal clarity, while managers assess employees based on defined criteria and questions. This approach makes reviews more transparent and fair, and it supports well-informed decisions on rewards, recognition, development, and contract renewals or terminations.

For more, please check this: All-New Jisr Performance Overview Video

How will the 360° performance evaluation experience in Jisr improve the performance review process in organizations?

• Transparent, fair picture: Combine Self, Employee → Manager (Upward), Peer Employee → Employee, and Manager → Employee (Downward) in one form to reduce bias and increase transparency.

• Targeting flexibility: Run reviews at the individual, team, or department level with multiple period models (annual, quarterly, probation, contract, fixed duration).

• Data-driven decisions: Unified dashboards and reports with clear criteria, weights, and required comments for outlier ratings.

• Clear workflow & approvals: Manager submits → approval chain (approve/reopen). Forms stay Active until Self and Upward are complete.

• Smart notifications: Stage-based reminders to managers and employees, sent at most once per day.

• Simpler experience: Streamlined screens, ready-made templates, and quick actions—plus the option to run recurring or fixed-duration cycles instead of a single annual event.

  You can also know more on how to setup Peer Feedback Here 

Moving forward, it's time to explore the new performance options available now!

Evaluation Forms 

To effectively measure your employees' performance, this form with "Manage performance" permissions, provide a structured framework that encapsulates all pertinent details. 

• From the home page, click on 'Performance'. 
• Then, select 'Evaluation Form'> 'Create New'
• A new page will appear, presenting all the relevant fields for the evaluation to be completed. 

What are the steps for creating the evaluation form? 

Form Details:

• The initial stage of the form is 'Form Details', and progression to subsequent stages is restricted until this section is completed. Here, you must input the form name in both English and Arabic, and provide any descriptions pertaining to the evaluation. 

Scope:

This is the first stage after the form details, and it’s the newest part. From here, you can select the types of feedback to include in the form: self-review, downward, Peer, and upward feedback. Note that upward, and peer feedback can be either named or anonymous (to encourage candor).

Evaluation Period:

This is the stage where you select the type of evaluation form you want to create based on the evaluation period. The selection of employees will also be based on the chosen evaluation period model. You will be able to choose from four types:

 

1. Calendar Year

This type of evaluation is suitable for periodic assessments conducted throughout the year. Any employee can be added to it (including those in the probation period).

When selecting this type and determining its recurrence—whether monthly, quarterly, semi-annually, or annually—you will need to specify the timeframe in which the evaluation form will be active by selecting the starting month.

 

Note:

• The "End" field, which determines the evaluation form's expiration date in the calendar year model, is automatically filled in by the system once the starting month is entered, considering that a calendar year is calculated as 12 months from the start date, and not based on the ending of the current calendar year’s conclusion.

 

 

Example:

If a calendar year evaluation form is selected with a quarterly recurrence and is set to begin in March 2025, the system will calculate its end date as February 2026. This is because the first quarter is determined based on the chosen start month (March). 

 

 

• Once the recurrence and start date are set, the system automatically generates the evaluation form(s) along with suggested dates for when the evaluation form will be active—allowing the reviewer to conduct the evaluation. However, these dates can be adjusted as needed.

However, please note that there are certain restrictions on modifying dates based to ensure that upcoming evaluation schedules are not affected and that the evaluation model's objectives are met.

• In the evaluation of the calendar year with its various recurrences (annual, semi-annual, etc.), the evaluation start date can be set at any time during the year. The evaluation end date can be set up to a maximum of one month after the suggested form's end date in the system.

  Example: If an annual evaluation form ends on December 31, 2026, the evaluation form's end date can be selected up to January 31, 2027.

   

 

It is possible to disable one or more system-generated evaluation forms using the toggle button next to each form. This allows for Disabling past evaluation forms to prevent reviewers from entering retrospective evaluation, or disabling future evaluation forms scheduled for specific periods that do not align with business objectives.

2. Contract period: Select this type when the evaluation is designated for employees whose contracts are nearing their conclusion within this quarter year. Similar to the probation period type, ensure that the start and submission times of the evaluation are configured to coincide with the end of the contract period. 

Please note that if employees with indefinite contracts (open contracts) are added to this form, they will be evaluated based on the start date of their contracts. Employees whose contracts do not expire within the current calendar (in which the evaluation form is created) year are not eligible for this evaluation form.

Example: If the start date of employee Jamila’s open-ended contract is January 5, 2024, her evaluation date in the end of contract evaluation form for 2025 will also be tied to January 5. This applies to all subsequent years for evaluating the end of contract form of this employee. Learn more about end of contract evaluation forms. 

3.Probation period: for this type to enable the evaluation form specifically for employees who are currently in their probation periods. You can set the start and submission times of the evaluation to align with the duration of the probation period. In this case, the employees available for addition to this evaluation form are only those who are still in the probation period on the system.

Note: 

A newly added employee in the system will not appear in the employee selection list for this type of form unless they are marked as being in the probation period when creating their profile in the system.

If the employee is not marked as being in the probation period at this stage of creating their profile, the admin will need to edit their profile and create a probation period for them to appear later in the probation period form.

Please note that:

If the probation period for an employee is extended in the system, the evaluation date in the evaluation form (probation period) assigned to the employee will be updated to align with the new probation period dates.

How can the probation period duration be updated for employees?

please read this article for further information Extend/reduce or delete an employee’s probation period

4. Fixed duration:

This type allows the creation of a single evaluation form within a defined time frame, without recurrence. It is suitable for evaluations conducted for a specific purpose, such as assessing a project or evaluating an employee for decision-making. It can also be used for other objectives requiring evaluation within a specific period, without the need for periodic repetition.

• Any employee can be added to it (including those in the probation period).

When selecting this option, the user must specify the start and end dates of the evaluation.

Note that: 

If you already have evaluation forms saved in the system before the latest update, which introduced changes to form types—separating "Calendar Year" and "Fixed Duration" as distinct options—your existing forms will be migrated accordingly.

Any evaluation form with an annual, semi-annual, quarterly, or monthly recurrence will now fall under the "Calendar Year" type. Forms that previously had a "One-Time" recurrence will be categorized under "Fixed Duration."

After completing all the required fields, click 'Save and Continue' to proceed to the next steps: adding employees and criteria.