How to Customize 1-on-1 Review Questions in Ninety
Customizing the questions and commitments used in Quarterly and Annual Reviews is a great way to keep these important conversations tailored to the participants. Owners, Admins, and Coaches can customize commitments and questions from the 1-on-1 tool's Review Settings page. Any changes apply to the whole organization.
Commitments are the qualities, actions, and practices your organization's leaders agree to hold with their direct reports. We've categorized these into Leadership Commitments and Coaching Commitments as described in our leadership philosophy, Lead, Agree, Coach. Review questions are always open-ended written responses in Ninety, while a simple Yes or No dropdown assesses commitments.
Editing a question or commitment
To edit a question or commitment on a review:
Click 1-on-1 from the left navigation.
Click the Quarterly Reviews or Annual Reviews tab.
Click the gear icon on the far right of the Filters bar to open the Review Settings page.
Click on an existing commitment or question to edit directly.
(Optional) Click the plus sign on the commitments tab to create a new commitment.
(Optional) Click Add Question on one of the questions pages to create a new question.
Click the Save button when finished.
Creating and editing commitments
Access Review Settings by clicking 1-on-1 from the left navigation and then clicking the settings gear icon on the top right of the page.
Creating commitments
New commitments are added to the bottom of their respective list. You can drag and drop commitments into your desired order.
Click the plus sign next to either Leadership or Coaching Commitments.
Click the new commitment called "Commitment Name."
Write a new title.
(Optional) Click Add Descriptor to add additional context.
Click the Save button.
Click the toggle to switch between how your team members and managers will read each commitment. You can edit the language of the same commitment in each view. For example, the second default leadership commitment has different language for each user in a Review:
Team Members will read: "I am provided the necessary resources."
Managers will read: "I provide the necessary resources."
Editing commitments
Click any commitment to change its title and add or remove descriptors in the Edit Commitment panel.
Deleting and organizing commitments
Click the trashcan icon on any commitment's or descriptor's row to delete it. To reorder, hover over and then click and hold the six-dots icon on the left of a commitment or descriptor to drag and drop items into your preferred order.
Creating and editing Review questions
Access Review Settings by clicking 1-on-1 from the left navigation and then clicking the settings gear icon on the top right of the page. Then, click the Quarterly Questions or Annual Questions tab. Questions for Quarterly and Annual Reviews are always open-ended, written responses.
Creating questions
Click Add Question at the bottom of the current list of questions.
Write the new question's Side Bar Link (this usually describes the category of the question).
Write the new question's text.
Click Save.
Editing, deleting, and organizing questions
Click an existing question's Side Bar Link or question text to access its text field. Click the trashcan icon on any question's row to delete it. To reorder, hover over and then click and hold the six-dots icon on the left of a question to drag and drop items into your preferred order.
Resetting Review Settings
Click Reset at the top right of the Review Settings page to either:
Click Cancel Changes to remove any unsaved changes to your Review Settings.
Click Reset to Default to remove every change you've made to Review Settings.
Note: Both options result in permanent changes that cannot be undone.
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