PerformMgmt API
Build powerful integrations with the PerformMgmt Survey API. Create and manage survey templates, send invitations, and retrieve comprehensive behavioral assessment results.
Authentication
The PerformMgmt API uses API keys to authenticate requests. Include your API key in the
X-Api-Key header with every request. You must also specify your tenant ID.
Never expose your API key in client-side code or public repositories. Store it securely on your server.
Error Handling
The API uses standard HTTP status codes and returns detailed error information in a consistent format.
| Status Code | Description |
|---|---|
| 200 | Request succeeded |
| 201 | Resource created successfully |
| 400 | Bad request - Invalid parameters or validation error |
| 401 | Unauthorized - Invalid or missing API key |
| 404 | Not found - Resource doesn't exist |
| 500 | Server error - Something went wrong on our end |
Survey Templates
Survey templates define the structure and questions for behavioral assessments. Create, manage, and publish templates to use for employee and candidate evaluations.
List all templates
Retrieves all survey templates for your tenant. Returns template metadata including name, description, status, and question count.
Response
200 Returns a list of templates
Retrieve a template
Retrieves a specific template with all its questions and answer options.
| Parameter | Description |
|---|---|
| id guid required | The unique identifier of the template |
Create a template
Creates a new survey template. After creation, add questions and answer options, then publish the template to make it available for use.
| Body Parameter | Description |
|---|---|
| name string required | Display name of the template |
| description string optional | Detailed description of the survey purpose |
| audience string required | Target audience: "Internal", "External", or "Both" |
| scoringMode string required | Scoring method: "Standard" or "Weighted" |
| shuffleQuestions boolean optional | Randomize question order for respondents |
Response
201 Returns the new template ID
Update a template
Updates an existing template's properties. Only draft templates can be modified.
Publish a template
Publishes a draft template, making it available for survey invitations. Published templates cannot be edited.
Archive a template
Archives a template, preventing new invitations while preserving existing results.
Clone a template
Creates a copy of an existing template with all questions and answer options. The clone is created as a draft.
Response
201 Returns the new template ID
Delete a template
Permanently deletes a template. Templates with existing responses cannot be deleted.
Questions
Add and manage questions within a survey template. Each question can have multiple answer options with associated ability and willingness scores.
Add a question
Adds a new question to an existing template.
| Body Parameter | Description |
|---|---|
| templateId guid required | The template to add the question to |
| text string required | The question text displayed to respondents |
| domainTag string optional | Category: "Behavioral", "Emotional", or "Cognitive" |
Update a question
Updates an existing question's text or domain tag.
Delete a question
Removes a question and all its answer options from the template.
Reorder questions
Sets the display order of questions within a template.
| Body Parameter | Description |
|---|---|
| questionIds guid[] required | Array of question IDs in desired order |
Answer Options
Define the available responses for each question. Each option includes ability and willingness scores used in the behavioral assessment calculation.
Add an answer option
Adds a new answer option to an existing question.
| Body Parameter | Description |
|---|---|
| questionId guid required | The question to add the option to |
| text string required | The answer text displayed to respondents |
| order integer required | Display order (0 = A, 1 = B, etc.) |
| abilityScore decimal required | Ability score contribution (0-100) |
| willingnessScore decimal required | Willingness score contribution (0-100) |
Update an answer option
Updates an existing answer option's properties.
Delete an answer option
Removes an answer option from a question.
Invitations
Send survey invitations to candidates and employees. Track invitation status and manage pending invitations.
Send an invitation
Sends a survey invitation email to the specified recipient. The email includes a unique link to complete the survey.
| Body Parameter | Description |
|---|---|
| templateId guid required | The published template to use |
| email string required | Recipient's email address |
| candidateName string optional | Recipient's display name for personalization |
Response
201 Returns the invitation ID
List invitations
Retrieves all survey invitations with their current status.
| Query Parameter | Description |
|---|---|
| status string optional | Filter by status: "Pending", "Completed", "Expired", "Cancelled" |
Resend an invitation
Resends the invitation email for a pending invitation.
Cancel an invitation
Cancels a pending invitation, preventing the recipient from completing the survey.
Get available templates
Lists published templates available for sending invitations.
Results
Retrieve completed survey results including behavioral profiles, scores, and comprehensive assessment narratives.
List results
Retrieves a list of completed survey results with summary information.
| Query Parameter | Description |
|---|---|
| isEmployeeTab boolean optional | Filter to current employees only |
| search string optional | Search by name or email |
| sortBy string optional | Sort order: "recent" (default), "name", "score" |
Get result detail
Retrieves detailed assessment results including the behavioral profile, strengths, risks, and management recommendations.
Results include quadrant placement (Able-Willing, Able-Unwilling, Unable-Willing, Unable-Unwilling) based on the respondent's ability and willingness scores.
Utility Endpoints
Helper endpoints for retrieving available configuration options.
Get audience types
Returns available audience types for survey templates: Internal, External, Both.
Get scoring modes
Returns available scoring modes: Standard, Weighted.