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Send the Employee-Driven Individual Effectiveness Survey
Send the Employee-Driven Individual Effectiveness Survey

How to send the employee-driven individual effectiveness survey

Jared Ellis avatar
Written by Jared Ellis
Updated over a week ago

What can I learn from this page?

How to send the employee-driven individual effectiveness survey

Who is this page for?

Account Admins, Survey Admins, Survey Creators

Note: This covers employee-driven surveys where Administrators and employees can create 360 processes. Admin-driven survey configuration follow a slightly different flow.

Before you activate your overall survey, you'll want to ensure that you have selected participants to be included in the survey on the Participants page:


Once the survey has been activated/launched, the participant has the ability to launch their own 360 process or the Admin can create it for them.
To Launch the employee-driven individual effectiveness as an Admin, you'll want to follow these steps:

1. Click Confirm from your survey's Launch Plan page to confirm your settings and activate the survey:


2. Click Yes, let's go! button and the survey is now 'live' meaning that 360 processes can be created by the employees selected on the Participants page, or by Admins. No survey emails are sent yet - that's the next step.


3. To start a process, click Manage 360s link at the top of the page to be take to the process manager report. Then Click Create 360 button to start:


4. Select the employee to be reviewed and other relevant details:


As an Admin, you can select all the reviewers, or just complete the section for the employee and their coach, and let the employee nominate who their reviewers are. Employees can also create their own 360 and do this step themselves.

Click Save Draft to proceed.

On the Process Manager report, select the Draft processes and use either:

  • Request nominations button - sends emails to employees to nominate reviewers. Only possible for Draft processes when nomination emails have not already been sent.

  • Launch button - sends emails to reviewers asking them to give feedback. Only possible for Draft processes.

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