What can I learn from this page?
How to activate your Individual Effectiveness Survey and start creating 360 processes for participants
Who is this guide for?
Account Admins, Survey Admins, Survey Creators
When you have finished configuring your survey Settings, Design and Communications you are ready to set your schedule and create 360 processes.
Launching your survey will not automatically kick off any feedback process – it just marks the survey as Live and ready to begin creating each individual feedback process.
Go to the Launch Plan page of your survey configuration and review the Schedule for Due Dates and Reminders. Make any changes and Update Schedule.
When you are ready to begin setting up your individual feedback processes, click Choose Participants at the top of your Launch Plan page. This changes the survey from draft status to Live and you can use the Manage 360s link to start creating 360 processes.
Review How Do I Send The Individual Effectiveness Survey? for detailed instructions on Admin-driven surveys or How Do I Send The Individual Effectiveness Survey For Employee-Driven Surveys?
The diagram below illustrates the steps, roles and communications involved in launching the survey, and running each feedback process:
Start a new individual feedback process for an employee
Once you’ve launched your 360° Feedback Survey, you will be able to begin setting up each individual process for your employees who are seeking feedback
From the Surveys page, select View reports to access the Process manager
From the Process manager click Create 360
Choose Employee and Coach using the search fields
Click Save draft
On the Process manager page, select the 360 process and click Request nomination button to kick off the nomination workflow and notify the employee to nominate reviewers
Once the employee has nominated reviewers, click Launch button to send survey emails out to reviewers
Managing an open feedback process
While an individual’s feedback period is open an administrator can:
Send Survey Reminders to Reviewers who’ve not yet responded, in addition to those that are automatically sent
Add or Remove Reviewers or change Coach
View any submitted feedback
Once an individual’s process is completed (the due date for feedback has passed)
Share Feedback to send email notification and enable feedback results access for Employee
Send Feedback Reminder to Coach
You may see a yellow/orange "i" icon next to a process. This” icon will show when a 360’s feedback is overdue, You need to hover over the label i.e “Collect” or “Review” for example to see the number of days the feedback is overdue by. Please note that if the Admin viewing the Process Manager page is also a reviewer on a 360 process AND was added as a reviewer prior to the feedback due date, the warning icon will not appear.
360 processes must be moved into another stage manually, i.e by someone taking an action. Such as an Admin moving the process to the next stage by launching it, sharing it with the employee etc., or by an individual completing their nominations, so it moves from Nominating to Nominated; or by an individual viewing their feedback (Coachless flow) where it moves it into the Review stage and closes off the feedback cycle, or by the Coach sharing the feedback with the individual, thus also moving it into the Review stage and closing out the feedback cycle. If an individual accidentally closes out the feedback cycle, an admin will need to move the process back into the ‘Collect’ stage in order to open up the feedback cycle again.
When a participant with an unsubmitted response is deactivated, although they no longer appear in the ‘configure participants' list (because they’re inactive and only active users show in that page), it is expected that they still appear in the 'manage responses' page with a 'pending response' status next to them. The participant would need to be removed while they are an active user.
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