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/s 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 the Launch button to send survey emails out to reviewers
📌 Note:
If you would like to select reviewers on behalf of the employee and start their 360° feedback process right away, you may choose all the Reviewers and select “Launch” to send invitations to provide feedback immediately.
If you want to create 360s for a lot of employees at once, you can do it quickly with Bulk create
360 surveys CANNOT be switched to a different survey type
It is not possible to run a 360 survey without the Self Review
It is possible to change the due dates, Send Reminders and Delete processes for existing single or multiple processes via the Process Manager, however updates to the Launch Plan settings will only come into play for any new processes created after the update.
Admin are able to create, review, and manage their own 360 process from the survey configuration and process manager page. They will not be blocked from viewing a 360 another admin created on their behalf if they have account admin permissions.
Managing an Open Feedback Process
While an individual’s feedback period is open, an administrator can:
Add/Remove Reviewers or change the Coach
View any submitted feedback
Send Survey Reminders to Reviewers who’ve not yet responded.
Additional reminders cannot be scheduled outside of what is entered on your launch plan, so this would need to be done manually via the manage responses option.
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 can hover over the status (“Collect” or “Review” for example) next to the icon, to see the number of days the feedback is overdue by.
Please note: If the Admin viewing the Process Manager page is a reviewer on a 360 process and was added as a reviewer before the feedback due date, the warning icon will not appear.
360 processes move through each step based on actions that are taken. This could happen when an Admin launches the process, someone completes their nominations, a participant views their feedback (in the Coachless flow), or a Coach shares feedback with the participant. These actions move the process into the next status.
Sharing feedback with a participant, as an example, would move the status to review which would block any outstanding reviewers from submitting. If this occurs, an Admin can unshare the feedback, which would move the process back to collect.
📌 Note: If a participant with an unsubmitted response is deactivated, they’ll disappear from the Configure Participants list (as it only shows active users), but they’ll still appear in Manage Responses with a Pending Response status. They would need to be removed as a reviewer prior to being deactivated to be removed from this view.
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Thinking about running an Individual Effectiveness survey at your company? Culture Amp Effectiveness allows employees to easily gather 360 feedback from managers, peers, and reports. Find out more at cultureamp.com/effectiveness.