What can I learn from this page? | How to add participants to an Admin driven Individual Effectiveness 360 Survey |
Who is this guide for? | Account Admins, Survey Admins, Survey Creators |
NOTE: This covers Admin-driven survey configuration, where only Administrators can create 360 processes. Employee-driven surveys follow a slightly different flow.
Click Choose participants from your survey's Launch Plan page and confirm your settings:
Select Yes, let's go! to activate the survey and begin creating the 360 processes. No survey emails are sent yet - that's the next step.
To start a process, click Manage 360s link at the top of the page to be take to the process manager report. Click Create 360 to begin:
Select the employee to be reviewed, feedback reviewers and coach:
As an Admin, you can select all the reviewers on the employees behalf by completing this section for the employee and their coach OR you can let the employees nominate who their reviewers are.
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.
If you would like to create 360s for a lot of employees at once, you can do it quickly with Bulk create.