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Send the Individual effectiveness 360 survey to participants
Send the Individual effectiveness 360 survey to participants

How to add participants to an Admin driven Individual Effectiveness 360 Survey

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

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:

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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:

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Select the employee to be reviewed, feedback reviewers and coach:

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As an Admin, you can select all the reviewers on the employees behalf by completing the 'Who will give feedback?' section and the 'Coach' field OR you can let the employees nominate who their reviewers are.

If you choose to let the employees nominate their own reviewers, at a minimum, you must fill out the 'Coach' field before you are able to save the draft process.

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.

Note: If you click 'Launch' without selecting the nominations prompt, the 360 process skips the nominations, going straight to the collect stage. Once the process has launched, you can't return to the nominations stage, so remember to select this option before hitting 'Launch'.

If you would like to create 360s for a lot of employees at once, you can do it quickly with Bulk create.

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