Fill in the csv template
- You must supply a valid employee email address for each 360. The email address must be associated with an active User in your account.
- A coach email address for each 360 is mandatory for coached surveys. The email address must be associated with an active User in your account.
Reviewers: manager, co-worker, direct report columns
- Reviewers are optional and you can leave any of them blank.
- For multiple reviewers of the same type use a semi-colon (;) to separate email addresses.
Upload csv template for validation
Your csv will go through a validation process.
If there are any errors (a user does not exist, same reviewer is filled in twice for the same 360, etc.), you will be able to download a file with reported errors, correct them and re-upload.
Confirm creation of 360s
Once the validation has been successful, you can bulk create 360s.
All 360s will be created as drafts
- 'Request nominations' (so that employees choose their reviewers)
- or 'Launch' 360s (to start collecting feedback).
For more details, please see 360 Draft state.