Available for the following plan: Employment Unlimited
Available for the following HR plan: Platinum
Available for the following User Access level: Admin
The 360 Review Management feature lets you create a 360 review. You can include a self-review, add peer reviewers, and set up questions, which can be free-text or a rating scale type. You can also run reports on the answers and remind people to complete their reviews. When setting up a 360 review, you will have two key groups: the reviewers and the subjects (the one being reviewed). This feedback is always anonymous.
By default, only admins can create 360 reviews. You can give employees permission to request feedback from their peers in a 360 review. See the Allow employees to request 360 feedback section to learn how.
Warning
The period or due date for 360 reviews cannot be changed or extended after you launch the review.
Interactive learning
Getting started
Important
Only admins can create 360 reviews.
-
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Create button.
- Complete the following fields:
- Title
- Description
- Start date
- Response date
- Self-Review
- Click the Continue button.
- Click the Select Individuals, Teams, Locations drop-down button.
- On the drop-down menu, select the one or more entries you want to add as the subjects and reviewers of the review. (Each individual you select must have at least three peers.)
- Click the Continue button.
- Under where the form says 'Question', click the drop-down button that says Text and select either Text or Rating Scale (1 – 10).
- Type the question or statement in the Enter your question here... box.
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Click Add a Question if you would like to add more questions (you can have any variety of text or rating scale-based questions).
Helpful Hint
In addition to adding your own questions, you can click the Use Template button if you would like the form to add pre-built questions and/or statements.
- Click the Continue button.
- Review all the information then click the Launch button.
- You will now see a confirmation page. Click the Close button.
You will need to create a 360 review template first, before you use one. See the Create 360 review template accordion below to learn how to do this.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Create button.
- Complete the following fields:
- Title.
- Description.
- Start date.
- Response date.
- Self-review.
- Click the Continue button.
- Select the required individuals, teams, or locations.
- Click the Continue button.
- Select between either a rating scale, text question, or both.
- Click the Continue button.
- Click Use Template.
- Select the template you want to use.
- Choose between:
Append: This will add the template questions to any questions you entered.
Replace: This will replace any existing questions you entered. - Click Continue.
- Check all the information.
- Click the Launch button.
- Click the Close button.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Template Management button.
- Click the Create 360 Review Template button.
- Complete the following fields:
- Name.
- Description.
- Questions.
- Select between either a rating scale, text question, or both.
- Click the Save button.
Daily activities
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review that needs an individual reminder sent out.
- Click the button.
- Click the Send Reminder button.
- Click the Got It button.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review button that needs a reminder sent out in bulk.
- Select the 360 reviews that need a reminder sent in bulk.
- Click the Send Reminder to Selected Reviewees button.
- Click the Got It button.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
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Click the required 360 Review to view the current progress.
Helpful Hint
You will now see the progress of the 360 review on your screen.
Important
Only users with Owner or Admin permissions can view 360 review reports.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click a completed 360 Review to view the report.
- Click the button.
-
Click the View Report button.
Helpful Hint
You will now see your 360 review report on your screen.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Template Management button.
- Click the Three Dots button.
- Click the View Details button.
Data management
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the title of the 360 Review that needs to have a report downloaded.
- Click the button.
- Click the View Report button.
- Click the Download PDF button.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review that you want to download data for.
- Click the Download CSV button (this will only be visible when the status of the relevant 360 review is marked as Completed).
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review that you want to print a report for.
- Click the button.
- Click the View Report button.
- Click the Print button.
Editing data
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Template Management button.
- Click the Three Dots button.
- Click the Edit button.
- Make the required changes and click the Save button.
Removing data
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the three dots next to the review that you want to archive.
- Click the Archive button.
- Click the Archive button on the confirmation popup.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Delete button.
- Click the Delete button.
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Template Management button.
- Click the Three Dots button.
- Click the Delete button.
- Click the Delete button.
Allow employees to request 360 feedback
Add a security group and allow employees to request 360 reviews
Important
Employees who request 360 feedback will only see anonymous responses.
- Click the Settings menu.
- Under General Settings, click the Custom Security Settings submenu.
- Click the New Security Group button.
- Complete the following fields:
- Group name.
- Description.
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Set permissions for - Determine if you wish to enable functionality for all employees, specific individuals or teams.
Important
To understand the terms used in the Security Group permissions page and the access you can grant in each section, refer to this article.
- Click Other Permissions - Here you can grant permission to create 360 reviews.
- Click the Create button.
Assign 360 review permissions to managers
Admins can assign 360 review permissions to managers, allowing them to manage 360 reviews for their direct reports or other specified employee groups. This enables managers to view, create, and manage reviews without requiring full admin access.
Grant 360 review permissions to a manager
Important
Managers with 360 review permissions will only be able to access 360 reviews for employees within their assigned employee access scope (e.g., direct reports, teams, or locations). They will not see or manage reviews for employees outside their reporting line.
The 360 Reviews permission supports three access levels:
- View: Allows the user to view 360 reviews and feedback responses for their assigned employees.
- Delete: Allows the user to view, delete, and archive 360 reviews for their assigned employees.
- Use: Allows the user to create new 360 reviews, edit details, and send reminders for their assigned employees. When creating reviews, reviewers can be any employee in the organisation.
- Click the Settings menu.
- In the Security & Access Control section, click Permissions.
- Click the Add Permission button to create a new security group, or click the Actions dropdown and select Edit to modify an existing group.
- In the Detail & Access step, select Direct reports only under Employee Access to limit the manager's 360 review access to their reporting employees.
- Click Next to continue.
- In the Employee Permissions step, locate the 360 Reviews permission.
- Select the appropriate access levels for the 360 Reviews permission:
- View - to allow viewing reviews and feedback
- Delete - to allow archiving and deleting reviews
- Use - to allow creating reviews and sending reminders
- Complete the remaining steps to review and save your security group.
- In the Select Members step, add the managers who should receive these permissions.
- Click the Save button to apply the permissions.
Helpful Hint
Managers with 360 review permissions can use existing templates when creating reviews, but they cannot create, edit, or delete templates. Template management remains available to admins only.
Explore related content
- Direct employee performance review management This feature allows you to check in on the performance review progress made by your direct employees and then submit feedback on these answers back to your employees.
- Managing your organisation's goals (OKRs) This feature allows you to create a new company, team, or individual goal and specify what the key results are, and how you will measure the progress of these objectives.
- Permission Settings This article explains how to create and manage security groups to control access to platform features.