1. Employment Hero Help Centre (AU)
  2. HR Platform
  3. Performance
  4. 360 Reviews

Manage 360 reviews

James Nixon
Updated
EH Content Team

Available for the following HR plans: Platinum
Available for the following User Access level: Admin    

The 360 Review Management feature lets you create a new 360 review. You can choose if you want to include a self-review, who you add as a peer reviewer, and the questions you need to ask. The questions can either be a free text or a rating scale type. You can also use this feature to remind people to complete a review and also to view a report on the 360 answers provided. 

Lastly, when setting up a 360 review you will have two key groups, the reviewer and the subject. The subjects are those who are the topic of the 360 review. While the reviewers are the people reviewing the subject person and their performance.

By default, only organisation 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.

Interactive learning

Click here for an interactive demo on 360 review management
Click here for an interactive demo on 360 review templates
Watch a video

Getting started

Create and send a 360 review without using a template

Only Admins can create 360 reviews

  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the  Create button.
    screenshot of the 360 review page, highlighting the create button
  4. Complete the following fields:
    • Title.
    • Description.
    • Start date.
    • Response date.
    • Self review.
  5. Click the Continue button.
    screenshot of the create 360 review page, highlighting the continue button
  6. Select the required individuals, teams, or locations.
  7. Click the Continue button.
    screenshot of the add subjects and reviewers page, highlighting the bontinue button
  8. Select between either a rating scale, text question, or both.
  9. Click the Continue button.
    screenshot of the build your review page, highlighting the continue button
  10. Review all the information.
  11. Click the Launch button.
    screenshot of the 360 review page, highlighting the launch button
  12. Click the Close button.
    screenshot of the 360 review page, highlighting the close button
Create and send a 360 review using a template
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.
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the  Create button.
    screenshot of the 360 review page, highlighting the create button
  4. Complete the following fields:
    • Title.
    • Description.
    • Start date.
    • Response date.
    • Self review.
  5. Click the Continue button.
    screenshot of the create 360 review page, highlighting the continue button
  6. Select the required individuals, teams, or locations.
  7. Click the Continue button.
    screenshot of the add subjects and reviewers page, highlighting the bontinue button
  8. Select between either a rating scale, text question, or both.
  9. Click the Continue button.
  10. Click Use Template.
    Use template.jpg
  11. Select the template you want to use.
  12. Choose between:
    Append: This will add the template questions to any questions you had written out.
    Replace: This will replace any existing questions you had written out.
    Append or replace.jpg
  13. Click Continue.
  14. Check all the information.
  15. Click the Launch button.
    screenshot of the 360 review page, highlighting the launch button
  16. Click the Close button.
    screenshot of the 360 review page, highlighting the close button
Create a 360 review template
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the Template Management button.
    Template 1.jpg
  4. Click the Create 360 Review Template button.
    Template 2.jpg
  5. Complete the following fields:
    • Name.
    • Description.
    • Questions.
  6. Select between either a rating scale, text question, or both.
  7. Click the Save button.
    Save 360 template.jpg
    You can change the order of questions by dragging and dropping the grey boxes.

Daily activities

Send an individual reminder
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the 360 Review that needs an individual reminder sent out.
    screenshot of the 360 review page, highlighting a review
  4. Click the  button.
  5. Click the Send Reminder button.
    screenshot of the 360 review page, highlighting the plus and send reminder buttons
  6. Click the Got It button.
    screenshot of the confirmation notice popup, where you need to click the got it button
Send bulk reminders
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the 360 Review that needs a reminder sent out in bulk.
    screenshot of the 360 review page, highlighting a review
  4. Select the 360 reviews that need a reminder sent in bulk.
  5. Click the  Send Reminder to Selected Reviewees button.
    screenshot of the 360 review page, highlighting selected reviewees and the send reminders to selected reviewees button
  6. Click the Got It button.
    screenshot of the confirmation popup, where you need to click the got it button
View the progress of a 360 review
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.

  3. Click the required 360 Review to view the current progress.
    screenshot of the 360 review page, highlighting a review

     

    Helpful Hint

    You will now see the progress of the 360 review on your screen.

    screenshot of the 360 review page, showing the progress of the review

View the 360 review report

Important

Only users with Owner or Admin permissions can view 360 review reports.

  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click a completed 360 Review to view the report.
    screenshot of the 360 review page, highlighting a review
  4. Click the  button.

  5. Click the View Report button.
    screenshot of the 360 review page, highlighting the three dots and view report buttons for a report

     

    Helpful Hint

    You will now see your 360 review report on your screen.

    screenshot of the 360 review report page

View a 360 review template
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the Template Management button.
    Template 1.jpg
  4. Click the Three Dots button.
  5. Click the View Details button.
    View 1.jpg

Data management

Download a single 360 review report
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the 360 Review that needs a report downloaded.
    screenshot of the 360 review page, highlighting a review
  4. Click the  button.
  5. Click the View Report button.
    screenshot of the 360 review page, highlighting the three dots and view report buttons for a report
  6. Click the  Download PDF button.
    screenshot of the 360 review report, highlighting the download button
Download your 360 review data as a CSV
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the 360 Review that needs data downloaded.
    screenshot of the 360 review page, highlighting a review
  4. Click the Download CSV button.

    Note: The Download CSV button will only be visible when the status of the relevant 360 review is marked as Completed. A 360 review with any status other than Completed will not appear.

    Download 1.jpg
Print the 360 review report
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the 360 Review that needs a report printed.
    screenshot of the 360 review page, highlighting a review
  4. Click the  button.
  5. Click the View Report button.
    screenshot of the 360 review page, highlighting the three dots and view report buttons for a report
  6. Click the  Print button.
    screenshot of the 360 review report, highlighting the print button

Editing data

Edit a 360 review template
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the Template Management button.
    Template 1.jpg
  4. Click the Three Dots button.
  5. Click the Edit button.
    Edit 1.jpg
  6. Make the required changes and click the Save button.
    Edit 2.jpg

Removing data

Archive a 360 review
  1. Click the Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the three dots next to the review that you want to archive.
  4. Click the  Archive button.
    Screenshot of 360 review screen, highlighting archive button
  5. Click the Archive button on the confirmation popup.
    Screenshot of 360 review screen, with archive confirmation screen
Delete a 360 review
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the  Delete button.
    alt
  4. Click the Delete button.
    alt
Delete a 360 review template
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the Template Management button.
    Template 1.jpg
  4. Click the Three Dots button.
  5. Click the Delete button.
    Delete 1.jpg
  6. Click the Delete button.
    Delete 2.jpg

Allow employees to request 360 feedback

Add a security group and allow employees to request 360 reviews

Important

When an employee requests 360 feedback, they will see all of their peer's responses and who provided which feedback.
  1. Click the Settings menu.
  2. Under General Settings, click the Custom Security Settings submenu.
  3. Click the New Security Group button.
    screenshot of the custom security settings page, highlighting the new security group button
  4. Complete the following fields:
    • Group name.
    • Description.
    • Set permissions for - Determine if you wish to enable functionality for all employees, specific individuals or teams. 
      screenshot of the custom security settings page, showing where to add info for a new security group

      Important

      To understand the terms used in the Security Group permissions page and the access you can grant in each section, please refer to the Further information section of this article.

  5. Click Other Permissions - Here you can grant permission to create 360 reviews.
  6. Click the Create button.
    screenshot of Create custom security group

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Comments

18 comments
Date Votes
  • Avatar
    Permanently deleted user

    To run probation reviews or a 360 manager review process using this function, it would be very useful to be able to set up templates rather than have to draft questions for each individual, on each occasion; is there a way to do this?

    2
  • Avatar
    James Nixon
    (Edited )
    EH Content Team

    Hi @... I can definitely see how a 360 Review Template feature would be impactful and of value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.

     

    0
  • Avatar
    Katherine Dale

    The template option would be great, I'd also like to be able to extend the date / reopen the process if there are people who have not yet completed their peer review. Is there a way to do this?

    2
  • Avatar
    James Nixon
    EH Content Team

    Hi Katherine Dale I can definitely see how extending the date of a 360 reiview and a re-open process would make for an impactful feature set and add value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.

     

    -1
  • Avatar
    Faina Marat Test

    Hi there,

    We have been implementing EH for a few months already and to be honest performance reviews are the weakest part of the platform that requires lots of love and attention, now I understand why its even not within the implamentation pack. Undesrtanding that some companies dont do reviews at all, or do in a very simple way, but not having templates when creating 360 review and making HR again and again creating a new review for each employee from the scratch isnt too much? :) it doesnt even have bulk questions, not even talking about simple templates, every time, I need to go and go thru all my question to do a simple EOP review... We have multuple templates in house, end of probation, annual from tech staff, annual for seniors, annual for admin staff, imagine creating reviews for 100 people?   the platform should be designed in a way to ease HR function life, but so far EH only complicated my life, rather than eased. I submitted my feedback to implemation team and asked if there is a way of adding some features, but all i was told is to wait and hopefully product team one day will work on my requests..... I hope it happens sooner rather than never. thanks 

    0
  • Avatar
    James Nixon
    EH Content Team

    Hi Faina Marat Test I can definitely see how a 360 review template feature and an ability to create bulk questions would make for an impactful feature set and add value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.

     
    -1
  • Avatar
    Matthew MOTTOLA

    Would like to add my name to a template request - it's hard to wrap my head around the fact that once posted you cannot edit, but you also cannot create a test or template for prior review. 

    I'd also like to suggest more flexibility around the input options. Having something other than, text or 1-10 would be helpful. 1-5 would also be great, in line with your regular review functionality. Additionally, being able to create headings or blocks for groups of questions on new pages (Leadership, Problem Solving, Time Management etc) would be helpful, so that reviewers do not get fatigued by a seemingly endless list of questions

    2
  • Avatar
    James Nixon
    EH Content Team

    Hi Matthew MOTTOLA I can definitely see how a 360 review template feature and an ability to create section breaks in the 360 review would make for an impactful feature set and add value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.

    0
  • Avatar
    Faina Marat

    James, shall we expect some improvements on Reviews section? When EH suppose to ease HR functionality, current features dont help and make easier to utilise the section, and make me, as a HR to go back to Survey Monkey and manual reviews processes! Thank you

    0
  • Avatar
    James Nixon
    EH Content Team

    Hi Faina Marat we take all feedback onboard from customers on how they are finding our features. We can not guarantee when or if this feedback will be actioned but we do review all customer ideas. To read all the new features we are launching and all the updates made to existing products, you can use our Release Notes content. 

    0
  • Avatar
    Samuel Zammit

    Hi, as part of the 360 review process, I wanted all employees to complete at the very minimum a self review even if they didn't have a peer. This doesn't seem possible unless I'm missing something. Also, I can't for the life of me find anyway to submit a support ticket any more - what's the process now?

    1
  • Avatar
    Gabriella Adelyne Alicaya
    EH Content Team

    Hi Samuel Zammit, I’m Gab from the EH content team. In order for you to get a personalised answer for your query, I’ve raised a ticket for you with our support team. Your reference number is #1050972. Thank you!

    0
  • Avatar
    Catherine Frazer

    How does the manager get visibility of the feedback for their team member? Do they have access to the 360 reports? 

    0
  • Avatar
    James Nixon
    (Edited )
    EH Content Team

    Hi Katherine Dale, Faina Marat and Matthew MOTTOLA our product team is planning to go ive with a new 360 Review Templates feature this week. You can find what the new 360 Review Templates feature looks like in the above article. 

    0
  • Avatar
    Olivia Mannering

    Hi, team; I'm going around in circles with the performance reviews and now the 360 reviews. I am committed to using EH this year - but geez, at times, I want to pull my hair out!!! I have sent out tests (using myself as the subject), but the managers cannot publish their answers. WHY??  I also can't seem to change the rating scale for the 360's.  I don't want a 1 - 10 scale - I would like three options instead ( +, +/- & -). To top this off, I have tried three times using your bot to get a ticket created, and it keeps looping me back to What is your name... How do I get in contact with someone to assist?  

    Is there a training platform available?  As I would love to use it!

    Your help is greatly appreciated.

    1
  • Avatar
    Dominic Beckham
    EH Content Team

    Hi Olivia Mannering - I'm sorry you have had issues with the platform. I can create a ticket for you with our support team who will contact you to resolve your issues. You should receive an email shortly.

    0
  • Avatar
    Angela Zegir

    In a typical 360 you can get feedback from your manager, peers, direct reports and others.  I can only see how to categorise contributors as Manager or Peer.  Am I missing something? 

    Secondly, Can you share what a consolidated report looks like?  Does it break the results down into Peer and Manager or is it rolled into one category? I appreciate some support EH Content team

     

    0
  • Avatar
    Xiang Hong Ong
    EH Content Team

    Hi Angela Zegir, thank you for your comment.

    Currently, direct reports are categorised as Peers.

    The report breaks the results down into Manager and Peer as shown in the screenshot below.

    0

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