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

Select your platform and then browse by platform category

Who are you and what section are you in?

Manage 360 reviews as an admin

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. 

When setting up a 360 review, you will have two key groups: the reviewers and the subjects. The subjects are the focus of the 360 review, while the reviewers provide feedback on the subject's performance. This feedback is always anonymous.

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

Getting started

Create and send 360 review without a template

Important

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 Create 360 Review page, highlighting Continue button
    6. Click the Select individuals, teams, locations drop-down button.
    7. 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.)
      screenshot of Create 360 Review page, highlighting drop-down button and its menu
    8. Click the Continue button.
      screenshot of Create 360 Review page, highlighting Continue button
    9. Under where the form says 'Question', click the drop-down button that says Text and select either Text or Rating Scale (1 – 10).
    10. Type the question or statement in the Enter your question here... box.
    11. 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.

      screenshot of Create 360 Review page, highlighting review questions
    12. Click the Continue button. screenshot of Create 360 Review page, highlighting the Continue button
    13. Review all the information then click the Launch button.
      screenshot of Create 360 Review page, highlighting Launch button
    14. You will now see a confirmation page. Click the Close button.
      screenshot of the 360 review page, highlighting the close button
Create and send 360 review using 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 continue button
  8. Select between either a rating scale, text question, or both.
  9. Click the Continue button.
  10. Click Use Template.
    Use template
  11. Select the template you want to use.
  12. Choose between:
    Append: This will add the template questions to any questions you entered.
    Replace: This will replace any existing questions you entered.
    Append or replace
  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

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 title of the 360 Review that needs to have 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 you want to download data for.
    screenshot of 360 Review page, highlighting review entry in the Review title column
  4. Click the Download CSV button (this will only be visible when the status of the relevant 360 review is marked as Completed).
    screenshot of 360 Management page, highlighting Download CSV button
Print the 360 review report
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the 360 Review that you want to print a report for.
    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

Employees who request 360 feedback will only see anonymous responses.
  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, refer to 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

Explore related content

Related to:

Was this article helpful?
2 out of 4 found this helpful