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.
Warning
Once you have created a 360 Review, you will not be able to edit the information.
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 a 360 review
- 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.
- Review all the information.
- Click the Launch button.
- Click the Close button.
Create a 360 review template
- 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
Send an individual reminder
- 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.
Send bulk reminders
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review 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.
View the progress of a 360 review
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- 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.
View the 360 review report
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.
View a 360 review template
- 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
Download a single 360 review report
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review that needs a report downloaded.
- Click the button.
- Click the View Report button.
- Click the Download PDF button.
Download your 360 review data as a CSV
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review that needs data downloaded
- Click the Download CSV button.
Print the 360 review report
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the 360 Review that needs a report printed.
- Click the button.
- Click the View Report button.
- Click the Print button.
Editing data
Edit a 360 review template
- 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
Delete a 360 review
- Click the Performance menu.
- Click the 360 Reviews Management submenu.
- Click the Delete button.
- Click the Delete button.
Delete a 360 review template
- 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.
Explore related content
- Direct employee performance review management | HR Web Platform 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) | HR Web Platform 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
Comments
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?
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.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?
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.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
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.
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
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.
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
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.
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?
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!
How does the manager get visibility of the feedback for their team member? Do they have access to the 360 reports?
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.
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.
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.
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
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.
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