Managing 360 reviews via the HR platform

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

The 360 Review Management feature allows you to create a new 360 review, specify if you want to include a self-review, who you add as a peer reviewer, and the required questions. 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
  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 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.
    Template 3.jpg

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 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 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
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

Delete a 360 review
  1. Click the  Performance menu.
  2. Click the 360 Reviews Management submenu.
  3. Click the  Delete button.
    screenshot of the 360 review page, highlighting the delete button for a review
  4. Click the Delete button.
    screenshot of the delete confirmation popup, where you have to click the delete button
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

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