Admins/Super Users have the ability to create 360 Degree Feedback templates. Depending on your account settings, manager users may also have this ability.
Steps for Creating a 360 Feedback Template:
1. Navigate to Templates > 360 Feedback in your left navigation menu. Then click the green plus icon in the upper right corner to add a new 360 template.
2. Give your 360 template a title and complete the optional information at the top of the template creation form.
Position, Department, and Location: These are optional fields that serve as additional labels but do not restrict your ability to assign this template to users outside of the selected criteria.
Project: This field serves as a "tag" for your feedback form. To learn more about 360 projects, visit this article.
Instructions/Guidance/Details: This text area allows you to enter a statement that the responder will see at the top of the 360 Feedback form above the questions that they will be answering.
3. You have the ability to add up to 20 questions to your 360 template. The form will pre-populate 3 questions but you can add more by clicking the teal plus sign.
You will have the option to select a question from your library or create a new custom question. Once you have selected a question, choose the response type you want for this question. You have 3 options:
Text Response: This option gives the responder an open-ended text box to type their response to the question.
Likert: This option presents the responder with a scale that ranges from strongly agree to strongly disagree.
Likert with Text: This option provides the responder with both the Likert scale and an open-ended text box.
4. At the bottom of the template, you may see the option to include performance objectives and core values/workplace behaviors on the 360 form. This will be dependent on your account settings. If checked, this will allow the responder to both rate (on a 5 star scale) and comment on the evaluatee's performance objectives and/or core values associated with this user. This information is pulled from the most recent Performance Review that is associated with the evaluatee in the system.
(Note: If your organization does not use the Performance Review application these items cannot be included on the form. Additionally, if the evaluatee has never been assigned a Performance Review, then this information will not be included on the form for this user even if selected.)
5. Last, determine if you would like this template to be accessible to employees when self-requesting feedback. Clicking this option will allow employees to select this template from a drop-down menu during the requesting process. Only Admins, Super Users, and Partners have the option to grant employees access to templates.
6. Once all information is entered into the template form, click the "Save" button in the upper right corner. Templates do not have autosave functionality so the save option must be clicked.
Editing a 360 Feedback Template:
Navigate to the 360 Feedback template that you wish to edit and click the 3-dot menu next to the template title. Then select "Edit 360 Template" from the record actions. Once edits are complete, click save.
Ready to assign your template? Visit this article to learn about the assigning process.
Still have questions? Contact us at [email protected]