360 review campaigns require the use of a form template. You can choose from specific form templates.
Create a 360 campaign
To start your campaign, click the Performance tab and then the Campaign category.
Click New Campaign at the top right.
Select 360 Review.
Review setup
Give the campaign a name.
💡To find it more easily, we recommend adding a date to the title.
Click the Anonymous 360 Review Campaign button to make the campaign anonymous or not. If the campaign is anonymous, it is anonymous for everyone with access to the result (administrator, manager, rated).
Reviewees
Then choose the employees to evaluate. You can choose to evaluate all employees, one or more groups, one or more employees.
Click Next once the choice is made.
Participants
Then choose the evaluation topic. It is possible to choose several topics from those proposed. After making your choice, click Next.
Self: The employee evaluates themselves.
Manager: The manager evaluates the employee.
Peers: Colleagues of the employee evaluate it.
Subordinate: Managers are evaluated by their teams.
Custom: The employee is evaluated by people of their choice.
For custom assessments, several options are available.
Set the maximum number of nominees: Choose the maximum number of nominees from the drop-down menu.
The manager must approve each appointment: Enable manager validation of each appointment.
The manager can add nominees: Allow the manager to nominate more people.
Set the deadline for approval of nominees by the manager: Set a target date for the manager to agree to the appointees.
Form template
Then choose a form template from those pre-created (in 360 format). You can click Preview at the end of a line to open a new tab and view the questionnaire content. Once the template is selected, click Next.
Timeline
Choose the end date of the campaign.
Creation
Edit the default message sent to employees for the campaign launch. Then click Set up a campaign draft.
Draft
In case of an anomaly, if a reviewer is missing for example, a red written filter above the collaborators allows you to determine possible errors.
It is also possible to modify the reviewers for each review.
Click on the three dots at the end of the corresponding line and select Edit Participants.
In the menu on the right, add Reviewers (Employees or Group) or Observers (Employees or Group).
When the campaign is ready, click Launch Campaign at the top right. The Create Maintenance Campaign menu allows you to further edit the message to your employees before clicking Launch Campaign.
Reviewee visibility
Reviewee will see their 360 review on the dashboard if:
if they have someone to nominate
if they are involved in the review (this means that self-review was chosen)
when the manager shares the report, then the review will also be on the list on the dashboard, and in that case reviewee can see the review in read-only mode and the report
The report
Once the campaign is over, you can share the report with respondents.
Once the campaign is launched and before the report is shared, the following people can see the answers, by default:
The manager of the evaluated
The N+X of evaluation
The HR group members responsible for the evaluated group (Group HR won’t see any answers if no one provided an answer from their group. Group HR can see answers only from people from the same group.)
The HR Administrator
Observers added to the campaign
📌 Anonymous responses are anonymous if you choose Anonymous 360 Review Campaign in the Setting campaign creation step.
⚠️ If the manager is one of those evaluated, they cannot access the report until it is shared.
⚠️ Assessed HR group members can see the answers but not the report until it is shared.
Once the campaign is launched and the report is shared, evaluators and individuals listed above can view the responses and report:
Click Share Report at the top right to share the report with all users.
Check the box to allow the report to be shared with interviewees and evaluators.
Check the box at the top left to select all or some of the evaluators, and choose Share Report to share with all selected individuals and their evaluators.
Finally, you can click on the three dots at the end of a user's line and select Share Report to share it individually.
