Before launching the official 360 Reviews cycle, please review the following checklist:
Preparing system information:
- Review password policy settings.
- Modify company system and logo settings.
- Review competency libraries.
- Assign role-specific competencies to job roles/codes.
Preparing user data:
- Check user data.
- Delegate permissions where applicable.
Manage forms and goals:
- Create a new goal plan (if applicable to 360 review).
- Review/adjust route map.
- Review/adjust rating scale.
- Create a new 360 review form.
- Adjust 360 form template settings (optional).
Launching the 360 review process:
- At the appropriate time, mass create forms.
- Manage forms via delete, route, restore deleted document features.
Ongoing maintenance:
- Reset user passwords/send system e-mail notification.
- Change user information.
- Set user status.
- Documents transfer (change manager and move doc).
360 Review / Performance Cycle Launch
Once a 360 review form is ready to be launched for the formal cycle, the administrator will launch 360 review forms for the entire organization, or groups of users, from the Admin Center area. There are five steps to launching the form:
- Set the launch date.
- Set the review period.
- Select employees.
- Review summary.
- Choose Done.
Set the Launch Date
From the main navigation menu, navigate to Launch 360 Reviews from the Action Search or the Admin Center. You can also navigate via Launch forms, just make sure to select 360 as the type of form, then select a form template from the drop-down list. Only forms that are active will be available from this list. You will see a brief summary of the form including the description, last modified date, sections, route map, and rating scale.
After selecting the correct form, it may be launched immediately, at a future date, or on a recurring schedule of your choice.
- Now: Launch the form(s) immediately upon completion of the process.
- Later: Schedule the launch for a specific date in the future.
- Recurring Schedule: Launch the form on a schedule based on employee hire data, work anniversary, or every X number of months.
Set the Review Period
You may set specific dates for the review period and the due date for the completed forms. Review period settings include:
- Dates configured for form: This option will be grayed out unless specific dates have been configured. These dates are pulled from the Form Template Settings, if configured.
- Last calendar year: Last year is listed.
- This calendar year: This year is listed.
- Custom: Select the start and end date for the review period.
- Due date for completed forms: This is the date by which the users will be reminded to complete the forms.
Select Employees
Select an employee or group of employees who will receive the form for completion. The following employee settings are available:
- All active employees: Select this option to select all employees.
- One Employee: Enter the employee’s name and select the employee from the list.
Note
You can keep adding additional employees by repeating the above step.
- Group of employees:
- Upload CSV File (Choose Browse to locate and select the CSV file from your computer, then choose Upload. You will be able to download the template that you should follow when adding the details, the form, and employees into your CSV file).
- Find employees by filters:
- Choose Select Criteria and select Department, Division, or Location.
- Select the appropriate criteria and choose Done.
- You may select to Include Inactive Employees.
- Click to view the list of employees.
- You may choose to create the form only for users who don’t have an existing form with an end date between X and Y dates.
On the Select Employees tab, there is an Upload Participant List feature that allows you to create forms with predefined raters. It is only applicable for 360 Reviews forms, and will be disabled if any recurring schedule option is selected on the Launch Date tab. In the CSV file to upload, the header row should include the following fields:
SUBJECT_ID: User ID of form subject
RATER_ID: User ID of rater who provides ratings on the form
RATER_CATEGORY: Rater’s category, such as peer and other
Summary
Review the information in the Summary section. In the Employees section, click to view the matching employees to ensure the correct employees are selected. As you review the Summary, you may edit any part of the launch information by choosing Change. If you would like to modify the template, choose Change in the Form section. This will take you back to the beginning of the process, where you can choose Cancel launch and modify template.
The summary settings include the following:
- Send email notifications to form recipients: Select this checkbox to send email notifications to form recipients.
- Create En Route Copy: If you select this checkbox, the copy of the forms you launch is sent to your En route form folder.
Launch
When you have finished reviewing the Summary, choose Launch to complete the process. You will receive a notification that the launch is in progress.
