The 360 Executive Review page allows managers and Human Resources (HR) representatives to identify the current progress of an organization’s 360 Review cycle. The 360 Executive Review is a report that allows filtering by criteria and generates both a visual pie chart/table and a list view report.
The 360 Executive Review is helpful in identifying who needs to take action to keep the review cycle moving forward. This feature can be leveraged to send reminder emails for outstanding forms in the route map, modify the rater list, add approvers or get feedback from third parties, add or remove competencies from the form, access the Detailed 360 Report, and view individual form ratings that have been submitted.
Enable the Executive Review with Role-Based Permissions
Role-Based Permissions are used to enable the 360 Executive Review for specific users in the system. Navigate to Manage Permission Roles from the Action Search or the Admin Center. Choose the super administrator or full system administrator role.
Under Administrator Permissions, choose the link to expand permissions associated with Manage Documents. Select the 360 Executive Review checkbox and all checkboxes slightly indented below to grant all permission that can accompany this feature.
Grant these permissions selectively by first configuring the permission role, then assigning to a specific group of users in the instance. If you do not already have a defined group of users who should have this line of sight into 360 Review Forms, navigate to Manage Permission Groups to select a specific group of people with the filtering criteria.
After permission has been successfully granted, you will see a new 360 Executive Review tab display in the Performance area of the instance.
Hint
Please note that it can take time for new Role-Based Permissions to be granted in the system. If you have followed the instructions above and are not seeing the new 360 Executive Review tab, please log out of the system and check back in 15-30 minutes.
Permissioned users have access to 360 review forms in a similar way the process owner has access, but rather than having access to only forms you have originated (process owner), the Executive Review grants that process owner/originator access across the board for all forms.
Forms that are links in the list view report are clickable and allow users with full Role-Based Permissions to modify or view almost all information in the review form at each route map step.
Forms that are not clickable and have a small blue icon next to the title indicate the user you are currently logged-in as already has access to the form because he or she is on the route map (for example, Manny Manager could be Charlie’s supervisor, so Charlie’s 360 Review Form is already in one of Manny’s performance folder inboxes). This means you could access the form from your own performance inbox folder and have full viewing and editing capability.