Managing the 360 Review Process

Objective

After completing this lesson, you will be able to explain the various features involved in managing the 360 Review process.

The 360 Review Process

During the 360 Review process, there may be a need to add, remove, or remind raters to complete the evaluation. The employee’s manager usually manages this, although this is configurable for your organization’s needs. Once the manager completes their employee review, but before all others have, the form is accessible from the manager’s En Route folder of the Performance tool.

Depending on how you configure the system, the manager or process owner may be able to add participants, remove participants, or remind them to submit their evaluations. In some cases, if an employee has declined to participate, the declined form may be sent back to the rater so they may complete it.

This screenshot shows an example of an Evaluation Summary view for a 360 Review form.

Evaluation Summary

The Process Owner or the Manager typically can oversee the 360 evaluation progress from the Evaluation Summary section.

Content can be anonymized if the 360 Review is anonymous and the results from the 360 Detailed Report. Categories of participants can roll up together as needed to protect raters’ identities.

From the Evaluation Summary, actions like adding or removing participants, sending back evaluations to participants, recalling the form, or sending reminders will be available, depending on your template configurations.

This screenshot shows an example of an anonymized Evaluation Summary with the Open Detailed 360 Report option highlighted.

Detailed 360 Report

The Detailed 360 Report link is accessible from the employee’s 360 Review form after reviews have been submitted.

Typically, the employee’s manager or process owner can access this report. It can be accessed from the manager’s En Route folder once the manager provides their evaluation.

Once all participants have submitted their evaluations (or declined to participate), the form is accessible in the manager’s Completed folder.

This screenshot shows an example of an Evaluation Summary with the Open Detailed 360 Report option highlighted

Summary Report / Graphical Summary View

Upon opening the Detailed 360 Report, you will see the 360 Summary Report. This is just one of the views available. The views you turn on or off for your users will depend on your needs.

The Overall Rating section displays the average overall rating and ratings categorized by rater type. There are also minimum and maximum ratings.

In the Competency Feedback section, all of the raters’ ratings and comments are displayed by competency. Depending on whether you configure your 360 Review to be anonymous or not, you may or may not see the names of the employees who have provided each comment.

This screenshot shows an example of a 360 Summary Report with a Graphical Summary View.

Gap Analysis View

The Gap Analysis View Report identifies differences in employee and participant performance ratings.

If participants rate the employee’s performance higher than the employee, the employee should be notified of strengths they might not be aware of. If they rate performance lower than the employee, this could be an area for the employee to develop.

This screenshot shows an example of a Gap Analysis View for a 360 Summary.

Hidden Strength and Blind Spot View

The Hidden Strength and Blind Spot Report identifies performance ratings that the employee rated higher or lower than all the other raters.

With this type of report, we can identify if the employee’s perception of a particular competency is too high (Blind Spot) or too low (Hidden Strength) compared to the ratings provided by all the other raters and take the appropriate actions.

This screenshot shows an example of a Hidden Strength and Blind Spot view displaying the performance ratings that the employee rated higher or lower than all the other raters.

Rank View

The Rank View Report displays the employee’s competency rankings from highest to lowest and lowest to highest to easily identify the employee’s strengths and development opportunities. However, the Rank View Report does not display comments.

The expected rating per each competency, if defined, will also be displayed in the report.

This screenshot shows an example of a Rank View Report displaying the employee’s competency rankings from highest to lowest and lowest to highest.

AI-Assisted Insights in the 360 Detailed Report

The Generate button allows users to gain synthesized generative AI insights from participant feedback, both overall and for individual skills or competencies. Users can also select to include AI-generated insights on a printout of the form.

The Overall Insights 360 Report and Generate button are highlighted on the Graphical Summary tab of the Detailed 360 Report of 360 Multi-Rater Form for Carla Grante.

The generative AI in the Detailed 360 Report can be used in two scenarios:

  • Overall understanding of a Detailed 360 Report: Users can access an employee summary, key points, and suggestions for improvement.
  • Consolidated analysis of a specific skill or competency: Users can access insights with an in-depth analysis of the employee's performance in a specific area and recommendations for improvement.
This screenshot shows an example of an 'Overall insights for a 360 report' view, one of the AI scenarios available.
This screenshot shows an example of consolidated analysis of a specific competency, one of the AI scenarios available in the detailed 360 report.

Note

Note: This feature is part of the Premium AI capabilities in SAP SuccessFactors, which requires the purchase of an SAP AI Units license. Customers must contact their SAP Account Executive to enable these capabilities. You can find out more information here: Premium AI Features in SAP SuccessFactors | SAP Help Portal.

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