Setting Up 360 Reviews Form Templates

A form template is a shell that contains the structure (layout) of the 360 Review. This template controls which rating scale is used, which route map is used, and other settings and options. The process for creating and configuring a 360 Review template is similar to creating a regular performance form template.  

Watch this video to learn how to create and work with the 360 Reviews Form Template.

Even if the customer wants the process and form to stay the same, cycle after cycle (e.g. 360 Reviews are not typically performed anually), it is best practice to copy the form template for the next cycle. Do not use the same form template, because routine changes (for example, changes to employee data) can impact the form even after it is closed.

There are several options that are associated only with 360 Reviews. You can discuss with the customer whether to enable or these options or not. To find these options, navigate to Form Template Settings using Action Search.

Select the arrows to learn more about each setting in the Form Template.

You can establish several parameters for a 360 Reviews form within the meta section of a 360 Reviews template. These parameters can be updated by using radio buttons in Provisioning (which automatically update the XML within the instance), or within your chosen XML editor. 

Select the NEXT button to learn about the available Form Attributes.