Objectives
After completing this lesson, you will be able to:
The ability to launch forms is controlled by permissions. Users who have the proper permissions can launch the forms in the following different ways:
Create New Form from the Performance section of the system.
Mass create forms through Launch 360 Reviews, available from Action Search.
You can also decline a 360 Reviews form to unblock the 360 Reviews process for a specific user. By using this method, however, no ratings or feedback already saved by the rater on leave are included in the Detailed 360 Report.
You can complete a 360 Reviews form to unblock the 360 Reviews process for a specific user.
For example, if one rater is on extended leave and the Detailed 360 Report is set to hidden until all raters have completed the form, this blocks the process from completing. Any ratings or feedback already saved by the employee on leave are included in the Detailed 360 Report.
Watch this video to learn how to complete a 360 Form.
Completing or declining forms one by one might be time consuming in some cases. It is possible to mass complete or decline forms by importing a .csv file of one column containing the Document IDs of the forms.
On the Complete/Decline 360 document screen, select the option to go to Mass Decline/Complete 360 Documents and on the following step, use the Select action menu to complete or decline forms on mass.
Choose and upload the file.
You can restore a completed form at any time. The form is restored to the evaluation step for a participant. You can restore a 360 Reviews form to the process owner or an internal or external participant. In either case, you must know the document number to restore it.
The process of Deleting or Restoring a Deleted 360 Reviews form is identical to a Performance Form.
Caution
When you delete a 360 Reviews form, all instances of the form are removed. Therefore, you must be careful in cases where the form is issued to multiple users for review.Navigate to Restore Completed 360 using Action Search.
Select the Participant radio button.
Enter the document ID.
Select the internal radio button for the Participant Type.
Enter the employee username.
Select the Restore Document button.
To confirm, select OK.
Administrators can modify a route map for a specific user. Forms can be moved back one step, forward one step, or directed to a specific step.
Watch this video to learn how to route a 360 Form.
The function of changing a 360 Reviews form process owner is usually handled automatically by the following:
"Document Transfer" settings in the 360 Reviews form template
Rules set in the Employee Change Engine
Employee Data File Imports
However, you can perform this function manually in the following types of situations:
If a quick fix is needed to correct data in a data import file.
If a process owner leaves the company, or changes roles, and the form is still out for evaluation.
If an employee changes managers.
This action can be performed in any stage, including the Completed stage.
Navigate to Change 360 Process Owner from Action Search.
Enter the Document ID.
Enter the Recipient (username) by typing it or using the + Find User... option to search for the employee based on parameters like First Name, Department or Location, among other options.
Select Change Process Owner.
To confirm, select OK.
The feature to change a 360 Reviews form participant category is used for the following situations:
If a review participant changes categories (self, manager, peer, direct report, and so on).
If an employee is promoted, or a contractor becomes a permanent employee.
If an incorrect category selection was made for a specific rater.
This action can be performed in any stage, including the Completed stage.
Navigate to Change Participant Category from Action Search.
Enter the Document ID and select Find Document.
Select a reviewer and change the category.
Select Change Categories to confirm.
Typically, the 360 Reviews process will start with the subject (Employee), nominating participants to evaluate 360 Reviews, rate competencies and/or goals and provide feedback.
Watch this video to learn how to nominate and approve participants in a 360 reviews process.
Once the 360 Reviews form has been approved, which means that the Modify stage is finalized, the process owner will distribute a copy of the 360 Reviews form to all the participants.
Each internal participant will be able to access the 360 Reviews in any of these ways:
External participants will receive an email notification, where they can accept or decline to participate. If accepting, they will be accessing the copy 360 Reviews form using the instructions provided, and they will be able to complete the evaluation.
In the Evaluation Stage, participants will be able to perform the following actions (depending on the form template configuration).
Watch this video to learn what actions can be performed during the Evaluation Stage by the raters/participants.
The Process Owner will be also able, during the Evaluation Stage, to access a Summary View where they can take several actions.
Watch this video to learn what actions can be performed during the Evaluation Stage by the Process Owner.
Once the evaluation is completed, or enough participants have submitted their evaluations, the Process Owner and other users with permissions can access the Detailed 360 Report to analyze the results.
Using the different comparison options, users can review:
You are required to configure a 360 Reviews form template for your customer, test the 360 Reviews process to rate employees and review the performance data with a Detailed 360 Report.
Make changes to your 360 from the XML
Change the maximum number of peers to 3
Change the minimum number of raters to 3 and maximum number of raters to 6
Configure a warning message if the number of raters does not meet the minimum or if the maximum number of raters is exceeded
Configure a warning message if the number of raters per category does not meet the minimum
Configure an error message if the number of raters per category exceeds the maximum allowed
In your competency section, set "hidden-strength-threshold" and "blind-spot-threshold" values to 0.25
From Form Template Settings, click your 360 template and click Download Form Template.
Save the XML file on your desktop in a folder where you can find it easily.
Unzip the file.
Save a copy of the sf-form.dtd in the same folder.
Open the XML with your favorite xml editor
Change the row 4 to just indicate the name of your DTD
In the meta section, change the maximum number of peers to 3<meta-cat hidden-threshold="2" min-count="0" max-count="3"><![CDATA[Peer]]></meta-cat>.
For the rater config, make sure that you have the following configuration:
Change the minimum number of raters to 3 and maximum number of raters to 6.
Configure a warning message if the number of raters does not meet the minimum or the maximum number of raters is exceeded.
Configure a warning message if the number of raters per category does not meet the minimum recommended.
Configure an error message if the number of raters per category exceeds the maximum allowed.
In your competency section, set "hidden-strength-threshold" and "blind-spot-threshold" values to 0.25.
Save your XML as a new version, validate it against the DTD.
Go from Provisioning to Form Template Administration, select your 360 template.
Select Update by upload, select your updated XML, select Open and then on Upload Form Template.
Select OK.
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