360-degree review template workflow
Introduction
360 review base template is used when someone needs to be reviewed by multiple reviewers (self, managers, peers, direct reports). UpRaise has one workflow for 360 review base template called Assign to UpRaise admin.
Workflows
Steps to understand the workflow
The 360 review template with this workflow will be distributed by UpRaise admin or super admin.
If the self-assessment option is selected, team members will receive an email notification accordingly.
Otherwise, only reviewers will receive an email notification about the review form distribution. In the same email, reviewer will be notified of the name of team member for whom they have to give a review.
The reviewer will open the form and respond to the questionnaire, If needed, he can save it as a draft and share it later.
Once the reviewer is done with his responses, they will mark it as complete.
Once marked as complete, UpRaise admin/ super admin (whoever has distributed the form) will receive the notification.
If the need occurs, UpRaise admin/super admin (whoever has distributed the form) may reopen the form. Once reopened, the same flow & status transitions will continue from the beginning.
In this type of form, if self-assessment option is unchecked at the time of distribution then team member will not have any idea that the review has been conducted for him/her.
Form statuses involved according to this workflow
Not Started - Once the form is distributed and no action is yet taken by the reviewer.
In Progress - When the reviewer has saved responses as a draft.
Complete - When the reviewer is done with his responses and clicks on Complete option.
Reopened -When Admin or super admin (whoever has distributed form) reopens form for some reason.