360-degree review
- Annu
When to use 360 review template?
Consider using a 360 review form when there is a requirement to gather feedback on an individual's performance from various perspectives, including peers, managers, and direct reports.
This type of review provides a comprehensive view of an employee's strengths and areas for improvement, which can be valuable for their professional development.
Create
Navigate to Forms >> Templates >> Create new template >> 360 degree review
Seleect the default workflow and click on Next. This lands on 360 review template builder.
Using Add a field and Fields settings tab, add any type of question available in the form builder. Read Manage Templates | Create. Form creation process is the same for every template, the difference is only for form users. For example, in this form user type is reviewer and the same questionnaire is available for all reviewers unlike self and manager review templates. Also, read Types of questions that can added in templates form builder.
Workflows
In 360 review there is only one default workflow available. Read more about 360-degree review template workflow here.
Distribute
As explained in Manage distributions. The process of distribution is the same for all types of templates. However in case of 360 review there are two differences -
Type of reviewers - In 360 review Team members can be reviewed by their peers, direct reports, and managers. There can be multiple reviewers for each type.
Anonymity settings - 360 review additional settings for anonymity as explained below.
Cosindering multiple types of reviewer types in 360 review, UpRaise allows to import an Excel file that contains the list of reviewers. Once can easylity prepare the file and export directly instead of manually setting up users to distribute forms. Read Bulk importing users to a distribution via Excel upload.
Once the entire set up is done, one can save, schedule, or distribute the form. read Manage distributions | Distribute, Save as draft or Schedule distribution.
Manage anonymity
Anonymity - This setting lets you decide who should be able to correlate responses and users. If none of the options are checked, nobody can identify respondents
Self assessment - Check if self-assessment is required. If self-assessment is checked, the same questionnaire is assigned to team member for self-assessment.
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