Note: This covers Admin-driven survey configuration, where only Administrators can create 360 processes. Employee-driven surveys follow a slightly different flow.
Click Choose participants from your survey's Launch Plan page to see a prompt to confirm your settings:
Click Yes, let's go! button and the survey is now 'live' meaning that 360 processes can be created. No survey emails are sent yet - that's the next step.
To start a process, click Manage 360s link at the top of the page to be take to the process manager report. Click Create 360 button to start.
Select the employee to be reviewed and other relevant details.
As an Admin, you can select all the reviewers, or just complete the section for the employee and their coach, and let the employee nominate who their reviewers are.
Click Save draft to proceed.
On the Process manager report, select the Draft processes and use either:
- Request nominations button - sends emails to employees to nominate reviewers. Only possible for Draft processes when nomination emails have not already been sent.
- Launch button - sends emails to reviewers asking them to give feedback. Only possible for Draft processes.
If you want to create 360s for a lot of employees at once, you can do it quickly with Bulk create.