How do I send the Individual Effectiveness Survey?

Once you click on Launch Now from your survey's Launch Plan page you will see a prompt asking you to verify settings, like this:

Click on the '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 Reports link at the top of the page and navigate to the 360 survey you wish to use and click View report. Click Create 360 button to start.

 A window will appear asking you to 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.


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