What can I learn from this page? | How to create 360 Survey processes in bulk |
Who is this guide for? | Account Admins, Survey Admins, Survey Creators |
Save time and create 360 processes for a large group of employees in a single batch.
1. Fill in the csv template
Fill in the coached or coachless csv template with the employees, their coaches and reviewers. A few tips:
Employee Column
You must supply a valid employee email address for each 360. The email address must be associated with an active User in your account.
Coach Column
A coach email address for each 360 is mandatory for coached surveys. The email address must be associated with an active user in your account.
Reviewers: Manager, Co-worker, Direct Report Columns
Reviewers are optional and you can leave any of them blank.
For multiple reviewers of the same type use a semi-colon (;) to separate email addresses.
2. Upload CSV Template for Validation
Your csv will go through a validation process.
If there are any errors (a user does not exist, same reviewer is filled in twice for the same 360, etc.), you will be able to download a file with reported errors, correct them and re-upload.
💡Tip: Before you upload, remove the instructional headers from the csv template
3. Confirm Creation of 360s
Once the validation has been successful, you can bulk create 360s.
All 360s will be Created as Drafts
Since we introduced a 'Draft' state, it is no longer important to decide on perfect timing of the bulk creation.
All 360s will be created as drafts and no email communications will be triggered to the employees and reviewers. This gives you the opportunity to safely prepare all your 360s before anything gets communicated to the rest of the organization.
Once you are happy with all your drafts, you can either
'Request nominations' (so that employees choose their reviewers)
or 'Launch' 360s (to start collecting feedback).
For more details, please see 360 Draft state.