1. Fill in the csv template
Fill in the csv template with the employees, their coaches and reviewers and send the completed template to your customer success coach. A few tips:
- You must supply an employee email address for each 360.
- A coach email address for each 360 is mandatory for coached surveys.
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 you can either use a list of semi-colon separated email addresses, or add multiple columns of the same type.
2. Choose if you want to skip nominations
Inform your CS coach whether you want to Create or Create and launch the 360 processes:
Create: new processes will be in the Ready state. Emails will be sent to employees asking them to nominate their reviewers.