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.
All 360s will be created as drafts
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.