The difference between 90 and 180 degree review is the self-review or its absence, so we can discuss only the 180 degree review. Let’s go to Employee feedback > 180 degree review and click Add 180 degree review.
You have to name the review, you can also add a description that will be visible to participants. Then you need to set the review date and the reminder about an unfinished review.
There are a few switches left: the self-review can be optional, participant acceptance can be required and skill levels can be updated when the review is finished. You can also choose when the participant will see their manager’s answers.
When everything is set, click Add at the bottom of the page.
To create a review template, go to the Template tab and click Add in the upper right corner.
You have to add a page first. Later you will be adding questions on pages.
Name the page and set its visibility. Then click Add and return and now you can start adding questions.
Click Add, choose Add question and choose what will be added to the page.
You can choose from standard question types, a text and an automatic assessment of skills.
With standard questions you need to decide on which page they will be displayed, if the answer is required and if you want to leave some space for answer explanation. Then you fill in the question content and possible answers.
There are two question types that allow you to automate the review. Assessment of skill from the collection will allow you to review a specific skill for everyone and Automatic assessment of skills will generate unique templates for everyone with questions regarding their job-specific skills.
Validating questions are visible only to the manager, they show up after both sides fill their parts of the review. They’re not mandatory, but they can help with closing the review.
To add a validating question, go to the Validating questions tab and click Add question.
You create them the same way as questions in the review template. Choose the type, decide if the answer is mandatory and if you expect an explanation. Fill in the question content and create answers to choose from.
Participants in the review
In the Participants tab you can select employees that will take part in the review process. Click Add in the upper right corner and choose Add participants.
Search for specific employees and select who will take part in the review. Check their names and click Next.
A reviewer will show up automatically, the platform checks who is the manager of a participant. If you want to change the reviewer, check the participant and choose Change evaluator.
After selecting participants and evaluators, remember to go back to review properties and to publish it.
Creating a 360 degrees review
To create a 360 degrees review, you need to go to Employee feedback > 360 degrees review. Before you click Create review, learn more about running 360 degrees reviews by reading the article linked at the top of the page.
After you click Create review, you have to name the review, you can also add a description that will be visible to everyone taking part in the review. Click Create and proceed with other settings.
In the next step you need to choose participants. Click Add participants and choose whole groups or individual employees. Participants are employees that will be evaluated. When you choose all the participants, click Next.
The next step allows you to create a form template. Here you can edit the form introduction and add questions. You can add an automatic evaluation of skills that are added to employees’ skill profiles and open-ended questions. After you add all the questions, click Next.
The last step is timeline. Here you decide on the start and end dates. You can also set an automatic reminder about the review. At the top of the page you can find an article on how to set a realistic timeline. When everything is set, click Create review.
If you want to add more evaluators for an employee, click their profile on the list of participants and click Add reviewers in the upper right corner. Employees can also add more reviewers by themselves.
Here you can also see answers given by the participants. All you need to do is click View answers in the upper right corner.
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