User guide

Table of contents

1. Introduction

          1.1. How does it Work

          1.2. User Actions

2. Create 360 Feedback Template

3. Create 360 Feedback Cycle

4. Add Reviewees

5. Assign Templates

6. Nominate Reviewers

7. Nudge Reviewers

8. Revoke reviewer reviews

9. Lock the 360 Feedback cycle

10. View and export 360 Feedback Cycle Reports

1. Introduction

Engagedly's 360 Feedback is a system where employees get feedback from their managers and multiple stakeholders, both within and outside the organization. It can be anonymous and confidential feedback shared by multiple raters or feedback providers, such as managers, peers, direct reports, subordinates, and external reviewers, that includes employee self-evaluation.

1.1. How does it Work

• You create a 360 Feedback template and cycle.
• You add reviewees and assign templates to them.
• You nominate reviewers for the reviewees (managers and reviewees can nominate reviewers, if you permit them).
• Reviewers receive notifications to submit their feedback.
• You receive notifications after reviewers submit their feedback.
• You share the feedback report with the employees after the cycle ends and/or before locking the cycle (only if you enable the share report manually).

1.2. User Actions

You can perform the following actions in 360 Feedback:

• Create 360 Feedback template
• Create 360 Feedback cycle
• Add reviewees to the cycle
• Assign and manage the template
• Unassign template
• Invite external reviewers
• Nudge reviewers to submit their reviews
• View the employee’s and manager’s review ratings and comments
• Revoke reviewees and reviewer reviews
• Lock and unlock the 360 Feedback cycle
• Share feedback reports

2. Create 360 Feedback Template

You can create customizable templates to fit the organization's goals, values, and evaluation criteria. You can include multiple sections in a template and multiple questions in a section. After creating the template, you can assign it to the existing cycle or create a new cycle. Learn more in Create a 360 Feedback Template. 

After creating a template, you can edit, assign, delete, make a copy, and archive it if required. Learn more in Manage a 360 Feedback Template.

3. Create 360 Feedback Cycle

You can create 360 Feedback cycles based on your organization’s requirements and configure the workflows in the feedback cycle.

You have to follow the steps to create a 360 Feedback cycle:

1. Cycle Information
2. Rating Scale
3. Process Configuration
4. Notifications
5. Summary

You can set the visibility threshold in the Process Configuration to ensure confidentiality and fairness while maintaining anonymity for all participants. Learn more in Create a 360 Feedback Cycle.

Click the Filter  Icon to filter the cycles as required. You can filter the cycles based on the

• Cycle name
• Cycle creation date and start date
• Status, such as active and archived

You can add the cycles to your favourites list. Click the Star  Icon on the left side of the cycle name. You can select Only Favourites to view your favourites list of cycles.

You can view the statistics of all the cycles. Select Show Statistics to view how many participants completed the review.

After creating a cycle, you can manage it by editing, sharing it with other HR/admins, and changing the status of the cycle. Learn more in Manage a 360 Feedback Cycle.

4. Add Reviewees

After creating a cycle, you have to add reviewees. Learn more in Add and Manage Reviewees to 360 Feedback Cycle.

5. Assign Templates

After adding the reviewees to the cycle, you have to assign them the template. While configuring the cycle, you can allow managers to assign the template to reviewees.

You can also assign different templates to different reviewees as required. Learn more in Assign and Manage Templates.

If you want to modify the template, you have to unassign it, make the necessary modifications, and save it. If you want the modified changes to reflect in the template, you have to reassign it.

6. Nominate Reviewers

You can nominate reviewers and perform the following actions:

• Remove reviewees
• Add respondents
• Add external respondents
• Remove respondents
• Import reviewers
• Export reviewers

Learn more in Nominate Reviewers for the 360 Feedback Cycle.

7. Nudge Reviewers

You can nudge the reviewers to submit their reviews about the reviewees. Learn more in Nudge Reviewers.

8. Revoke reviewer reviews

You can reset the feedback given by the reviewers. Learn more in Manage activities in the Dashboard.

9. Lock the 360 Feedback cycle

You can lock and unlock employees' feedback. When the feedback is locked, the respondents cannot submit the pending feedback and/or edit the submitted feedback. Learn more in Manage activities in the Dashboard.

10. View and export 360 Feedback Cycle Reports

The 360 Feedback report collects inputs from multiple sources, such as managers, direct reports, peers, and external respondents. Learn more in View 360 Feedback Cycle Reports.

The feedback reports are classified as follows:

• Summary
• Feedback Areas
• Ratings
• Ratings and Comments

Learn more in the glossary to better understand the key terms used in 360 Feedback.