Assign a 360 feedback template to reviewees

After adding reviewees to the cycle, admins must assign templates to them, ensuring each reviewee receives the correct set of questions during the 360 feedback cycle.

During cycle configuration:

• If you select “Assign a single template to all employees”, you must assign the template during cycle configuration. The “SELECT FROM TEMPLATE LIBRARY” and “CREATE NEW TEMPLATE” options are not available in the “Templates” tab.
• If you select “Assign different templates amongst employees”, you can assign templates later and also allow managers to assign templates to their direct reports. Refer to the manager's actions.

Assign a template

Navigate to Apps > 360 Feedback > Cycles.

1. Click Manage for the cycle where you want to assign the template.
2. Go to the Templates tab and select one of the following:

• SELECT FROM TEMPLATE LIBRARY to use an existing template.
• CREATE NEW TEMPLATE to create a new template. Refer to the Create a 360 feedback template.

     3.  If you prefer to select from the library, select one and click SELECT.

     4.  The selected templates appear in the left pane. Select a template and click ASSIGN.

     5.  Select specific or all reviewees and click ASSIGN at the top right.

Manager actions

Managers can assign templates to their direct reports if permitted.

Navigate to Apps > 360 Feedback > Overview.

Option 1: Assign in bulk

1. Click Manage for the cycle where you want to assign the template.
2. Go to the Manage tab.
3. Click ACTIONS > Assign > SELECT.
4. Select specific or all direct reports and click ASSIGN.
5. Click PREVIEW next to the template.
6. Select a template and click SELECT.

Option 2: Assign to an individual employee

1. Click Manage for the cycle where you want to assign the template.
2. Go to the Manage tab.
3. In the “Template Status” column, click Assign.

     4.  Click PREVIEW next to the template.

     5.  Select a template and click SELECT.

Manage template assignment

Only admins can manage template assignments.

Before assignment

Before assigning the template, manage it if required.

1. Select the template and click the Overflow Menu on it.
2. Select Preview Template or Remove Template.

After assignment

After assigning a template, manage it if required.

1. In the left pane, select a template.
2. Click MANAGE on the right and select one of the following:

• • Assign More: Assign the template to additional reviewees.
  • Select & Unassign: Unassign the template from selected reviewees.
  • Remove all assignments: Remove all template assignments from all reviewees.

     3.  Follow the prompts.