Configure template assignment in 360 feedback

Admins configure how 360 feedback templates are assigned to employees within a cycle, and who has the authority to assign them. Choosing the right template assignment model ensures that each participant receives the correct questionnaire (for example, role-specific, level-specific, or competency-specific) and that template ownership stays with the right stakeholders.

If you saved the cycle earlier and want to continue the configuration:

Navigate to Apps > 360 Feedback > Cycles.

1. Open your 360 feedback cycle.
2. Scroll down to the Template & Rating Setup section to define the template assignment.
3. Select a template assignment method. Refer to the next section for details.
4. Select who can assign templates to reviewees.
5. Use the toggle to enable the rating scale. Click Manage to edit the rating scale.
6. Select the rating type. If Numeric is selected, the Rating column shows numeric values. If Verbal is selected, the Short Code column shows verbal values.
7. Select the start and end dates for the feedback submission.

Select a template assignment method

Choose one of the following options:

• Assign one template to all employees

• Use one common template for all participants in the cycle.
• Use this option when all employees follow the same evaluation structure or competency model.

• Assign different templates to different employees

• Assign different templates to employees within the same cycle.
• Use this option when employees require different questionnaires based on role, level, department, or evaluation criteria.

Save the configuration (Optional)

After you configure the template assignment, review the settings.

Do one of the following:

• Click Preview at the bottom right to review the details.
• Click Save to save your progress and return later.
• Continue to the next step of the cycle setup by configuring the cycle report. For more information, refer to Set rater groups and rollup rules in 360 feedback.