Create a 360 feedback template

A 360 feedback template is a questionnaire used to gather feedback from various sources to evaluate an employee's performance, skills, behaviors, and competencies. A template can include multiple sections, each with subsections and questions.

Engagedly provides predefined templates created by industry experts in the Engagedly library.

Admins and individuals with “Manage multirater templates” permission can also create custom templates that align with the organization’s goals, values, and evaluation criteria. Learn more about Roles and permissions.

Template creation helps admins include questions, competencies, and feedback areas in the 360 feedback form, ensuring a well-rounded and multi-perspective evaluation.

Access template libraries

Navigate to Apps > 360 Feedback > Templates.

The “Templates” page includes the following tabs:

• Organization Library: Contains templates that you create and those created by other admins in your organization. You cannot edit, delete, or archive templates that created by other admins.
• Engagedly Library: Contains predefined templates curated by industry experts. You can preview and copy these templates, which are saved to the “Organization Library”, to create 360 feedback reviews.

These libraries help you search, reuse, and customize templates based on your role and requirements.

Add a template

Add a template from the “Engagedly Library” and use it for a 360 feedback cycle.

Navigate to Apps > 360 Feedback > Templates.

1. Open the Engagedly Library tab.
2. On a template,

• Click the Eye icon to preview.
• Click Use to copy it to the “Organization Library, where you can edit it.

Create a template

You can create a custom 360 feedback template tailored to your organization’s requirements.

Navigate to Apps > 360 Feedback > Templates.

1. Click Create, enter the template name, and click NEXT.

You are directed to the template details page to add sections and questions.

     2.  (Optional) Enter notes visible only to template editors.

     3.  Toggle the button to enable the competency section on the template.

When you enable competency, it automatically adds a section that maps competencies to each employee's job title and includes them in the 360 feedback review form.

Add sections

1. Under “TEMPLATE SECTIONS”, click + ADD SECTION.
2. Enter a section title and description, and click SAVE.
3. Toggle the options to disable ratings and comments. By default, they are enabled.
4. (Optional) Select Mandatory for ratings and comments, or as required.
5. (Optional) Enable Custom Response Preference.
6. Click SAVE again to save the section.

Add subsections

After you add a section, the subsection field appears automatically.

1. Click + Add sub section.
2. Enter a title and notes for the subsection.
3. Click + ADD FROM COMPETENCY LIBRARY to include competencies from the library.
4. Click SAVE.

Add questions

After saving a subsection, the next level of the subsection field appears automatically.

Follow the add subsections procedure to add questions.

Actions at the section level

• Add multiple sections and questions to expand the structure.
• Enable Custom Response Preference.

Preview and save the template

After creating a template:

1. Click PREVIEW at the top to review it.
2. Click SAVE at the top right.

After you save, the template is saved in the “Organization Library”.

You can then assign the template to an existing 360 feedback cycle or create a new one.

Next steps

After creating a template:

• Manage a 360 feedback template.
• Assign a template to the cycle.
• Add and manage reviewees.

For definitions of key performance-related terms, refer to the glossary.