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 these templates and copy them to your "Organization Library", where you can customize and use them in 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. Locate the template you want to use.
3. On a template:

• Click the Eye icon to preview the template's sections and questions.
• Click Use to copy the template to your “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 that are visible only to template editors.

     3.  Use the toggle to enable the competency section on the template.

Add a section

1. Under “TEMPLATE SECTIONS”, click + ADD SECTION.
2. Enter a section title and description, and click SAVE.
3. Configure the response settings for the section:

• • Use the Rating and Comment toggles to enable or disable ratings and comments. Both are enabled by default.
  • (Optional) Select Mandatory to require ratings and/or comments from respondents.
  • (Optional) Enable Custom Response Preference to allow respondents to decide whether to provide ratings and comments at the subsection level.

     4.   Click SAVE to add the section to the template.

Add a subsection

After a section is saved, the subsection field appears automatically.

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

Add questions

After a subsection is saved, the field to add questions appears automatically.

1. Click + Add question under the subsection.
2. Enter the question text and an optional question note for clarification.
3. Click SAVE.

You can add multiple questions to each subsection.

Edit, reorder, or delete sections and subsections

Hover over any section or subsection to:

• Edit its title, description, or settings.
• Reorder it using the drag handle.
• Delete it from the template.

Preview and save the template

After creating a template:

1. Click PREVIEW at the top to review the full template structure.
2. Click SAVE at the top right.

The template is then saved to the Organization Library, where you can assign it to an existing 360 feedback cycle or use it when creating a new one.

Next steps

After creating a template:

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

For definitions of key 360 feedback-related terms, refer to the glossary.