Create on demand 360 multi-rater assessments

This guide will focus primarily on the project setup for on demand 360 multi-rater assessments. A 360 multi-rater assessment is a process for gathering feedback about an employee from multiple perspectives of their organization. This feedback offers a well-rounded view of this individual's strengths and areas for improvement which can be used to create an effective learning and development plan.

In this guide, we have created a special scenario that is different from the standard 360 multi-rater assessment. Unlike the standard 360 review, on demand 360 reviews invite employees to set up their own 360 multi-rater assessments on a recurring basis. Each employee will have the option to participate in their 360 assessment and will be able to select the people evaluating them. If the employee decides to participate and launch their assessment, they may be able to adjust the schedule, select questions, monitor response rates in real-time, and download the results. Once the assessment has ended, the feedback will be analyzed in reports shared with employees, managers, department heads, and the CEO/President.

What we are building

A 360 multi-rater assessment that allows each employee to opt out to having themselves reviewed by people selected in the organization.

Our choices

The following parameters will be applied throughout this guide:

• Rater selection - Employees can select their peers, direct reports (if any), and optionally add other people outside of the organization, such as clients, to participate in their assessment. The employee and their manager will be preselected in the assessment.
• Quarterly assessment period - The assessment period will be quarterly (every 3 months), where the employee will decide whether they want to run a 360 review.
• One project required - Only one project is required to fully automate the process of running on demand 360 reviews with the least amount of maintenance.
• Employees choose to participate - Each employee can opt out to have themselves assessed for the review period. If they take no action, their assessments will automatically launch.
• Unsolicited feedback - Employees can opt in to review other employees in the organization. This will be classified as unsolicited feedback.
• Multi-level questionnaire - The questionnaire will be categorized into four sections: core company questions, department questions, leadership questions, and questions selected by the employee. Core company questions will be common for all reviews, while department, leadership, and employee selected questions will be specific to the employee under review.
• Delegated timing - Employees can adjust the timing of their assessment.
• Instant results - Employees can download anonymous responses the moment their assessment ends, in addition to reports.
• Distributed reports - Individual reports are shared with the employees while aggregate reports are shared with managers, department heads, and the CEO/President.

What is needed for setting up this type of evaluation project:

General overview of steps

1. Add datasources - Include the data for the assessment periods, the employees providing feedback, and their relationships to each other.
2. Create the Definition - Select what type of evaluation structure to use.
3. Define groups and privileges - Create the groups that will participate in the assessment and assign privileges to them.
4. Create the project - Select the project's Definition, audience type , confidentiality level, and automatic update option for groups.
5. Verify subjects and members - Check to see that the right subjects and group members have been automatically included in the project.
6. Build the questionnaire - Create and configure the core company questions to your specifications, and allow employees to select from a list of validated questions.
7. Configure tasks - Apply initial task settings.
8. Schedule tasks - Set the schedule to collect the feedback.
9. Publish project - Set an overall schedule for the feedback process and publish the project.
10. Create reports - Analyze the feedback in reports to provide a summary and record of the review.

Step 1 - Add datasources

The first step is to add datasources containing relevant information on the quarterly assessment periods and employees that will be involved in the feedback process.

What you need for datasources:

Step 2 - Create the Definition

The next step after adding datasources is to create the Definition.

What you need for the Definition:

Step 3 - Define groups and privileges

As part of the Definition, you will also need to create the groups of individuals that will be participating in your 360 assessments and assign them privileges.

What you need for groups and privileges:

Step 4 - Create the project

The next step after defining groups is to create the feedback project.

What you need for creating the project:

Step 5 - Verify subjects and group members

Get started by navigating to the MEMBERS - EXPORT/IMPORT tab and select export members to download a CSV file of all subjects and associated group members in your project. For more information, see Export or import project members.

Example of exported data (quarterly assessment periods and their paired group members):

Step 6 - Build the questionnaire

The next step after creating the project is to build the multi-level questionnaire. The questionnaire will be categorized into four sections: core company questions, department questions, leadership questions, and questions selected by the employee. To learn more, see Build and manage a questionnaire.

What you need to know about building the questionnaire:

Example of setting up a 360 on demand questionnaire:

Step 7 - Configure tasks

The next step is to configure the tasks associated with each privilege so that those tasks can be performed by the different groups.

What you will need to configure tasks:

Get started by navigating to the TASKS tab and enabling the rater selection, subject management, question personalization, and fillout tasks. For each task, select configure to configure its settings.

Step 8 - Schedule tasks

After you have configured the tasks, the next step is to schedule when each task starts and ends.

You may use the following schedule as a guideline:

Step 9 - Publish project

The next step is to publish the project, which is essentially activating the tasks so that they can be completed by all the groups.

What you will need to publish the project:

Step 10 - Create reports

The final step is to create reports which analyzes the employee feedback collected from the project. For 360 on demand assessments, individual reports will be shared with employees, and aggregate reports will be shared with managers, department heads, and the CEO/President. For steps on how to create reports, see Create a new report

What you will need for individual reports:

Example of published individual employee report:

What you will need for aggregate reports:

Example of published departmental group by report: