Before getting started
The 360° review is a specific type of campaign, which includes several contributions from peers (with different ranks), without a workflow. The framework generally relates to a review of the skills required for the position of the employee being assessed.
The aim is to collect as many opinions as possible about an employee, to reduce proximity bias or highlight cross-functional projects.
This type of review is conducted at the same time or ahead of the annual reviews, and includes several opinions:
- That of the employee themselves (Self Review)
- That of their manager (Manager Review)
- Those of their colleagues with the same rank (Peer Review)
- And those of their team and their supervised employees.
In the settings of a campaign, the "Feedback request form" tab is used to customize the questions that will be put to the peers. In the case of a 360° review campaign, you must ensure that all the participants have the same questions.
Important: the number of peers is limited to 10 and they will be selected by the reviewer and/or the employee, once the campaign has been launched.
Defining the right participants in the process and the population
To obtain a process that includes the assessed employee, their manager, their colleagues, supervised employees, N+1, you must set up the "Process" tab as follows:
To enable employees to self-assess, activate the preparation function:
2- If the line manager is responsible for the review, leave the box checked by default. If HR employees are assigned to specific departments or teams, you can use a user field in the HR folder.
Check “HR file data” and select the corresponding data, for example “HR contact”.
3- If a line manager needs to give an opinion at the end of the process, with an overall comment without needing to go into the details of the assessment, you can use the approval option:
4- However, you should deactivate the employee validation:
Configure the feedback request form and options
Activate feedback requests:
Then, specify the viewing conditions: will the employee be able to access the feedback from their colleagues? You have 10 "tokens" to request feedback: who do you give them to? You can give the 10 tokens to the manager only, or allow the employee to ask for some too.
The form can then be customized with text, scale, star or list type questions.
In the case of a 360° skills assessment, the same questions must be put in the employee/manager form as the feedback request form.
Otherwise, you can use 2-3 questions to collect feedback on strengths, areas for improvement and suggestions for the future or the next mission.
If you want the manager to provide a summary in the report, you must add a specific question (text, scale, drop-down list or stars).
Viewing feedback: if you've launched a campaign and your permissions give you access to the corresponding reviews, you can also read the feedback submitted by peers.
4 templates to download for your 360° reviews
By clicking the "Import questions" button, you can retrieve standard or modified templates, from your test database, for example.
Feedback request for a recently arrived colleague (for the trial period review)
Feedback request for a colleague as part of a project review
Colleague/peer assessment template for employees
Team member assessment template for managers
Communication about the process
Use the notification email to provide details and advice to the 360° review participants.
In particular, in the email to the person who will be responsible for the review (if it is not someone from the HR team), you can recall the limit of 10 peers and provide advice on good practices for giving feedback.