Manage 360 assessments

360-degree assessments allow administrators to collect well-rounded feedback from multiple perspectives, including peers, supervisors, and direct reports. These assessments help organizations gain deeper insight into individual performance and leadership behaviors.

 

 Create a 360 Assessment

1. Open the Assessments section from the left-hand menu.
2. Click + New to create a new assessment template.
3. In the template window, toggle Make this a 360 Assessment.
4. When enabled, an additional option will appear: Allow Coachee to Add Participants.
   • When turned on, coachees can invite their own participants after the assessment is assigned.
   • Administrators may still add participants manually at any time.
   • If this option remains off, the administrator can add participantsat any time.

 Complete the Assessment Setup

1. Enter the assessment title and an optional description.
2. Add Traits (optional).
   • If you include traits, add at least four and up to eight.
3. Add your questions, choosing from open-ended, multiple-choice, rating scales, and more.
4. Click Submit.

The new 360-degree assessment will appear in your Assessment Templates list, marked with a “360” tag for easy identification.

Visibility Note:
All templates created by an admin are visible to all coaches unless you choose to restrict access.

 

 Note 

Administrators can convert any existing assessment template into a 360-degree assessment:
Open the template you want to update and toggle Make this a 360 Assessment.

 

 Share a 360 Template with Coaches

If you want only selected coaches to access a 360 template:

1. Click Options next to the template.
2. Choose Share Template to Coach.
3. Select the coaches you want to share it with.
4. Click Save.

Shared templates appear in the coach portal with a  icon.

Coaches cannot edit admin-created templates; they can only use them as provided.

 

 Assign a 360 Assessment

To assign a 360 assessment to one or more coachees:

1. Click Assign next to the chosen template.
2. Select Assign to Coachees.
3. Set the due date for participants to complete the assessment.
4. Add participants:
   • If Allow Coachee to Add Participants is enabled, you may add optional participants, and coachees can add more later.
   • If disabled, you must add all participants before proceeding.
5. Click Assign to Coachee.
6. Select one or multiple coachees.
7. Click Assign to send the assessment.

 

 Bulk Assign 360 Assessments

Admins can assign a 360 assessment to many coachees at once using a CSV file.

1. Prepare your CSV list.
2. Open the Assessments section.
3. Click Assign next to the relevant template.
4. Choose Bulk Assign.
5. Upload your CSV file.
6. Click Proceed to complete the assignment.

Tip:
Check the File Format Guide before uploading to avoid errors.

 Notifications

• Coachee: Receives email and in-platform notifications when a 360 assessment is assigned.
• Participants: Receive email invitations to complete the assessment.
• Admin: Notified when participants submit their responses.

 

 Set Assessment Reminders

Automated reminders help ensure both coachees and participants submit on time.

1. Open the Reminders tab next to Assigned Assessments.
2. Select your desired reminder frequency.
3. Click Save Changes.