Overview

How to create a new Assessment Template:

To create a new template:

1. Click the "+New" button found at the topmost right side of the Assessments Template panel.
2. Provide the Title (Required) and the Description (Optional) of the template.
3. Fill up the Trait fields, you can add more traits by clicking the "Add another field" button (maximum of 8).
   
   Sample Values:
   - Time Management
   - Patience
   - Openness
   
   
4. You can also add custom questions by clicking the "Add Custom Questions" link found at the bottom of the form.
5. Once you are done, click "Submit" to save the template.

How to assign and send an Assessment for my coachee to answer:

1. On the Assessment Template section, click the "Assign" button of the assessment template you wish to send to your coachee.
2. You will be redirected to the Assessment Form where you can update the title of the assessment and also update the description as well.
3. On the Assign to Coachee field, select the coachee where you want to send the assessment.
4. Click "Submit" to send the assessment.
5. An email notification will be sent to your coachee to notify them to answer the assessment.
6. After your coachee finished answering the assessment, you will be also notified via email to view your coachee's answers to the assessment.
7. You can access and view the answered assessments from several places:
   - Assigned Assessment Panel
   - Dashboard (Assigned Assessments section)  
   - Coachee Profile (Completed Assessments section)
   - Coaching Notepad (during live coaching session)

Answered Assessment Sample:

A 360-degree assessment (also known as multi-rater assessment or multi-source assessment) is a process through which feedback from the coachee's subordinates, colleagues, and supervisor(s), as well as a self-evaluation by the coachee themselves is gathered.

To start and assign a 360 Assessment:

1. From the Assessment Templates panel, click "Assign".
2. You will be redirected to the Assessment template form where you will find the "360 Assessment" button.
3. Click the "360 Assessment" button to convert the current regular assessment into a 360 Assessment.
4. Select a coachee you want to receive the assessment
5. Set a due date to set the target assessment date completion.
6. Add participants to assess the currently selected coachee. Participants can be the coachee's relatives, friends, workmates, manager, etc. To add them just provide their first name, last name, and email.
7. Click "Submit" once done.
8. An email notification will be sent to your coachee and to the participants where they can see the link to answer the assessment for your coachee.
9. You can monitor the answers to the assessments by visiting the same Assigned Assessment page on your Assessments page or in your coachee's profile.