Manage 360 assessments

A 360 Assessment collects feedback about a coachee from multiple perspectives—such as managers, peers, and direct reports—alongside the coachee’s self-evaluation. Use the steps below to create, assign, and manage 360-degree assessments.

 

 Create a 360 Assessment

You can create a 360 assessment in two ways.

Option 1: Create from Scratch

1. Go to the Assessments tab in the left-hand menu of your coach portal.
2. Click + New.
3. In the assessment template window, toggle “360” at the top-right to switch to a 360 format.
4. Add Traits (optional): If you include traits, add at least 4 (up to 8 using Add Another Field).
5. Add Questions: Use open-ended, multiple-choice, or rating-scale items.
6. Click Save.
   • The template will be stored under Templates and labeled “360 Assessment.”
   • Note: You’ll add participants during assignment, not during template creation.

Option 2: Convert a Standard Assessment to 360

1. In Assessment Templates, click Assign next to the template you want.
2. In the assignment view, toggle “360” at the top-right to convert it to a 360 format.
3. Continue with the steps in Assign a 360 Assessment below.

 

 Assign a 360 Assessment

1. Click Assign next to the 360 assessment you wish to send.
2. When the popup appears:
   • Choose a previously used participants list, or
   • Click No, thanks to create a new list from scratch.
3. Set the Due Date for submissions.
4. Select Coachee: Choose the person who will be assessed.
5. Add Participants: Enter the details of each rater who will provide feedback.
   • Click + Add Another Participant to include more respondents.
6. Click Save & Send to finalize.

The 360 assessment will be delivered to:

• The coachee for self-assessment.
• All participants listed for external feedback.

 

 Notifications

• Coachee: Receives an in-platform and email notification when the 360 is assigned.
• Participants: Receive email invitations with instructions and a link to complete the assessment.
• Coach: Receive in-platform and email alerts as responses are submitted.

 

  Set Assessment Reminders

Automate follow-ups so coachees and participants submit on time.

1. Open the Reminders tab (right-hand side, next to Assigned Assessments).
2. Set the reminder frequency (e.g., daily, weekly, custom).
3. Click Save Changes to activate reminders.