Manage 360 Assessments

 For Independant Coaches

  For Coaches within Enterprise & Coaching Firm 

 For Admin in Enterprise Accounts and Coaching firms

 

A 360 Assessment (multi-rater assessment) gathers feedback about a coachee from multiple participants (e.g., manager, peers, direct reports) alongside the coachee’s self-evaluation. Below is how to create, assign, and manage 360 assessments in Coaching Loft.

 

  For Coaches

 

  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, click the 360 toggle at the top-right to convert it to a 360-degree format.
4. Add Traits (optional): If you add traits, you must include at least 4 (up to 8 via Add Another Field).
5. Add Questions (open-ended, multiple-choice, rating scales, etc.).
6. Click Save.
   • The assessment is stored under Templates and will display “360 Assessment” beneath its name in the list.
   • Participants are added when you assign the assessment (not during template creation).

 

Option 2: Convert a Standard Assessment to 360

1. From Assessment Templates, click Assign next to the template you want to use.
2. In the assignment view, click the 360 toggle at the top-right to convert it to 360 format.
3. Proceed with the assignment steps below (see Assign a 360 Assessment).

 

  Assign a 360 Assessment

1. Click the Assign button next to the 360 assessment you want to send.
2. A popup window will appear:
   • Select a participants list you’ve previously used in another 360 assessment, or
   • Click No, thanks to create a new list from scratch.
3. Due Date – Set the deadline for submission.
4. Select Coachee – Choose the coachee who is the subject of the 360 assessment.
5. Add Participants – Enter the details of the people who will complete the assessment for this coachee.
   • Click + Add Another Participant to include multiple respondents.
6. Click Save & Send to finalize.

The 360 assessment will be sent to:

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

 

 Notifications

• Coachee: Notified on the platform and via email when the 360 is assigned.
• Participants: Notified via email with instructions to complete the assessment.
• Coach: Receives platform and email notifications as submissions are completed.

 

  Set Assessment Reminders

Automate reminders so coachees and participants submit their responses on time.

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

 

  For Admin

 

  Create a 360 Assessment

As an administrator, you can create 360-degree assessments that can be shared across the organization and optionally allow coachees to add participants.

1. Go to the Assessments tab in the left-hand menu of your admin portal.
2. Click + New to begin creating a new assessment.
3. In the assessment template window, toggle Make this a 360 Assessment (found under the Description field).
   • If toggled on, you’ll see an additional option: Allow Coachee to Add Participants.
     • Enabling this option lets the coachee invite participants (peers, subordinates, supervisors) when the assessment is assigned to them.
     • Admins can still add participants manually even if this option is enabled.
   • If the option is not toggled on, admin must add participants before proceeding.
4. Complete Assessment Details
   • Add a title and description (optional).
   • Add Traits: You are not required to include traits, but if you do, a minimum of 4 is mandatory (maximum 8).
   • Add your questions (open-ended, multiple-choice, rating scales, etc.).
5. Click Submit.
   • The 360 Assessment will now appear under your Assessment Templates list.
   • A “360” tag will be displayed next to the template name to indicate it is a 360-degree assessment.
   • By default, all assessment templates created by admin are visible to every coach within the organization. 
   • If an assessment should only be visible to specific coach(es), admin can use the "Share Template to coach" feature.

 

 Share a Template to Coach

To make the assessment template visible to specific coaches:

1. Click Options > Share Template to coach.
2. Select the coach(es) you want to share the template with.
3. Click Save.
   
   • The template will only be visible to selected coaches.
   • It will appear under Assessment Templates in the coach’s portal with a  indicating it was shared by an admin. 
   • Coaches cannot edit assessment templates shared by admins; they can only use them as provided.

 

  Assign to One or Multiple Coachees

1. Click the Assign button next to the template you want to assign.
2. Select Assign to Coachees.
3. Enter the due date for participants to submit their responses.
4. Add participants:
   • If Allow Coachee to Add Participants is turned on, you can optionally add additional participants by clicking Add Participants.
   • If Allow Coachee to Add Participants is turned off, you will have to add participants in order to process.
5. Click Assign to Coachee.
6. Select one or multiple coachees.
7. Click Assign to send the assessment.

 

  Bulk Assign to Coachees

1. Prepare your coachee list in a CSV file.
2. Go to the Assessments tab in the left-hand menu of your portal.
3. In the Assessment Templates section, click the Assign button next to the assessment you want to assign.
4. Select Bulk Assign.
5. Upload your CSV file.
6. Click Proceed to finalize the bulk assignment.

 

 Pro Tip

 Review the File Format Guide before uploading to avoid errors in the import process.

 

 

 Notifications

• Coachee: Notified on the platform and via email when the 360 is assigned.
• Participants: Notified via email with instructions to complete the assessment.
• Admin: Notified via email when submissions are completed.

 

  Set Assessment Reminders

Automate reminders so coachees and participants submit their responses on time.

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