How to Add 360 Forms

    This guide explains how both employees and managers can select peer evaluators for 360-degree feedback forms directly within the platform.

    Video Walkthrough: 


    Written Walkthrough: 

    For Employees: Selecting Your Own Peer Evaluators

    Empower your professional development by choosing the colleagues who can provide the most relevant insights into your work.

    1. Open Review Forms: Locate the Review Forms box on your employee dashboard.

    2. Add 360 Form: Click the blue +Add 360 Form button.

    3. Select Review: A pop-up will ask which review you want to add a form to. Select the appropriate review cycle and click Next.

    4. Select Form Type: Select the available peer feedback form and click Next.

    5. Add Peers: In the text box, start typing the names of the employees you would like to review you.

  • You can add multiple names to this list
  • Click the "x" next to a name to remove it.

    6. Confirm and Close: Click Next, then Confirm, and finally Close.

    Note: Peer evaluators will receive an email notification immediately, or on the review start date if it has not yet begun.

    For Managers: Selecting Peer Evaluators for Direct Reports

    Managers can ensure a comprehensive review by adding additional peer evaluators for their team members.

    1. Find Your Direct Report: Use the top search bar or click their name from your dashboard list to open their specific dashboard. 

    2. Add 360 Form: On the direct report’s dashboard, click +Add 360 Form in the Review Forms box.

    3. Select Review and Form: Choose the relevant review cycle and the specific peer feedback form, clicking Next after each selection.

    4.  Assign Authors: Type the names of the colleagues you want to evaluate your direct report.

    Note: Avoiding Duplicates: If the employee has already selected a specific evaluator, the system will show an error message to prevent duplicate requests. 

    5. Finalize: Click Next, then Confirm, and Close.

    Note: Peer evaluators will receive an email notification immediately, or on the review start date if it has not yet begun.