Create a non-recurring 360 feedback survey as an administrator

When choosing a non-recurring 360 feedback survey, you have the option to choose your subject and audience, regardless of organization structure and reporting lines. A non-recurring survey can be created on organization level.

Follow the steps below to create a non-recurring 360 feedback survey for the organization: 

• Navigate to Organization > 360 feedback 
• Press "Add new 360 survey"
• Choose a survey title 
• Add subjects
  • Select subjects from the user list shown or select segment(s) to narrow down the user list

• Choose to create your own survey or start from a template 
  • If choosing an existing template, you can choose between Eletive's templates or custom templates created by your organization
  • If you are adding questions, choose between the following question types: 1-5 question, multiple choice, text or NPS
    
    • For 1-5 questions a category must be created or selected to group questions together, similar to drivers for regular surveys

• Preview survey questions
  • Edit the questions or add translations during this step
• Choose reviewers 
  • Managers, direct reports, and peers will auto populate if we have the structure in place in the tool (user attribute), otherwise you will have to select your reviewers for each group manually
  • If selecting users manually, you need to specify which group the reviewers belong to and which subject they are evaluating
  • The number of peers and direct reports must be above the selected minimum segment size to protect the reviewers' anonymity and the maximum amount of reviewers will correspond with your settings for 360 feedback
• Get a preview of the email invitation and the reminder email by pressing "Customize Invite". In here you can also edit the email texts and subjects. If your organization uses more than one language, remember to translate your customized email texts as well.
• Add start date, duration, end date, and time zone for your data collection settings and hit "Launch 360 survey"

The manager(s), peers, direct reports, and the subject will now receive a notification asking them to complete the 360 survey. For the subject, there is a self-evaluation portion to be completed. This will allow the subject to compare the reviewers' ratings with their own. The results will be available once the 360-feedback survey has closed. Answers from peers and direct reports will be anonymous, while answers from managers will not.

How to configure an active 360 survey:

Once a non-recurring 360 feedback survey is live, you may need to adjust the reviewers or extend the survey’s duration. You can make limited edits to an active survey without having to relaunch it.

To edit an active survey:

• Go to Organization > 360 feedback and locate your active survey.

• Click the three dots (…) next to the survey and select Edit.

• You will enter the Edit reviewers step:

  • Add, remove, or change reviewers.

  • Automatic reviewer suggestions are not available here - reviewers must be selected manually.

  • When adding new reviewers, they will receive an invitation to the survey within a few minutes. 
  • If removing a reviewer and they have already answered the survey, their results will be included in the report that will be visible once the survey is closed.

• Click Continue to move to the Data collection settings step:

  • Update the survey end date and time.

  • The new end date cannot be set earlier than the current date/time.

  • The new end date cannot be more than 3 months from today.

• Click Save changes. You will return to the survey list and your updates will be applied immediately.