Setting up a Participant File for a 360 Survey (Pre Launch)
Accessing the Participant Template
o Begin by creating the 360 survey.
o Select "Add Survey" in the configure surveys section.
o Choose the executive 360 template.
Downloading the Participant Template
o Navigate to the participant section of the survey setup.
o Download the participant template from the provided link.
o The template includes instructions and the actual template with rows for each review instance.
Filling out the Participant Template
o Enter the first name, last name, and email address of individuals receiving feedback in columns A-C.
o Include feedback provider's information in columns D-F and relationship designation.
o Fill out the manager review section if applicable, otherwise leave blank.
Notes for setting up your 360 Participant file:
There should be 1 row for every instance of a feedback provider giving the recipient feedback.
For example: If ‘Sam Smith’ is getting feedback from herself, her manager, and 8 peers, then there would be 10 rows on the participant file with ‘Sam Smith’ listed in all 3 feedback recipient columns.
The 360 Participant file should reflect all the feedback recipients who will be associated with the same set of 360 questions.
Your initiative should have as many user files as it will question sets.
Importing the Participant File
o Save the filled template and import it back to the platform.
o Map relationships from the imported file.
o The participants' names and feedback providers will be populated on the participants page.
Adding Additional Feedback Providers
o Edit the XLS file to add more feedback providers.
o Save the file and import the updated list.
o Map the correct relationship designation for each individual.
o Save the changes and continue to finalize the setup.
Adding Feedback Providers 1 by 1 from the UI
o Select ‘Add Participants’ – Choose from either the organization if the user already exists in your org in Entromy, or ‘Create New’ to add a new user.
o Search for the individuals and assign their roles (recipient or provider).
o Select the relationship between the feedback provider and recipient.
o Save the changes and continue to finalize the setup.