What to expect from a 360 review with notifications
Launching Peer Selection
Once the cycle is verified, you'll be prompted to kick off the peer selection phase with a notification. This notification will either be sent to managers or employees (depending on whether managers or employees are set to nominate peer selection).
The notification is entirely customizable. Below are a few examples for employees and managers.
Employees (ICs) will see:
Managers will see:
If you don't want to send this message, you have the option to launch peer selection "without notification."
After launching, you may be prompted with a progress bar and banner to give you visibility into how far along the review is generating. The progress bar only appears for larger review cycles; otherwise, the launch process is instantaneous.
Please keep in mind that no updates to the review settings can be made while the review is launching.
For more information on how the peer selection process works after launch, check out Administering Peer Selection.
Sending Reminders in Peer Selection
If you want to remind managers or employees to finish their peer selection, you can click "Write reminder" within the "Progress" tab.
You will have the opportunity to customize the reminder notification. The screenshots below show an example of what these may look like!
"Remind incompletes" will send the above notification to anyone who hasn't selected peers. If they have selected peers, a message will go to their managers prompting them to approve those selections, as shown below.
Peer Selection Completion
As an Admin, you will be notified when peers have been selected and confirmed, and the review is ready to be kicked off.
Once everyone has selected these peers, you're ready to end the Peer Selection phase. Click into the review cycle and click the red button "End peer selection."
Launching Review Writing Phase
Once you end the peer selection process, you will not be automatically launched into the review. First, you will need to launch the review with or without a kick-off notification by clicking on the blue "Launch reviews" button. The notification is entirely customizable.
If you send this notification, everyone completing a review will receive a message prompting them to do their reviews.
After this kickoff notification is either sent or skipped, everyone who needs to complete a review will see a task notification on their Home page, prompting them to fill out their reviews.
They'll click in to be taken to the review cycle where they can start submitting responses:
As employees submit their reviews, you might want to remind employees who have not yet completed their reviews to take time to do so. To send them a reminder notification, click into the Progress tab and then "Write reminder." You can also send reminders for specific review types, like self-reviews.
You can then customize a reminder notification that's sent to each reviewer!
Adding a Late Reviewer
You also may have forgotten someone as a reviewer and want to add them into the review mid-cycle. Adding a Late Reviewer to a Review Cycle explains how that is done. The employee will also receive a notification letting them know they've been added as a late reviewer.
End Review Cycle
When everyone has written their reviews, click the blue "End review cycle" button to move the cycle to the next stage.
Managers Summarize Feedback
Once you've ended the review cycle, managers receive a notification prompting them to view the responses/packets of their direct reports.
The manager will also receive a notification on their Home page prompting them to "Finalize review packets."
The manager will click on the task and see the review packets of their direct reports. They'll be prompted to submit final scores (if they've been turned on) or final summary remarks.
This might be a good time for managers and direct reports to meet and discuss the review packet contents. If the manager wants to write draft summary remarks and download the Employee view PDF, they can do so here *without* sharing the packet.
When a manager decides it's time to share the packet with their direct report, the direct report will receive a notification to view their responses.
They'll also see a task on their Home page.
Clicking into this task will bring them to an e-confirm page.