Who it’s for: Administrators
Platform: Web app (Sense HR & Automate)
Available on: Elite and above
Introduction
The 360 workflow creates a new screen on an employee’s profile, which is hidden from their view. When a manager wants to collect 360 feedback, they navigate to the 360 screen within the employee’s record and select a reviewer. The chosen reviewer will complete the feedback form, and the manager will be notified, allowing them to then review and discuss in a performance meeting.
360 feedback is valuable because it provides a more rounded, objective view of an employee’s performance by gathering insights from peers or other colleagues.
The process is anonymous, ensuring reviewers can give honest and constructive input without concern about repercussions, which enhances the quality and honesty of the feedback collected.
How it works
Manager will enter the 360 screen from within an employee's Profile. They will add a new record and select a Reviewer name and Add, all other fields are greyed out for the manager.
The selected reviewer will receive an email and a task to complete the two predefined questions for this specific employee:
The manager will receive a confirmation email once complete.
Screen customisation
This workflow comes with predefined questions and set permissions.
You have the ability to edit these questions using the Screen Designer. When making changes to the fields on this screen, it’s important to also update the Screen Variants.
Click here for an article on how to create or edit a screen, and scroll to the bottom of the page to learn more about Screen Variants.
When editing a screen that is related to a workflow, it is important to ensure that any requirements are taken into account. Please check the Requirements section of this article.
How to get this Workflow
This workflow is available for organisations on the Elite and Enterprise tier. You can find it in the Workflow Hub.
When you deploy it, a 360 Feedback screen will be added to the Employee Profile template - unless one already exists with the exact same name.
If your organisation already has a screen with this name, a new one will not be created. You can either rename/delete your existing screen, or you may just need to update it slightly to match the below requirements in order for the workflow to function properly (see the list below).
Requirements
When a screen is automatically added during workflow deployment, all required fields, permissions, and best-practice recommendations are included by default.
This section only applies if you already have this screen or plan to customise the preloaded version. It outlines which elements must remain unchanged for the workflow to function correctly.
Required Fields
Field Type | Field Name | Notes |
User picker | Reviewer name | Permissions: Ensure that that whoever is requesting 360 feedback must have access to enter this field when adding a screen. |
Required Screen Variants
Variant Name | Notes |
Employee | In this variant we define what the review will see and edit from the task. Here you want to select 'Edit' for all the questions you wish for them to answer. |
Best Practice
We advise for this screen to not be editable under any non-admin permission schemes. Once someone has given feedback, their answers and name should not be edited.
If you'd like employees to be able to review this feedback from their profile, you may decide to edit their permissions to hide the Reviewer name field, so that they can see the answers but not who completed them.
FAQs
Can I customise the questions asked?
Yes you are able to customise the questions in the feedback form, and add more too! Just be sure to include the new fields in the 'Employee' screen variant so that they show up in the reviewer's task.
We already have a 360 feedback screen, how do I get the new one instead?
If you don't want to edit the existing screen with the listed requirements and just want a fresh one with the permissions, simply rename or delete your existing screen, and deploy the workflow again.
I've changed my mind, how do I delete this screen from everyone's profile?
You can delete a screen by going into Settings > Screen Designer > Screens, and selecting Delete from the options against a screen. If some reviews have already taken place, you might just want to report on these and download so you don't lose this data.