How do I set up a 360 assessment?

A 360 assessment allows multiple respondents (raters) to assess one subject, with results aggregated into a single 360 report. Setting up a 360 assessment involves enabling cohort functionality, configuring the assessment as a cohort, defining the rater roles, and launching a Cohort Initiation for each subject.

The high-level setup process is:

1. Enable Cohort functionality. In Site Settings > Features, confirm that Cohorts are enabled for your site.
2. Configure the assessment as a 360. Open the assessment, navigate to Assessment Settings > Cohort, and configure the assessment for cohort use. Define the cohort roles required for the 360 (for example, Self, Manager, Peer, Direct Report).
3. Set up cohort email templates. In the assessment's Emails tab, create the email templates required for each cohort role, including Welcome emails for the Subject and each Rater type, Reminder emails, and Completion emails.
4. Configure the cohort report template. Build or assign a Word report template designed for 360 reporting. Confirm the report uses cohort-appropriate merge strings.
5. Launch a Cohort Initiation. For each subject being assessed, create a Cohort Initiation. Specify the subject, the raters in each role, and the completion date. The system will send invitations, manage reminders, and produce the report on the completion date.

Best practice guidance for 360 design (such as how to phrase questions for raters versus self-assessment) is covered in the dedicated 360 best practices article.

For full details, see Setting Up 360 Assessments and Applying Best Practices for 360 Assessments.