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, building the assessment content, 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 and navigate to Assessment Settings > Cohort. Three sub-tabs appear under Cohort settings:
   • Cohort Type: Select 360 from the dropdown. This is essential, as it determines how the rest of the cohort behaves.
   • Cohort Roles: Define the rater roles required for the 360 (for example, Self, Manager, Peer, Direct Report).
   • Cohort Iteration: Optional. Configure this only if the 360 will be repeated over time to track change.
3. Configure the assessment questions. Build the questions, sections, and subsections in the Assessment Builder as you would for any assessment. For full details, see the article links at the bottom of this page.
4. 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.
5. Configure the cohort report template. Build or assign a Word report template designed for 360 reporting. Confirm the report uses cohort-appropriate merge strings.
6. Test and launch a cohort. Go to Cohorts, click Add Cohort, and add a small number of test respondents to verify that invitations, reminders, completion emails, and the cohort report all work as expected. Once the test cohort is verified, launch a Cohort Initiation for each real subject by specifying 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.

For full details, see Setting Up 360 Assessments.