So your company is conducting 360 degree reviews using Small Improvements? Then this guide is for you!
Article Quick Links:
- Important setup information
- Approving reviewers for your team members
- Nominations on the Team Overview page
- Checking progress on the feedback for your team
- Viewing the feedback about your team members
- Using the employee search to find 360s
Before reviewing this guide
- First check out the documentation for the employee's perspective. This will help you have a greater perspective of the entire process, and we have some helpful info that we didn't want to repeat in this document.
- We assume that your HR Admin has setup the 360 cycle as explained in our administrative walkthrough here. In this case, the deadlines have already been refined, participants have been added to the cycle, and staff have been prompted to pick their reviewers.
Approving the reviewers of your team members
Once staff have picked their reviewers (or once time to pick reviewers is up) it becomes your job to confirm the reviewers that your team has selected. If some of your reports haven't nominated anyone, then you can either nudge them to do so, or pick reviewers for them.
You'll first receive an email triggered by your HR team asking you to approve reviewers. In the following example, you'll see the message lists your direct reports, and whom they nominated.
Click the link that takes you to your "To-do list". You can also see your to-do list on your homepage when you log in. Below is an example from your home dashboard.
From this to-do item, you can adjust the existing nominations, or approve them all-at once. Let's assume the reviewers were a good fit, no adjustments are needed, and you want get right to approving. You'll simply click the "Approve and Notify Reviewers" button. All reviewers now get notified within the next 60 minutes that they should start providing feedback.
Emails Haven't Arrived Yet?
Notifications are not instant, they are batched so a reviewer who gets approved for several reviews doesn't drown in email. Allow for up to 60 minutes until mails arrive.
Nominations on the Team Overview page
Once approved, the action to approve reviewers will disappear from a manager's immediate to-do list. However, you may still want to make additional nominations or adjustments from your 360 Team Overview page. From there, you may still add or remove reviewers, even if the feedback is already in progress.
Clicking the bullets icon will expand the view of your team members reviewer list, where you can add additional reviewers either through the search bar- Or by clicking on the "People" icon to see a visualization of your whole company. If you click the downward facing arrow next to a reviewer's name, you can remove them.
Checking progress of feedback for your team
Although all reviewers have gotten email notifications that they have been asked for feedback, it's unlikely that everyone writes theirs on time. Or some people may forget to submit their feedback entirely (they have to click "Done. Ready to share" on each).
You may check out progress of reviews on the team overview screen. Each completed reviewer is indicated with a check sign. You can click the "manage reviewers" link to open the reviewer list, see details, add/remove reviewers, and nudge slackers into action.
Note that as a manager, you can even manage reviewers for your sub-managers team's. In the example above, Chris is at the top of the org structure and is looking at the reviewers of Dan (who reports to Mark, who reports to Chris). She can adjust the reviewer selection and approve reviewers on behalf of Mark, if needed.
Viewing the resulting feedback about your team member
It depends on how HR set up the review cycle, but most of the time, you will get to see the feedback that was provided to your direct or indirect reports. It shows up either right away once people write their feedback, or it shows up on the "feedback release date". (A milestone defined by the Admin who set up the cycle)
From the Team Overview page, you can click the "view" or eye icon to preview the feedback and you also have the option to print. Below is a gif showing this option - watch the whole loop!
Please Note: If you want to print the 360 degree feedback, but you don't want the reviewed person to know who the reviewers were, you can hide the reviewer display before printing. Check out the options in the top right corner.
360 degree reviews are kept in the system, so by the time you do your team's performance reviews, they will appear underneath that performance review- Always available without having to navigate away from the performance review form.
Using the employee search to find 360s
And you can always navigate to a person's 360 reviews by simply entering their name on the User Search box in the top right corner. The user profile contains tabs that display a person's past 360 reviews, objectives and performance reviews (provided you are allowed to see them).
Clicking into the 360 link will take you right to the 360 feedback on their Small Improvements profile page.