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How to Create a New Template for a 360 Degree Review

Instructions to set up a form for performance reviews

Creating a new template for a 360 degree review allows you to standardise feedback and performance review processes across the business. From the 360 Degree Review section, templates can be customised with sections, questions, rating scales and response types to suit different review requirements. Once saved, templates are stored in the Template Library for future use. This guide explains how to create a new template for a 360 degree review.

Quick Guide

Creating a New Template for a 360 Degree Review

  1. Click 360 Degree Review in the left-hand column.

  2. Select Create Template from the dropdown menu.

  3. The default template includes example sections and questions to guide setup.

  4. Enter a name for the template and choose the rating scale.

  5. Create a section heading.

  6. Enter your first question.

  7. Add any explanatory text if required.

  8. Select either Rated or Free Text from the Item Type dropdown menu.

  9. Choose whether the question is compulsory.

  10. Select who should answer the question.

  11. Click Add Question.

  12. Repeat the process to add additional questions to the section.

  13. Click Add Section to create another section.

  14. Repeat as needed for all sections and questions.

  15. Click the orange Save Template button.

  16. The template will now appear in the Template Library.

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