EchoSpan Product Guides
Resources for administrative users
Our product guides include short how-to videos, articles and
step-by-step instructions on setting up and running your reviews
with the latest version of the EchoSpan tool. Note that you must
be logged into the EchoSpan administrative tool to view some
of the articles.
360-Degree Feedback
Account Management16
- Change your administrator password
- Purchase additional review licenses for Targets
- Buy feedback licenses
- Add and manage administrators
- Add additional administrators to your account
- Find my account renewal date
- Manage your account settings
- Add a logo to your account
- Survey banner text and color
- Providing account access to EchoSpan Support
- Administrator Support Licensing
- Employee Database
- Upload your employee database
- Set up single sign-on
- Summary Dashboard
- Project Password
Advanced Review Content24
- Setup an Importance Rating competency
- Setup an Importance Rating scale
- Interpret the Importance Ratings graph
- Setup Multiple Choice items
- Item types and answer choices
- Setup Pick Multiple Item Type
- Setup a Behavioral Anchor Item
- Setup a Forced Rank Item type
- How to associate Comment Items with Multiple Choice Items in Reports
- Configure the rating scale
- Adding a Reverse Rating scale
- Customize Instructions and Thank You Page Text
- Customize instructions and thank you pages
- Advanced review content options
- Show or Hide Select Competencies in Reports: Indexing
- Hide Visibility of Select Competencies or Items from Reports and Review
- Applying Super-Competencies to your review items
- Create custom developmental reading suggestions
- Randomize Review Items
- Using Merge Fields to Customize Review Items
- Scored (Secondary) Competencies for Review Content Items
- Multi Project Mode
- Multiple Competency Model
- Conditional Competencies and Questions
AI Insights Toolkit11
- Insight Toolkit Setup (Generative AI)
- Set up the Insights Toolkit
- Ask questions with InsightScout
- EchoSpan AI Tools: Security and Privacy Overview
- InsightScout 2.0 Product Guide (Preview)
- AI Enhanced Feedback Writing Assistant
- AI writing help for Raters
- EchoSpan InsightScout for Targets and Managers
- Generative AI Report Content
- Generative AI report content
- Editing Generative AI Content
Auditors14
- Set up Rater list Auditors
- Require auditors to review targets' rater lists
- Assign a single auditor as the approver for all targets' rater lists in a project
- Assign a target's manager as their auditor
- Assign Auditors via Upload
- Allow auditors to release rater emails
- Send Auditor Summary Email Across Projects
- Customize the auditor invitation and reminder emails
- Send reminders to auditors to approve rater lists
- Manage Auditors during a project
- Assign a target's auditor from the administrator tool
- Reopen a target's rater list for their auditor
- Change or delete a target's auditor
- Sending emails when an Auditor is reviewing the rater lists
Email Messages20
- Editing email templates
- Editing email templates
- Edit the subject of an email
- Apply email template changes to other projects
- Create review invitations for Targets and Raters
- Send invitations and reminders
- Send summary emails
- The difference between Rater review messages and Rater summary messages
- Create summary invitations and reminders for raters
- Requeue and send emails to targets and raters
- Preview Email Message and Test Message
- Setup automatic reminders
- Steps to take if email messages are not being delivered to users
- Enable HTML formatting in Emails
- How to insert HTML URL for Custom Invitation Link
- Outbound Email Server: Relay Server vs EchoSpan Local Server
- Email deliverability
- Create review reminders for Targets and Raters
- Email Validation
- Test Product Guide for Image Clarity
General Setup19
- Updating existing projects to the latest version of the EchoSpan 360 tool
- Updating existing projects to the latest version of the EchoSpan 360 tool
- Open your project for feedback
- Turning a Project or Survey ON or OFF
- Create a new feedback project
- Duplicate a project
- Reactivate an archived project
- Apply advanced settings to other projects
- Use advanced settings
- Require Spell Check and Legal Scan
- Legal scan and spell check
- Create editable lists for the legal scan feature
- Employee Engagement Survey Setup Guide
- Edit Project Name
- Edit project settings
- Archive and reactivate projects
- Archive a Project
- Add a Relationship Group
- Set up Rater relationship groups
Group Reports17
- Generate a Group Report
- Create a group report
- Create a custom Group Report template
- Add report components to a custom Group Report template
- Customize your Group Report components
- Preview a Group Report component
- Change the order of your report components within a Group Report template
- Delete a report component from a Group Report
- Rename a Group Report template
- Edit the font in a Group Report
- Delete a Group Report template
- Dynamic text fields for Group Reports
- Generate your Group Reports in any language
- Customize Group Reports for different languages
- Standard Group Report Calculation Reference Guide
- Determine if Projects are Compatible (for Group Reports or Change Over Time Reporting)
- Comparison Reporting _ Group Reports
Language Translations13
- Translate your project into other languages
- Add a new language to my project
- Import Translated Content
- Edit translations once they have been entered
- Turn OFF translations
- Auto-translate all fields
- Delete a translation
- User's access to surveys in their preferred language
- Allow users to switch between languages
- Batch reports based on Target language
- Multiple Languages in an email template
- Reports in other languages
- Customize reports for different languages
Project Management Features5
Raters24
- Add Raters to a project
- Adding raters to a project in the administrative tool
- Allow Raters to view their past comments for a given Target
- Download PDF report form for current review
- Allow Download of Previous Review
- Changing a rater's relationship group
- Changing a rater's review status
- Manage Raters during a project
- Rater Distribution and Workload reports
- Review Statuses for Raters and Targets
- Changing a Rater's email address or name
- Resend a rater their login information
- Reset login information for a Rater or Target
- Lock Finished Surveys
- Control the Rater experience
- Voluntary Feedback Advanced Setting
- Self-Evaluation Dependent Feedback
- Delete Raters
- Log in as a User
- Configure the Manager Relationship Group
- Enhance Comments
- Notify Manager Group upon Self-evaluation completion
- Allow managerial raters to view self-evaluation responses
- Prevent Rater Fatigue
Register for Training4
Report Distribution4
Report Generation14
- Generate a Target's report
- Generate feedback reports
- Generate your reports in any language
- Export data from projects
- Export project data
- Automatically generate reports for Targets based on configurable review completion rules
- Configure interactive reports on Target and Manager dashboard(s)
- Allow managers to run reports on indirect reports
- Enforce a minimum number of ratings for report generation
- On Demand and Historical Reporting
- Hide Empty Rater Groups
- Critical Raters
- Rater Anonymity
- Report settings for anonymity and automatic reports
Report Settings13
- Customize report sections
- Customize your report components
- Report Settings
- Convert scores to percentages in reports
- Report Footer
- Show percentile and quartile results in your reports
- Report filtering settings
- Extract key phrases in comments for a Target
- Pool rater groups on a report
- Configure benchmark scores for feedback reports
- Set up custom benchmarks
- PDF report security features
- Comparison Reporting _ Previous Project Configuration
Report Templates17
- Build a custom report template
- Create a custom report template
- Add report components to a custom report template
- Preview a report component
- Change the order of your report components within a report template
- Delete a report component
- Rename a report template
- Edit the report font
- Dynamic text fields for reports
- Duplicate a report template
- Delete a report template
- Standard Report Calculation Reference Guide
- Apply a design to a report template
- Compare results over time
- Comparison Reporting
- Add an image to a report
- Custom Report Colors
Review Content16
- Use competencies from EchoSpan's library to create your review
- Use custom review content to create your review
- Build your review content
- Add competencies from your custom library to a review
- Calculate Survey Time Completion
- Competency descriptions and instructions
- Associate Custom Competency with EchoSpan Reading Suggestion Topic
- Edit a Review Item
- Edit review items and competencies
- Add self-evaluation text for any review item
- Reorder the review items in a project
- Reorder Competencies
- Require responses to review items
- Present an item to only one OR multiple relationship groups
- Setup an NPS Review Item
- Auto-Generate Surveys (AI)
Sub-accounts8
- Configure sub-account functionality within your account
- Add licenses to a sub-account
- Disable a sub-account
- Login to a sub-account
- Add a logo to a sub-account
- Add Administrators to a sub-account
- Duplicate a project from your master account to a sub-account
- Use report templates from your master account in sub-accounts
Targets23
- Adding targets to a project
- Display Rater Response Summary on Target Dashboard
- Add Targets to a project
- Let Targets choose their own Raters
- Allow targets to select their own raters (Comprehensive Guide)
- Queue invitation and reminder emails for targets to select their raters
- Duplicate Targets Rater list for Admins and Targets
- Phases to turn ON if Targets are selecting their own Raters
- Upload an employee database from which targets can select their raters
- Setup the minimum and maximum amount of raters that a target can select for each relationship group
- Limit the amount of times an individual can be added as a rater
- Require targets to finalize their list of raters
- Allow targets to launch their raters' emails
- Reopen a target's rater list so they can select additional raters after finalizing their list
- Changing a target's self-evaluation status
- Update a target's name or email address
- Manage Targets during a project
- Transfer a target from one project to another
- Start or Stop feedback for individual Targets
- Start or Stop feedback for individual Targets
- Request or Assign a Self-Evaluation
- Auto-fill Rater List
- Delete Target
Technical Resources13
- Operating System Requirements
- Browser Requirements
- Browser and system requirements
- About Proxy Servers
- Single Sign-on Preparation
- Manage employee records with the EchoSpan API
- Requesting Exports with API
- System Time Outs
- Using EchoSpan on mobile devices
- Code Customization Process
- What is a Beta Feature?
- Customization projects and user acceptance testing
- User Acceptance Testing of Customizations
Training Videos18
- Managing your Account
- Create a New Project
- Configure Rater Selection Process
- Setup Rater Relationship Groups
- Setup Competencies and Items
- Configure Rating Scale
- Review and Edit Email Templates
- Configure Project Autopilot
- Build and Edit Report Templates
- Add Targets to Project
- Add Raters to a Project
- Target Management during a Project
- Managing All Raters in a Project
- Create and Send Email Messages
- Generate and Distribute PDF Reports, Data Export Options
- Development Planning setup and management
- Development Planning user dashboard
- Apply language translations
Development Planning
General Setup14
- Development planning overview
- How development plans work
- Set up development planning
- Automatic plans and goal metrics
- Development planning scoring metrics
- Development planning settings
- Employee access rights in development planning
- Configuring manager access to employee plans
- Development plan Observers
- Turn off Targets and Managers ability to select development plan observers
- Create and send the Development Plan Intro email
- Development plan reports
- End-user development plan help guide
- Development Plan Access and Availability