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.
Search the Product Guides
Browse the Product Guides
360-Degree Feedback
Account Management
 |
Change your administrator password |
|
Purchase additional review licenses for Targets |
|
Purchase Additional Rater Licenses for a Target |
|
Add additional administrators to your account |
|
Find my account renewal date |
|
Add a logo to your account |
|
Manage employee records with the EchoSpan API |
|
Providing account access to EchoSpan Support |
|
Administrator Support Licensing |
|
User Database for the Companywide Subscription |
|
Summary Dashboard |
Advanced Review Content
|
Setup an Importance Rating competency |
|
Setup an Importance Rating scale |
|
Interpret the Importance Ratings graph |
|
Setup Multiple Choice items |
|
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 |
|
Adding a Reverse Rating scale |
|
Customize Thank You Page Text |
|
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 |
|
Configure Competency Branching Logic |
|
Using Merge Fields to Customize Review Items |
|
Scored (Secondary) Competencies for Review Content Items |
|
Multi Project Mode |
|
Multiple Competency Model |
Auditors
|
Notify Manager Group upon Self-evaluation completion |
|
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 |
|
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 |
|
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 Messages
|
Editing email templates |
|
Edit the subject of an email |
|
Apply email template changes to other projects |
|
Create review invitations for Targets and Raters |
|
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 |
|
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 |
|
Create review reminders for Targets and Raters |
|
Email Validation |
Frequently Asked Questions
General Setup
|
Updating existing projects to the latest version of the EchoSpan 360 tool |
|
Turning a Project or Survey ON or OFF |
|
Duplicate a project |
|
Reactivate an archived project |
|
Apply advanced settings to other projects |
|
Require Spell Check and Legal Scan |
|
Create editable lists for the legal scan feature |
|
Employee Engagement Survey Setup Guide |
|
Edit Project Name |
|
Archive a Project |
|
Add a Relationship Group |
Glossary
Group Reports
|
Generate 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) |
Language Translations
|
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 |
Project Management Features
Project Settings and Advanced Settings
Raters
|
Adding raters to a project in the administrative tool |
|
Allow Raters to view their past comments for a given Target |
|
Allow Download of Previous Review |
|
Changing a rater's relationship group |
|
Changing a rater's review status |
|
Review Statuses for Raters and Targets |
|
Changing a Rater's email address |
|
Resend a rater their login information |
|
Reset login information for a Rater or Target |
|
Lock Finished Surveys |
|
Voluntary Feedback Advanced Setting |
|
Self-Evaluation Dependent Feedback |
|
Delete Raters |
|
Log in as a User |
|
Configure the Manager Relationship Group |
Register for Training
Report Distribution
Report Generation
|
Generate a Target's report |
|
Generate your reports in any language |
|
Export data from projects |
|
Download PDF report form |
|
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
|
Customize your report components |
|
Convert scores to percentages in reports |
|
Show percentile and quartile results in your reports |
|
Report filtering settings |
|
Customize reports for different languages |
|
Summarize key phrases in comments for a Target |
|
Pool rater groups on a report |
|
Configure benchmark scores for feedback reports |
|
PDF report security features |
|
Turning on or off sentiment analysis for comments |
|
Comparison Reporting _ Previous Project Configuration |
Report Templates
|
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 |
|
Delete a report template |
|
Standard Report Calculation Reference Guide |
|
Apply a design to a report template |
|
Comparison Reporting |
|
Add an image to a report |
Review Content
|
Use competencies from EchoSpan's library to create your review |
|
Use custom review content to create your review |
|
Add competencies from your custom library to a review |
|
Competency descriptions and instructions |
|
Associate Custom Competency with EchoSpan Reading Suggestion Topic |
|
Add self-evaluation text for any review item |
|
Reorder the review items in a project |
|
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-accounts
|
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 |
Targets
|
Adding targets to a project |
|
Display Rater Response Summary on Target Dashboard |
|
Allow targets to select their own raters |
|
Duplicate Targets Rater list for Admins and Targets |
|
Phases to turn ON if Targets are selecting their own Raters |
|
Queue invitation and reminder emails for targets to select their 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 email address |
|
Transfer a target from one project to another |
|
Start or Stop feedback for individual Targets |
|
Request or Assign a Self-Evaluation |
|
Auto-fill Rater List |
Technical Resources
Training Videos
|
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 Setup
|
Development planning overview |
|
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 |
Pulse Surveys (Rel 7.81)
Pulse Surveys
Annual Hosting and Support
Account Management
360-Degree Feedback
Other Links
Phone: 404-496-4096
Toll Free: 888-300-9978
Fax: 404-496-4096
Toll Free: 888-300-9978
Fax: 404-496-4096
Copyright 2023 EchoSpan, Inc.
NEU-PRD-WEB01
Our website uses cookies
Cookies enable us to provide the best experience possible and help us understand how visitors use our website. By browsing EchoSpan, you agree to our use of cookies.
Cookies enable us to provide the best experience possible and help us understand how visitors use our website. By browsing EchoSpan, you agree to our use of cookies.