Adding raters to a project in the administrative tool

Product Guides for EchoSpan 360-Degree Feedback

Raters are individuals that provide feedback to Targets in a 360-degree feedback review. There are there are multiple ways administrators can assign Raters to a Target's review so that they can provide feedback.

Option One:

Upload your raters from an excel spreadsheet.

  1. From the drop-down menu, select Raters >> Import From Excel.
  2. Click the link in the instructions to download the import file that will explain how they should be formatted.
  3. Fill out the Rater tab on the spreadsheet.
  4. Then, copy the data from the excel spreadsheet and paste it into the area provided.
  5. The system will automatically check your excel data for errors and alert you if any exist.

Option Two:

Raters can be added to a project one at a time.

  1. From the Home page of your project, click on a Target's name to proceed to their feedback profile page.
  2. Here you will see a box in the bottom right of the page labeled "Add a Rater".
  3. Enter the Rater's first name, last name, email address, and their relationship to the target.
  4. Click "Submit." 

Option Three:

Upload Raters to a single Target from Excel

  1. From the Home page of your project, click on a Target's name to proceed to their feedback profile page.
  2. Click the Import Raters from Excel icon.
  3. Click the link in the instructions to download the import file that will explain how they should be formatted.
  4. Fill out the spreadsheet.
  5. Then, copy the data from the Excel spreadsheet and paste it into the area provided.
  6. Next, click Preview Upload and the system will automatically check your excel data for errors and alert you if any exist.
  7. Once you’ve confirmed there are no errors, click Upload Selected Raters.
  8. The system will provide a pop-up confirmation once the Raters have been imported successfully.

Option Four (Enterprise Only, requires employee database to be on file):

Import Raters From Database once your Targets are loaded to a project

  1. From the drop-down menu, select Raters >> Import from Database.
  2. Select what type of Raters you want to import from your database.
  3. Select the relationship group you want to assign these Raters to in this project.
  4. Select the status the imported Raters should have by default.
  5. Choose whether you want to queue an invitation email for each Rater.
  6. Click on the "Preview Import list".
  7. If all looks correct, click on the "Import Rater List" button.
  8. You can repeat these steps for each group of Raters you want to import to the project.

Additionally, you can configure projects for Targets to select their own Raters. For more information on configuring your projects for Targets to select their own Raters, please see this article.


Last updated: Tuesday, July 26, 2016
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