Product Guides: 360-Degree Feedback

Create review invitations for Targets and Raters

A review invitation is the email a Target or Rater will receive inviting them to participate in the 360 review process. This email is queued automatically for Targets and Raters upon adding them to the system, though there are a few exceptions.

Target Self Evaluation Invitations:

  • Self-evaluation invitations are queued for Targets when they are added to a project.
  • If your project settings allow targets to select their own Raters, the invitation to complete their Rater list will also be queued.
  • Exception: If you have email handling set to Real Time from theSetup >> Project Settings drop-down menu , emails to Targets added individually from the admin tool will go out immediately.

**If you are manually queuing the Target Self-Evaluation Invitations you can utilize one of the below options:

1. Queue the self-evaluation invitations using the " Create Email Messages Now " button which is located at Email >> Edit Email Templates. Using this feature will queue self-evaluation invites for all active targets.

2. Alternatively, you can queue Self-Evaluation Invitations by going to Raters >> Manage:

  • From the drop-down menu, select Raters >> Manage.
  • Click the alarm clock icon at the top of the page and then select the type of email message you want to create.
  • If you are only sending messages to a select number of individuals, check the box next to the names of the Raters you want to create email messages for, then click the button to create and send messages for "Selected Recipients".
  • If you wish to create the email messages for ALL qualified recipients, click the button to create and send messages for "All Approved/In-Progress Raters".
  • Lastly, go to Email >> Queued Messages to review and send the emails.

Rater Review Invitations :

  • Rater review invitations are queued for Raters as they are added to a project for each target they need to review. If you would prefer to send summary invitations click here .
  • To send the messages from the queued email box go to the Email menu option >> Queued Messages. Then, you can select to send all messages or just send the ones you have selected using the box next to each participants name.

**If you are manually queuing the Rater Review Invitations, you can utilize one of the below options:

1. Queue the rater review invitation using the " Create Email Messages Now " button which is located at Email >> Edit Email Templates. Using this feature will queue rater review invites for all eligible raters.

2. Alternatively, you can queue Rater Invitations by going to Raters >> Manage:

  • From the drop-down menu, select Raters >> Manage.
  • Click the alarm clock icon at the top of the page and then select the type of email message you want to create.
  • If you are only sending messages to a select number of individuals, check the box next to the names of the Raters you want to create email messages for, then click the button to create and send messages for "Selected Recipients".
  • If you wish to create the email messages for ALL qualified recipients, click the button to create and send messages for "All Approved/In-Progress Raters".
  • Lastly, go to Email >> Queued Messages to review and send the emails.

Last updated: Wednesday, August 3, 2016
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