This article provides a detailed guide on how to configure and manage 360 Reviews within the Performance module. The information is intended to help administrators, managers, and reviewers understand the structured peer and multi-rater feedback process.
How to Configure 360 Sections (Admin)
Administrators create and configure a 360 Review section within the Appraisal Module, directly from Appraisal Setup.
360 reviews no longer use phases. To run a 360 review, simply add a 360 section to the appraisal template, and each 360 section has its own start and end date.
Create a 360 Section: When adding a new section to an appraisal template, select the 360 module type and configure it with a title, description, review instructions, start/end dates, and visibility settings (who can view responses: employee, manager, or both).
Add questions from the 360 Question Library: Filter and select existing 360 questions by label from the central question library.
Add ad-hoc questions: Create new questions on the fly with a title, label, and description, without needing to go to the question library separately.
Assign appraisals containing 360 sections: Appraisal templates with 360 sections are assigned and synced to employees, and the 360 section appears correctly in their appraisal.
Mandatory questions configuration: The "All questions are mandatory" setting directly governs both reviewer submission validation and manager approval behaviour.
How do I add a 360 review question as an Admin?
1. Select the Appraisal Section tab.
2. Click the Add New Section button and select 360 Review.
3. Admins configure it with a title, description, review instructions, and start/end dates.
4. Expand the 'Appraisal Section Setting' for visibility settings (who can view responses: employee, manager, or both)
5. In the General Settings section, you have the option to enable whether employees are permitted to add reviewers.
6. Add questions from the existing 360 Question Library or add ad-hoc questions.
⚠️ | Managers can see the 360 section by default. |
⚠️ | Reviewers can ONLY see the 360 section in an appraisal. |
⚠️ | Employee visibility depends on the section settings. |
Reviewer Management and Approval (Manager)
Managers manage 360 reviewers and oversee the progress of 360 sections directly within the Performance Module.
View 360 section progress: Managers navigate to a direct report's appraisal and see the 360 section, including the reviewer list, individual submission statuses, and 360 questions.
Add reviewers: Via a Manage Reviewers modal, managers search and select up to 10 reviewers per section and send them an invite. Email notifications are sent automatically on assignment.
Remove reviewers: Managers remove reviewers who have not yet submitted. Removing a reviewer revokes their access and deletes any in-progress draft data from the section.
Request resubmission: If a manager isn't satisfied with a submission, they request the reviewer revise their feedback by providing a mandatory reason. The reviewer is notified, and their status returns to Resubmission Requested.
Send reminders: Managers send manual reminders to reviewers who haven't yet completed their review.
Approve submissions: Managers approve reviewer feedback. If mandatory questions are enabled on the section, the manager cannot force-approve until all reviewers have submitted.
Skip a section: Managers skip a 360 section where appropriate.
The 360 Reviews Journey (Reviewer)
Reviewers have a dedicated experience for completing their assigned 360 reviews.
360 Reviews list page: Accessible via the left-hand navigation under Performance → 360 Reviews. Reviewers see all their assigned reviews with status indicators (Not Started, In Progress, Completed, Closed, Scheduled), search by employee name or title, filter by status, and sort by key columns.
Review introduction modal: Clicking into a review opens a contextual modal with the employee's photo, a personalised heading, and the review instructions configured by the admin. Clicking Begin Review changes the status from Not Started to In Progress.
Question response page: Reviewers read and respond to all 360 questions in a single view. They save a draft at any time (status becomes In Progress), cancel with confirmation, or submit their completed review.
Mandatory question enforcement: If the section has mandatory questions enabled, reviewers must answer all questions before submitting.
Draft persistence: Saved drafts are stored server-side and restored when the reviewer returns, so they can complete their review across multiple sessions.
Resubmission flow: If a manager requests resubmission, the reviewer updates and resubmits their responses.
What notifications are available for the 360 Review?
360 Review Started: An email is sent to the user notifying them that the 360 review phase has begun. This will trigger on or after the start date of the 360 Review Phase.
360 Reviewer Added: An email is sent to the manager notifying them that their employee has submitted their 360 reviewers. This will trigger when the employee adds their 360 reviewers.
360 Reviewer Approved: An email is sent to the employee notifying them that their nominated 360 reviewer has been approved by their manager.
360 Review Task Assigned: An email is sent to the user notifying them that a 360 review rating task has been assigned to them.
360 Review Task Reminder: An email is sent to the user notifying them that a 360 review task is due.
360 Review Due Date: An email is sent to the user notifying them their 360 review phase is due.
360 Reviewer Rejected: An email is sent to the employee notifying them that their nominated 360 reviewer has been rejected by their manager.
360 Review Task Due: An email is sent to the user notifying them that a 360 review task is due.
⚠️
Please ensure that the appraisal notification is activated before assigning the appraisals. Any new notification will only apply to newly assigned appraisals.
Frequently Asked Questions
1. Who can see the new 360 section experience?+
The new 360 section is available in the modernised Performance Appraisal Module only. Customers must have the new Performance Module enabled to access it.
2. Do existing customers with 360 sections in the old Module need to do anything?+
Yes. All customers are scheduled to move to the new Performance Module by 30 April 2026. For customers who have used 360 in the old Module, this means:
Any 360 reviews that are in progress in the old experience should be completed before 30 April 2026. In flight, 360 during this time will not carry over to the new experience.
Your existing 360 configurations (templates, questions, section setup) from the old experience will not be migrated automatically. You’ll need to recreate your 360 setup in the new Performance experience.
Historical 360 results from the old experience will still be available via the Appraisal 360 Ratings Report in Elmo Reporting or via PDF export
3. Can admins control who sees reviewer responses?+
Yes. Section visibility settings allow admins to configure whether the employee or both employee and manager can view approved reviewer responses. Responses are always hidden from employees until the manager explicitly approves each submission.
4. Can a reviewer be anonymous?+
Reviewer anonymity configuration is not included. Reviewer names are visible to managers throughout the process.
5. What is the maximum number of reviewers per section?+
Up to 10 reviewers can be assigned per 360 section.
6. Can a manager remove a reviewer who has already submitted?+
No. Once a reviewer has submitted their feedback, they cannot be removed from the section. The removal action is only available for reviewers in a Not Started or In Progress state.
7. What happens if not all reviewers submit before the manager wants to approve?+
If the section is configured with mandatory questions, the manager cannot force-approve until all reviewers have submitted. If mandatory questions are not enabled, the manager will see a warning listing incomplete reviewers but can choose to proceed with approval.
8. Is there a rating/scoring component in this phase?+
Ratings are available in the 360 section exclusively. Reviewers in the 360 process are no longer able to provide ratings for the Core Performance Sections (Goals, Competencies, Development Objectives). Please utilise the Multiple Contributors feature for this purpose.
9. Can we set up new 360 implementations for customers before the new 360 is generally available?+
We recommend approaching this carefully given the 30 April 2026 transition to the new Performance Module. Where possible, we encourage teams to defer new 360 implementations until the new 360 experience reaches general availability, to avoid customers needing to reconfigure shortly after going live.
