INTERNAL USE ONLY Advanced Search You can search for a desired participant by typing a name or email address into the Search bar, or you can make use of the Advanced Search feature. * Navigate to the Participants tab. * Select the Participants section. * Click Advanced Search . * Choose from a list of crite…
INTERNAL USE ONLY Participant Dropdown Options When you hover over a participant and click the dropdown, the participant dropdown menu appears to the far right. OPTIONS FOR A SINGLE SUBJECT * Login: Log into the subject’s Participant Portal . * View Report: View the subject’s report. If you click the email i…
INTERNAL USE ONLY Managing Participants In addition to the features described above, you can generally manage your participants by checking them off. Clicking the box to the left of the dropdown menu selects all of the participants on a page. Once you select participants you want to edit, you can click the dropdo…
INTERNAL USE ONLY About the Participants Tab You can manage the people taking your 360 survey by navigating to the Participants section of the Participants tab. In addition to accessing a number of tools , you can search and edit participants in this section. Subsections There are three subsections to the Pa…
INTERNAL USE ONLY Differences between Subjects and Evaluators Subjects are the participants being evaluated in your 360. Evaluators are the participants who evaluate a subject. It is possible to be a subject and an evaluator at the same time. For example, I may evaluate you, but then my manager evaluates me, making …
INTERNAL USE ONLY Preparing Your Subjects File GETTING A TEMPLATE FILE * Go to the Participants section of the Participants tab. * Make sure you are in the Subjects subsection. * Click Add Subjects . * Select Import Subjects . * Click Example CSV to download a template file. PREPARING THE FILE * Kee…