This article is intended for administrators.
Your users are on the base, your template is ready, now it's time to launch your 1st review cycle!
To do this, go to : 360 Feedback > Campaign > + New review cycle. In 6 steps, your review cycle will be launched :
- 1️⃣ Choose the review cycle type and give it a name📍
- 2️⃣ Select the participants and the reviews' responsible 🤓
- 3️⃣ Select the template 📁
- 4️⃣ Set options 📆
- 5️⃣ Customize the emails sent at campaign launch 🖍
- 6️⃣ Launch the review cycle 🚀
💡 Note : People added to Elevo will only be invited to the platform once they are involved in a review cycle (via email notification).
1️⃣ Choose the review cycle type and give it a name📍
2️⃣ Select the participants and the reviews' responsible 🤓
You have several options for adding participants:
- Add them one by one using the checkmarks,
- Add everyone,
- Add them with filters (here to learn more about using filters).
You can then define the person responsible for the review:
- the direct manager of the participants,
- an Admin,
- a specific person.
💡 Note: Even if the participants' direct manager is not responsible for the review, he or she will have access to the entire content of the review via the My Team tab.
This is also where you can set the visibility of the 360° feedback.
3️⃣ Select the template 📁
You can either choose a previously created template or use the Elevo's example templates.
You can choose the same template for all participants, or assign a different template depending on the participant's profile.
4️⃣ Set options 📆
- Automatic addition of N-1s as peers
This option is particularly suitable for the Manager Survey use case and saves you valuable time.
- Definition of campaign deadlines
This date is informative and conditions the follow-up emails but is not blocking in the tool. Nevertheless, the campaign will remain open as long as an administrator has not archived it.
- Peer selection by the reviewee
You will be able to enter instructions for the nomination of peers.
5️⃣ Customize the emails sent at campaign launch 🖍
You can personalize the emails sent to the appraisees and peers at the launch of the campaign. This allows you to:
- Adjust the content and tone for different types of interviews,
- Adapt to the language of the recipients with French and English versions,
- Make the email more lively with the text editor and variables.
Learn more: Personalize emails sent at campaign launch.
6️⃣ Launch the review cycle 🚀
Once the campaign is launched, the email notification set up in step 5 will be sent automatically to all participants.
You can also prepare your review cycle and launch it at another time. It is automatically saved and will be notified as Draft in the Review cycles tab.
⚠️ Attention: If you are running test campaigns, please contact Elevo Support to request their removal before launching your real campaigns. Otherwise, they may interfere with the real campaigns and it may not be possible to delete them.
➡️ Who can choose the peers?
The "Peer selection by the reviewee" option allows the employee to select peers of their choice, which will then be validated by the appraisal manager (after modification if desired). For more details : here.
If this option is not activated, the person in charge of the evaluation will have to select and validate the peers. Peers are systematically validated by the evaluation manager, or an Admin, following these steps.
➡️ How do you select peers?
Reviewee / Reviewers can select peers from the drop-down list, by typing the first few letters of the person's last name/first name.
If the reviewees can suggest peers, instructions/guidance for peer selection can be passed on at the time of campaign launch.
It is advisable to select collaborators who have worked together with the reviewee in the last few months.
➡️ External users: what do they have access to? what will they see?
External users (customers, suppliers, freelancers, etc.) can only participate as peers in a Feedback 360 campaign. Once they have been selected as a peer to give feedback to one of your collaborators, they are invited by email. By clicking on the login link, they will choose a password, and will then have access to a collaborator space in your colors, where they can only give feedback and consult the feedback they have left.
External users are not counted in the number of licenses.
➡️ Can the admin see anonymous responses?
Anonymous responses are only possible in a 360 feedback campaign. If this option is enabled, no one can know who wrote the comments and ratings, not even the admin.
Please note that in order to preserve the anonymity of the responses, the feedbacks of the peers in an anonymous campaign can only be consulted once a minimum of 3 feedbacks have been shared.
Here is the article to learn more about this topic.
➡️ Is it possible to run a test campaign? Can I have fake users to do my tests?
It is possible to do tests. As test campaigns generate emails, we advise you to do your tests within your team.
If you do not have synchronization with an HRIS activated, you can create fake users (in the "Users" tab), provided you have a functional email (to be able to receive the invitation to connect to the platform). Note that each fake user will count as an active license. Don't forget to suspend them at the end of your tests.
Before launching your "real" campaign, it is advisable to delete the test campaigns, especially if objective periods have been created. To do this, we invite you to send your request to email@example.com specifying the name of the campaigns to be deleted.
➡️ How to use dynamic models?
Dynamic templates allow you to assign a different questionnaire depending on a criterion (e.g. manager status or not, the department...).
This option is configurable during the launch of the campaign, when choosing the questionnaire.
The conditions to use the dynamic templates:
- To have several questionnaires,
- Have the assignment criterion present in the Elevo profile of the participants,
- All questionnaires must have the same options (with or without objectives, self-evaluation, ...).
You will find all the additional information to set it up in this article.
➡️ Once it's launched, can I change the template for my campaign?
The settings related to the campaign, which can be modified after the launch, are accessible from the campaign tracking tab: 360 Feedback > Campaign > Click on the campaign.
Here are the parameters that can be modified after the launch of a campaign:
- Campaign name
- Deadlines (evaluated and evaluators)
- Participants (add/remove)
- Form questions - you don't have the hand to do this, so you need to email firstname.lastname@example.org with exactly what you want to change. It is only possible to :
- modify the text of a question/answer,
- add a question/answer,
- modify the title of the campaign.
Here are the parameters that cannot be modified after a campaign has been launched:
- Assignment of template(s)
- Form :
- delete a question,
- modify the options,
- The email sent at the launch of the campaign.