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A Guide to Using the 360 Multi Rater Module

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Before implementing the HRplus 360 Multi-Rater Module, it’s important to prepare key data points for a smooth and efficient review process. An HRplus implementation consultant will guide you with questionnaires and templates to capture the necessary information during setup:

  • Reporting Relationships: Ensure all reporting relationships are correctly set up to support workflows like leave approvals, performance reviews, and organizational chart generation.
  • Competency Framework: Define the competencies for evaluation, create competency levels, and link them to the company. At least one default competency should be selected for grouping 360 questions.
  • Rating Scales: Establish a consistent rating scale with descriptive categories (e.g., "Almost Never," "Often") mapped to point values. Set up overall rating bands for final qualitative ratings.
  • 360 Questions: Develop questions aligned with competencies, choosing the appropriate question types (e.g., rating scales, open-ended), and assign them to relevant reviewer groups (e.g., peers, managers).
  • Teams and Member Groups: Define participating teams and member groups (e.g., self, peers, managers) and assign employees accordingly to ensure everyone understands their role in the review process.
  • HR Events: Set up HR events to manage the 360 process, including event details, responsible administrators, and status notifications for participants.

With the support of an HRplus implementation consultant and the provided tools, your organization will be well-prepared to streamline the setup and ensure a seamless and effective 360 Multi-Rater process.

Steps Description
Step 1 Set Up Reporting Relationships
  Personnel>>Personnel>>Positions>>All Positions (Filled and Vacant)>>[Select Company]>>[Select Employee]>>Edit Position Supervisor
  Reporting Relationships
  • Managers and direct reports can rate each other’s competencies. Therefore, the reporting relationships (direct supervisors) must be set up.


Step 1: Set up Reporting Relationships

Step 2 Setup Competency Framework
  Personnel>>Setup>>Organisation>>Qualifications-Related-Codes>>Competencies>>Competencies
  Competencies
  • Competencies are used to group 360-degree feedback questions to ensure a comprehensive evaluation of key performance areas.


Step 2: Competencies

Step 3 Setup 360 Multi Rater Parameters
  Talent Management>>360 Multi-Rater>>360 Multi-Rater Setup
  360 Ratings
  • Rating Standards and corresponding Points.


Step 3.1: 360 Ratings

  360 Overall Ratings
  •  Overall Ratings.HR


Step 3.2: Overall Ratings
 

  360 Questions
  • 360-Degree feedback questions are designed to gather comprehensive feedback from various perspectives, including self-assessment, peer and team reviews, manager evaluations, and customer feedback.


Step 3.3: 360 Questions
 

  360 Options
  • 360 options allow you to configure features to be visible or hidden.


Step 3.4: 360 Options

Step 4 Setup Multi-Rater Teams
  Talent Management>>360 Multi-Rater>>360 Multi-Rate Setup>>Teams>>[New Member Group]
  Member Groups
  • All teams will belong to one or more member groups. These groups inform the responsibility of the team by its very name.
  • The member groups differ for cross-functional and non-cross-functional teams.


Step 4.1: Member Groups

  Non-Cross Functional teams
  • These teams are specific to a Department and comprise employees within the same department in one company.


Step 4.2: Non-Cross-Functional Teams

  Cross Functional Teams
  • These teams comprise employees from any department in the organization. The team is usually time-specific and employees with the required knowledge, skills and abilities are selected to work on the project until completion.


Step 4.3: Cross-Functional Teams

Step 5 Select Questions
  Questions
  • Select the questions on which the team members will be rated.


Step 5: Questions

Step 6 Select Employees
  Employees
  • Select the employees who are members of the various teams.
  • For both cross-functional and non-cross-functional teams, the employee list displays employees by Company and Department.
  • Based on the team (Peers, Project Team, Self), the system will create and display the appropriate number of records.


Step 6: Select Employees

Step 7 Set Up HR Events
  Talent Management>>HR Events>>Manage Events>>Events
  Set up the 360 Multi-Rater Event
  • Set up the HR Event to control and manage the 360 degree reviews. This is done for both cross-functional and non-cross-functional teams.
  • The 360 Multi-Rater HR event is an automated event that is managed by HR or the manager. When the event is set up and the record saved, the system does the following:
    1. creates all the relevant records e.g. the 360 review records – reviewer and reviewee.
    2. displays the records according to their Event Status based on the colour-coded legend e.g. all records that have been Started will be shown in blue.
    3. sends reminders to the employee’s Inbox re the status of the 360 Multirater HR Event.
    4. creates the appropriate records so that employees, on login, can perform the 360 degree reviews (Home>>My HR Events>>360 Multi Rater).
  • Define the ‘views’ that are allowed: check the relevant boxes to allow employees or managers or team leaders to see their reviews..


Step 7: Multi-Rater Event

Step 8 Conduct the 360 Reviews
  Home>>My HR Tasks>>360 Reviews
  Rate Employees
  • On logon, all participating employees will be able to access the employee records that they have to review.
  • At this point, HR has the responsibility of acting as Customer and performs the review for this member group. (Future Feature).
  • Managers review their direct reports.
  • Team Leaders review their team members.
  • Employees review each other and their managers/team leaders based on the member group to which they belong.


Step 8:

Conduct a review of Another Employee

Conduct a Self-Review

Step 9 View the 360 Summary
 

HR:
Talent Management>>HR Events>>Manage Events>>Events>>[Select Event]>>[+]>>360 Review
Talent Management>>360 Multi-Rater>>360 Multi-Rater Summary>>[Select Company]>>[+]>>Summary

Employee:
Home>>My Performance>>My 360 Reviews

Managers:
User Self Service>>Manager>>Talent>>360 Multi-Rater (for Direct reports)

User Self Service>>Manager>>Talent>>Team Members Review (for Cross Functional Team members)

Team Leaders (cross-functional teams):
User Self Service>>Team Leader>>360 Multi-Rater

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