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360 assessment

Introduction

1.This module allows conducting 360 assessments, 180 assessments, and any other assessments where people evaluate other people.

2. The application implements a three-level model to describe various competency models.

Level 1 - competence. For example, "Teamwork".

Level 2 - Manifestation indicator. For example, for the "Teamwork" competence: "Shows interest in colleagues' opinions", "Quickly establishes contact and maintains partnerships", etc.

Level 3 - assessment. It can be any value: 1, 2, 3, 4, 5; or "Manifests", "Does not manifest"; or "Good", "Average", "Excellent", etc.

Any values can be set at each level.

If a company uses a two-level model "Competence-Assessment", then when creating a competence, manifestation Indicators will not be added, and the competence itself will be assessed directly.

In the Competence management module, the choice between a one- or two-level model is made by activating the toggle switch for each competence:

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3. General assessment procedure

3.1.  In the Competence management module:

  • Create a competency model;
  • Add a rating scale to be used for assessing the evaluated individuals.

3.2. . Creating the assessment itself in the Settings - 360 Assessment section.

  • Assessment setup.
  • Selection of evaluated individuals and evaluators. Evaluated individuals are always added by the moderator. Evaluators can be formed in two ways:
      • The moderator forms the list of evaluated individuals, adding each evaluator individually for each evaluated person. Subordinates or managers can be pulled from the organizational structure.
      • Evaluators form the list themselves. This option is activated. Then, evaluated individuals will see a task in their Personal account under My assessments to form the list of evaluators and select a coordinator for this list.
  • Selection of competences and the rating scale. Competences can be pulled from the competence block profile. The Profile, competence blocks, and scale are pre-configured in the Competence management module.

3.3. . The status of list formation and the assessment itself can be viewed in the Results tab.

3.4. fter completing the assessment, results will be available in the Results tab and in the Reports section.

Creating an assessment

1. To create a new assessment, click onimage.pngimage.png

2. Fill out the card:

  • Name, description of the assessment.
  • Select:
    • How to assign tasks (only for Bitrix 24).
    • Whether to publish or not publish the assessment results in the evaluated individual's Personal account.
    • Whether to hide or not hide evaluator data.
  • Select the assessment dates. These dates are informational and do not affect anything.

3.  Form the lists of evaluated individuals and evaluators. The list of evaluated individuals is always added by the moderator. The list of evaluators can be formed in two ways:

  • By the moderator.
  • Launch the mechanism for evaluated individuals to form the evaluator list themselves.

4. The mechanism for evaluated individuals to form the evaluator list is as follows:

The moderator adds the list of evaluated individuals and activates the function

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Fills out all other sections of the assessment  image.pngimage.png

 and saves it without publishing: image.pngimage.png

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The evaluated individual will see the following element in their Personal account under My assessments:

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Click the Plus icon. A window for forming the evaluator list will open:

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In this window, select evaluators and coordinators for this list.

The coordinator is typically the immediate manager.

The coordinator will see a task in their Personal account under My assessments, subsection 360 Assessment requests, to approve the evaluator list:

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Open the task and approve or reject the list:

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The Coordinator can also make changes to the list.

The moderator can see all ongoing assessments where lists are being formed by evaluated individuals with current statuses in the Assessment section under List statuses.

Select evaluated individuals and send a system notification reminder.

After the lists are formed and approved for all evaluated individuals, the assessment in the Assessments section for the moderator receives the status Approved:

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The moderator can open the assessment and publish it:

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Set the "Publish 360 assessment" element to active and click the Save button.

All evaluators will receive an assessment task in their Personal accounts under My assessments.

5. Select the competences and the rating scale for the assessment.

When selecting a competence, competence block, or profile to add to the assessment, remember to click the Plus icon.

Added competences will appear below.

6.After filling out all sections, set the Publish Assessment toggle switch to active and save. The assessment is published. Evaluators will see the assessment task in their Personal Accounts under My Assessments.

Conducting the assessment

After creating and publishing the assessment, employees who are evaluators will see this assessment in their Personal account under My assessments - tab I am the Evaluator.

To assess, click on the assessment name and evaluate the employee using the proposed competences, selecting assessments from the list.

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Comments can be entered at the end, which will appear in the general report.

Assessment results

Assessment results are only available to the moderator. To view them, open the assessment and the "Results" tab. Results may also be available to the evaluated individual if this setting was activated during assessment creation.

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Results are presented as a table with assessments given by each evaluator for each competence.

The application automatically generates a chart.

Additionally, in the Reports section, by selecting the 360 assessment report, the moderator can build reports for multiple employees and export them to PDF or Excel formats.

Responses from one or several evaluators can be deleted. Click the "Delete responses" button and select those whose responses will be deleted.

360 assessment FAQ

Can multiple rating scales be used in one assessment?

No, only one rating scale can be used in a single assessment.

1. This module can be used to conduct 360 Assessments, 180 Assessments, and any other types of assessments where some people evaluate others.

2. The application implements a three-level model, which can be used to describe various competence models.

Level 2 - Manifestation Indicator. For example, for the competence "Teamwork": "shows interest in the opinions of other colleagues", "quickly establishes contact and maintains partnership relations", etc.

Level 3 - Assessment. It can be any: 1, 2, 3, 4, 5; or manifests, does not manifest; or good, average, excellent, etc.

At each level, any values can be specified.

If the company adopts a two-level competence model "Competence-Assessment", then when creating a competence, manifestation indicators will not be added, and the competence itself will be assessed directly.

In the competence management module, the choice between a single- or two-level model is made by activating the slider in each competence:

3. General Assessment Scheme

  • Create a Competence Model;
  • Add a rating scale for the evaluated individuals.
  • 3.2. Creating an Assessment Directly in the Settings - 360 Assessment Section

  • Assessment Settings.
  • <p><strong>Selection of Evaluatees and Evaluators.</strong> Evaluatees are always added by the moderator. Evaluators can be formed in two ways:</p> <ol> <li>The moderator forms the list of evaluatees. Adding each evaluator to the evaluatee individually. It is possible to pull from the subordinate structure, the manager.</li> <li>The evaluators themselves form the list. This option is activated, then in the evaluatees' Personal Account, in the <strong>My Assessments</strong> section, a task appears to form the list of evaluators and select the coordinator for this list.</li> </ol>
  • Selection of competencies and rating scale. Competencies can be pulled from the profile of the competence block. Profile, competence blocks, and rating scale are pre-entered in the Competence Management module.
  • 3.3. The status of the list formation and the assessment itself can be viewed in the Results tab.

    3.4. After the assessment is completed, the results will be available in the Results tab and in the Reports section.

    1. To create a new assessment, click on

    2. Fill out the card:

  • Assessment Title, Description
  • <select> <option>How to set tasks (Bitrix24 only)</option> <option>Publish or not publish <b>Assessment</b> results in the <b>Testee</b>'s <b>Personal Account</b></option> <option>Hide or not hide <b>Evaluator</b> data</option> </select>
  • Select the assessment dates. The dates are informational and do not affect anything.
  • 3. Generate lists of evaluatees and evaluators. The list of evaluatees is always added by the moderator. The list of evaluators can be generated in two ways:

  • Moderator
  • Initiate the mechanism for generating the list of evaluators by the evaluatees themselves.
  • 4. The mechanism for forming the list of evaluators by evaluatees is as follows.

    Moderator adds the list of evaluated and activates the function.

    Fills in all remaining assessment sections and without publishing the assessment

    preserves it:

    It is necessary to click on the plus sign; a dialog box for forming the list of evaluators will open.

    In this window, it is necessary to select the evaluators and coordinators for this list.

    As a rule, the immediate supervisor acts as the coordinator.

    In the coordinator's personal account, in the My Assessments section, under the 360 Assessment Requests subsection, a task for approving the list of evaluators will appear.

    It is necessary to open it and approve or disapprove the list:

    In this case, the Coordinator can also make changes to the list.

    In the moderator's section under Assessment, in the Statuses of Lists tab, all current assessments are displayed where lists of evaluated individuals are being formed with the current statuses:

    You can select the evaluated individuals and send a system notification - reminder.

    After the lists are formed and approved for all assessed individuals, the assessment in the <span lang="en">Assessment</span> section for the moderator receives the status <span lang="en">Approved</span>:

    The moderator can open the assessment and publish it.

    For this element, the "Publish 360 Assessment" is set to the active state and the "Save" button is clicked.

    All evaluators will receive an assessment assignment in their Personal Accounts under the "My Assessments" section.

    5. Select the competencies and the rating scale for the assessment.

    Added competencies will be displayed below.

    6. After filling out all sections, move the Publication status slider to the active position and save. The Assessment is published, and a task to conduct the assessment will appear in the My Assessments tab of the Evaluators' Personal Accounts.

    Conducting Assessment

    After creating and publishing an assessment, the employees who are evaluators will see this assessment in their Personal Account, in the My Assessments section, on the I am an Evaluator tab.

    To perform an assessment, click on the assessment name and evaluate the employee using the proposed competences, selecting assessments from the list.

    At the end, you can enter comments that will be reflected in the general report.

    Assessment results are available only to the Moderator. To do this, it is necessary to open the Assessment and the "Results" tab. The Assessment may also be available to the Assessed if the corresponding setting was activated when the Assessment was created.

    The assessment results are presented in a table with scores given by each evaluator for each competence.

    The application automatically generates a diagram.

    In addition, in the Reports section, by selecting the 360 Assessment report, the moderator can generate reports for multiple employees and export them in PDF or Excel formats.

    It is possible to delete the responses of one or more evaluators. To do this, click the "Delete Responses" button and select those whose responses will be deleted.

    Frequently Asked Questions
    Question: Is it possible to use multiple Rating Scales in a single Assessment?
    How to conduct a 360 Assessment of employees?

    Answer

    The application allows creating a two- or three-level Competence model. Level 1 - Competence. For example, "Teamwork". Level 2 - Manifestation Indicator. For example, for the "Teamwork" Competence, "Shows interest in colleagues' opinions", "Quickly establishes contact and maintains partnership relationships", etc. Level 3 - Assessment. It can be any type: 1, 2, 3, 4, 5 or demonstrates, does not demonstrate, etc.

    That is, the competence model can be:

  • competence and rating scale;
  • competence - manifestation indicators and rating scale.
  • The general assessment scheme is as follows:

    1. In the Competence Management module

  • Create a Competence Model; Add a Rating Scale by which Evaluated individuals will be assessed.
  • 2. Creating the Assessment Directly in the Settings - 360 Assessment Section

  • Assessment Setup
  • <p><strong>Selection of Evaluatees and Evaluators.</strong> Evaluatees are always added by the moderator. Evaluators can be formed in two ways:</p> <ol> <li>The moderator forms the list of evaluatees. Adding each evaluator to the evaluatee individually. It is possible to pull from the subordinate structure, the manager.</li> <li>The evaluators themselves form the list. This option is activated, then in the evaluatees' Personal Account, in the <strong>My Assessments</strong> section, a task appears to form the list of evaluators and select the coordinator for this list.</li> </ol>
  • Selection of competencies to be assessed and rating scales. Competencies can be pulled from the Competence Profile. The profile, competencies, and scale are pre-entered in the Competence Management module.
  • 3. The status of the list formation and the assessment itself can be viewed in the Results tab.

    4. After completing the assessment, the results will be available in the Results tab.

    Question: Why can't I select competencies for the 360 Assessment?

    Answer:

    To select a competence in a 360 Assessment, it must be published.

    Question: Which competence model does the system support for conducting assessments?

    Answer:

    The Brusnika.LMS system supports a three-level competence model but can also operate with a two-level model.

  • Level 1 - Competence: The general name of a skill or quality, for example, "teamwork".
  • Level 2 - Manifestation Indicator: Specific actions or behavioral patterns demonstrating the competence, for example, "shows interest in the opinions of other colleagues."
  • Level 3 - Assessment: The scale used to assess manifestation indicators or the competence itself, which can be of any type (e.g., 1-5, "demonstrates/does not demonstrate", "good/average/excellent"). If a company uses a two-level model ("Competence-Assessment"), indicators are not added, and the competence is assessed directly. The model selection is configured in the competence management module.
  • Question: What is the overall scheme for conducting a 360 Assessment?

    Answer:

    The process of conducting a 360 Assessment consists of several main stages:

  • Preparation in the "Competence Management" module: Creating a competence model and adding a rating scale.
  • Creating an Assessment in the "Settings - 360 Assessment" Section: Configuring Assessment Parameters, Selecting Evaluated and Evaluators, and Defining Competences and Rating Scale.
  • Formation of Lists and Conducting Assessment: Lists of evaluators can be formed by the moderator or by the assessed individuals themselves with subsequent coordination. After the assessment is published, the evaluators fill out the forms.
  • Viewing Results: The status of list generation and assessment results are available to the moderator in the "Results" tab and in the "Reports" section. Results may be available to the evaluated individuals if configured.
  • <p><strong>Question:</strong> How are the lists of evaluated and evaluators formed?</p>

    Answer:

    The list of evaluated individuals is always added by the moderator. The list of evaluators can be formed in two ways:

  • By Moderator: The moderator manually assigns each evaluator to each evaluated, with the option to pull data from the subordinate or manager structure.
  • Self-Assessed: This option allows the assessed individuals in their Personal Account to independently form the list of those who will assess them, as well as to select a Coordinator (usually their immediate supervisor). After the assessed individuals form the lists and the Coordinators approve them, the moderator publishes the Assessment.
  • Question: Where are the assessment results displayed and who has access to them?

    Answer:

    <p><strong>Assessment results</strong> are available to the <strong>moderator</strong> in the <strong>"Results"</strong> tab within the <strong>assessment</strong> itself. The <strong>moderator</strong> sees a table with the <strong>scores</strong> of each <strong>evaluator</strong> for every <strong>competence</strong>, as well as an automatically generated chart. Furthermore, the <strong>moderator</strong> can generate reports for multiple employees in the <strong>"Reports"</strong> section and download them in PDF or Excel formats. The results can also be available to the <strong>evaluated</strong> employee if the corresponding setting was activated when the <strong>assessment</strong> was created. The <strong>moderator</strong> also has the ability to delete the <strong>answers</strong> of one or more <strong>evaluators</strong>.</p>

    Question: Is it possible to use multiple Rating Scales in a single Assessment?

    Answer:

    No, within a single assessment, only one rating scale can be used. This ensures uniformity and comparability of results within that specific assessment.

    Question: What to do if it is not possible to select Competences for a 360 Assessment?

    Answer:

    If you encounter difficulties selecting competences when creating a 360 Assessment, ensure that all required competences have been previously published in the "Competence Management" module. Only published competences are available for selection in the assessment settings.

    Question: What assessment data can be hidden or published?

    Answer:

    When creating an assessment, the moderator can select the following options affecting data confidentiality and availability:

  • Publication of results in the testee's personal account: It is possible to configure whether the assessment results will be available directly to the evaluated employee.
  • Hiding Evaluator Data: It is possible to hide the names or information of evaluators to ensure anonymity and promote more honest responses.
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