When you are ready to build your 360 listening event, the first step is to use the Event Builder to create and save your event. Once the event is created, you can proceed directly to completing the remaining phases in the Event Builder or you can come back to complete the event details at a later time.
Note: For an overview of the Event Builder, see the Build Your Listening Program | Overview article.
If Perceptyx has loaded your organization’s Business and Talent Priorities into the platform, you will be prompted to optionally choose the priority you want to address and then choose the type of listening event. The platform presents recommendations based on your business priorities to help you build the most effective event for your purposes. You can choose to build your event without completing this step.
This article walks through:
Create and Save the Event
When creating a 360 event, you are prompted to choose a predefined template that contains best practice questions for available types of 360 events. After you select your template, you need to complete the Overview page to create your event and save it on the platform.
Navigate to the Listen page.
Click Create New Event (top right).
The Business and Talent Priority page appears.
Note: If your organization is not contracted for any Perceptyx-led listening events, your Customer Success Manager can assist with loading Business and Talent Priorities, if you have created them, into the platform.
Note: If you don’t want to select a business and talent priority, click Create an event outside of these Business and Talent Priorities at the bottom of the page.
Click the priority you want to work on and then click Next.
The Listening Type page appears.
Click the 360 Feedback listening event type and then click Start Building (bottom right).
The New Program Event dialog box appears, prompting you to browse available templates or clone an existing event.
Click Browse Templates.
The New Program Event dialog box updates to show available templates.
Click the radio button for the template you want to use, then click Use Selected Template.
The main Event Builder workspace opens, displaying the Overview page.
The top of the page includes an option to change your selected event survey (template). You can change the survey (template) before or after creating the event.
The rest of the page contains the information needed to create the event.
Complete the required (*) fields on the Overview page:
Program Event Name*: Give your event a title.
Assessment Type:
360 Feedback - Collect feedback from multiple sources
180 Feedback - Collect feedback from one source.
Click Next (bottom right).
The event is created and the Event Builder displays the Relationships page. You can progress through the remaining phases or exit and continue at another time. If you want to exit the Event Builder, click Exit (top right). The Listen page appears with your new event added in Draft mode.
Define Relationships
After you complete the Overview phase the next step is to define relationships. Relationships identify the types of people involved in the 360 event process:
Participant (self): The person being evaluated through the 360 process.
Raters: The people who complete assessments about the participant. Raters are organized by the type of relationship (Manager, Direct Reports, and Additional Relationships).
The Relationships page lists the best practice relationships for a 360 event - Self (participant), Supervisor, Direct Reports, and Peers - and their descriptions. None of the relationships are mandatory. You can change relationship titles and descriptions, remove relationships, or add other relationships.
The Relationships page also displays invitation minimums and maximums for each type of relationship. The minimum defines for each relationship the minimum number of raters the participant must nominate (ask to complete an assessment) to start the feedback process; the optional maximum caps the number of raters the participant can nominate. The selections you make here will be reflected in a nomination form the participant will be asked to complete to get the process started.
Modify Relationships
To modify a title/description:
Click the Relationship Title box for the relationship you want to modify and type a new title. This title will appear in the reporting site.
Click the Description box for the relationship you want to modify and type a new description. This description will appear in the nomination form to assist participants in rater selection.
To add a relationship:
Click + Add New and then type a title.
To remove a relationship:
Click Remove for the relationship you want to remove.
Specify Invite Minimums and Maximums
Hover your mouse over the Invite Min box for a relationship and then use the up and down arrows to select a number, or select the current number and type a new one.
Click the plus sign icon next to the Invite Max box for a relationship and then use the up and down arrows to select a number, or select the current number and type a new one. When an Invite Max has been added, a minus sign appears which can be clicked to remove the maximum.
Note: The Min and Max values for the Self relationship are restricted to 1 and cannot be modified.
Specify values for each relationship and then click Next (bottom right).
Your selections are saved and the Settings page appears.
Specify Settings
The Settings page has two options you can toggle on or off (both are on by default):
Auto Fill Nomination: When enabled, the nomination form the participant fills out is automatically populated with information for their manager and direct reports (if applicable). This option is only available if Manager or Direct Reports relationship types were added when defining relationships.
Require a Self Response: When enabled, the participant must complete a self-assessment to be eligible to receive a report.
The bottom of the page shows the minimum number of rater responses required for the participant to be report eligible (based on the values you specified on the Relationships page). The Overall number is the total number of rater responses (of any type not including the self) required for a report to be generated. The other numbers (Supervisor, Direct Reports, etc.) define the minimum number of rater responses required for each relationship to show relationship-specific results in the report. You can change these numbers, if necessary, before moving to the next page.
Leave the Auto Fill Nomination option enabled or turn off the toggle to disable the option.
Leave the Require a Self Response option enabled or turn off the toggle to disable the option.
Review the minimum rater numbers. If you want to change them, hover your mouse over the corresponding box and use the up and down arrows to change the number.
Click Next (bottom right) to save your changes and display the Schedule page.
Schedule the Event
The Schedule page has scheduling options for participants and raters to complete their assessments, for how long the event is open, and for reminders.
Flexible Schedule - Currently the only schedule type available. This option enables each participant to be on their own schedule.
Number of Days Survey is Open When Using Dynamic - When you add participants to the event, you can specify a dynamic event end date, which automatically creates an end date when the participant submits their rater nomination form. The number you enter here defines how many days the event is open after the participant submits the nomination form.
Survey Reminders - The number of days the event is open before reminders are sent to participants and raters. Two reminders are set by default. You can change the number of days, add more reminders, delete individual reminders, or turn off reminders.
To change the number of days for survey duration or reminders, hover your mouse over the corresponding box and use the up and down arrows to change the number of days.
To delete a reminder, click the trash can icon for the reminder.
To add a reminder, click + Add Reminder, click the new reminder box, then type a number or use the up and down arrows to specify a number.
To turn off reminders, turn off the Survey Reminders toggle.
Click Next (bottom right) to save your settings and display the Review page.
Review the Event
The Review page provides a summary of the options specified for your event. If you see something that needs to change, you can click Previous (bottom left) to return to previous pages and make your changes.
When you are ready to launch the event, click Confirm Group Settings.
A confirmation message appears.
Launching locks down some of the settings (the assigned survey [template], assessment type, relationships, and schedule type); however, you can still make changes to the nomination and reporting requirements and scheduled dates.
Click Confirm.
The event is launched and the Participants page appears.
Note: Even though the event is launched, no invitations to complete assessments are sent until you specify the participants for the event, who then nominate raters by completing the nomination form.
For details and step-by-step instructions for adding participants, see the Add Participants to Your Event | 360 article.
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