Add Participants to Your Event | 360

You add and manage participants on the 360 Administrator page. Perceptyx sets up your 360 and your employee data file, including how often it updates. From there, adding participants and keeping them moving is in your hands.

Opening 360 Administrator

1. Log in to the Perceptyx platform.
2. In the top navigation bar, click Listen.
3. In Live Events, click the 360 tab, or find your event in All Events.
4. On your 360 event, click Manage Event. The 360 Administrator page opens on the Pending Participant Invite tab.

When you're done, click Exit at the top right.

The five tabs

Every participant sits on one of five tabs, depending on where they are in the event. The number on each tab tells you how many people are there right now.

• Pending Participant Invite: participants who've been added but haven't been sent their invitation yet.
• Nomination Period: participants who've been invited and need to pick their raters and submit their rater list by their nomination deadline.
• Survey Period: the raters have been asked to rate the participant, and the participant completes their self-assessment if your 360 includes one. This runs until the survey end date.
• Complete - Report Eligible: the survey has ended and enough people responded to create a report.
• Complete - Report Ineligible: the survey has ended but not enough people responded to create a report. This includes participants who didn't submit their rater list by their nomination deadline.

As people move through the tabs, you can step in to help them get to a report, for example by extending a deadline, adding raters, or resending an invite. The article for each tab covers what you can do there:

• Manage Participants Pending an Invite | 360
• Manage Participants During the Nomination Period | 360
• Manage Participants During the Survey Period | 360
• Manage Report Eligible Participants | 360
• Manage Report Ineligible Participants | 360

Adding participants one at a time

When you add someone, you set a few dates and options for them:

• Participant Invite Date: when they get their invitation. It's set to Immediately by default, which sends the invite right away and puts them on the Nomination Period tab. Pick a future date instead and they wait on the Pending Participant Invite tab until then.
• Nomination Deadline: the date they need to submit their rater list by. This one's required.
• Survey End Date: when the survey closes for the participant and their raters. It's set to Dynamic by default, which sets the end date automatically when the participant submits their rater list. That lets people move on their own schedules. If you'd rather everyone finish on the same day, pick a date.
• Report Release Delay: how long after the survey ends their report is released. Immediately releases it as soon as the survey ends. Depending on your setup, you may also be able to choose a delay of a few days.
• Survey Version: which version of the 360 they get, for example one for front line managers and one for mid-level managers. The versions are set up for your organization, and you need to pick one.

1. On the 360 Administrator page, click Add Participant. The Add New Participant panel opens.
2. Set the Participant Invite Date, Nomination Deadline, Survey End Date, Report Release Delay, and Survey Version.

3. Find the people you want to add. The list shows everyone in your employee data file, or you can search by name or email address.
4. Tick the box next to each person, then click Add Selected Participant.

Anyone with a future invite date shows up on the Pending Participant Invite tab. Anyone set to Immediately shows up on the Nomination Period tab.

Importing a participant list

For a bigger group, importing a list is quicker than adding people one at a time. You fill in a template, upload it, and fix anything that didn't come through.

1. On the 360 Administrator page, click Import Participant List. The Import Participant List panel opens.
2. Under step 1, click Download Template. It's a CSV file.
3. Fill in the template with your participants and save it. Excel or Google Sheets both work.
4. Under step 3, click Choose File and pick your completed template.
5. Click Import Participant List at the bottom of the panel.

You'll see which participants were imported and which weren't, along with the reason for each error. Fix those rows in your file and upload it again, or carry on with the ones that came through. Imported participants land on the Pending Participant Invite tab or the Nomination Period tab, depending on their invite date.

Finding participants in the list

Each tab has a Search Participants box for finding someone by name. To narrow the list down, use a filter:

1. Click Filters, then Add Filter.
2. Tick what you want to filter by: Survey Version, Invite Date, Nomination Deadline, or Report Release Date. Then click Add Filters.
3. Set the value for each filter. The list updates to match.

To start over, click Clear Filters.