Add Participants to Your Event | 360

After you launch your 360 event, you add the participants who will be evaluated. The Participants page in the Event Builder enables you to add participants, track their progress through the nomination and survey periods, and see whether they are eligible to receive a report.

This article walks through:

• Overview of the Participants Page
• Add Participants to a Flexible Schedule Event

Overview of the Participants Page

You use the Participants page in the Event Builder to select participants from your employee data file and add them to the event. Note that your data file and its update cadence are set up by Perceptyx during the initial setup of the platform.

Five tabs across the top of the page enable you to track the progress of your participants and see whether they are eligible to receive a report.

• Pending Participant Invite

The period in which participants are selected and scheduled to receive an invite to the event.

• Nomination Period

The period in which the participants complete the nomination form to select their raters.

• Survey Period

The period in which the raters evaluate the participants and participants, when Self relationship is included, complete the self-assessment.

• Complete - Report Eligible

Shows the participants for whom the event is complete and the minimum response threshold was met to generate a report.

• Complete - Report Ineligible

Shows the participants for whom the event is complete but the minimum response threshold for generating a report was not met. This includes participants who did not submit their nomination form before the nomination deadline date.

As you follow participants through the event cycle you can take actions to help facilitate completion rates that will generate a report - for example, extend the nomination period or survey end date, add or edit raters, or resend invites. 

Add Participants to a Flexible Schedule Event

When you add participants to your event, there are three key dates you specify: 

• Participant Invite Date: The date on which the participants receive their invite to the event. The default setting for this date is Immediately, meaning the participants are sent invites as soon as you add them to the event. The Immediately option moves them directly to the Nomination Period tab. You can specify a future date to send the invites, in which case the participants display on the Pending Participant Invite tab until the invites are sent.

• Nomination Deadline: The date by which the participants must submit their nomination form.

• Survey End Date: The date on which the survey will end for both participants and their raters. The default setting is Dynamic, which means the survey end date is set automatically when a participant submits the nomination form. The number of days used to calculate the end date is determined by the number you specified on the Schedule page. This option provides flexibility for participants to be on different schedules. If you want all the participants to have the same survey end date, you can change this setting and specify a date.

1. Navigate to the Participants phase. 

From the Event Builder:

1. Click Participants in the left panel.  

From Listen:

1. In the Active Events section or the All Events section, click Manage Event for the event you want to work with.

The Event Builder opens, displaying the Participants page with the Pending Participant Invite tab active.

2. Click + Add Participant (top right).

The Add New Participant dialog box appears.

3. If you want to change the invite date, click the Participant Invite Date box and then click the date you want the invites to be sent.

4. Click the Nomination Deadline box and then click a date to specify the date by which participants must submit their nomination forms.

5. If you want to set a specific survey end date, click the Survey End Date box and then click the date you want the survey to end.

6. Click the Search box and type an employee name or email address.

Note: You can also type your organization’s email domain to display your full data file. This enables you to select and add multiple participants at the same time.

7. Select the checkbox for the person you want to add and then click Add Selected Participants.

The participant is added to the event, but the dialog box remains open so you can add more participants - including participants with different invite dates or nomination deadlines, if needed.

8. Repeat the process, if needed, to add other participants and then close the dialog box.

Participants for whom you chose a future participant invite date display on the Pending Participant Invite tab. 

Participants for whom you chose the immediate participant invite date display on the Nomination Period tab.

For details and step-by-step instructions about managing participants in each of the Participants page tabs, see the following articles:

• 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