Subject and Evaluator Participant Lists
What are your Subject and Evaluator Participant Lists?
Your Subject Information file is a CSV spreadsheet file with all the people (subjects) you would like to include in the 360 assessment. (Note: self evaluations will be automatically included in our system).
Your Evaluator Information file is optional: if you want to pre-assign who evaluates your participants (subjects), then you will also need a CSV spreadsheet with Evaluator information. This option is only necessary if you’re not allowing people to self-select who evaluates them in their assessment, but instead want to pre-designate who should evaluate subjects in your assessment.
What should good participant lists include?
This Subject Information file will need to include the following columns:
- First Name for each subject being assessed
- Last Name for each subject being assessed
- Email address for each subject being assessed
- Optional: additional Metadata columns with any information on the subject you’d like, such as Team or Role information, each in a separate column. Change the column names in the spreadsheet from “Metadata1”, “Metadata2” to whatever you would like (e.g., “Team”, “Role”), and add additional columns if you would like.
If you choose to also use an Evaluator Information file, it should contain the following information:
- First Name for each evaluator, per subject they are assessing (they can be listed multiple times)
- Last Name for each evaluator, per subject they are assessing (they can be listed multiple times)
- Evaluator email address, per subject they are assessing (they can be listed multiple times)
- Subject email address of the subject being assessed (they can be listed multiple times)
- The relationship that the evaluator is to the subject (e.g., Manager, Peer, Direct Report, Other). You can change the wording of these relationships as you like. In the example Evaluator Information file below, Jane Smith (the evaluator) is John Doe (the subject)’s direct report.
Each evaluator will need to be repeated on the sheet for as many subjects as they are evaluating.