2069148 - Reports - Detailed 360 Report - 360 Multi-Rater

Once Graphical View feature has been enabled for your instance it is permissioned to specific people by settings in your 360 Form Template Settings. To enable Detailed 360 Report and set who it is visible to, go to Admin Center > Form Template Settings > [Select the 360 template]. Then search for the permission Detailed 360 Report Permission Control: Use Form XML and Enable 360 Detailed Report Permission for: 

Enable 360 Detailed Report Permission for: 

• Process Owner
• Manager
• Employee
• HR Rep
• Users With Detailed Reports Privilege
• Approvers 
• Manager of Employee`s Manager 

Once enabled, a person with access to the report will now see the Detailed 360 Report link on the 360 form Evaluation Summary. Click the link to open the report.

Use Form XML

SuccessFactors also provides alternative access controls from the above method, similar to how we permission access to features on a Performance Form. If you would like access to the 360 report to be given to roles other than those listed above, then you will want to have your form configured to use the feature "Use Form XML". Use Form XML will replace the above settings, and access to the Detailed 360 Report will be granted based on the hard-coded roles we will add to your master template.

How to access the Detailed 360 Report

Access the Detailed 360 Report in the Evaluation Summary of your 360 form.

Default Display Options in Graphical Summary View

• Show descriptions
• Show comments
• Show rating labels
• Show rating values
• Show ranges
• Show scales
• Expand categories
• Rank
  
  

Finally, you can use both switches together to set the fields you want to display on the report, then hide the Display Options section so employees can’t make changes

Other features at your control in the report

Admin Center > Form Template Settings > [Select the 360 template]:

• Enable Gap Analysis View from Detailed 360 Report
• Enable Rank View from Detailed 360 Report
• Show Display Options in Graphical Summary View
• Calculate the item ratings by sub-item ratings in Detailed 360 Report
• Enable enhanced Detailed 360 Report anonymity
• Display the ratings in Detailed 360 Report with the decimal places which are set in form template
• Display 360 graph axis rating labels
• Hide the link to the detailed 360 report in the En Route and Completed folders until all users have completed the 360

Other 360 Detailed Report Types

1. Rank View
   
   This view lets you see all competencies or behaviors across all categories in a single list, sorted by highest to lowest ratings (or the reverse, lowest to highest) so that you can quickly see what items received the best or worst ratings. To show this Rank View on the report, enable it for the specific 360 form. To do so, go to Admin Center > Form Template Settings > select the Enable Rank View from Detailed 360 Report checkbox. Click Update Form Template.
   
   Ranking Across Sections
   - Provide a way to rank competencies or behaviors that goes across sections (unlike the Graphical Summary View). You cannot rank both competencies and behaviors simultaneously.
   - Be able to rank competencies or behaviors from highest rating first or by lowest average rating first.
   - Be able to rank based on any of the available raters or averages.
   - Make sure ranking is numbered so users can easily find the top 5, 10, etc.
   - Comments are not included in Rank View. It is ratings only.
   
   Using the Feature
   

   To access the Rank View, navigate to the Evaluation Summary for the desired 360. Open the Detailed 360 Report. Click the Rank View button at the top of the window. This will open the new View.

   Within Rank View, the user will have the option of ranking competencies or behaviors. The user will also be able to choose if they want to rank from highest rating to lowest rating, or vice versa. There will also be the option to Expand Categories so you can rank (sort) by individuals' ratings. Rank View will also show the selected order in the "section" title. It will say "Highest to Lowest" or "Lowest to Highest" and number the competencies or behaviors so that you can easily find the "top 10" or "bottom 10" quickly. Simply select which rater or average you would like to order the Rank View by. This view will not include comments. It is simply a rank ordering of competencies or behaviors. No indenting is required.

   
   
2. Gap Analysis
   
   Allows you to see if there is a significance in the ratings between two of the groups of raters.  Note that you can choose the categories or groups that you want to compare. To show or hide the Gap Analysis view, go to Admin Center > Form Template Settings > select the Enable Gap Analysis View from Detailed 360 Report checkbox. Click Update Form Template. 
   
   Details about the different colors shown in the Gap Analysis:
   
   There are 5 possible colors on the gap analysis charts (this applies to the first two columns where you select the two columns to compare).  For the actual gap, it will only be red or green depending on the direction of the gap.  So for the first two columns the change in color depends on the percent of the rating in the scale (e.g. a rating of 3.45 on a 1-5 scale equals 61.25%) and not directly mapped to ratings (so we can support different rating scales with the same 5 colors).  Here’s the breakdown of what percentage the rating represents and what color will be displayed:
   
   
   • 25% and under = red
   • More than 25% up to and including 41% = orange
   • More than 41% up to and including 59% = yellow
   • More than 59% up to and including 75% = light green
   • Everything else (more than 75% and up) = green
   
   
3. Blind Spots and Hidden Strengths Views
   
   Allows you to see where there is a significant difference between how the individual rated themselves compared to all the raters. Please refer to KBA 2265512 on how to configure or hide these report views.