360 Survey Administrator Manual Guide Version: 1.0 Date: August 2009 1 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Table of Content 1 Introduction ___________________________________________________________ 3 2 How to Create a 360 Survey_______________________________________________ 4 2.1 Creating a New 360 Survey _____________________________________________________ 4 2.2 Creating 360 Survey Title_______________________________________________________ 4 2.3 Creating New 360 Survey Question ______________________________________________ 5 2.4 Modifying a 360 Survey Question _______________________________________________ 19 2.5 Deleting a 360 Survey Question ________________________________________________ 20 2.6 Shifting a 360 Survey Question _________________________________________________ 21 3 How to Copy a 360 Survey _______________________________________________ 22 4 How to Copy a 360 Survey Across Company _________________________________ 22 5 How to Setup Ratees-Raters Relationship Type ______________________________ 24 6 How to Add Ratees into a 360 Survey ______________________________________ 24 7 How to Add Raters into a 360 Survey ______________________________________ 27 8 How to Import Ratees/Raters into a 360 Survey _____________________________ 29 9 How to Launch a 360 Survey _____________________________________________ 32 10 How to Configure additional Options in 360 Survey __________________________ 35 10.1 Generating 360 Survey Report ______________________________________________ 35 10.2 Uploading logo in 360 Survey _______________________________________________ 35 10.3 Inserting Domain Masking for 360 Survey _____________________________________ 37 11 How to Send Email Reminder for a 360 Survey ______________________________ 38 11.1 Send to those who have not participated _____________________________________ 38 11.2 Send to all invited participants ______________________________________________ 39 11.3 Send to selected participants _______________________________________________ 40 2 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 1 Introduction 360 Survey is a 360 Degree Feedback System (DFS) that allows for a performance evaluation of a person, team, project or organization by many of the people who work with a person or team, on a project, or in that organization with feedback about the person’s strengths and weaknesses to facilitate career planning and development.. The Superuser of the system will be able to assign 360 Survey administrator role to any users and there can be more than one 360 Survey Administrator. The Superuser will be able to add/remove/edit users in the system, create 360 Survey, add or import ratees/raters, launch 360 Survey, send out email reminders to raters and export 360 Survey results in Normal Format and SPSS Format. The 360 Survey Administrator will be able to create 360 Survey, add or import ratees/raters, launch 360 Survey, send out email reminders to raters and export 360 Survey results in Normal Format and SPSS Format. 3 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 2 How to Create a 360 Survey 2.1 Creating a New 360 Survey From 360 Survey Admin page, click on New Survey to create a new 360 Survey. 2.2 Creating 360 Survey Title Enter the desired survey title. a. Save & Exit – Will create the desired survey title and exit to 360 Survey Admin page. b. Save & Add Questions – Will create the desired survey title and proceed to Create New Question page. c. Cancel – Will abort all changes made to the survey title and exit to 360 Survey Admin page. 4 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 2.3 Creating New 360 Survey Question Click on New Question and select the desired question type. a. Header or Instructions – Enter heading or instructions using this question type. Question Preview 5 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd b. Single Choice (Bullet List) – Enter the desired question. The answer will be shown in bullet list for this type of question. Question Preview 6 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd c. Single Choice (Drop Down) – Enter the desired question. The answer will be shown in drop down list for this type of question. Question Preview 7 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd d. Multiple Choice (Check Box) – Enter the desired question. The answer will be shown in drop down list for this type of question. You can also validate the one line text box. Question Preview 8 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd e. Yes/No – Enter the desired question. The answer option shown will be Yes or No for this type of question. Question Preview 9 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd f. Rating (1 to 2)/ (1 to 3)/ (1 to 4) / (1 to 5) – Enter the desired question. The answer for option (1 to 2)/ (1 to 3)/ (1 to 4) / (1 to 5) will be shown for this type of question. Question Preview 10 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd g. Rating (Matrix) – Enter the desired question. From the drop down option, select the number of rating options desired. The number of options chosen will be shown for this type of question. Question Preview 11 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd h. Bipolar Scale – Enter the desired question. Enter your behavior Indicator. Please choose the number of rating scale for the given behavior indicator. Question Preview 12 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd i. One Line Free Text – Enter the desired question. Enter the desired wordings that you would like the participant to see. Question Preview 13 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd j. Multiple Lines Free Text – Enter the desired question. Enter the desired wordings that you would like the participant to see. Question Preview 14 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd k. Comments – Enter the desired question. Enter the desired wordings that you would like the participant to see. Question Preview l. Insert Page Break – Insert this Question Type if you would like the next Question to be displayed on the next page. 15 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd m. Help Tip - You can place help tip anywhere in the question. To use the help tip, you can insert the keyword between %% and %% within the question anywhere in the survey. The help tip will only work when you launch the survey. Example: 16 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd n. Ratee Ranking – Enter the title of your question and the title of ratee and order table. Indicate the minimum and maximum ratee to be ranked. The ratee ranking will only show when you launch the survey. Question Preview 17 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd o. Ranking - Enter the title of your question , title of item and order table and list of items to be ranked. Indicate the minimum and maximum item to be ranked. The ratee ranking will only show when you launch the survey. Question Preview 18 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 2.4 Modifying a 360 Survey Question To modify a 360 Survey question, from the Creating New 360 Survey Question page, click on the survey question that you would like to modify. Once you have click on the survey question, you will be brought to the Creating New 360 Survey Question page. You can make modifications to all or one of the following i. Question Type ii. Question Title iii. Answer Selection 19 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Click on the following button to make changes to your question or to abort the changes. i. Update – To update the changes that have been made and display the changes you have made in the preview panel. ii. Continue – To save changes made to the survey question and exit to Creating New 360 Survey Question’s Page. iii. Cancel – To abort or changes made to the survey question and exit to Creating New 360 Survey Question’s Page. 2.5 Deleting a 360 Survey Question To delete a 360 Survey question, from the Creating New 360 Survey Question page Checked on the survey question that you would like to delete and click on the Delete button. Click on the OR button next to the survey question. Once the Delete button or shown. button has been clicked, a confirmation message will be 20 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd i. OK – To confirm deletion of the survey question ii. Cancel – To abort cancellation of the survey question. 2.6 Shifting a 360 Survey Question To shift the question sequence of a 360 Survey question, from the Creating New 360 Survey Question page, checked on the survey question’s box, click on the Move up button or Move down button to the position desired. 21 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 3 How to Copy a 360 Survey From 360 Survey Admin page, check on the box next to the 360 survey that you would like to copy and click on the Copy button to copy the selected 360 Survey. Once the Copy button is click, the 360 Survey will be copied and shown at the bottom of the list. 4 How to Copy a 360 Survey Across Company From 360 Survey Admin page, check on the box next to the 360 survey that you would like to copy and click on the Copy to another company button to copy the selected 360 Survey. From the To dropdown list, select the Company that you would like the 360 Survey to copy to. In Please Enter User ID, enter the User ID of the company that you have selected. 22 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Click on the Submit button to copy the 360 Survey over to the Company’s User Account that you have selected. Once the Submit button is click, a confirmation message will be shown at the bottom of the page to notify you that the 360 survey has been copied over successfully. Eg. Company: Paradise Pte Ltd Please Enter User ID: ann The 360 survey will be copied to Paradise Company, and listed in Ann’s 360 Survey list. Note: Before the 360 Survey could be copied across to another company, the Superuser of the system from the other company that you would like to copy to, need to share their directory to your company. (Please refer to Administrator Guide – Directory Administration) 23 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 5 How to Setup Ratees-Raters Relationship Type From 360 Surveys Setup page, enter the Relationship Type desired, and the Maximum Allowed for that desired relationship type. 6 How to Add Ratees into a 360 Survey From 360 Survey Admin page, click on the Ratees icon page. and you will be brought to the Ratee a. Add Ratee from selecting from Ratee List Click on the Alphabet List (A-Z) or All to find the ratee/s that you would like to add 24 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd OR Enter the ratee’s information and click on Search now! button to find the ratee/s that you would like to add. After finding the ratee/s that you would like to add, check on the box of the person you would like to add as ratee/s and click on Submit button to add the ratee/s. b. Add Ratee from Add New Ratee If the ratee you would like to select is not found in the Ratee’s list, cIick on Add New Ratee button. Enter the ratee’s information and click on Submit button to add. 25 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd i. Username – The login name for ratee to login into 360 Survey to add raters ii. Password – The login password for ratee to login into 360 Survey to add raters iii. Retype Password – To reconfirm the password entered in Password field. iv. Email – The email address of the ratee that you would like to add. v. Full Name – The name of the ratee that you would like to add. Once the details have been entered, click on Submit button to add the ratee. After the Submit button is click, you will be brought back to the Ratee List. Click on the Alphabet List (A – Z) or All button to verify that the new ratee that you have just added is selected with a check in the box, beside the ratee’s name. Once the ratee/s that you would like to select has been checked, click on Submit button to add the ratee/s to the 360 Survey. 26 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 7 How to Add Raters into a 360 Survey From 360 Survey Admin page, click on the Raters icon and you will be brought to the Rater page. From the Rater page, you will be able to see a list of ratee/s that you have selected from the Ratee page shown. To show only the desired ratee/s, you can click on the Alphabet List (A – Z) to view ratee/s from that Alphabet or you could enter the desired ratee’s information and click on Search now! button. Click on the Select button, to select the rater/s that you would like to add for the selected ratee. You could enter the rater’s details manually by keying in the Name; Email Address and selects the Relationship Type. After entering the details, click on the Submit button to add the rater. 27 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd OR You could click on the Raters icon to select the rater from the directory list. Select the rater that you would like to add by clicking on the Select button. After selecting/entering the rater from the directory list, select the Relationship Type desired. Once the Submit button has been click, a message will be shown at the bottom to notify you that the rater has been added successfully or there is an error and the rater cannot be added. Note: The Relationship Type drop-down menu is defined in 360 Surveys Setup. The Maximum Allowed for relationship type of the rater is also defined in 360 Surveys Setup. 28 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 8 How to Import Ratees/Raters into a 360 Survey Import allows you to import a list of ratees/raters to the selected 360 Survey. (Import Format: Ratee ID/ Ratee Name/ Ratee Email/ Relationship Type/ Rater Name/ Rater Email) From 360 Survey Admin page, click on the Import icon Page. and you will be brought to the Import Click on Browse button, and select the file that you would like to import, After selecting the import file, click on Upload button. Upload – The selected file will be used for import. Go Back – You will be brought back to 360 Survey Admin page. 29 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Select the Excel table that your ratee/ratee information is located at and click on the Submit button. Submit – The selected table will be used for import. Go Back – You will be brought back to 360 Survey Admin page. Select the columns of the import file to the fields defined and click on the Submit button. Submit – The information from the columns matched, will be imported to the fields. Reselect Table – Will bring you back to the Select Excel table page. Go Back – You will be brought back to 360 Survey Admin page. A confirmation page with the matched columns of the import file to the fields defined will be shown. Click on the Submit button to begin uploading of the data. i. Submit – The information from the columns match, will be imported to the fields. ii. Reselect Table – Will bring you back to the Select Excel table page. iii. Reselect Column – Will bring you back to the Select column page. iv. Go Back – You will be brought back to 360 Survey Admin page. 30 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd After the data have been uploaded, you will be directed to the Upload Finished page with a message – Data Uploaded to Database Successfully. If there are errors encountered during uploading, it will be shown as follows Error messages Error – Unable to locate existing Relationship type: The Relationship Type is not defined in 360 Surveys Setup Reject – Record Exists: The rater’s information has already been added. Reject – Cannot be added as Maximum Allowed for the Relationship Type has exceeded: The maximum allowed for the relationship type has exceed what was defined in 360 Surveys Setup. 31 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 9 How to Launch a 360 Survey Select a 360 Survey that you would like to launch and check on the box next to the 360 Survey and click on Launch button. Enter/Select the details/options desired and click on Launch Now! button to launch the 360 Survey. Anonymous Survey – Rater’s information will not be shown when survey report is generated. Multiple Submission – Rater can login to the survey more than once to make modification to the respond made. Enable Save as Draft - This save as draft button will save the responses of the survey where the participant last completed. To resume the survey, participant need to click on the link again provided in the email. Show Survey hyperlink in Email – Rater will receive the hyperlink for the survey without having to login manually. Thank You page setting - You can choose to show the default thank you page or redirect the page to your own webpage. The thank you page will appear whenever a participant submit its survey response. 32 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Do not Display Question No - When this check box is checked, the question number generated by the system will be disabled. Send Email To Me For Every Reponse Submitted - An email notification will be deliver to sender's email address whenever a response is submitted Message Type - You can choose to launch your email message in text or html format. Rater Login Page Title - Enable you to customize the rater page login title. Allow Ratees to view response rate – Ratee will be able to monitor the number of raters that had participated in the survey. Sending using Text Message Email – Email address of the sender that you would like the raters to see. Name – Name of the sender that you would like the raters to see. Subject – 360 Survey email subject that you would like the raters to see. Message Body – 360 Survey email message that you would like the raters to see. Footer – 360 Survey email footer that you would like the raters to see. Send Test Email to Sender – 360 Survey administrator will receive a test email on how the 360 Survey email message would look like. 33 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Sending using HTML message Email – Email address of the sender that you would like the raters to see. Name – Name of the sender that you would like the raters to see. Subject – 360 Survey email subject that you would like the raters to see. Message Body – 360 Survey email message that you would like the raters to see. Please add [%Ratee-table%] in your message to show the ratee table. (for HTML message you can insert text formatting and image in your email invitation.) 34 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd After the survey is launched, the status bar will change from blue colour to green colour. 10How to Configure additional Options in 360 Survey 10.1 Generating 360 Survey Report To define the format the survey result will be generated in, from Options page, click on selected format desired and click on Submit button. 10.2 Uploading logo in 360 Survey To insert Company’s logo in 360 Survey, from Options page, click on Upload Logo button and click on Browse, select the desired file and click on Submit button. 35 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd After clicking on the Submit button, the Company’s logo will be shown in the preview panel. After the Company’s logo is uploaded into the system, it will be shown in the 360 Survey page that the raters received and in the Rater’s Login page. To remove Company’s logo, check on the box underneath the Company’s logo and click on the Submit button. 36 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Note: The company logo need to be name as logo.gif 10.3 Inserting Domain Masking for 360 Survey To insert Company’s logo in 360 Survey, from Options page, click on Domain Name button enter the URL that you would like the 360 survey to be shown and click on the Submit button. 37 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd If the domain name is not entered, the default domain name used will be www.justlogin.com Note: Please contact Justlogin to obtain a file to place in your web directory before enabling the domain masking option. 11 How to Send Email Reminder for a 360 Survey After the survey has been launched, you can click on the Reminder icon to send out reminder to the participants to remind them to participate in the survey if they have yet to do so. 11.1 Send to those who have not participated Email reminder will be sent to participants who have not participated. Enter the desired survey reminder message that you would like the raters to see. 38 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd 11.2 Send to all invited participants Email reminder will be sent to all invited participants regardless whether the rater has participated in the survey or not. 39 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Enter the desired survey reminder message that you would like the raters to see. 11.3 Send to selected participants Email reminder will be sent to the selected participants chosen regardless whether the rater has participated in the survey or not. Click on the Select button to select the rater that you would like to send the email reminder to. Select the rater that you would like to send the reminder to by checking on the check box next to the rater’s name and click on the Submit button. 40 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd After clicking on the Submit button, you would be directed back to the Select Rater page. After selecting the desired raters that you would like to send the reminder to, click on Next Page button. After clicking on Next Page button, you would be directed to a confirmation page with the list of raters selected. Click on Next Page button to proceed. Go Back – You will be directed back to the Select Rater page Delete – Check on box next to the rater’s name that you would like to remove and click on the Delete button Next Page – The selected raters will be selected and email reminders will be send to them. 41 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd Enter the desired survey reminder message that you would like the raters to see. 42 Proprietary and Confidential copyright © 2007 Justlogin Pte Ltd
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