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Create 360 Feedback

How to create a new 360 feedback form to send to employees in Sage HR for them to complete.

Written by Oliver Cook

If you use the Performance module, you can create 360 feedback. This is a feedback form you can send to employees for them to complete.

📌TIP: We recommend setting up the 360 Feedback feature within your Performance settings before you create a 360 feedback form.

Create a new feedback form

  1. On the main menu, click 360 Feedback.

  2. Click Create 360 feedback form.
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📌TIP: If you want to create a new feedback form that's similar to an existing form, duplicate the form instead of creating a new one.

Configure settings for your feedback form

Here you can create your feedback form. You can amend its general settings, such as:

  • Configure your star ratings

    • How many?

    • Which star ratings require mandatory comments?

    • Do you want the stars to be numbers or a different label? For example, Excellent instead of 5

  • Receive employee feedback anonymously

  • Require approval from a direct manager for the feedback nomination

  • Allow a skip question option

  • Enable multiple-language support

  • Customise the email invitation message
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📌TIP: Click Save changes regularly to not lose your changes. You must add at least one competency and have no blank titles, before you can save it.

Add competencies for feedback

  1. Once your feedback form settings are complete, add at least one competency that you want to evaluate on this form.
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    Click Add competency.

    📌TIP: You can edit the competencies that appear from within your 360 Feedback settings.​

  2. Select the competency, then click Add competency again
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    The competency appears in a list with an Indicator for you to configure.
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    Feedback creation showing 'Indicator #1' under Accountability.


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  3. Customise the indicator.
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    You can:

    • Give it a title

    • Enter a description

    • Choose whether you want it to be a star rating, comment only, or a multiple-choice question
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      📎NOTE: If you use the spider diagram option, place comment only and multiple choice questions in a separate competency from star rated questions. Spider diagrams only use competencies with numerical values, so they ignore comment only and multiple choice questions.

      ​📌TIP: You can also add a 'logic jump' to another Indicator question or Competency question. An option only appears if you've added another indicator with a title entered.


      In the example below, if a user answers a star rating of 1, the feedback form jumps to the second question in the same competency.
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      Example of creating a 360 feedback form.

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  4. If required, add other indicators and competencies. You can amend the order they appear.

We recommend you save your changes at this point.

Next Steps

Once you're finished creating and customising your feedback, you can do the following:

Leave as a draft

You can save your changes and return to edit the survey at any point. To return to your other feedback forms, click Go Back. You're reminded to save your progress.

The next time you click 360 Feedback on the main menu, you see this feedback form in the Draft tab. You can finish editing it at any time.
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Preview feedback

Once you add a category with a question, you can preview the 360 feedback.

A message at the top explains that this is only a preview and that the system doesn't record any data. To exit the preview, finish the feedback or click the cross in the top right.
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Send out

If you're fine with the feedback and ready to send it, click Send out. You then must select who the feedback is for and who will complete the feedback.

Read more

📌TIP: Direct managers can only see 360 Feedback templates they've created themselves, or you've given sending rights to.

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