Adding and Managing Participants

The Adding and Managing Participants page allows you to set up and maintain the people involved in your 360-degree feedback project.

This includes both subjects (those receiving feedback) and responders (those providing feedback).

Adding Participants

You can add participants individually or in bulk.

To add participants:

1. Go to the Participants section within your project
2. Select the option to add participants
3. Enter participant details (such as name and email)
4. Assign roles as subjects or responders

Participants can be added at any point during project setup.

Assigning Responders

Once participants are added, you need to assign responders to each subject.

This involves:

• Selecting which responders will provide feedback
• Assigning them to the appropriate subject
• Defining their responder category (e.g., manager, peer, direct report)

Each subject should have a balanced and appropriate group of responders.

Managing Participant Information

You can update participant details at any time during setup.

This includes:

• Editing names or contact information
• Updating responder assignments
• Changing responder categories
• Removing participants if needed

Keeping this information accurate is essential for a successful project.

Reviewing Participant Setup

Before launching your project, review:

• That all subjects have been added
• That each subject has the correct responders assigned
• That responder categories are accurate
• That email addresses are correct

A careful review helps avoid issues after invitations are sent.

Tips for Managing Participants

• Use consistent naming conventions
• Ensure each subject has a sufficient number of responders
• Balance responder categories where possible
• Double-check email accuracy before launch
• Make updates early to avoid disruption

Important Considerations

• Changes made after launching may affect participation and results
• Removing participants after launch should be done carefully
• Ensure all assignments are complete before sending invitations

Related Pages

• Participants Overview
• Responder Categories
• Subject Settings
• Importing Participants
• Exporting Participants