Watch the video or follow the step-by-step guide below.
Prefer to follow along step-by-step?
Use the written instructions below, complete with screenshots.
1. In the LeaderFactor app, go to the 360 Evaluations tab on the right sidebar, then click New Batch at the bottom of the screen.
2. Ensure the Evaluation Type is set to EQindex® 360, then enter a name for your batch. Click Create Batch.
3. Once your batch is created, you'll be brought to this screen.
4. Click Step 1: Add Targets. If you're adding multiple targets, you can download the template spreadsheet to streamline the process. If you're adding just one, you may enter the information manually. When you add targets, they will appear on the left side of your screen. Once finished, proceed to Step 2.
5. Click Step 2: Add Raters. Fill in the required information, copy it, then return to the LeaderFactor app.
6. Click Next.
7. Paste the copied information from your spreadsheet into the textbox and click Next.
8. Review the column mappings to ensure each column from your spreadsheet aligns correctly with the template. When everything looks correct, click Import to upload your data.
13. Review the data for accuracy, then click Import Spreadsheet at the bottom to complete the upload. All raters will now appear under your added targets.
14. Click Step 3: Schedule Batch. In the pop-up window, complete the required fields, then click Schedule Batch to finalize.
15. After scheduling, a confirmation message will appear. You can track assessment progress directly from this page.
16. You can also click on an individual target to view additional details about their assigned raters.
17. Once results are available, you can view them under the Results tab.