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Quick Guide: Building a 360 assessment

360 assessments are used to evaluate an individual, comparing their own answers with those from people that know them. Because in the business world, these people are hierarchically above, next to and below them, it refers to the 360 degrees of a circle. Which in turn implies "the people around you".


You'll need this:

  • One of these Pointerpro plans:

 Professional           Enterprise           ReportR           DistributR  


On this help guide page:
  1. Add your questions
  2. Create formulas
  3. Set up predefined formula filters

1. Add your questions

First add an intro field or a question to identify how the respondent relates to the person that's being evaluated. In this example we use an intro field. Note that we can also make the intro field invisible by desactivating the Visible toggle and use an URL parameter in the survey URL to indicate the role, for example https://s.pointerpro.com/ycsoojxw?rid=UID_e9wp9qF3x&cf1=self where e9wp9qF3x is the unique ID of the contact of the assessee and cf1 is the first intro screen field containing the role.

Next, add your questions to the questionnaire. For this kind of assessment, you'll get the most out of your report when you're using numerical values. For this guide, we'll focus on numerical sliders, but note you can use a lot of question types if you assign custom scores to the answer options. 

Note that it is recommended to formulate the question in a way that it works for all the roles: avoid formulations like 'Please rate your ability', because this only works for the 'Self' role. 

2. Create formulas

Once your questions are ready, head over to the Extra Options and go to the Formulas tab. Create new formulas to calculate the value of each topic you're measuring. You'll also have to do this if a topic is calculated by a single question or question block result.

Scroll down and configure each of these formulas as follows:

  • Enable "Include multiple responses in this formula calculation"
  • Don't set a formula filter on these formulas

You can learn more about formulas here.

3. Set up predefined formula filters

Using predefined formula filters you'll be able to segregate and aggregate your data much faster in the report. Create a filter for each group you'll be evaluating separately. If you want to show the responses of their manager or the average of their peers, this will help you do that.

Create a new filter per group of people you want to segregate or aggregate in the report. Filter on the question you used to identify the responses.

You can learn more about predefined formula filters here.

What's next?

  • You've got your questionnaire and can gather the data, but without output it's not worth much. Continue by building a 360 report to get that data processed and exported.

Don't want to build it yourself? Contact our professional services team