How to Set Up a 360-Degree Feedback Cycle in Teamflect

Teamflect's 360-degree feedback feature allows you to collect structured feedback about employees from multiple perspectives, including themselves, their peers, managers, direct reports, and even people outside your organization.

You can use 360-degree feedback for employee development, leadership development, performance processes, peer feedback, upward feedback, and other structured feedback programs.

This guide walks you through the complete setup process, from creating your 360-degree feedback template to selecting participants, configuring feedback providers, setting visibility rules, and launching your cycle.

Before configuring your cycle, it helps to understand the two main roles involved:

For example, if Kate receives feedback from her manager, Lily:

A single feedback recipient can receive feedback from multiple provider groups, such as:

You can configure different questions, provider requirements, and visibility settings for these groups.

Setting up a 360-degree feedback process in Teamflect consists of two stages:

The template acts as the blueprint for your process. It determines:

Once the template is ready, you will determine:

Start by defining the basic information and behavior of your 360-degree feedback template.

Give your template a clear name that helps administrators identify it in the Admin Center. The template title is not visible to end users.

For example:

Use the Instructions field to explain the purpose of the process and what participants are expected to do.

These instructions are visible to users participating in the process, so consider including information such as:

You can use rich-text formatting, links, and images to make the instructions clearer.

You can also prevent recipients from seeing feedback while responses are still being collected.

Once the basics are configured, continue to the 360-degree Feedback section.

Next, decide which perspectives you want to include in the feedback process.

Each enabled section represents a different relationship between the feedback recipient and the feedback provider.

You can enable only the sections that are relevant to your process.

Enable Self-Assessment when you want feedback recipients to answer questions about themselves.

The employee does not need to select another feedback provider for this section. They complete the questions themselves.

Self-assessments can be useful when you want employees to reflect on their strengths, development opportunities, behaviors, or performance before comparing their perspective with feedback from others.

Enable the Peers section when you want colleagues to provide feedback about the recipient.

This is useful for gathering perspectives from people who collaborate closely with the employee, including colleagues from the same team or other departments.

Enable this section when you want the recipient's manager or supervisor to provide feedback about them.

Teamflect can use the organizational hierarchy to identify the relevant manager or supervisor when automatic provider selection is enabled.

Enable this section when you want employees to provide feedback about their manager.

This is commonly used for upward feedback and leadership development processes.

Teamflect can use the organizational hierarchy to identify the recipient's direct reports when automatic provider selection is enabled.

Enable this section when you want someone who is not a Teamflect user to provide feedback.

For example, you may want to collect feedback from an external collaborator, partner, consultant, or volunteer.

External feedback providers do not require an active Teamflect license.

You can also include a note with the request to give the external provider additional context about the feedback you are requesting.

For every section you enable, you will need to select the questions that the corresponding feedback providers will answer.

This is where it's important to distinguish between two different types of templates in Teamflect.

This contains the actual questions that a particular group of feedback providers will answer.

For example, your 360-degree feedback template could use:

This allows you to ask questions that are appropriate for each perspective.

For each enabled section, you can:

When creating a question set, first give it a title and, optionally, a description.

You can then add and configure the questions providers will answer.

Available question types include:

For individual questions, you can also:

Once your questions are ready, select Create when creating a new question set or Update when editing an existing one.

After giving your question set a title and, optionally, a description, you'll be asked to select a Template Type.

It's important to understand that Template Type and the section of a 360-degree feedback cycle are two separate settings.

The Template Type primarily determines how the question set is categorized and made available for Instant Feedback. It does not restrict which section you can use the question set in when building a 360-degree feedback template.

For example, selecting Manager to Direct Report helps categorize the template as one designed for managers giving feedback to their employees. However, when configuring a 360-degree feedback template, you can still select the question set for another section if needed.

For easier template management and a more intuitive experience, we recommend choosing the type that matches the intended feedback direction:

For each applicable provider section, you can define the minimum and maximum number of feedback providers.

This determines whether feedback from that provider group is optional or required.

Feedback from this group is optional.

The feedback recipient can continue through the 360-degree feedback process without requesting feedback from this provider group.

The section becomes required.

The required number of feedback providers must be selected/requested for the recipient to complete the 360-degree feedback process.

For example:

Minimum: 0
Peer feedback is optional.

Minimum: 2
At least two peer feedback providers must be requested.

Use these settings carefully when designing your process. If you make a provider group required, participants will need to meet that requirement before their 360-degree feedback process can be completed.

For applicable sections, you can determine whether Teamflect should automatically identify feedback providers or whether they should be selected manually.

For provider groups based on your organizational hierarchy, Teamflect can automatically identify the relevant people and send the appropriate feedback requests.

For example, Teamflect can automatically request feedback from:

When automatic requests are enabled, participants do not need to manually enter those providers.

If providers are not automatically selected, you can control who is allowed to choose and request them.

Depending on your configuration, provider selection can be handled by:

The feedback recipient can select people to provide feedback, and their manager can also select providers on their behalf.

The feedback recipient cannot select their own providers.

Their manager or a Teamflect admin is responsible for selecting the people who should provide feedback.

Next, decide what the feedback recipient should be able to see.

Visibility can be configured based on whether the recipient should see:

The available combinations are:

For example, if Lily provides feedback about Kate:

When you select a visibility option where feedback providers are anonymous to the feedback recipient, an additional setting becomes available:

This setting determines whether the identity of the feedback provider should also be hidden from managers and Teamflect admins. There are therefore two levels of anonymity to consider:

The same additional anonymity setting is also available when Both feedback provider names and results are hidden is selected.

In this case, the recipient cannot see either the provider's identity or their feedback results, while the additional setting determines whether provider identities are also hidden from managers and admins.

When anonymous feedback is enabled, Teamflect applies additional protections to help prevent feedback providers from being identified.

Once your template configuration is complete, you're ready to determine when the actual feedback cycle should run.

You have four options.

For example, you could start a feedback cycle on an employee's:

This can be useful for onboarding, probation, or new-hire development processes.

Choose Anniversary when you want Teamflect to automatically trigger a 360-degree feedback cycle based on an employee's work anniversary.

Unlike a New Hire automation, which is designed around an employee's first days at the company, an Anniversary automation can be used for feedback processes tied to recurring employment milestones.

After selecting the scenario, give the cycle a clear name that participants will recognize when they receive their feedback actions in Teamflect.

Now, choose the employees who will be the feedback recipients in this cycle.

Teamflect provides several ways to select recipients.

This is useful when HR has already determined exactly who should provide feedback about each recipient and does not want participants to select their own providers.

For more information on how to bulk upload providers, please see the article here.

Finally, configure the deadlines for the feedback process.

Depending on your configuration, there are two stages to consider:

This determines how long the person responsible for provider selection has to select or request the required feedback providers.

This determines how long feedback providers have to complete and submit their responses.

Before launching the cycle, review your settings carefully.

Confirm that:

Once you've confirmed the configuration, select Start to launch the 360-degree feedback cycle.

There is no requirement to use every available provider section. Your configuration should reflect the purpose of your feedback process.

Here are a few common examples.

Enable:

This provides feedback from multiple perspectives around the employee.

Enable:

Use this when the primary objective is to understand how employees collaborate with colleagues.

Enable:

This can be useful when you want employees to reflect on themselves and compare their perspective with their manager's feedback.

Enable:

Use this when employees should provide feedback about their manager or people leader.

Enable:

This setup can help employees compare their own perception with feedback from the people they work with most closely.

No. Enable only the sections that are relevant to your process. A 360-degree feedback process can include one provider group or several.

Yes. Each enabled section can use its own feedback question set. For example, peers can answer one set of questions while managers answer another.

No. Template Type primarily categorizes the question set and determines its intended availability for Instant Feedback. It does not restrict which section you can select the question set for while configuring your 360-degree feedback template.

That provider section becomes optional. The recipient does not need to request feedback from that group to complete the 360-degree feedback process.

That provider section becomes required. The required number of feedback providers must be selected/requested before the recipient can complete the process.

For applicable relationship-based sections, Teamflect can use your organizational hierarchy to automatically identify providers such as managers or direct reports. You can configure this behavior when setting up the provider section.

Yes. The External People section allows external people who do not have an active Teamflect license to provide feedback.

Yes. Configure the appropriate visibility and anonymity settings when creating the 360-degree feedback template. Teamflect also applies additional privacy protections to anonymous responses, including randomized submission order and summarized anonymous comments.

Yes. Enable Show feedback after due date to keep results hidden while the cycle is still active. Once the cycle ends, results become available according to the visibility settings configured in the template.

Yes, if your provider-selection configuration allows them to do so. Alternatively, you can restrict provider selection to the employee's manager and Teamflect admins.

Yes. You can configure automatic providers where supported or upload predetermined feedback providers in bulk.

Yes. In addition to starting a one-time cycle, you can configure recurring cycles or automate feedback based on an employee's hire-date milestone.

Yes. When starting the cycle, you can select the feedback recipients using the available audience-selection methods, including manual selection, employee attributes, and CSV upload.

You can also maintain different 360-degree feedback templates when different employee populations require different provider groups, questions, or process settings.