For 360-degree feedback within Teamflect, you now have the option to efficiently upload both providers and receivers in bulk at the beginning of the feedback cycle. Here's a step-by-step guide on how to accomplish this:
How to Upload
Access the Admin Center: Log in to your Teamflect account and navigate to the Admin Center. This is where you can manage various settings and configurations for your organization's feedback cycles.
Start a 360-Degree Feedback Cycle: Within the Admin Center, locate the option to check your 360-Degree Feedback Cycles. Once inside, please use the button to start a new cycle. Once you select the desired 360-degree feedback template, continue by selecting the feedback receivers:
Download Template: Download the template for bulk upload. Click on this option to download an Excel file template.
Fill Out Excel File: Open the downloaded Excel file, which serves as a template for bulk upload. You'll find columns for provider, receiver, and type.
Upload CSV File: Once you've filled out the necessary information in the Excel file, save it as a CSV file. Return to the Teamflect platform and navigate to the designated section for uploading files. Select the option to upload a file and choose the CSV file you just created.
Complete Upload Process: After selecting the CSV file, follow the prompts to complete the upload process. Teamflect will process the file and populate the feedback receivers and providers accordingly.
Important Note:
Ensure that the CSV file follows the required format, with columns for provider, receiver, and type populated accurately. The type indicates the relationship of the feedback provided between the receiver and provider.
By following these steps, you can efficiently upload feedback receivers and providers via CSV file in bulk, simplifying the feedback cycle setup process within Teamflect, eliminating the manual work.