Create a 360 or multi-rater assessment (MRA)

Admin > Performance

You can create a multi-rater assessment (also known as a 360 or MRA).
Notes:
  • For managers to be able to initiate feedback, the following configuration must be set to "ALL CAN VIEW AND EDIT" in System Admin > Manage Security > Profile ACL Configuration > Current Job > MANAGER.
  • If you create a multi-rater assessment with an individual skills section, skills that are assigned to the Reviewee are not pulled into the review automatically.
  • We recommend using an Off Cycle review for Performance Improvement Process (PIPs) reviews if you want to have a final approval step since MRAs either get auto-closed once all the reviewers finish their reviews or when the review reaches the due date.
  • If an employee doesn't have a manager, the admin is assigned the Feedback Owner but won't be added as a rater. Admins or Managers can use the Change Owner option to assign the Feedback Owner manually.
  • If the original Feedback Owner is not a rater and the Feedback Owner is changed, the new Feedback Owner is not a rater even if they were a rater prior to the change.
  1. Click New Review Cycle.
  2. Provide a meaningful name.
  3. From the Type list, select 360/Multi Rater Assessment (MRA). See About the performance review cycle types.
  4. In the Description field, enter any relevant instructions or text that reviewers need to follow. This field is editable even when the review cycle is in Active state. Any changes made to this field appears on the Review details page.
  5. Optionally, select the following check boxes:
    Field Description
    Synchronize held skill level with review rating Select this check box to update the proficiency level for skills based on the results associated with the review. Upon completion of a review, the skill proficiency level of the reviewee is updated with the assessed level from the review.
    Notes:
    • The configuration of the business rule "Always consider latest assessment as current held level" (in Foundation > Skills) applies and no rounding occurs.
    • The configuration of the business rule "Synchronizes the held level of skill with review rating" (in Foundation > Skills) applies.
    • The configured weightings per assessment method apply. See Set up assessment methods for skills.

      For example, if the Performance Review weight is 100 and the rest are 0, and the Held Skill Level is 4/5, then the calculation is: held level = (4*100)/4 = 4

      The default calculation is: held level = (weight self assessment*learner rating + weight manager assessment*manager rating + weight learning*learning level) / (weight self assessment + weight manager assessment + weight learning)
    Create a To-Do List based on this review Select this check box to enable the To-Do list. When you select this check box, you must also select the System To-Do List Template.
  6. In the Available from and Available to fields, enter the dates between which the MRA is available to reviewers.
  7. For Due Date, specify a fixed date or the number of days the review will be available from the Available from date (after the review is activated). Reviewers have to complete the review on or before the due date.
  8. Optionally, select one of the following check boxes:
    • Auto-close review once all the reviewers finish their reviews - When selected, the review will be closed or finalized once all raters (who accepted the invitation) have submitted their ratings. If not selected, Cornerstone Saba Performance waits for the due date to close the review cycle.
      Note: If the notification 'Automatically close MRA Review' is enabled (System > Manage Notifications > Events), then the review is closed automatically on the due date. In addition, if this option is enabled, if the Feedback Owner is not defined as a rater, only the stakeholders need to complete their assessment.
    • Allow the Review Owner to change the due date - When selected, the Review Owner can go to the multirater assessment and change the due date to a different date. The date cannot be earlier than the activation date of the review.
  9. Specify what approval is required to begin the review.
    • Approval Not Required
    • Review Owner Approval Required
  10. Specify who can initiate the review process. Depending on what you select, administrators, managers, or the user can create multi-rater assessments during the date range specified in step 6.
    Note: Administrators are always able to initiate the review process.
    • User – By default, this option is selected. If users are able to initiate the review process, then they automatically are the Review Owner for their MRA.
    • Managers / Alternate Managers – By default, this option is selected.
  11. Set the options for reviewers.
    Field Description
    Enforce Reviewer Sequence If selected, reviewers must complete the review in sequence. The review is available to a reviewer at the next level only after all the reviewers at the current level have submitted their ratings. However, the Review Owner and Performance Administrator have the ability to manually advance the review to the next milestone. See Monitor a review.

    Enforce Reviewer Sequence
    Note: Even if you have set the reviewer sequence as Self followed by Manager followed by 2nd Level Manager, if the employee has completed their self-assessment, and it is the Manager's turn to complete the review, the message still says it is waiting for the Reviewee to submit.

    If cleared, reviewers can complete their review at any time. In addition, the Review Owner can release the review to the Reviewee before all reviews have been completed.
    Enable Reviewer Select each of the reviewers you want to be part of the cycle. Keep in mind that every person that falls into the selected category will automatically be added as a reviewer.

    Self, Manager, 2nd Level Manager, Alternate Manager – Select to have the employee, Manager, 2nd Level Manager, or Alternate (matrix or secondary) Manager write an assessment.
    Note: If you don't select Self, for example, then the employee cannot be a rater or provide a self-assessment in the review.
    Stakeholder – Select to enable reviewees to nominate or request review feedback from others in the organization. For this feature to work, you also have to select the Stakeholder check box on the form.
    Note: The Stakeholder option does not automatically include managers. You need to also select Manager if you want the manager to be able to request feedback.

    Direct Report and Peers – Select to automatically request review feedback from direct reports and peers based on the organization structure. For this feature to work, you also have to select the Direct Report and Peers check boxes on the form.

    Direct Reports and Peers as reviewers
    Note: Only 10 direct reports are added as reviewers (even if there are more than 10 direct reports under a manager). The remaining direct reports could be added manually after the review is created, but they are not added automatically. The same is true if there are more than 10 Peers. Use this feature with this in mind. There is no fixed order to which ones are added.
    Hide Reviewer Info Select to hide the identity of the reviewer.

    For example, here is others will see:

    Hide Reviewer Info - Reviewee view

    Note:
    • The Hide Reviewer Info feature is useful if there is more than one reviewer.
    • Employees can see the reviewers they nominate even if Hide Reviewer Info is enabled.
    • Review Owners and Performance Admins can always see who the reviewers are so that they have the option to delete reviewers who have been added in error or ones they may not approve of.
    • If you don't want an Alternate Manager to be able to see the reviews between the Manager and the Reviewee, then you need to disable the following privilege: System > Manage Security > Security Roles > Internal Manager Basic Privileges > Reviews - Alternate Managers Can View Sensitive Information. Note that reviews where the Alternate Manager is the Review Owner will be visible to the Alternate Manager even if this privilege is disabled.
    Show Results To Select who you want to be able to see the results of the review when the review is finalized.

    Keep in mind that the review owner and the Performance Admin will always be able to see the responses, no matter what is selected here. That means if you don't want the reviewee to be able to see the results, then they must not be the review owner.

    Show results to Review Owner only
  12. In the Advanced Settings section, you can specify the domain that the review pertains to.
    Note: The custom fields are not relevant for multi-rater assessments.
  13. Click Save & Next to continue.
  14. See the following topics to complete creating the review cycle:
  15. On the Summary tab, click Activate Review Cycle to complete creating the review cycle.