Contents of the 360 Workflow Templates Screen

The 360 Workflow Templates screen allows you to configure several sections for a 360 assessment.

Columns

Column Field Definition
Workflow Name This is the name of the 360 workflow.
Date Created This is the creation date of the workflow.
Associations This lists the associations selected in the workflow.
Actions This displays the action options for each workflow template.

Actions

From the Action column, you can perform the following functions.

Icon Action Description
Create New 360 Workflow Create a new 360 workflow.
View View the workflow description.
Edit Edit the workflow record. Editing done to the templates will only affect future appraisals that are cloned or created from the edited workflow.
Copy Copy a workflow to quickly create a new one. The screen displays the first step of the copied workflow with none of the previously selected associations chosen.

As you proceed through the wizard, any options chosen on the original workflow are preselected in the copied workflow. However, no step in the wizard is linked until you have passed that step.

Associations are not selected on a duplicate workflow because no two performance workflows can have the exact same associations

Make 360 Default Select a default workflow to use if the chosen associations in Step 1: Identification do not match associations with any performance workflows. A warning will display on the screen until a default workflow is selected. Employees not defined by associations from the listed workflows are assigned the default workflow.
Deactivated/Activated Set the activation status of the workflow. Deactivating a workflow ensures that it is no longer available for selection when creating appraisals. This action will affect any historical data associated with appraisals that were previously created with the workflow. Historical data will remain intact.
Delete Delete the 360 Workflow.