> ## Documentation Index
> Fetch the complete documentation index at: https://help.honestly.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I create and set up a 360° feedback run?

> Step-by-step guide to creating a 360° feedback run — from details and questions through recipients, reviewers, anonymity, and scheduling.

Creating a 360° feedback run walks you through a short wizard. You move through nine tabs, save as you go, and the run stays in **Draft** status until you schedule it. Until then, nothing is sent and every setting can still be changed.

<Note>
  * Only admins can create and edit feedback runs.

  * A 360° dashboard is created automatically when the run is activated.

  * Once a run is scheduled or active, most settings are locked. See [How do I schedule a run and what can I still change once it is active?](/help/360-feedback/schedule-a-run).
</Note>

#### Step 1: Create the run

1. In the main navigation, click **360° Feedback**.

2. Click **Create Run**.

3. Enter a **Name** — for example *"360° Leadership Feedback Q1 2026"* — and

click **Create**.

You land in the wizard, starting on the **Details** tab. The run status **Draft** is shown next to the title. Use **Save & Continue** at the top right to move through the wizard.

#### Step 2: Details

Fill in the basics:

* **Name** — Used throughout the product and in emails. It must be unique.

* **Welcome message** *(optional)* — Shown to reviewers when they start the survey. Leave blank to use the default text.

* **Goodbye message** *(optional)* — Shown to reviewers after they submit. Leave blank to use the default text.

Click **Save & Continue**.

#### Step 3: Survey Type

Choose how many perspectives should give feedback:

* **90°** — Manager only. One-sided view, easy to implement.

* **180°** — Self + Manager. Compares self-perception with the manager's view.

* **270°** — Self + Manager + Direct Reports. Multi-level leadership view.

* **360°** — Self + Manager + Peers + Direct Reports. The most comprehensive format.

Once you pick a type, the default perspectives are pre-selected below. You can still toggle individual perspectives on or off if your process deviates from the standard. **At least one perspective must be active.**

If you switch perspectives off after already assigning reviewers, saving will remove the affected reviewers. A confirmation warning is shown before this happens.

#### Step 4: Questions

Choose where the questionnaire comes from:

* **Template** — Start from one of the science-based questionnaires provided by Honestly. You can still edit every question afterwards.

* **Create manually** — Build the questionnaire from scratch.

Each question can be one of:

* **Scale Question** — Rate a competency or statement on a graduated scale (e.g. 1–5).

* **Open Question** — Allow reviewers to give qualitative comments in their own words.

* **Text block** — A non-interactive text area to introduce or explain a section. It does not produce an answer.

For each scale question you can set a **dimension** (e.g. *Communication* , *Leadership*). This groups comparable questions in the dashboard.

<Note>
  * **All scale questions must be assigned a dimension before you can schedule the run.** A warning appears in the **Schedule** tab if any are missing.

  * Avoid mixing different rating scales in one questionnaire — a warning is shown if you do, because it limits comparability in the dashboard.

  * Questions can no longer be edited once the run is scheduled or active.
</Note>

#### Step 5: Feedback Recipients

On the **Feedback Recipients** tab you choose who the feedback is *for*. A separate survey is created for each recipient.

You can add recipients in two ways:

* **By attribute** — Select one or more attribute values on the left (for example *Department = Sales*). Every matching employee is added.

* **By individual search** — Search for employees by name and add them one by one.

Selected recipients appear in the **Feedback Recipients** list on the right, where you can remove individuals or clear the list with **Remove All**.

#### Step 6: Reviewers

The **Reviewers** tab lets you configure, for each recipient, who will give feedback and in which perspective.

* Click a recipient to edit their reviewer list.

* Reviewers are grouped per perspective — **Self** , **Manager** , **Peers** , **Reports** — depending on which perspectives are active.

### Automatic suggestions from your org structure

When you add a recipient on the **Feedback Recipients** tab, Honestly pre-fills their reviewer list using the reports-to relationships in your employee data. You don't need to start from a blank list.

For every newly added recipient, the following reviewers are suggested:

| Perspective         | Who gets auto-assigned                                        |
| ------------------- | ------------------------------------------------------------- |
| **Self-Assessment** | The recipient themselves. Always.                             |
| **Manager**         | The recipient's direct manager (their *reports-to* employee). |
| **Direct Reports**  | Up to **2** employees who report to the recipient.            |
| **Peers**           | Up to **2** employees who share the recipient's manager.      |

Auto-assignment happens only once per recipient — when they are first added to the run. Edits you make afterwards (adding more people or removing suggestions) are preserved.

<Note>
  * Suggestions rely on the **reports-to relationship** (`reports_to_id` / `import_id`) being maintained in your employee data. If a recipient has no manager on file, the Manager perspective starts empty. If no one reports to them, the Reports perspective starts empty.

  * **Direct Reports and Peers are capped at 2 suggestions each** — this is a starting point, not a complete list. Review every recipient and add more reviewers where appropriate.

  * The recipient is never suggested as their own manager, peer, or report.
</Note>

### Refining the list

For every perspective you can still:

* **Add more reviewers.** Search for employees by name and add them.

* **Remove suggestions.** Click the remove icon next to any reviewer, including auto-assigned ones, if they shouldn't give feedback for this recipient.

The **Self-Assessment** reviewer (the recipient themselves) is marked *Automatically assigned* and cannot be replaced — self-assessment is always given by the recipient.

You can see at a glance how many reviewers each recipient has per perspective directly in the recipient list, which helps you spot recipients that still need attention after the automatic suggestions.

#### Step 7: Anonymity

Set the minimum number of responses required per perspective before results are shown in the dashboard. This tab has its own article: [How does anonymity work in 360° Feedback?](/help/360-feedback/anonymity)

#### Step 8: Permissions

Decide who — beyond admins and the recipient — can see the results. By default only admins and the recipient see their results; you can optionally grant direct managers access to their reports' results. See [Who can see the results of a 360° feedback run?](/help/360-feedback/result-visibility).

#### Step 9: Notifications

Customise the subject line and body of the initial email reviewers and recipients receive when the run becomes active. See [How do I configure notification emails?](/help/360-feedback/notification-emails).

#### Step 10: Schedule

On the last tab you see a full summary of the run (number of recipients, number of reviewers, anonymity thresholds) and set:

* **Activation date and time** — When invitations are sent and the run becomes **Active**.

* **Deactivation date and time** — When the run closes and becomes **Completed**.

Click **Save & Schedule**. A confirmation dialog confirms the activation date and lets you know that a 360° dashboard has been created automatically.

<Note>
  * You can only schedule a run that has at least one recipient, a questionnaire, and dimensions on all quantitative questions.

  * Up until the activation date, you can still come back and adjust a few low-risk settings. Most settings, however, become read-only once the run is scheduled.
</Note>

#### Saving and unsaved changes

Each tab has its own save. If you try to move to another tab with unsaved changes, Honestly asks whether to **Save & Continue** or **Discard changes**. Trying to leave the page with unsaved changes shows a browser warning.

If you have any questions, please do not hesitate to contact us.
