How do I auto assign the peer, upward and downward evaluators?

You can manually add Evaluators by going to and adding them to each Person by clicking on the Edit icon. Scroll down to add them in the Evaluators section. You can also Export a Person spreadsheet (upper right-hand corner), update the spreadsheet with the appropriate Evaluators and send it to us for uploading or try uploading it yourself (if you are comfortable mapping the cells). To Auto-assign evaluators, Please visit Administrative tools > Settings > Evaluation configuration > 360-degree feedback configuration.

1. To auto-assign persons’ team managers as downward evaluators, please enable the option ‘Auto-assign downward evaluators based on the person’s team manager’.

2. To auto-assign all those persons as upward evaluators where the employee is added as a downward evaluator, please enable the option ‘Auto-assign upward evaluators based on downward evaluator selection’.

3. To auto-assign all team members of the same team as peer evaluators to each other, please enable the option ‘Auto-assign peer evaluators from the same team’.

4. To auto-assign all those persons as peer evaluators where the employee is added as a peer evaluator, please enable the option ‘Auto-assign peer evaluators based on peer evaluator selections’.

5. To auto-assign the person as the downward evaluator for all his/her direct reports assigned as upward evaluators, please enable the option ‘Auto-assign downward evaluators based on upward evaluator selection’.”