Import EQ-i records

If the participant has recently completed the EQ-i 2.0, you can import their assessment and then add raters to generate a 360 report.

You can only import EQ-i 2.0 results from within the last 3 months.

When a scored EQ-i 2.0 report is imported into the EQ 360, the full price is charged for generating an EQ 360 report. There is no discount for tokens spent on EQ 360 self-reports since you are generating an entirely new report.

To import an EQ-i record

1. On the Invite page, click Import an EQ-i Record.

   The Import EQ-i Records page opens.

2. Select or create a folder to place your imported participants into.
3. Click the check box beside the EQ-i records you wish to import.
4. To receive a notification when a rater completes an assessment, enter a contact name and email address, and click the checkbox for Send email notification when an assessment has been completed.
5. Click Next to proceed to the Select Raters page.

To add raters

1. Click Assign Raters beside the participant you want to add raters to.

   The Raters Nomination window appears.

2. Type the rater’s Name and Email Address in the appropriate text boxes.
3. Select a rater definition — Manager, Peer, Direct Report, Family Friend, or Other — from the Select Relationship drop-down list.
4. Click Add to add the rater to the Saved Raters list.
5. If you want to add additional raters for that participant, repeat steps 2-4.
6. When you are finished, click Close.
7. If you change your mind and want to remove the raters from the participant, click Clear All Raters at the top of the Participant List.

To create your own invitation template

1. In Step 2 of the Rater Nomination page, select the Custom radio button.
2. Select Create a New Template from the Template drop-down menu.
3. Type an email subject line in the Subject text box, or use the subject line provided.
4. Make your changes to the email text.
   Do not alter any of the variables (the text within brackets). If you do, raters might not receive a link to take the assessment.
5. To see how the email will appear to the rater, click Preview Email.
6. When you’ve finished your changes, click Save As New Template.

   The New Template dialog box appears.

7. Enter a name for the new template.
8. Click Save.

   Your new template will now be listed in the Template drop-down menu. To use this template again with other raters, select the Custom radio button, and then select the template name from the Template drop-down menu.

To allow the participant to nominate raters

1. In step 3 on the Rater Nomination page, click the Allow participants to nominate their own raters check box.
2. Click Next to proceed to the Open items page.

To add questions

1. On the Open Items page, click Add Item beside the items you wish to add.
2. To add a custom item, type it in the text box, then click Add Custom Item.
3. When you are finished (making sure that you have added no more than five questions in total), click Next to proceed to the Review page.

To import the EQ-i records

1. Confirm that all settings are accurate:
   • Check the participant names and emails. If changes need to be made, click Previous. If any don’t belong on the list, click the Delete icon.
   • Confirm that the folder listed is the correct one. If not, click Previous.
   • Check the settings for the nomination of raters and open items. If changes need to be made, click Previous.
2. If everything is okay, click Send Email.

   The invited raters will receive an invitation email with a link to complete the assessment.

3. A confirmation message indicates that the EQ-i 2.0 records have been imported.