Using the EQ 360: Your Quick Guide to Getting Started

G E T TING S TA R TED
To use the EQ 360, log in to your EQ-i 2.0 portal account and
click the Assessments tab. Select the EQ 360 and follow the
instructions on your screen.
The administration of the EQ 360 is divided into four steps.

S T EP 1: INV ITE A PARTI C I PANT

On the EQ 360 page, click the Invite button on the left.
Choose a method to invite participants.

If you are entering raters, click Enter Raters now. Click

Manage Raters next to the participants name and enter
the relevant rater information.
Select a rater group for each rater you enter. Groups
include direct reports, manager, family/friends, peers, and
others.
At least three raters need to be assigned to a group. If there
are less than three raters, they will merge with other raters
as part of the Other group to preserve anonymity. The
only group that will be scored with less than 3 raters is the
Manager group.

Click Personal Invitation to email individual participants

a unique link to take the self-report version of the EQ 360
online, or
Click Import an EQ-i Record to import any EQ-i 2.0 results
from within the last three months, or
Click Open Invitation to distribute a universal link to
multiple participants.
If you allow the participant to nominate his or her own raters,
the participant will be prompted to nominate raters as soon
as he or she completes the EQ-i 2.0. However, if you imported
the participants EQ-i 2.0 record, the participant will receive an
email with a link to nominate raters on the Rater Nomination
screen.
Participants should keep the invitation link they receive in
order to add any new raters at a later date.
After a rater has been nominated, they will receive an
invitation email containing a unique link to take the EQ 360
assessment.
Enter participant information into the text boxes, or upload a
list.
Organize the participants into folders.

S TEP 3: add comments

Select or enter the Comment Questions.

S T EP 2: NOM INATE R AT ERS

As part of the EQ 360 administration, raters are invited to
complete the assessment as well. However, the raters are not
rating their own EQ-i 2.0, but the EQ-i 2.0 of the participant.

You can add a maximum of five questions, which can be

any combination of the existing questions or your own
questions.
Once you complete the invitation, emails will be sent to the
participants you have entered.

On the Rater Nomination page, you have the option to add

the raters and/or allow participants to nominate their own
raters.

Call or email to find out more: 1-800-456-3003 GrowYourBusiness@mhs.com

www.mhs.com/EI

Using the EQ 360: Your Quick Guide to Getting Started

S T EP 4: settings

S TEP 6: CREATE A REPO RT

There are two optional settings.

After the participants and raters have completed their

assessments, you generate the reports on the Report page.

Notifications allows you to have someone else notified

when the assessment is complete.
Link Expiry allows you to set an expiry date for the link
and send out email reminders to those who have not
completed the assessment.

S T EP 5: trac k comp letion

The Manage page shows you who has completed the EQ 360
so you can track participants and raters, and know when youre
ready to create reports.

To access the Manage page, click the Manage button on the

left side of any EQ 360 page.
Locate your participant using the filters provided and click
the magnifying glass icon beside the participants listing
to modify participant information, comments, and rater
nomination.
Add, remove, or modify comments up until the first rater has
completed the EQ 360, after which time the comments are
locked in to ensure a consistent inventory.
Nominate additional raters. Remember, if there are less than
three raters in a group (except for the Manager group) they
will move into the Other group unless you add raters.

To access the Report page, click the Report button on the left
side of any EQ 360 page.
Select the participant you want to generate the report for.
Select the raters you want to include in the report. You need
at least one manager or three raters in the same rater group to
generate a valid report.
Choose your report format. You can customize your report by
adding a logo and custom title, and selecting which report
sections to include for your client.
If you are new to the EQ 360, you can choose the Quick
Report option, which automatically selects the content
settings and includes such feedback tools as Follow-Up
Questions and Action Plans.

The Payment Details page shows you the reports you are
purchasing and the total price in tokens. You can purchase
tokens in advance and spend them on any 2.0 product, or payas-you-go when you generate reports.
View PDFs of the coach and client reports you generated on
the My Reports page.
You can regenerate reportsat no additional chargeusing
new combinations of raters as long as you do so within six
weeks after the initial report was created.

If the status of a rater or participant is still pending (meaning

they have yet to complete the assessment), send them a
reminder email by clicking the envelope icon beside their
listing.

Call or email to find out more: 1-800-456-3003 GrowYourBusiness@mhs.com

www.mhs.com/EI