How-To Guides

Step-by-step instructions for running Candorly assessments.

6 Articles

Allowing & Declining Additional Feedback Pairings

How-To GuidesSep 2, 2025

This guide explains how to manage self-selected feedback relationships within an Assessment. Specifically, it outlines the steps for removing feedback pairings initiated by Users themselves.

Coaching Session Playbook

How-To GuidesSep 2, 2025

The Candorly Assessment offers clients insights into their workplace behaviors, strengths, and growth areas. As a coach, you help them interpret feedback, create action plans, and build accountability.

Individual Report Release With Coaching Internal Communications Template

How-To GuidesSep 2, 2025

This guide contains email templates for participants receiving Candorly Upward Feedback, including versions for those invited to voluntary coaching and those assigned to mandatory or recommended coaching.

Running Group Assessments

How-To GuidesSep 2, 2025

Here's a step-by-step guide to running feedback assessments for a group of any size. Alongside the instructions, you'll find best practice callouts to ensure you deliver the best possible feedback to your clients.

Running Individual Assessments

How-To GuidesSep 2, 2025

Here's a step-by-step guide to running feedback assessments for an individual. Alongside the instructions, you'll find best practice callouts to ensure you deliver the best possible feedback to your clients.

Understanding the Perception Delta

How-To GuidesSep 2, 2025

The Candorly Feedback Assessment emphasizes the Perception Delta because it's an effective tool for developing stronger leadership. This guide will explain Candorly's Perception Delta and how to use it.

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