This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
Permissions
By default, performance review templates can only be created, edited, and deleted by Admin type roles.
Managers can assign surveys, view the Sent Survey Report, and view the Survey Response Report.
Access Surveys
Surveys are a comprehensive solution that makes collecting employee feedback as simple as a few clicks. To access Workforce's Surveys feature, you will first need to ensure your organisation has signed up for Workforce HR. If not, the feature will be hidden.
From there, simply navigate to HR > Surveys to access the feature.
Create a Survey
Once you have navigated to the main surveys page, select + NEW SURVEY in the top right corner to begin creating a new survey. You will see the following screen:
To get started:
Name your survey
If importing a survey, select "Quick-build from survey document"
Select whether it is active, can be assigned during onboarding, and if responses are anonymous
Add description (optional)
Important: The description will be visible to employees
Select who will be notified when the survey is submitted via Notifications (these notifications are linked to your organisational hierarchy as defined by your Organisation Chart)
Select Create New Survey
If you used quick-build, you will see a notification that your survey template is being created:
Once finished creating, select the Edit option to review and edit your imported survey.
If you did not use quick-built, you will be taken to the following screen which will prompt you to add your survey questions:
To add a question, simply type it in the ‘Question’ input box. You can nominate answers to be of any of the following types via the ‘Answer Type’ dropdown menu:
To add a new independent question, use the blue + ADD QUESTION button, whereas to add a follow-up question, use the + ADD FOLLOW UP QUESTION button. Follow-up questions can be configured to be conditional, meaning they will appear when an answer is/isn’t equal to a particular value. For example:
When adding a question, you can nominate whether it is required or optional using the ‘Required’ tick box. You can also duplicate or delete a question using the respective DUPLICATE and DELETE buttons. Likewise, to add a video URL, add a file or image, or add text, use the appropriate buttons along the side menu.
To add a new section to your survey, use the ADD SECTION button in the top left corner. You will then be prompted to name the section, allowing you to organise your questions into logical sections.
The survey will be automatically created and saved.
Set employee access
By setting employee access, you can allow staff to take a survey at anytime and don't have to be assigned in order to complete it.
To access the survey, go the Employee self service tab at the top of the page and select who can access this survey at any time (i.e. they don’t have to be assigned the survey to access and complete it).
🚀 What's next?