This feature is available for users who have enabled Workforce HR.
What's covered in this guide?
After you've created your survey, you can either schedule your survey to send or assign to send immediately.
Schedule a Survey to Send
To schedule a survey to send, toggle to the When to send tab at the top of the Edit Survey page and select + WHEN TO SEND.
You will see the following screen:
Nominate how often you want the survey to repeat (monthly, weekly, or not at all), which employees should receive the survey, and the date on which the survey will be sent.
If desired, you can set a reminder notification to deploy before the survey is sent by ticking the ‘Should notify before run on date?’ box.
Once you are satisfied with these selections, click CREATE. The survey will send automatically according to the date and frequence you set in When to Send.
Once configured, these selections can easily be edited or deleted using the appropriate buttons.
Send a Survey Immediately
To send a survey immediately, do not configure the When to send of a survey. Go to Surveys > Assign:
You will see the following screen. Select Teams, Position Titles, and/or Employees:
Select ASSIGN. This will assign and send the survey.
How Employees Can Access Surveys
When a survey is sent to an employee, they will receive an email notification. From there, there will be taken to the mobile app.
They can also access surveys in the mobile app > Profile > Surveys:
If a survey has been assigned to them (either immediately or from being scheduled), they will see the assigned survey:
If you've created a survey that all employees have access to take at anytime, employees can click the + TAKE A SURVEY and see the surveys available for them to take. Learn more about employee access here.
Anonymous Surveys
What Employees See
If a survey responses are set as anonymous (learn how to set here), employees will see confirmation of this when completing the survey:
What Managers See
In the Survey Response Report, responses will also display Respondents as 'Anonymous':
🚀 What's next?