Surveys Overview

In all organizations, HR Administrators and Executives can benefit from understanding the needs, desires, and sentiments of their employees. Oftentimes, gathering this information can be very difficult to do or is done using disorganized methods.

Our Surveys provide the ability to create a set of questions that be distributed to the employees of your organization.

Navigating to Surveys

From the menu, expand Settings and click Surveys.

CHR_-_Surveys_-_Menu_-_00.png

Surveys_-_01.png

You will be shown the Surveys tab initially and from this page, you will have three tabs:

The Surveys tab will list any preexisting surveys, active or inactive, with columns for:

  • Preview Survey Results - Clicking the icon will show you a preview of the survey results.
  • Download Results of Survey - Clicking the icon will download an .XLS copy of the survey results.
  • Name of the Survey
  • Description of the Survey
  • Activated - If the survey is active or not for your system.

The Actions drop-down menu will provide options to:

CHR_-_Surveys_-_Actions_-_00.png

Creating a Survey

For assistance with creating a survey, please refer to the following article.

Editing a Survey

For assistance with editing a survey, you can refer to any of the articles below for a specific tab of a survey:

Duplicating a Survey

  • Use the check box towards the right-hand side of the survey(s) populating your survey list.

    CHR_-_Surveys_-_Checkboxes_-_01.png

  • Use the Actions drop-down menu and click Duplicate Selected Records.

    CHR_-_Surveys_-_Actions_-_00.png

  • Confirm the duplication of the survey(s).

    CHR_-_Surveys_-_Duplicate_-_01.png

  • The duplicate survey will populate the survey list and its name will be appended with "- Copy".

    CHR_-_Surveys_-_Duplicate_-_02.png

Deleting a Survey

  • Use the check box towards the right-hand side of the survey(s) populating your survey list.

    CHR_-_Surveys_-_Checkboxes_-_01.png

  • Use the Actions drop-down menu and click Delete Selected Records.

    CHR_-_Surveys_-_Actions_-_00.png

  • Confirm the deletion of the survey(s).

    CHR_-_TLM_-_Time_Off_-_Settings_-_Holidays_-_Delete_-_00.png

Was this article helpful?
0 out of 0 found this helpful