Publish a new HR survey

You must publish a new survey before users can complete it.

Before you begin

Role required: admin, hr_admin, or hr_manager

About this task

After a survey is published, you can edit it and it remains published. The State field on the Survey Definition form indicates whether the survey is published.

Procedure

  1. Navigate to Human Resources > Surveys > HR Surveys, and open the survey to publish.
  2. Click Publish.

Result

If there are assigned users, the system automatically generates a survey instance. You can click Send Invitations to send a notification to the assigned users with a link. Assigned users can also navigate to Self-Service > My Assessments and Surveys to take the survey.
Note: A survey cannot be returned to the Draft state after it has been published. You can, however, deactivate a survey by clearing the Active check box.

What to do next

If you want employees to receive a link to a survey, such as the HR Request Satisfaction Survey, create a notification. To get the URL of the published survey so it can be included in the notification, click the View Survey URL related link. You can copy the URL and paste it as a hyperlink in the notification.

For more information, see Email notifications.