Create or modify an HR survey

You can modify the predefined HR satisfaction surveys to suit the needs of an organization, and create additional HR surveys.

Before you begin

Role required: admin, hr_admin, or hr_manager

About this task

For example, you may want to create an HR survey to gauge the satisfaction for more complex HR processes, such as onboarding.

The following steps describe how to work with survey questions in the Survey Definition form. You can also click Survey Designer to open the survey and its questions in the survey designer. When you save the survey, the survey definition is automatically added.

Procedure

  1. Navigate to HR - Administration > Surveys > HR Surveys.
  2. Click New or open an existing survey.
  3. Complete the form.
    Table 1. Survey Definition form
    Field Description
    Name Name of the survey, which appears on the questionnaire.
    Description Helpful information about the survey.
    Signature Acknowledgement by a survey recipient of requirements, admonitions, or policies related to the survey. The signature may require the recipient to select a check box or to type a full signature to verify having read these assertions. You can display assertions without requiring a signature. Select an existing signature from the list or click New to create a new one. The signature form contains these fields:
    • Name: Descriptive name for this signature.
    • Signature type: Type of signature required. The selections are Check box, Full name, or Assertion only. If Assertion only is selected, no signature is required to submit the survey.
    • Assertion: Text you want to display to recipients.

    By default, a property called Require authentication for user signature is configured to require users to authenticate when providing a full name signature.

    Active Check box to activate the survey definition. When the Active check box is cleared, new survey instances cannot be generated and users cannot complete existing survey instances. Use the Active check box to deactivate or activate a published survey.
    Anonymize responses Check box to ensure that all responses for this survey are stored without the submitting users' names. When a user submits a survey, the system clears the Assigned to field for the associated survey instance. Additionally, survey responses for anonymous surveys do not contain Assigned to values.
    Note: The Assigned to field is cleared. However, each response record includes the Created By and Updated By fields that are accessible to users with the survey_admin role.
    Send notifications Check box to send a notification that the survey has been taken.
    State Status of the survey: Draft or Published.
    Schedule period Option that determines how often a user can take the same survey and whether the system generates survey instances on a schedule.
    Note: If you use a trigger condition for a survey, ensure the schedule period is set to No Limit. Trigger conditions use a different method to regulate how often users can receive survey instances.
    Introduction Introductory content to display on survey questionnaires. Consider adding a company logo, a welcome message, background information about the survey, or instructions.
    End note Content to display on the screen that appears when someone submits a survey questionnaire. Consider adding a thank you message, follow-up instructions, or other applicable information.
  4. Click Submit or Update.