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    Home New York HR Service Delivery HR Service Delivery Emergency Response Management Emergency Outreach Modify or add Employee Readiness Surveys

    Modify or add Employee Readiness Surveys

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    Modify or add Employee Readiness Surveys

    Review the Employee workplace readiness survey installed with the Employee Readiness Surveys app. Modify the survey, or create one or more surveys to use based on the readiness concerns that you want to address and any legal obligations under applicable law, including data protection laws.

    Before you begin

    Familiarize yourself with Survey administration. Then meet with other emergency response team stakeholders to plan the changes to the survey. Decide whether to edit the existing survey before you send it to employees, or to create one or more new surveys.

    Role required: sn_imt_checkin.checkin_admin, survey_creator, survey_admin, or admin

    About this task

    Users with the sn_imt_checkin.checkin_admin role have the survey_creator role, and are made owners of the default readiness survey. Users with the survey_creator role can edit or copy the default survey. These users can also add another readiness survey and add other users as owners to collaborate with them.
    Figure 1. Survey definition owners
    Survey definition with owners who are check-in admins

    Procedure

    1. Navigate to Surveys > View Surveys and open the Employee workplace readiness survey.
      Survey definition Introduction and end notes form section and related lists
    2. Using the plan that you made for changing the survey, update any of the following survey elements.
      OptionDescription
      Add owners Click the lock icon (Lock icon) beside Owners to unlock the list of survey owners. Add the user to collaborate with on this survey.
      Update the introductory and ending text Click the Introduction & End Notes section tab and update the text.
      Work with the questions
      1. In the Metric Categories related list, click Please complete this confidential survey. Questions appear in the Assessment Metrics related list.
      2. Click the question to open the Survey Question form. Modify and complete your edits. The answers are listed in the Assessment Metric Definitions related list.
      Work with the question responses In the Assessment Metric Definitions related list, select the response to edit. Update the response as desired.
    3. Complete any other changes to the survey options, and click Update.

    Result

    The modified survey is used for future outreach surveys.

    Add additional Employee Readiness Surveys

    Create one or more surveys to use for different workplaces or to evaluate other areas of concern. Start by planning the surveys carefully to gather the best data for your evaluation of readiness to return to the workplace.

    Before you begin

    Role required: sn_imt_checkin.checkin_admin, survey_creator, survey_admin, or admin

    About this task

    Consider how you want to begin to reopen your workplace, and what you must understand about the employees before you can begin. Work with a user with the survey_admin role in your company to plan the types of questions and responses for the survey. For information about adding surveys, see Survey administration and Survey designer.

    Procedure

    • To create a survey, navigate to Surveys > View Surveys.
    • Select New or Survey Designer and enter the information to complete the survey from the plan that you made.
      Decide on a naming convention to use for surveys, so that a user with the sn_imt_checkin.checkin_admin role knows which one to select when sending outreach surveys. For example, Readiness survey India or Customer service employees return readiness.
    Related topics
    • Send a readiness survey in Emergency Outreach

    Tags:

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      Modify or add Employee Readiness Surveys

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Modify or add Employee Readiness Surveys

      Review the Employee workplace readiness survey installed with the Employee Readiness Surveys app. Modify the survey, or create one or more surveys to use based on the readiness concerns that you want to address and any legal obligations under applicable law, including data protection laws.

      Before you begin

      Familiarize yourself with Survey administration. Then meet with other emergency response team stakeholders to plan the changes to the survey. Decide whether to edit the existing survey before you send it to employees, or to create one or more new surveys.

      Role required: sn_imt_checkin.checkin_admin, survey_creator, survey_admin, or admin

      About this task

      Users with the sn_imt_checkin.checkin_admin role have the survey_creator role, and are made owners of the default readiness survey. Users with the survey_creator role can edit or copy the default survey. These users can also add another readiness survey and add other users as owners to collaborate with them.
      Figure 1. Survey definition owners
      Survey definition with owners who are check-in admins

      Procedure

      1. Navigate to Surveys > View Surveys and open the Employee workplace readiness survey.
        Survey definition Introduction and end notes form section and related lists
      2. Using the plan that you made for changing the survey, update any of the following survey elements.
        OptionDescription
        Add owners Click the lock icon (Lock icon) beside Owners to unlock the list of survey owners. Add the user to collaborate with on this survey.
        Update the introductory and ending text Click the Introduction & End Notes section tab and update the text.
        Work with the questions
        1. In the Metric Categories related list, click Please complete this confidential survey. Questions appear in the Assessment Metrics related list.
        2. Click the question to open the Survey Question form. Modify and complete your edits. The answers are listed in the Assessment Metric Definitions related list.
        Work with the question responses In the Assessment Metric Definitions related list, select the response to edit. Update the response as desired.
      3. Complete any other changes to the survey options, and click Update.

      Result

      The modified survey is used for future outreach surveys.

      Add additional Employee Readiness Surveys

      Create one or more surveys to use for different workplaces or to evaluate other areas of concern. Start by planning the surveys carefully to gather the best data for your evaluation of readiness to return to the workplace.

      Before you begin

      Role required: sn_imt_checkin.checkin_admin, survey_creator, survey_admin, or admin

      About this task

      Consider how you want to begin to reopen your workplace, and what you must understand about the employees before you can begin. Work with a user with the survey_admin role in your company to plan the types of questions and responses for the survey. For information about adding surveys, see Survey administration and Survey designer.

      Procedure

      • To create a survey, navigate to Surveys > View Surveys.
      • Select New or Survey Designer and enter the information to complete the survey from the plan that you made.
        Decide on a naming convention to use for surveys, so that a user with the sn_imt_checkin.checkin_admin role knows which one to select when sending outreach surveys. For example, Readiness survey India or Customer service employees return readiness.
      Related topics
      • Send a readiness survey in Emergency Outreach

      Tags:

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