The Employee Survey feature will allow you to define, send, and manage your employee satisfaction surveys. This article addresses information regarding employee satisfaction surveys.
Defining Surveys
The Surveys screen on the Configuration menu allows you to define your surveys. To create a new employee satisfaction survey, click on
.
Give the survey a name, and select a Survey Type. The screen will refresh and show you additional fields to configure.
Employee Satisfaction Survey Type
Additional fields need to be filled out for the Employee Satisfaction survey type:
Layout Type: Field to arrange layout of questions.
Answer Below Question layout: moves the survey answer to a separate row below and is recommended long survey question
Answer Next to Question layout: places the question and answer side by side in the same row
Allow free-form comments: This field will allow employees to enter text without prompts or defined drop down values.
Redirect on Complete Url: If you want the employee to be redirected to a specific website after completing their survey, you can specify that website here.
Header Text: The text entered in this field will appear at the top of the page the employee sees when they fill out their survey. You can tell them what you would like them to do and guide them forward.
Footer Text: The text entered in this field will appear at the bottom of the page after they have answered the questions and before they submit the survey.
The below sections is included in this survey type:
Questions
Click the
to add a question to the survey.
Sequence: This field allows you to order your questions vertically on the survey screen the employee sees.
Required: Check this field if you do not want the employee to submit the survey without answering this question.
Question: Type your survey question in this field.
Section: Specify which section you would like this question to appear under.
Responses: Create the list of possible responses from which the employee will be able to select. Specify the sequence in which they should appear vertically in the drop down list. Give each response a response value. Response values are used to quantify the results of the survey. This can be used to weigh some questions more heavily than others.
Survey Section
Click on
to add survey sections. Survey Sections allow you to group your questions into logical sections. Sections are as follows:
Name: Provide a name for this section. The employee will see this section name.
Service Order Type: If you specify a Service Order Type, this section of the survey will only appear for those employees who have this service order type placed on their file.
Resource Role: This drop down list allows you to specify a specific Resource to each Survey Section. The Resource of the type selected will be automatically assigned to this section when the survey is created. When there is not a Resource of the type selected then the section will not have a Resource associated with it but the survey will still be created. See the Survey Reporting section for more information on reporting on the Resources.
The Resource Role is a list of most coordinator types in the Equus Platform™. It does, however, explicitly exclude the following coordinator types:
Authorization Approver
Authorization Internal Notification Resource
Payroll System Contact
Portal Notifications
Service Coordinator
In the case where there can be more than one coordinator type assigned to an assignment/relocation, the Resource that was most recently added will be assigned when the survey is created.
Sequence: This orders the sections vertically on the screen the employee sees.
Comments: If this field is checked, the employee will be able to enter free-form comments for this section of the survey.
Company Access
Select either <Grant> or <Deny> in the All Company Access field and then use the Exceptions section to specify any exceptions to the All Company Access selection.
Note: If the survey should be available to every client in the system you will have the All Company Access equals Grant. If the survey should be available to only one client in the system you will have the All Company Access equals Deny. Then click on <New> near the exception and add the company that should see the survey.