In this article:
Creating a Survey Template from scratch
Duplicating an existing Survey Template
About
Surveys can be created by using Survey Templates. A Survey Template is made up of survey sections which include survey topics. Employees are asked to answer all topics within one section before moving on to the next. This allows you to organise the Survey topics into themes or areas of concern and ensures employees stay engaged throughout the completion of their Survey Response.
Creating a Survey Template from scratch
To create a Survey Template, go to Culture > Admin > Survey Templates.
Click Create Template and click Create New Survey Template, then click Create.
Give your Template a Name and optionally add a Description.
Move on to the Content tab to add sections and topics.
Click the Add Section button and complete the dialog box with the Section Name, optional description, Answer Group and Comments. All topics within one section will need to have the same Answer Group, so this could be a useful way of splitting your topics into sections.
You can find out more about Answer Groups in the following article: Answer Groups.
Once you have created your section, you can your topics by filling in the grey text box. The answers are shown to the right-hand side of the text box to show you what the survey will look like when it is published.
You can add as may topics and sections to your Survey Template as you require. Additionally, topics and sections can be reordered. To reorder your topics, use the drag and drop feature to the left-hand side of the text box. To reorder your sections, click the Options button at the top right of the section you wish to move.
Once you have added your Sections & Topics you can move onto the Welcome / Complete Messages tab.
Here you can customise your Welcome and Complete messages. These are shown to employees at the beginning and end of completing a survey.
Once you are happy with the Content, you can move onto the Audience tab.
This is where you determine who this survey template is going to be sent to.
Click on the Add Rule button to choose who to send the survey to. You can optionally use the Exclude list to prevent the survey being sent to individuals.
Now you can move onto the Options tab. This configuration allows you to determine how long employees have to complete the survey, whether responses are anonymous or not, and whether employees can decline the survey.
Finally, you can set up a recurring schedule for the survey on the Schedule tab.
If you'd like to create surveys to run on a schedule, tick the box and select the frequency and your start date.
If you are happy with the content of the survey, you can tick to auto start the survey. Otherwise you can keep the survey in draft mode and ask other HR managers to collaborate on it with you.
Lastly,you can choose whether surveys automatically close or if employees have extra time after the end date , in order to fill in their responses.
When you are happy with the content of the Survey Template, you can click Create Template, your template with be created as Draft. If you're happy to publish the survey to run on the schedule, click Save & Publish.
Duplicating an existing survey
To ensure accurate reporting, it is not possible to edit Survey Templates that have been used.
If you wish to customise the sections and topics within them, you will need to create a duplicate.
Go to Culture > Admin & Config > Survey Templates.
Click Create Template and select Duplicate Existing.
You will then be able to edit and customise all elements of the template.
Work through the tabs - Main Details, Content, Audience, Options and Schedule before saving and publishing your new template.
