Configure Employee Readiness Surveys
Review the default 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.
Survey definition with owners who are check-in admins
Procedure
- Navigate to All > Surveys > View Surveys and open the Employee workplace readiness survey.
Survey definition Introduction and end notes form section and related lists
- Using the plan that you made for changing the survey, update any of the following survey elements.
| Option | Description |
|---|---|
| Add owners | Select the lock icon ( Image omitted: icon-lock.png Select the Introduction & End Notes section tab and update the text.Lock icon) beside <strong>Owners</strong> to unlock the list of survey owners. Add the user to collaborate with on this survey.</td></tr><tr><td id="d213667e141"><strong>Update the introductory and ending text</strong></td><td> |
| Work with the questions |
|
| Work with the question responses | In the Assessment Metric Definitions related list, select the response to edit. Update the response as desired. |
- Complete any other changes to the survey options, and select Update.
Result
The modified survey is used for future outreach surveys.
Parent Topic:Employee Readiness Surveys
Add Employee Readiness Surveys
Create one or more additional 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.