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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Create feedback template using survey designer

As an admin, you can create feedback templates using survey designer that managers can use to collect specific feedback.

Before you begin

Role required: admin

  • Ensure Scope/Application of the Survey Template is Talent feedback (sn_tf)
  • Ensure the Active field on the Survey Template (asmt_metric_type) is true
  • Ensure Publish State on the Survey Template is Published
  • Ensure ALL metrics (questions in the survey) have datatype: scale, numericscale, or string ONLY

Procedure

  1. Navigate to All > Survey > View Surveys.

  2. Open a survey definition in Survey Designer.

  3. Select the Configuration tab.

  4. On the Survey Designer Configuration form, fill in the fields.

    For a description of the field values, see Survey Designer Configuration form.

    Note:

    • The default value of a survey's duration field is 14 days. For a feedback template, it should be modified to 0 days.
    • A survey instance is created for every feedback request sent using a feedback template, and every instance has a Due Date field. This due date field is overwritten by the due date given by the manager in the agent flow during feedback request creation.
    • The description of the survey is shown to the managers in the agent flow during the template selection step.
    • Select the Availability tab and complete the form.