FAQ: Creating a survey

• Can I save my survey as a draft and continue later when creating my own survey?
  Yes! Click on Save and close at the top right of page to return your survey overview. The settings will then be saved, and when you return you can simply continue creating your survey.
• Why am I not able to create a survey for my team?
  This could be for two reasons:
  1. You don't have the rights to create a survey, because your Central Coordinator has not assigned these rights to you. Contact your central coordinator (HR contact person in your organization) to grant you these rights or explain why you do not have these rights.
  2. Something has gone wrong with the setup of your rights. If you're sure that you should have the rights to create your own survey, contact our Effectory Helpdesk.

Participant selection

• Why am I not able to select individual participants for my survey?
  If you can only select entire teams for your survey, this is due to a specific choice your organization has made for creating surveys in My Effectory. In this case, it is not possible for you to select individual respondents, only teams.
  
• Can I edit, add or remove participants as a Local Coordinator when I'm creating my survey?
  The participants in the teams that you see as a manager have been provided by your HR department. It is not possible to edit, add, or remove any specific participants yourself. If you would like to make any changes you must contact your HR contact person. Please note that it is also not possible to add or remove teams when your survey is already running.
• How can I add employees to an incomplete team or fix incorrect information as a Local Coordinator?
  Unfortunately, you cannot make these changes yourself. We advise you to contact your Central Coordinator (contact person responsible for surveys at your company) and explain which changes need to be made.

Question selection

• Why are some question sets marked in grey and why can't I deselect them?
  The grey-marked question sets have been chosen by your organization as mandatory for you to include in your survey. Therefore, you cannot deselect these question sets.
• What is the difference between "themes" and "topics" in the question selection?
  Themes are groups of scientifically validated questions representing a broader concept (e.g. Employee engagement). Including all questions from a theme gives you a theme score which is useful for trend analysis etc. Topics are collections of related HR questions. Unlike themes, questions in topics are scored individually.

After the survey is set up

• How can I check whether my survey is successfully launched?
  Go to your specific project and select View all surveys to check the specific status of your survey.
• Will I receive an e-mail confirmation after planning my survey?
  No, you will not receive an e-mail confirmation. When you've clicked the button Launch survey your survey has been planned.
• When will the invitation to my team be sent out?
  Your invitation will be sent out on the first day of the survey period you've selected to the participants you've selected.