Step 1: Select participants
After you have given your survey a name, you will be directed to the ‘Participants’ page. Here you will see all employees who are in your team(s). By clicking on 'Refine selection', you can select the team that you want to send the survey to. Do you want to send the same survey to several teams in one go? Then select multiple teams.
After selecting your participants, you will see a green checkmark next to "Participants" in the survey overview panel on the right-hand side of the page. This means that this step has been completed.
The participants that you see as a manager have been provided by your HR department. It is not possible to edit, add, or remove participants yourself. If you would like to make any changes you must contact your HR contact person. Please note that it is not possible to add or remove participants when your survey is already running.
Step 2: Select survey period
Go to the next step by clicking on "Period" in the survey overview panel. Here you will see the preselected periods as agreed upon with your HR department. Click on the period of your choice.
It is also possible that only 1 survey period is visible, which can’t be (de)selected. This means that your organization has opted for only one period in which surveys can be sent out.
After selecting the survey period, "Period” will be marked green in the overview panel.
Step 3: Select survey questions
Click on "Questionnaire" in the overview panel to go to the final step - selecting the questions you want to ask your team. Under the header “Requirements” you can see the minimum and maximum amount of question sets you can select for your survey.
On this page you have the option to select question sets and single questions. The question sets are themes and topics that consist of several questions. Are you curious about the content of a question set? Then click on the i-icon.
Note: It is possible that your organization has opted for mandatory question sets to be included in your questionnaire, which will appear at the bottom of the page and can’t be deselected.
Switch to the "Single questions" tab to view and add extra questions to your questionnaire. The questions that are gray and can’t be (de)selected belong to a selected question set and are already included in the survey. Are you looking for a specific question or topic? Simply use the search bar.
To see an overview of the question sets and single questions you have selected for your survey, click on the green button "selected questions". You will also see that “Questionnaire” in the overview panel has been marked green.
Click on 'plan survey' when you have finished creating your survey. Now there’s no more work for you - we will take care of the rest from here!