Go through your Survey settings to create categories for your surveys, choose how you want survey reports to appear, and customise your mail template for surveys.
📎NOTE: Only employees with administrator access can follow these steps.
Categories
- Click your name in the top right, then click Settings.
- On the settings menu click PERFORMANCE, then click Surveys.
- If required, click ADD CATEGORY to create a new category for your surveys.
- Enter a title, and if required enter a description.
- Click SAVE.
Survey report settings
If required select the following options:
- Show all comments under each graph in reports and PDF exports
- Show "Average index" report
- For direct managers, show results from all levels below them in org chart - By default direct managers can see results only from their direct subordinates, based on the org chart.
- Show "average score " in all bar chart reports - When enabled, all bar chart reports have a red vertical line indicating the average score from all answers.
Mail templates
There is already a default assignment message drafted for when an recipient is asked to provide feedback. You can edit these if you wish to customise what they say.
- Click your name in the top right, then click Settings.
- On the settings menu click PERFORMANCE, then click Surveys.
- Under Mail templates, click EDIT ASSIGNMENT MESSAGE.
- Make any amendments you like, with placeholder variables available.
- Once you are done, click SAVE.
For further help on set up, go to our Welcome hub.