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Surveys
Quickstart Guide
Intro:
Surveys let admins gather targeted information from team members using custom templates. Create, assign, and track surveys from the HRO Admin dashboard. Paid plan required.
Step-by-Step Guide:
- Ensure you have admin access and a paid plan.
- Go to HRO Admin > Surveys and Tests in the main navigation menu.
- Click Create Template, enter a title, select template type, and fill out optional fields (description, industry, etc.).
- Add sections to the template (title and optional description).
- Add items (questions/instructions) to each section, choosing the appropriate item type and options.
- Assign the survey to team members via Assignments > Create A New Assignment (optionally set a due date).
- Team members access and complete assigned surveys in their HRO > Surveys And Tests dashboard.
- Admins review responses and track completion via the Progress section.
Frequently Asked Questions
Q: Who can create and assign surveys?
A: Only users with admin access on a paid plan can create and assign surveys.
Q: What types of questions can I include in a survey?
A: Multiple-choice, text input, ratings, and other supported item types.
Q: Can surveys be assigned to multiple team members?
A: Yes, you can assign surveys to individuals or groups.
Q: Can team members complete surveys in stages?
A: Yes, users can save progress and return to complete surveys before submitting.
Q: How do admins track survey completion and responses?
A: Use the Progress section to view completion rates and individual responses.
Q: Can I edit a survey template after assigning it?
A: You can edit templates before assignment; editing after assignment may be limited.
Q: Is there a limit to the number of surveys or assignments?
A: There is no stated limit, but your plan or platform version may have practical constraints.