Library and Surveys

Surveys (previously known as feedback templates) enable the creation of a template of questions that can be sent out as a survey to both internal and external recipients.

The Library

In company settings, the "Library" tab is where you configure questions and templates to be used in surveys and reviews.

Questions

Questions are the smallest building blocks of reviews. They are highly customisable and are created through a similar method to 1-on-1 activities.

Click on "View" under "Questions Library" in the "Library" tab.

You can search and filter the library. There are a small number of questions native to the platform.

Click "Add Question". This will bring up a new configuration box. Enter your question and optionally some additional clarifying information. Click next.

Now the question can be made up of a selection-based answer, a text-based answer, or both. Use the switches to determine which will be used, and the tickbox on the right to determine which will be optional. For selection-based answers, you can select from:

• Rating - on a custom scale, which can include explanatory notes for each selection

• Multiple choice - choose one option from a number of customisable options

• Multi select - select any number of customisable options

Text answers can be given some explanatory text.

For this example we'll select rating.

There are many configurations depending on what answer type you select. For multiple choice and multi select, it is a process of simply adding as many options as you want. For rating there are three options:

• Standard text options - a number rating with customisable text description

• 1 to 5 - a simple rating of 1 to 5

• Emoji - answerer selects from either 3 or 5 emojis to represent emotional response

Click Next. You will get a preview of how the question will appear. If you are happy, click save to library.

The question will now appear at the bottom of the library. The three dots on the right give you typical options.

Templates

Templates are used to sequence questions in order for them to be relevant for a particular party in the review process. For example, you might create an employee and a manager template for the same review cycle.

Click on "View" under "Templates". This will bring up a similar library to the questions one, showing all the current review templates. Click on "Add Template".

As with questions, a new configuration box will appear. Give your template a name and optionally some additional instructions and click next.

Next, select all the questions you wish to include in this template, and click "Done". You can use the arrows next to the question number to move them up and down, and the three dots to remove them.

Click "Next" and "Save to Library". The new template will now appear at the bottom of the list.

Bring Values/Objectives into Reviews

When building a review template, you may wish to reference certain objectives or values you want the reviewee to answer questions against. We've now added this as an option when configuring templates. Simply open the "Advanced" options when configuring a section.

Now toggle on "Bring in items into this section" and select Values or an objective type. Notice the text below has changed to "Questions for each item in the section", indicating each question will be asked for each objective/value listed.

Notes:

• If you want to bring in more than one item (i.e. different types of objectives or values), create a new section and repeat the process.

• When the cycle is started, all objectives and their progress are captured for review. This means objectives created after the start date will not appear, and objectives archived after the start date will.

User Experience - when filling out the review, the user can pop out the objective by clicking anywhere in the coloured header. When popped out, the objective will show its current progress as opposed to the archived progress the review shows.

Using Surveys

Once you have set up a template for the survey you would like to send out, head to the feedback tile and click on the "Request" button.

Navigate to the "Template" tab, then configure each step from top to bottom:

1. Set the feedback type - whether you want to make the feedback about specific people (this will affect their feedback tile and engagement metrics), or about a project or activity, which can be defined entirely by you. Your selection will affect which templates you can use based on whether a template is configured for human feedback or project feedback.

2. Next, choose a template. Your old legacy templates from when feedback templates were seperate will still be here. You can also create a new template at this step, or review your selected template with the blue magnifying glass button.

3. Select who you want feedback from. Internally, you simply use the human selector. Externally, you must define a name and email, and the survey will be sent to that email. They can fill the survey out without having to create an account.

4. Finally, define who/what the feedback is about. If you are asking for feedback for people, simply use the human selector. Otherwise, you will have to manually input what the subject of the survey is.

Anonymous Surveys - Directions for requesting an anonymous survey can be found on the feedback page.

pageFeedback

Ending/Deleting Surveys

Once a survey has been requested, it will appear in the "Requested" tab in the Feedback tile. There are three options in the three dots menu while the survey is in progress:

• Write Reminder - Remind all the incomplete responders to complete the survey.

• End Survey - Deletes incomplete responses and notifies incomplete responders that the survey has closed. Useful if you are done with the survey but not everyone has completed it.

• Delete Survey - Ends the survey and deletes all responses.