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Surveys

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The surveys are found under the "Company" tab. This is where as a company, I can gather opinions, conduct selections, ask for line manager feedback, etc.

The published list of surveys is updated every 10 minutes, i.e. faster response times may be granted. Changes in the surveys are therefore shown only with delays of up to 10 minutes.

Schloss_16.png Who sees what here?

URL: /Polls

Here one usually sees:

  • All the polls that have been saved in the system

Basic roles

Employees:

  • See the administration and the results of the polls only if the Polls module was assigned to them and if they have created the poll themselves at the same time.

Managers:

  • See the administration and the results of the polls only if the Polls module was assigned to them and if they have created the poll themselves at the same time.

Managers with access to organizational units:

  • Only see the administration and the poll results if the Polls module was assigned to them and if they also have access to the organizational units entered for the poll.

HR experts and CEO:

  • Only see the administration and the poll results if the Polls module was assigned to them and if they also have access to the organizational units entered for the poll.

Administrators:

  • Can see the administration and results of all polls and can make corrections at any time if the Polls module was assigned to them.

External persons:

  • Only see the administration and the poll results if the Polls module was assigned to them and no restriction on organizational units has been set up in the event.


Additional roles, settings, module roles that affect the rights of basic roles

'Additional role: Polls'

  • As described above

Additional setting on the poll: "Released for managers"

  • If this setting is activated for an event, line managers see a poll even when they have not been issued the Polls module. Which managers are allowed to see which poll depends on whether there are already answers that a direct report of this manager has already provided to precisely this poll. This type of poll must be answered in the employee area (not public), because the job information is important.

Actions in the polls overview

Multiple actions in the polls overview

  • Change status (for controlling internal processes)
  • Start/continue (poll can be answered)
  • Freeze (poll may be temporarily stopped)
  • Archive (poll is filtered out of the polls overview by default)
  • Reactivate (poll which was completed is activated again)

Actions on the poll itself

  • Start poll/poll in process
  • Freeze poll (no more responses may be submitted, the poll is not completed, however)
  • Archive poll
  • Copy poll (copies the poll 1:1, but the name should be changed)
  • Clear poll
  • Release poll for the global area (releases the poll in the various languages recorded for the respective users)
  • Enter reminder for this poll
  • Overview of poll result

Working with polls

A poll can be started, frozen, continued, and archived. First, create a poll and enter the associated questions. Subsequently, the poll may be started either immediately or you can set a reminder, so that you can start or stop the poll in a timely manner. A green dot indicates that the poll can currently be responded to. (The "Start" and "End" fields in the poll do NOT have any affect here).

When the poll time has expired and before any decisions are made based on it, the poll should be frozen because this prevents it from being changed thereafter. This function is equal to a pause or start button. Frozen polls are marked by a snowflake. Freezing can be undone by continuing the poll. As a result, the poll is in the same state as immediately after the start and re-appears with a green dot. If the poll is no longer relevant, it can be archived. However, it will remain in the database, including its results and evaluations, the only difference is that it is filtered out from the overview but can be re-displayed with "reset search". You should also make use of the wizards to greatly improve the Comfort when responding to polls.

Diagrams for polls

Several poll questions may be included in a graphical analysis using diagrams. In the evaluation, all shared polls of a poll no. are included, i. e. the poll will be evaluated globally. This can be useful with respect to recurring polls such as about employee or customer satisfaction. A poll is considered global, as soon as "Release poll for global comparison" is selected.

After clicking on «Release survey for global comparison» this survey can be released only if

  • No poll has been released yet with this poll number
  • this survey matches exactly with a previously released survey (exactly the same survey number and exactly the same questions)

Thus, only surveys with the same survey number, as well as exactly the same questions and answers reach the same evaluation.

A global release is only possible, however, if concrete answer options are specified in at least one question, i. e. in a poll with only free-text fields no global release is possible. After the release, the poll can no longer be changed.

Using polls for exit interview

For exit interviews it is important that the responses are anonymous and still recorded in a structured manner in order to perform analyses regarding the reason for terminating employment. At the same time, information shall be shared and recorded in a personal conversation. The responses are therefore usually not collected in the solution by the employees themselves, but by HR. Therefore, the responses in the internal area may be collected by HR, even in case of anonymous polls. This way, by clicking on the link "answer questions", all responses will be recorded first of all, and the link to the employee is subsequently deleted in the overview of the poll participants. Instead of the name of the person, only "anonymous" appears.
Info.gif Responses can be recorded only once and cannot be edited subsequently.

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