Creating Surveys

You may prevent ExponentHR from making the answers to survey questions available until the questions have received a minimum number of employee responses.

As a surveyor, you do not want to see survey results until a specific number of employees have responded to your questions. By setting a minimum number of surveyors, responses to your survey will not display until the minimum number of responses are received.

 

1.   Enter a number in the Minimum # of ResponsesMinimum # of Responses field.

Result: When an employee views results for this survey, the results of each survey question will not display unless the question has the minimum number of employee responses you entered.

Notes:

• Employees often complete surveys by answering some questions and not others. When managers view survey results, they will only see results for survey questions that have the minimum number of employee responses (designated in this field). Results for questions without enough employee responses will not be displayed (or display the default answer) when managers view results.

• Any survey set as Anonymous must have a minimum of two responses.

• Although manager views may be limited to a subset of the employee population, the survey must still reach the same minimum response threshold before the manager can view results.

 

If employee responses are not set as anonymous, managers will be able to view the individual results of each employee by selecting their name from a list. You may make survey responses anonymous if necessary.

 

1.   Select Yes from the Anonymous SurveyAnonymous Survey drop-down box.

Result: ExponentHR will keep employee responses to this survey anonymous when managers (including survey administrators) view results. Managers will still be able to sort survey results by department or job type (if the minimum number or respondents for the respective type has been reached), but will not be able to view results by specific employee.

 

You may designate default answers for each question in your survey, if necessary. If you enable this option, you must select a default answer for all questions in your survey.

 

1.   Select Yes from the Do You Want Questions to Have Default Answers?Do You Want Questions to Have Default Answers? drop-down box.

Result: ExponentHR will require you to select a default answer for each question when creating your survey questions. Each question will be presented to the participant pre-populated with the default response you select. If the participant does not change the response, the default response will be recorded as the participant’s answer.

 

You may display a list of employees invited to take your survey, if necessary.

 

1.   Click the ShowShow button in the Invited Employees row of Survey Setup information.

Result: A new window displays a list of all employees currently invited to take your survey.

Notes:

• You may print the report by clicking the Print button.

• You may close the report by clicking the Close button.

 

The meat of your survey is sections of questions within the survey itself. You may create as many survey sections and questions as necessary to complete your survey.

1.   Click the Edit SectionsEdit Sections button.

The Edit Survey - SectionsEdit Survey - Sections page displays.

2.   Click the Add SectionAdd Section button to add a new survey section.

The New Section TitleNew Section Title window displays.

3.   Enter a name for the survey section in the New Section Title window and click the SaveSave button.

Result: ExponentHR adds the survey section to the Edit Survey – Sections page. Repeat steps 2 to 3 to add as many survey sections as you need in your survey.

 

You may add as many questions to your survey as necessary. Before adding any questions to your survey, you must create a survey section.

1.   After creating survey sections, click the EditEdit button on any survey section to which you would like to add questions.

The [Survey Section Name][Survey Section Name] page displays.

2.   Click the Add QuestionAdd Question button to add a new question.

The New QuestionNew Question page displays.

3.   Enter the new question in the Question Text field.

4.   Select a type of question from the Question Type pull-down menu (for more information about question types, see Related Help Topics).

5.   Decide whether to create custom responses for your question or use pre-defined responses.

To Use Pre-Defined ResponsesTo Use Pre-Defined Responses

To Create Custom ResponsesTo Create Custom Responses

6.   Repeat steps 2 to 5 for each question you want to add. After adding all necessary answers to the survey question, click the Save & ExitSave & Exit button to save your question.

Result: The Edit Survey - SectionEdit Survey - Section page displays.