Create a survey and invite participants to evaluate the competencies and proficiency levels needed in your organization.
Step 1. Go to surveys
Click the menu icon on the top left of your screen and click Surveys.
Step 2. Click create
Click the Create button on the top right of the page.
Step 3. Enter details
Enter a name and invitation message, which are included in the email sent to participants. If it's a job family or job specific survey, include the family or job title in the name. Enter a survey introduction that appears when participants first open the survey. Click Next.
Step 4. Select the survey type
Select Core, Job Family, or Job Specific in the Survey Type drop-down. For job family or job specific surveys, select a job family. For job specific surveys, select a job.
Step 5. Set response options
Enter the minimum and maximum number of competencies participants can select. Select whether or not to pre-populate the survey and click Next.
- Core: pre-populates the survey with any previously published core competencies.
- Job Family: pre-populates the survey with any previously published core and job family competencies for the job family you selected.
- Job Specific: pre-populates the survey with any competencies that are currently associated with the selected job.
Step 6. Create a competency shortlist
If you enabled Pre-populate the survey in step 5, review the competencies. Otherwise, click Add Competencies. Select a library in the first drop-down and select a group in the second drop-down. Select competencies to add to the shortlist and click the close icon . Click Next.
Step 7. Add participants
Click Add Participants. Select a filter like Department in the first drop-down and select a specific department in the second drop-down. Then select the users you want to invite to participate and click the close icon . Click Next.
Step 8. Select a reviewer
Each user you added as a participant shows up on the underlying page labelled as a Contributor. Select the the participant who will be the Reviewer or select Make me the reviewer.
Step 9. Select a start date
Select Dispatch now or select a start date. Leaving the start date blank puts the survey on hold so it can be dispatched later.
Step 10. Select a mode
Select a dispatch mode. We recommend Basic. All you have to do is select a due date for the Contributors.
To specify a due date for the Reviewer, select Advanced (use a cycle). Select the Profiling cycle in the drop-down and a due date for each stage. Turn on access for Contributors and for the Reviewer. Contributors provide input in the first stage and are normally locked out of the second stage. The Reviewer finalizes the results in the second stage and is normally locked out of the first stage.
Step 11. Click dispatch
Click Dispatch to email a survey link to participants. If you selected Dispatch now, they'll receive the email within 15 minutes. If you chose a start date, they'll receive an email on that date.
If you didn't select a start date, click Save Survey to return to the Surveys page. Select On hold in the Status filter to access the survey.