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 in the main menu.
Step 2. Click create
Click the Create Survey button on the top right of the page.
Step 3. Enter details
Enter a name and description, which are included in the email invitation sent to participants. If it's a job family or job specific survey, include the family or job title in the name. Enter a detailed description that appears when participants first open the survey.
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 in the next drop-down. For job specific surveys, select a job in the final drop-down.
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, point to the gear icon and choose Add Competencies. Select a library in the drop-down, select competencies, and click the close icon .
Step 7. Select participants
Point to the gear icon and choose Add Participants. Select a filter in the first drop-down and then select the users you want to invite to participate in the survey. Click the close icon .
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.
Step 9. Set a due date
Select the 'Check to select date and cycle' checkbox. Click the calendar icon and select the date you want to send out this survey to the selected participants. If you leave the checkbox deselected, simply click Finish to save your survey and put it on hold until you set a dispatch date.
Step 10. Select a cycle
Select the Profiling Cycle in the Cycle drop-down.
Step 11. Specify stage due dates
Selecting a cycle in step 10 populates the cycle below. Click the calendar icon and select a due date for each stage in the cycle.
Step 12. Lock out participants
Turn on the lock for a group of participants to set when they can access it. Contributors usually provide their input in the first stage. The Reviewer finalizes the result in the second stage, so they're normally locked out of the first stage.
Step 13. Dispatch the survey
Click Finish and the Manage Surveys page opens. Select Scheduled in the Status drop-down to see your survey. If you selected today's date, it will be dispatched shortly.