Compare Journey Questionnaires, Survey Journeys, and Manager Surveys
This table shows the comparison between journey questionnaires, survey journeys, and manager surveys based on the configuration criteria:
| Criteria | Journey Questionnaires | Survey Journeys | Manager Surveys |
|---|---|---|---|
| Where to configure? | My Client Groups > Talent > Questionnaires Associate the questionnaire you created with a journey task of type Questionnaire in a journey template. |
My Client Groups > Talent > Questionnaires Create the Survey Journey in Checklist Templates by using the Survey category. Specify the survey subtype as either General or Touchpoints. Associate the questionnaire you created with the journey task of type Questionnaire in a journey template of category Survey. |
Team Activity Center page > Team Actions or My Team > Employment > Create Survey quick action |
| Which questionnaire subscriber do I select? |
For a questionnaire task in a Guided Journey, you need to select Guided Journeys as the subscriber. For a questionnaire task in other journey categories, you need to select HR Checklists as the subscriber. |
For a general survey, you need to select Journey Surveys as the
subscriber. For a touchpoints survey, you need to select Touchpoints as the subscriber. |
Not applicable |
| Can I automatically assign the survey? | Yes, based on an action or event. | Yes, based on the criteria and schedule. | No |
| Can I configure a recurrence? | Yes, at run time. When assigning the journey, you can specify a recurring schedule. | Yes, at design time by using the Schedule Allocation tab when configuring the survey journey template. | No |
| Can I specify the target population? | Yes, by using Eligibility Profiles when configuring the questionnaire task or configuring the journey template. | You can only specify the Legal Employer and Business Unit. | You can only assign people to the directs of the line manager. |
| Can I specify the duration when a questionnaire or survey is active? | Yes, by using Expiry Duration when configuring the task. | Yes, by using the schedule configured under the Schedule Allocation tab of the journey. | Yes, Survey Start and End Date. |
| Can I specify when a questionnaire or survey becomes inactive? | Yes, by using Expiry Duration when configuring the task. | Yes, based on the recurrence duration. Once the new occurrence is assigned, the earlier occurrence will automatically expire. | Yes, by using End Date when assigning the survey. |
| Can I specify the date by when workers need to complete the questionnaire or survey? | Yes, by using Target Duration when configuring the task. | Yes, by using the schedule configured under the Schedule Allocation tab of the journey. | Yes, by using the End Date when assigning the survey. |
| Can I delay assigning the questionnaire or survey? | Yes, by using Delay Duration when configuring the task. | Yes, by using the schedule configured under the Schedule Allocation tab of the journey. | Yes, by using Start Date when assigning the survey. |
| Can I specify the questionnaire or survey responder? | Yes, you can specify as Worker, Line Manager, AoR, or User. | The survey is always assigned to the journey assignee. | The survey is always assigned to the journey assignee. |
| Can I specify the layout to display questions? | No | Yes | No |
| Is there a limit on the number of questions? | No | No | Yes, 10 is the limit. |
| Can I add comments when answering the questionnaire or survey? | Yes, as part of task and question comments. | Yes, as part of question comments. | Yes, as part of question comments. |
| Can I add attachments when answering the questionnaire or survey? | Yes, by enabling the Attachments checkbox when configuring the task. | No | No |
| Can I configure other features by using display properties? | Yes | No | No |
| Can I send reminder notifications? | Yes, you can configure reminders at the task level. | Yes, by using Nudges for Journeys. | Yes, you can configure reminders when assigning the survey. |
| Can I add other tasks to the journey template? | Yes | No | No |
| Can I add the Note Board and What's Happening sections? | Yes | No | No |
| Can I configure journey template level security? | Yes | Yes | No |
| Can the journey template be reused by others? | Yes, it's a global template. | Yes, it's a global template. | No, it's a personal template. |
| Can I make a questionnaire or survey dependent on another task? | Yes, you can configure a preceding task in the journey template. | No | No |
| Can I configure an offset duration? | Yes | No | No |
| Can I add notes or instructions? | Yes | No | Yes |
| Can I add a completion message? | No | Yes | No |
| How can I answer the questionnaire or survey? | Survey respondents can answer from the My Journeys or My Tasks tab. The line manager and Areas of Responsibility (AoR) can answer from the Assigned Journeys tab. You can configure this based on the display properties. | Survey respondents can answer from the My Journeys tab. The line manager and AoR can't answer on behalf of the performer. | Survey respondents can answer from the My Journeys tab. The line manager and AoR can't answer on behalf of the performer. |
| Who can view questionnaire or survey responses on the UI? | The Task Performer, Line Manager, and AoR. You can configure this based on the display properties. | The Line Manager and AoR. The survey performer can't view the responses after submitting them. | The Line Manager and AoR. The survey performer can't view the responses after submitting them. |
| How can questionnaire or survey responses be reported? | By using OTBI and BI Publisher. | By using OTBI and BI Publisher. | By using BI Publisher. |