1. Implementing and Using Journeys
  2. Example of Creating a Survey in Journeys

Example of Creating a Survey in Journeys

This example shows how to create a general survey and assign it to new hires to get their feedback on the onboarding process.

Summary of Tasks

  1. Create the questionnaire for the survey by using the Questionnaires application.
  2. Create and configure the survey by using the Checklist Templates task. This involves three subtasks:
    1. Creating the survey journey.
    2. Associating the questionnaire with the survey journey.
    3. Specifying the attributes of the survey, such as its frequency.
  3. Assign the survey to employees using the Journeys application.

Create the Questionnaire

For more information about creating a questionnaire, refer to the Questionnaires section in the Workforce Profiles chapter of the Using Common Features for HCM guide.

Create the Onboarding Experience Survey Journey

The general survey is a type of survey journey that's created using the Checklist Templates task.

Here's how you create the survey journey:

  1. On the application home page, click the My Client Groups tab.
  2. Click Show More after the list of quick actions.
  3. Click the Checklist Templates quick action in the Employment area.
  4. Click Create.
  5. Complete the fields as shown in this table.
    Field Value
    Name Name of the survey journey.
    Checklist Code The code is auto-populated. You can change it if required.
    Country Select the country to which the survey is applicable.
    Category Survey
    Survey Subtype General
    Archive After Months

    The survey journey is archived these number of months after its expiration or completion by the employee or HR specialist.

    When a survey journey is archived, it no longer appears in the application. But it’s still present in the archive tables in the database.

    The responses provided by employees to survey questions aren't archived. They're available in the database for reporting purposes.
    Purge After Months The archived survey journey is purged these number of months after its expiration or completion by the employee or HR specialist.

    Purged survey journeys are permanently removed from the archived tables.

    The responses provided by employees to survey questions aren't purged. They're available in the database for reporting purposes.
  6. Click OK.
  7. Review the details on the General tab and edit the other details as required. You can enter the effective start and end dates for the survey journey configuration.
  8. To finalize the survey and use it immediately, set its status to Active. Otherwise, set it to Draft.
  9. Click Save.

Associate the Questionnaire with the General Survey

The next step is to associate the questionnaire with the general survey journey.

Here's how you do it:
  1. On the Tasks tab of the checklist page, click the Create > Create Task.
  2. Complete the fields as shown in this table.
    Field Value
    Name Name of the task.
    Code The code is auto-populated. You can change it if required.
    Status The status is auto-populated. You can change it if required.
    Description Enter a description for the survey questionnaire.
    Task Type The default is Survey. Leave as is.
    Questionnaire

    Select the questionnaire to be used in the survey.
  3. Click Save and Close.

A general survey can have only one task.