Configure the Survey Frequency and Other Attributes

While creating the survey, you need to specify its recurrence frequency to decide when it should start and end and how many times it should run within a specific period. In addition, you also need to specify the analysis period and threshold score of the survey. You configure these attributes using the Checklist page.

1. Click the Schedule Allocation tab on the Checklist page.
2. Select the recurrence frequency of the survey in the Repeat field. To create a survey with a custom frequency that’s not daily, weekly, or monthly, select Specific. For example, to create a survey every alternate day of the week, you'll select Specific. Complete the fields for each survey frequency as shown in these tables.
   • Daily frequency

     Field	Description	Next step
     Start On	Enter the start date of the survey.
     Repeat	Select Day.
     End Recurrence	Option 1: End the survey after a specific number of occurrences.	Enter the number of occurrences.
     	Option 2: End the survey on a specific date.	Enter the end date.

   • Monthly frequency

     Field	Description	Next step
     Start On	Enter the start date of the survey.
     Repeat	Select Calendar month.
     Repeat on This Day	Option 1: Repeat the survey on a specific date in the month.
     	Option 2: Repeat the survey on a specific day of the month. For example, the first Monday of every month.
     End Recurrence	Option 1: End the survey after a specific number of occurrences.	Enter the number of occurrences.
     	Option 2: End the survey on a specific date.	Enter the end date.

   • Yearly frequency

     Field	Description	Next step
     Start On	Enter the start date of the survey.
     Repeat	Select Year.
     Repeat in This Month	Select the month on which you want to repeat the survey every year.
     Repeat on This Day	Option 1: Repeat the survey on a specific date in the month.
     	Option 2: Repeat the survey on a specific day of the month. For example, the first Monday of every month.
     End Recurrence	Option 1: End the survey after a specific number of occurrences.	Enter the number of occurrences.
     	Option 2: End the survey on a specific date.	Enter the end date.

   • Specific frequency

     Field	Description	Next step
     Start On	Enter the start date of the survey.
     Repeat	Select Specific.
     End Recurrence	Option 1: End the survey after a specific number of occurrences.	Enter the number of occurrences.
     	Option 2: End the survey on a specific date.	Enter the end date.

3. In the Number of Runs Per Period field, specify how often you want the survey engine to run during a period so that the survey gets assigned to any new people in the target population. For example, let’s say you scheduled a monthly survey for the 1st of every month. If you selected the option Every day of the period, the survey engine will run every day of the month, identify new people who join at any time during the month, and assign the survey to them. But if you selected Once per period, the survey engine will run only once, on the 1st of the month, and will assign the survey to new people only the next month.
4. Enter the analysis period. This decides the period for which pulse scores are calculated and displayed as graphs on the employee’s Touchpoints page. For example, if the analysis period is 4 weeks, and the employee is assigned a weekly survey, pulse scores are calculated for each week and displayed over the 4-week period. To specify this analysis period, select 4 from the first list, and Weeks from the second list.
   Note: The analysis period doesn’t control the number of periods displayed on the pulse score comparison chart on the manager’s Touchpoints Summary page.
5. Enter the threshold score value. Pulse scores that fall below the threshold value are considered as low scores.
6. Click Generate to generate the start and end dates of each period in the selected frequency. These dates are displayed in the Period Summary section. Employees can access the survey any time during each of these periods. If you change the number of occurrences or the survey end dates, you need to click the Generate button again to refresh these periods.
   A few points to consider about this section:

   • You can’t generate periods for a survey that has the recurrence frequency as Specific. In this case, you have to manually enter the start and end dates for each period. To create a survey that runs every alternate day of the week, add the dates for each of these days, with the start and end dates being the same for a given day.
   • For other survey frequencies, you can’t assign the survey to employees on any date that's outside of the generated periods. To add such a date, you need to change the frequency type to Specific and manually add that date.
   • If you don’t want to run the survey on certain dates, say for example weekends or holidays, you can clear the Active checkbox next to those dates.
   • You can clear or select the Active checkbox next to a period only if its start date is on or after today’s date and the survey engine hasn’t already run for today’s date.
7. Click Save.

What to do next

The survey is assigned to the target population at 12 AM UTC time of each survey period’s start date.

After you’ve created the survey and assigned it to employees, to extend the survey for a longer period in the same survey frequency, you can edit the checklist template task and change the end date of the last period in the survey, if the survey hasn’t already been assigned for that period. However, to change the survey frequency from daily to weekly, it’s recommended that you end the daily frequency or make it inactive and create a new checklist template task for the weekly frequency.

Note: When measuring employee sentiment by surveys, it’s recommended that you create a weekly pulse survey with one to three questions, with an analysis period of 4 weeks, and an appropriate threshold score.