The Employee Survey Batch screen is used to send out the surveys to employees. Navigate to the screen by using the Global Search.
To create a new batch, click on
in the header row of the Employee Survey Batches section. Click on
to view or edit an existing batch.
After clicking on
, you can filter the survey batch by a specific company. You can also choose a From Email filter — options include System Default, Current User, or Relocation Coordinator (commonly used). Click the Continue button to proceed.
After clicking on
, the survey batch can be filtered by a specific company. The From Email can also be selected as a filter, where you can choose from System Default, Current User, or Relocation Coordinator. Many times the Relocation Coordinator email address is used. Click on
to proceed.
The system will then pull the surveys that are ready to be sent by identifying the system triggers. Tick the Send checkbox to include a survey record in the batch.
The Mark as Complete checkbox is ticked by default. Untick this checkbox for the survey to be included in future batches, then click on
.
Once
is selected, the batch cannot be undone. This is because an email notification is sent to the employee.
If the configuration of the survey sent out included Survey Section Resource Roles assignments, then the employee completing the survey will see the coordinator that assisted with each section of questions next to the Section Name.
If no Resource Role was configured for the Section or the employee did not have a coordinator of that type assigned then only the Section Name will be displayed.