Employee Survey Template

General Survey Configuration

• Name: Allows identifying the name of the survey. This name will be displayed in the initial survey list.

• Type: Allows viewing the type of the survey.

• Department: Enables identifying the department responsible for managing the survey.

• Creation Date: Identifies the creation date of the survey.

• Survey States: This table allows defining a set of states for the survey. These states can be assigned to employees when configuring the survey, so they will be responsible for the survey depending on the state it is in. For each state, it is possible to define:

  • The name of the state.

  • Whether the state is Automatic or not, so that if a state is automatic, the surveys will move to the next state once completed without any user intervention. If the state is not automatic, it will be necessary to manually change the state of a survey.

  • The order of the states through the "Move Up" and "Move Down" buttons.

  • Whether the state allows returning to the previous state. By selecting Yes, the person responsible for completing the survey can return it to the previous state.

  • Whether the surveys can return to the previous state or not for the state, through the "Rollback" field.

• Enabled: Allows indicating that the survey is enabled for use in GlobalSUITE.

It is possible to translate the fields of the survey template into the other available languages through the "Translate" button at the top right. This button will allow us to select another language and define the name of the configurable fields in that language. Currently, the survey states.

Personal Data; Roles and Permissions

The sections of personal data and roles permissions allow selecting the data or sections that will be displayed in the employee survey. To do this, the checkboxes of the sections to be displayed must be selected, defining the corresponding question to collect the necessary information for each of them in the text field provided to the user.