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  • Logging in to Your Account
    To log in to your account: Go to the Sign in page. Enter your Email. Enter your Password. Click Sign in. You are now redirected to the Home page!
  • Forgot Your Password
    To reset your password: Click the Forgot Password? link on the sign-in page. Enter the Email associated with the account. Click the Proceed button. An email with the password reset link is sent to your email. Click on the Reset password button in the email to reset your password. Enter a new password and confirm your new password. Click the Reset password button. A password reset confirmation pops up and you can now log into the application with your new password. ⚠️ ​If you didn’t get the email, click on the Resend link on the page. A confirmation pop-up displays after the email is resent. ⚠️
  • Updating Your Company Logo
    To add your company logo: Under the Manage section located on the left panel, click on Settings. Click Add Image under Company Profile. Click Save to add the company logo. ⚠️ To update the company logo, click on the logo image and replace it with a new image file. ⚠️
  • Creating Administrators
    ⚠️ Before adding a new administrator, the administrator must already be a user created in the application. ⚠️ To create an administrator: Under the Manage section located on the left panel, click on Settings. Scroll down to the Manage Administrator section. Click on the Add a new administrator field. Enter the user’s name in the Search user field in the dropdown menu. Select the user from the search results. Click Add. The user is now an administrator of the application.
  • Delete an Administrator
    To delete an administrator: Under the Manage section located on the left panel, click on Settings. Scroll down to the Manage Administrator section. Locate the administrator to be removed. Click on the Remove icon. A confirmation pop-up confirms that the administrator has been removed.
  • Introduction to User Data
    There are two ways to create and update user data: Create users manually (recommended if you are creating or updating a few users). Create users in bulk (recommended if you are creating or updating more than a few users). Click on the links above to learn more about these options.
  • Overview of the User Data
    Below is a table of the sections and fields that can be edited under the Update User Information page: The fields marked with an * cannot be edited.
  • Creating Users
    💡 If you have to create a few users, you can do this manually by following the steps below, but if you have to create more than a few users, we suggest creating users in bulk. 👈 To create a new user: Under the Manage section located in the left panel, click on User. Click Add user located at the top right of the User Data page. You will be redirected to the User page. Then, complete the following fields under the Personal Information section: First Name (required) Last Name (required) Personal Email Employee ID Job Title Department Email (required) Click Create. You will be redirected to the Update User Information page where you can add more information to the user. After you are done, scroll to the bottom of the page and click Save changes. A pop-up confirms the saved changes, and you are redirected to the User Data page.
  • Updating Users
    💡 If you have to update a few users, you can do this manually by following the steps below, but if you have to update more than a few users, we suggest you update users in bulk. 👈 To update a user: Under the Manage section located in the left panel, click on User. You will be redirected to the Users Data page. Use the search tools to locate the user: You can enter the first name, last name, or email address in the Search employees field or Click on the Filter icon and use the advanced filters to locate the user. Click on the Pencil icon. You will be redirected to the Update User Information page. Then update the fields in the corresponding sections (e.g., Personal Information, Employment Information, Company Information, Job Information, Custom Information). When updating the Manager field under the Job Information section: Click on the Manager field. Enter the manager’s name in the Search manager here field in the dropdown menu. Select the user from the search results. After the user has been selected, the Manager field will show the manager information. Once you are done with the updating, scroll to the bottom of the page. Click Save changes. A pop-up confirms the save changes, and you are redirected to the User Data page.
  • Deleting Users
    ⚠️ If a user is connected to a survey, you won’t be able to delete it. If requested, a pop-up window will notify you that the user is part of an existing survey. Hence they cannot be deleted. ⚠️ To delete a user: Under the Manage section located in the left panel, click on User. You will be redirected to the Users Data page. Use the search tools to locate the user: You can enter the first name, last name, or email address in the Search employees field or Click on the Filter icon and use the advanced filters to locate the user. Click on the Pencil icon. You will be redirected to the Update User Information page. Scroll to the bottom of the page and click on the Delete button located to the left. A pop-up window appears. Click Delete to confirm the request or Cancel to go back to the Update User Information page. A pop-up confirms the user is deleted, and you are redirected to the User Data page.
  • Creating Users in Bulk
    To create users in bulk, please send the employee data in Excel or CSV format to support@hrverticalsinc.com. Once the report is received, a member of our team will send you a confirmation email when the employee data has been updated in the system.
  • Introduction to Tags
    Tags allow you to group one or more questions in surveys and filter your report data and dashboards. Under the Tag Library page, you can find a list of Tags you have created. Tags that are associated with questions cannot be deleted. To delete a tag, you will need to delete the question first.
  • Creating Tags
    To create a tag: Under the Create section located in the left panel, click on Tag. You will be redirected to the Tag Library page. Click Add tag located at the top right corner. Then, complete the following fields under the Add Tag page: Tag Title Tag Description Click Add tag. A pop-up confirms that the tag is created, and you are redirected to the Tag Library page. 👉 You can add translations to a tag in the Tag page under the Tag Title field when creating or editing the Tag.💡
  • Editing Tags
    To edit a tag: Under the Create section located in the left panel, click on Tag. You will be redirected to the Tag Library page. Use the Search Tag field to locate the Tag. Click on the Pencil icon. You will be redirected to the Edit Tag page where you can edit the following fields: Tag Title Tag Description To add a Tag title translation: Click on the +Add Translation. Then select an option from the dropdown menu (e.g., French or Spanish). Enter the translation in the Enter tag title translation here field. Repeat these steps to add another tag translation. To delete a Tag Title translation: Go to the desired tag translation field and Click on the Remove icon Once you are done, click Save changes.
  • Deleting Tags
    ⚠️ You won’t be able to delete a tag if it’s connected to a question. To delete a tag, you will need to delete the question first .⚠️ To delete a tag: Under the Create section located in the left panel, click on Tag. You will be redirected to the Tag Library page. Use the Search Tag field to locate the Tag. Click on the Remove icon. A pop up window will appear, click Delete to confirm the request or click Cancel to go back to the Tag Library page.
  • Introduction to Questions
    ⚠️ You must have created your tags before creating your questions. ⚠️ You can create and manage survey questions for your organization in the Question Library. You can create different types of questions for your surveys: Rating Questions - Use 5-point rating scales (e.g., Agreement scale, Satisfaction scale, Extent scale, Frequency scale, Quality scale, Probability scale). One Choice Questions - Allows you to customize your answer options in which respondents can’t select more than one option. Multiple Choice Questions - Allows you to customize your answer options so respondents can select multiple answers. NPS Questions - Net Promoter Score (NPS) is universal, and this type of question can easily be used for internal and external benchmarking. Comment Questions - Allows respondents to submit text answers. Date Questions - Allows you to collect date and time information in a consistent format. Click on the links above to learn more about these options.
  • Creating Rating Questions
    The rating question type uses a 5-point rating scale: Agreement scale: 1-Strongly Disagree | 2-Disagree | 3-Neither Agree or Disagree | 4-Agree | 5-Strongly Agree | Don't Know. Satisfaction scale: 1-Very Dissatisfied | 2-Dissatisfied | 3-Neither Satisfied nor Dissatisfied | 4-Satisfied | 5-Very Satisfied | Don't Know. Extent scale: 1-Not At All | 2-Limited Extent | 3-Moderate Extent | 4-Great Extent | 5-Very Great Extent | Don't Know. Frequency scale: 1-Never | 2-Seldom | 3-Sometimes | 4-Usually | 5-Always | Don't Know. Quality scale: 1-Very Poor | 2-Poor | 3-Neutral | 4-Good | 5-Very Good | Don't Know. Probability scale: 1-Certainly Not | 2-Probably Not | 3-Not Sure | 4-Probably | 5-Certainly | Don't Know. To create a rating question: Under the Create section located in the left panel, click on Question. Click the Add question button located at the top right corner of the Question Library page. You will be redirected to the Add Question page. Enter a Question Title. Under the Question Type section, click on the Select a question type field. Select Rating from the dropdown list. Select a rating scale field display. Select a rating scale. After selecting a rating scale, the scale type and definition are displayed. Finally, associate a tag to the question. Click on the Select a tag field. Enter the tag’s name in the Search field under the dropdown menu. Select the tag from the search results. After the tag has been selected, the Select a tag field will display the tag name. Once you are done updating the tag, scroll to the bottom of the page. Click Add question. A pop-up confirms that the question is created, and you are redirected to the Question Library page. 👉 You can add question title translations (e.g., French, Spanish) on the Question page under the Question Title field when creating or editing the question.💡
  • Creating One Choice Questions
    The One Choice question type allows you to customize your answer options in which respondents can’t select more than one option. To create a one-choice question: Under the Create section located in the left panel, click on Question. Click the Add question button located at the top right corner of the Question Library page. You will be redirected to the Add Question page. Enter a Question Title. Under the Question Type section, click on the Select a question type field. Select One Choice from the dropdown list. Then click on the Add option button. Enter an option title in the Enter option title here field and click Save. Repeat these steps to add another option. Finally, associate a tag to the question. Click on the Select a tag field. Enter the tag’s name in the Search field under the dropdown menu. Select the tag from the search results. After the tag has been selected, the Select a tag field will display the tag name. Once you are done updating the tag, scroll to the bottom of the page. Click Add question. A pop-up confirms that the question is created, and you are redirected to the Question Library page. 👉 You can add question title translations (e.g., French, Spanish) on the Question page under the Question Title field when creating or editing the question.💡
  • Creating Multiple Choice Questions
    The Multiple Choice question type allows you to customize your answer options in which respondents can select multiple answers. To create a multiple-choice question: Under the Create section located in the left panel, click on Question. Click the Add question button located at the top right corner of the Question Library page. You will be redirected to the Add Question page. Enter a Question Title. Under the Question Type section, click on the Select a question type field. Select Multiple Choice from the dropdown list. Then click on the Add option button. Enter an option title in the Enter option title here field and click Save. Repeat these steps to add another option. Finally, associate a tag to the question. Click on the Select a tag field. Enter the tag’s name in the Search field under the dropdown menu. Select the tag from the search results. After the tag has been selected, the Select a tag field will display the tag name. Once you are done updating the tag, scroll to the bottom of the page. Click Add question. A pop-up confirms that the questions is created, and you are redirected to the Question Library page. 👉 You can add question title translations (e.g., French, Spanish) on the Question page under the Question Title field when creating or editing the question.💡
  • Creating NPS Questions
    The Net Promoter Score (NPS) is universal and can easily be used for internal and external benchmarking. To create a NPS question: Under the Create section located in the left panel, click on Question. Click the Add question button located at the top right corner of the Question Library page. You will be redirected to the Add Question page. Enter a Question Title. Under the Question Type section, click on the Select a question type field. Select NPS from the dropdown list. Finally, associate a tag to the question. Click on the Select a tag field. Enter the tag’s name in the Search field under the dropdown menu. Select the tag from the search results. After the tag has been selected, the Select a tag field will display the tag name. Once you are done updating the tag, scroll to the bottom of the page. Click Add question. A pop-up confirms that the question is created, and you are redirected to the Question Library page. 👉 You can add question title translations (e.g., French, Spanish) on the Question page under the Question Title field when creating or editing the question.💡
  • Creating Comment Questions
    The Comment questions allow respondents to submit short and long answers. To create a comment question: Under the Create section located in the left panel, click on Question. Click the Add question button located at the top right corner of the Question Library page. You will be redirected to the Add Question page. Enter a Question Title. Under the Question Type section, click on the Select a question type field. Select Comment from the dropdown list. Finally, associate a tag to the question. Click on the Select a tag field. Enter the tag’s name in the Search field under the dropdown menu. Select the tag from the search results. After the tag has been selected, the Select a tag field will display the tag name. Once you are done updating the tag, scroll to the bottom of the page. Click Add question. A pop-up confirms that the question is created, and you are redirected to the Question Library page. 👉 You can add question title translations (e.g., French, Spanish) on the Question page under the Question Title field when creating or editing the question.💡
  • Creating Date Questions
    The Date question allows you to collect date and time information in a consistent format. To create a date question: Under the Create section located in the left panel, click on Question. Click the Add question button located at the top right corner of the Question Library page. You will be redirected to the Add Question page. Enter a Question Title. Under the Question Type section, click on the Select a question type field. A dropdown list will display, select Date. Finally, associate a tag to the question. Click on the Select a tag field. Enter the tag’s name in the Search field under the dropdown menu. Select the tag from the search results. After the tag has been selected, the Select a tag field will display the tag name. Once you are done updating the tag, scroll to the bottom of the page. Click Add question. A pop-up confirms that the question is created, and you are redirected to the Question Library page. 👉 You can add question title translations (e.g., French, Spanish) on the Question page under the Question Title field when creating or editing the question.💡
  • Editing Questions
    You can make text changes to questions that are associated with surveys in the Question page. What can you edit in questions that are associated with surveys? To edit a question: Under the Create section located in the left panel, click on Question. You will be redirected to the Question Library page. Use the Search questions field to locate the question. Click on the Pencil icon. You are redirected to the Edit Question page. Edit the field(s) under Question Title and click Save. A pop-up confirms the changes are saved.
  • Managing Question Title Translations
    To add question title translations: Click on the +Add Translation. Select an option from the dropdown list (e.g., French or Spanish). Enter the question title translation in the Enter question title translation here field. Click Add. A pop-up confirms that the question title translation has been added. Repeat these steps to add another question title translation. Once you are done, scroll to the top of the page and click on the Go back button. You are redirected to the Question Library page. To edit a question title translation: Go to the corresponding translation field (e.g., French or Spanish). Edit the question title translation. Then click the Save button to the right of the field. A pop-up confirms that the question title translation has been updated. Once you are done, scroll to the top of the page and click on the Go back button. You are redirected to the Question Library page. To delete a question title translation: Go to the corresponding translation text field. Click on the Remove icon. A pop-up confirms that the question title translation has been deleted. Once you are done, scroll to the top of the page and click on the Go back button. You are redirected to the Question Library page.
  • Deleting Questions
    ⚠️ You won’t be able to delete a question if it is associated with a survey. To delete a question, you will need to remove it from the survey and then proceed to delete the question.⚠️ To delete a question: Under the Create section located in the left panel, click on Question. You will be redirected to the Question Library page. Use the Search questions field to locate the question. Click on the Remove icon. A pop-up window appears. Click Delete to confirm the request or Cancel to go back to the Question Library page.
  • Introduction to Surveys
    There are two types of surveys you can create in the application: Link Survey Scheduled Survey What are link surveys? Surveys can be completed through a generated link or QR code. What are scheduled surveys? Scheduled surveys are categorized in 3 types: Send Now - Send the survey immediately when you are ready to go. Schedule For Later - Schedule the survey to be sent at a later date and time. Scheduled Based on a Date - Schedule the survey based on a date field with intervals.
  • Creating Surveys
    To create a survey: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Click the Add survey button located at the top right of the page. The Create a new survey window will appear, complete the following fields: Survey Title. Click on the Survey Type field and select a survey category from the dropdown list (e.g., Candidate Experience, Reference Check, Onboarding Experience, Exit Interview, etc.). Under select a Survey Settings, select Link Base Survey or Scheduled Survey. If selected Scheduled Survey, This survey is anonymous check box is displayed. Click on the check box to set the survey as anonymous or leave it blank to make it not anonymous. Click Create survey and continue with the survey settings under Edit Survey page.
  • Adding Pages to Surveys
    To add pages to your survey: Under the Distribute section located in the left panel, click Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Pencil icon. Then you will be redirected to the Edit Survey page. Click on the Add Survey Questions section. Click on + Add Page. You will see Page 1 added next to the Open page. Repeat the process until you have added the total number of desired pages. To delete a page: You can delete the page by clicking on the Remove icon to the right of the page number.
  • Adding Text to Survey Pages
    You can customize your survey by adding text to your Open, Exit, and Survey pages. To add text to your survey pages: Under the Distribute section located in the left panel, click Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Pencil icon. Then you will be redirected to the Edit Survey page. Click on the Add Survey Questions section. Click on the page you would like to add text (e.g. Open page, Page 1, Exit Page, etc.). Once you are on the desired page, click on + Add Text. A text field will display, enter the text in the field. Click on Add Text. The text is displayed on the survey page. Do you want to delete an added text? You can delete text from a page by clicking on the Remove icon to the right of the text as long as the survey is not yet live.
  • Adding Questions to Survey Pages
    ⚠️ You must have pages in the survey before adding questions. ⚠️ Questions can only be added in pages, not in the Open or Exit page. To add questions to your survey pages: Under the Distribute section located in the left panel, click Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Pencil icon. Then you will be redirected to the Edit Survey page. Click on the Add Survey Questions section. Click on a page to add questions. Click on + Add Question. The Add Questions window displays. Search questions by: Scrolling through the library or Entering the question title in the Search by question title here field or Using the Tags and Question filters. Select the questions from the search results. Click Add questions. Now you will see the questions added to the survey page. To edit the order of the questions, click on the button to the left of the question. You can repeat the process and add as many questions as you need before the survey is live. ⚠️ HR administrators can make the comment questions mandatory by clicking the button to the right of the question. This setting applie.s to each question individually within the survey. The comment button is disabled by default and indicates that the question can be skipped by the respondents. If thecomment button is disabled, it indicates that the question is required and cannot be skipped by respondents Do you want to delete a Question? Before your Survey goes live, you can delete questions from survey pages by clicking on the Remove icon. Can I add questions after a survey is live? After a survey is live, you won’t be able to add/edit questions.
  • Enabling Skip Page
    The Skip Page feature will allow respondents to skip survey pages with questions that are not applicable to them. About the Skip Page feature: It can only be configured for pages with rating and/or comment question types. If other question types are added, you will not be able to enable Skip Page. When respondents click on Skip Page, (1) Don’t Know is selected for all rating questions, and (2) All comment questions are skipped. User will then be able to advance to the next page. If the Skip Page is enabled on the last page of the survey, clicking on it will complete the survey. ⚠️ Once the survey is live or scheduled to go live, the Skip Page feature can’t be edited. ⚠️ To enable the skip page feature: Go to Add Survey Questions section under Edit Survey page. Click on the page that you would like to enable Skip Page. Click on the Enable Skip Page box to activate the Skip Page feature. Repeat the process to enable Skip Page on other survey pages.
  • Previewing Surveys
    The survey preview feature will allow you to preview your surveys to ensure questions are created, tagged, and ordered correctly before going live. To preview your survey: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Pencil icon. Then you will be redirected to the Edit Survey page. Click on Add Survey Questions section. Click on the Preview link located to the right of the section. You are now redirected to a new tab on your browser to preview your survey.
  • Creating Survey Alerts
    When an email alert is set up in a survey, users set up to receive these alerts will receive individual survey responses via email each time a respondent completes a survey. This allows for real time access to the completed individual survey result in the email inbox. ⚠️Before adding a new user to the survey alerts, the user must already be created in the application. ⚠️ To setup email alerts for your survey: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Use the Search Survey field to locate the survey. Click on the Alert icon. The Add email alert recipient window is displayed . To add a recipient, scroll through the recipient library or use the Search users field to find the administrator. Select on one or more users from the search results. Click Add recipient. A pop-up confirms that the recipient(s) have been successfully added to receive survey alerts.
  • Making a Survey Anonymous
    Creating Restricted (Anonymous) And Unrestricted (Non-Anonymous) Surveys Using The Anonymous Feature. 👉 Once the survey is live or scheduled to go live, the anonymous feature can’t be edited.💡 If you set a survey as Anonymous (Restricted): When exporting survey data, you won’t see respondent information such as name, email, department, etc., in the data export. Email alerts will no longer display the respondent's name and email address. To set up an anonymous survey: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Click the Add survey button located at the top right of the page. The Create a new survey window appears, complete the following fields: Survey Title. Click on the Survey Type field and select a survey category from the dropdown list (e.g., Candidate Experience, Reference Check, Onboarding Experience, Exit Interview, etc.). Then select the Scheduled Survey box. This survey is anonymous check box will display after selecting Scheduled survey, click on it to set the survey as Anonymous or leave it blank for setting the survey as not anonymous. Click the Create survey button and continue with the sections under Edit survey to finish creating your survey. Or If you have already created a survey and want to make it anonymous, you will be able to add it ONLY if the survey is not yet live! Add the Anonymous feature by following the next steps: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Pencil icon. Then you will be redirected to the Edit Survey page. Click on Edit Survey Details section. Below the Survey Title, click on the This survey is anonymous box. A pop-up confirms that the setting has been updated.
  • Editing Surveys
    Edit a Live Survey Please refer to the table below to see what you can edit after a survey is live. What can you edit in a Live Link Survey? To edit the close date of a live link survey: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Pencil icon. You will be redirected to the Edit Survey page. Click on the Generate Reusable Survey Link section. Click on the Close Date field and select a new date. Click on the Close Time field and select a new time. Click Save changes. What can you edit in a Live Scheduled Survey? To add survey title translations: Click on the +Add Translation. Select an option from the dropdown list (e.g., French or Spanish). Enter the question title translation in the Enter survey title translation here field. Click Add. A pop-up confirms that the survey title translation has been added. Repeat these steps to add another survey title translation. Once you are done, scroll to the top of the page and click on the Go back button. You will be redirected to the Survey Library page. To edit a survey title translation: Go to the corresponding translation field (e.g., French or Spanish). Edit the survey title translation. Then click the Save button to the right of the field. A pop-up confirms that the survey title translation has been updated. Once you are done, scroll to the top of the page and click on the Go back button. You will be redirected to the Survey Library page. To delete a survey title translation: Go to the corresponding translation text field. Click on the Remove icon. A pop-up confirms that the survey title translation has been deleted. Once you are done, scroll to the top of the page and click on the Go back button. You will be redirected to the Survey Library page. To edit close date and time: Under the Edit survey page, go to the Schedule Surveys & Reminders section. Locate the Close date field. Click on the Close Date field and select a new date. Click on the Close Time field and select a new time. Click on the Set Schedule. A pop-up confirms the changes are saved. To edit interval type field: Under the Edit survey page, go to the Schedule Surveys & Reminders section. Locate the Interval Type field. Select an option from the dropdown menu (e.g., On, before or After). Click on the Set Schedule. A pop-up confirms the changes are saved. To edit interval field: Under the Edit survey page, go to the Schedule Surveys & Reminders section. Locate the Interval field. Enter Interval (Only applicable for Before and after Interval types). Click on the Set Schedule. A pop-up confirms the changes are saved. To edit invitation alert: Under the Edit survey page, go to the Schedule Surveys & Reminders section. Locate the Configure Notifications section. Do the edits to the following fields accordingly: Survey email subject field. Survey email body field. Click Save. A pop-up confirms the email content is updated.
  • Deleting Surveys
    ⚠️ You won’t be able to delete a survey when it is live or scheduled to go live.⚠️ To delete a survey: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Remove icon. A pop-up window appears, click Delete to confirm the request or click Cancel to go back to the Survey Library page.
  • Sending Surveys
    Sending your Survey to Respondents is the last step in creating a survey. Before moving to the Survey Respondents section, you should have completed these sections under the Edit survey Page: ✔ Edit Survey Details ✔ Add Survey Questions ✔ Schedule Surveys & Reminders Once these sections are completed, follow the instructions below to add respondents to your survey: To add respondents to a send now survey: Under the Edit Survey page, click on the Add Survey Respondents section at the bottom of the page. To add a respondent(s): Enter the respondent name in the Search respondents field or Click on the Filter icon to use the advanced filters Select the respondent(s) from the search results by clicking on the box next to the Full Name. Click Send Now. A pop-up confirms that the survey has been sent. Repeat this process now or later to add more respondents to the survey. To add respondents to a scheduled for later survey: Under the Edit Survey page, click on the Add Survey Respondents section at the bottom of the page. To add a respondent(s): Enter the respondent’s name in the Search respondents field or Click on the Filter icon to use the advanced filters Select the respondent(s) from the search results by clicking on the box next to the Full Name. Click Save Schedule. A pop-up confirms that the survey has been scheduled (or sent if you are adding additional respondents after the survey is live). To add respondents to a schedule based on date survey: 👉 Surveys scheduled base on date are sent using date field and intervals. However, you can still add respondents manually to send surveys.💡 Click on the Add Survey Respondents section at the bottom of the page. To add a respondent(s): Enter the respondent’s name in the Search respondents field or Click on the Filter icon to use the advanced filters. Select the respondent(s) from the search results by clicking on the box next to the Full Name. Click Save. A pop-up confirms that the survey has been scheduled (or sent if you are adding additional respondents after the survey is live).
  • Resending Surveys
    To resend a survey to a respondent, you can do so through the Home or Survey Library page: From the Survey Library page: Under the Distribute section located in the left panel, click on Survey. You will be redirected to the Survey Library page. Use the Search Surveys field to locate the Survey. Click on the Graph icon. You will be redirected to the Survey Completion Report. Scroll down to the Respondents section. Use the Search users field to locate the desired user. Click the Send icon located to the right. A pop-up confirms that the survey has been resent. Navigate back to the Edit Survey page by clicking the link to the top left of the Survey Completion Report. From the Home page: Under the Analytics section located in the left panel, click on Home. You will be redirected to the Home page. Locate your survey based on the schedule type: Scheduled Surveys Send Now Surveys Schedule for Later Surveys Link Surveys Click on the completion percentage number link under Completion. You will be redirected to the Survey Completion Report. Scroll down to the Respondents section. Use the Search users field to locate the desired user. Click the Send icon located to the right. A pop-up confirms that the survey has been resent. Navigate to the Edit Survey page by clicking the link to the top left of the Survey Completion Report.
  • Creating a Self Assessment
    A self-assessment is a process in which an employee evaluates their own skills, strengths, and identify opportunities for improvement. Once the assessment is sent to the employee, they can access the platform to complete the self-assessment and track meeting notes and action items in the application. Before you create the self assessment, you should have already created your Tags and Questions in the application. ✔ Click here to learn how to create Tags. ✔ Click here to learn how to create Questions. To create a self assessment: Under the Distribute section located in the left panel, click on Assessment. You will be redirected to the Assessment Library page. Click the Add assessment button located at the top right of the page. The Create a new assessment window will appear, complete the following fields: Assessment Title. Click on the Assessment Type field and select an assessment category from the dropdown list (e.g., Candidate Experience, Reference Check, Onboarding Experience, Exit Interview, etc.). Go to the Multi-rater Type field and select Self Assessment from the dropdown list. Click Create. You are redirected to the Edit Assessment page. Click on the Edit Assessment Details. Then go to the Assessment Title section to view or edit the assessment title, add or edit assessment title translations. Check the “This assessment can be self-assigned” box if you would like to enable employees to self assign this assessment. Check the “The report is not visible to manager” box if you do not want managers to have access to the report. When this box is checked, check the “Allow employee to share report” if you would like to enable employees to share their self-assessment with their managers. Then go to the Add Assessment Questions section to add questions and customize your assessment pages: Add pages to your assessments. Add text to assessment pages. Add questions to assessment pages. Enable skip page. Once the assessment is scheduled, you can no longer edit the questions added under the Add Assessment Questions section. Make sure you Preview your assessment before you set the schedule under the Schedule Assessment & Reminders section. Then complete the Schedule Assessment & Reminders section: Click Here to create an Assessment to Send Now. Click Here to create an Assessment to Send Later. Click Here to create an Assessment Based on Date.

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