How to Create Surveys

Do you have a personality quiz you'd like prospective employees to complete? How about a math quiz or vocabulary exam? Surveys are a great option for these scenarios. The following document will walk users through the process of creating/designing surveys to be used in HRCenter Workflows. 

What is a survey?

A survey is a list of custom questions which can be created and included as a page in a workflow. In fact, a survey must be created before it can be added as a page and included in a workflow.

How to Add a New Survey

To create a new survey navigate to the surveys section and select the new button:

After selecting new, the (1.) New Survey will immediately be listed among any existing surveys, scroll until you locate it:

Click directly on (1.) New Survey to expand your options. 

Display Name: The name of the survey as you would like the applicant to see it.

Private Name: How you would like to refer to the survey internally. 

Scored Test: When selected, allows users to design questions that have defined correct answers. If a test is scored, any applicant that completes the survey will have the percentage score listed and saved to the employee record.  

Deactivate a survey if you no longer want it available to your temporary employees. 

Duplicate a survey if you would like to copy and modify it. For ex., perhaps you have the need for a similar survey and could simply tweak an existing one instead of creating a new one from scratch.

Select save once this initial setup is complete. 

Step 1 - Add Groups:

A group is a defined section of a survey. For example, if we were designing a math quiz we could have separate groups for addition, subtraction, multiplication, and division. Each one housing instructions and questions specific to its group.

Select "Add a Group" to begin. 

Step 2 - Add Questions: 

Select "Add Question" to begin. 

*Note - The survey builder does require users to select a DataID even though for most users, the survey builder is not doing anything with that information. To elaborate, the DataID field is actively used when clients have a TempWorks technical team member build a custom post-fill procedure to send information from the survey back to Enterprise. In this example, if we are building  a survey from the survey builder then it really does not matter what DataID is selected as the information is not going to an Enterprise field.

Indicate if this question is required by selecting the check box for IsRequired:

Note that the (2.) group name, Addition in our example, is listed in the upper left. 

Step 3 - Add Answers:

When adding answers, specify the answer type. Answer types will include:

  • Check Box: Are represented by boxes into which the applicant can click to select. Check boxes are best used for "select all that apply" scenarios. For example, if you asked "What colors do you like?" Someone may select blue, green, yellow, and red if they like more than one color. 

  • Radio: Represented by button icons that the applicant can select. Radio buttons are best used for "select one" scenarios. For example, if you asked "What is your favorite color?" Someone can only select one - blue, green, yellow, or red. 

  • Text Box:  Allows for one line of information to be typed in.

  • Text Area: Allows for more than one line to be entered.

  • Date:​ Will display a calendar when selected:

  • File Upload (must be configured by your TempWorks Representative)

  • DataId- Select from the dropdown a unique dataid that is best affiliated with the question within the survey. Users may not use the same dataid more than once within the same group. 

If you are designing a scored test, you will want to mark which answer is correct by selecting the (3.) corresponding box. 

Step 4 - Add Validation:

Allows you to ensure the accuracy of an applicant's answer by forcing a particular answer format. 

  • Integer: A whole number
  • Decimal: A number in the form of a decimal
  • MinCharacters: Defines the minimum number of characters to be entered in an answer. 
  • MaxCharacters: Defines the maximum number of characters to entered in an answer. 
  • RegEx: Used if you need to format the pattern of the date
  • DateIsInPast: Requires the date be in the past
  • DateIsInFuture: Requires the date be in the future

Step 5 - Add Instructions: 

Is there any information you would like to share with the applicant before they begin the survey? Enter it here and it will display for the applicant. Instructions can be added and customized per group within a survey. 

Users may continue to add Groups and Questions until all have been added. Select save once you are done adding groups, questions, and instructions to your survey. 

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