Survey Forms

In HRWize, you can create a Survey Form using the Form Builder feature. The survey form differs from other types of forms since this automatically publishes to all employees, to whom it applies, for them to complete. The survey data can then be downloaded as a CSV spreadsheet or further reporting or reported on using the Report Builder feature in HRWize.

To enable Survey forms, you have to turn on the Surveys module in your Display Settings.

To build a Survey Form, simply go to:

Administration > Company > Form Builder

In the Form Builder page, create a new form by clicking on the Add button at the bottom of the page.

When building your form, be sure to choose Survey from the available options in the Form type drop-down:

When building a Survey form, you will have to choose an "Expiry Date", where the survey will no longer be available for completion by your employees, and any outstanding workflow notices will be removed from their homepage:

Finally, you have the option to make the form responses anonymous. If you choose Yes, the employee name will not be recorded in the form data:

The remainder of the options available on this page is common to all types of forms.

While building your form, please note that an "Assigned Employee" field should not be included. The form will automatically be associated with the employee who has completed it.

When building your form, we advise the leave it "Inactive" so that it won't appear right away in the employee's notice homepage. 

Once you have finished building your survey, you can go ahead and set it active. A notification will appear in all employees' notice section to whom it applies:

You do not need to publish a survey form in order to make it available. It is made available as soon as it is made active. Clicking on the notice will take the employee to the survey form to allow them to complete it.

Once completed, the form data can be downloaded by returning to Form Builder. Once on Form Builder, locate the form in the list and click on the icon in the Actions column, followed by Download form data:

This will download a CSV sheet containing the completed form data. The name of the employee who has completed the form will be displayed in the first column, provided the form is not set to be anonymous.