Within Natural HR you can create a Survey Form using the Form Builder feature. The survey form differs from other types of form in that it is automatically published to all employees to whom it applies, for them to complete. The survey data can then be downloaded as a CSV spreadsheet for further reporting, or reported on using the Report Builder feature in Natural HR.
To build a Survey Form navigate to form builder by going to the following location as an Administrator or HR user:
Administration > HR > Form Builder
Within Form Builder, 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 also have the option to choose an "Expiry Date" - after which the survey will no longer be available for completion by your employees, and any outstanding workflow notices will be removed from their homepages.
Finally, you can choose to make the form responses anonymous. If you choose to do this, the employee name will not be recorded in the form data.
The remainder of the options available on this page are common to all types of forms.
For further information on building forms please refer to our training video on the topic of forms.
Whilst 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, it is advisable to leave it in the "Inactive" status - as soon as it is made active it will be available for employees to complete.
Once a Survey form has been completed and made active, a notification will appear in the Notices section for all employees 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.