Natural HR has the ability to create and use forms for collecting information from your candidates and employees. These forms can be used on their own or as part of a workflow. One of the form types is a Survey. By default, when you create a Survey form, it is automatically and immediately accessible for completion by all of your employees.
In this example Akshan works in Finance and Aimee in the Projects department, they both see the same survey notice.
However, you may wish to send a survey to just employees in a specified department or site. To do this, you can send the survey form via a Continuous or Task workflow. Before you do this you need to edit your existing, or create a new survey form by going to
Administration -> Company or HR -> Form builder
In the 'Edit' form view of your survey form, in this example the form name is Colleague Engagement. Choose 'Yes' from the 'Only usable in workflow' option. Then click 'Submit' to finish. The survey is no longer automatically accessible to all employees.
You can then create a Continuous or Task workflow by going to
Administration -> HR -> Workflows
In this 'Task' 'Task' workflow, the 'Colleague Engagement Survey' survey form will be accessible to the specified 'Site'.
and in the workflow step, send the form to all employees in that site
Once the step is built hit Submit and then trigger this workflow, once triggered it will only publish the form against the employees within the specified site.