Create and send a survey to a specific site or department
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 Freya Middleton works in Finance and Aimee Hancock 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 MWCS employee survey. 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 MWCS employee survey survey form will be accessible to the specified 'Site'
and in the workflow step, send the form to all employees in that site
In this 'Continuous' workflow, the MWCS employee survey survey form will be accessible to a specified 'Department'
and all the employees in that department only
Whichever one you choose, you would typically only create one after you have created the workflow (Continuous or Task), you will then see the workflow listed here.
You can see the Continuous workflow is restricted to one department, the task workflow is restricted to a single site.
When the continuous workflow is triggered, only the employees in the Projects department will receive the survey, regardless of the site(s) they work in. Freya Middleton shown here, works in the Finance department and does not see the survey.
When the task workflow is published, even if all employees in the company are selected. The survey will only be sent to the 13 employees who work in the Farndon Fields site, regardless of the departments they work in.
So in this case, although Aimee Hancock and Freya Middleton work in different departments, they have both received the survey because they both work on the same site (Farndon Fields)
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