What are Surveys?
Surveys is a module part of the HR suite in Atlas Scheduling, that gives you the opportunity to send personalized messages to your employees to get their input on their impressions/experiences. Survey responses can be anonymous or not.
Where can you find the Surveys?
You'll find them under HR > Surveys
Selecting a survey template
When launching a new survey, you can either create one from scratch or select a ready-made template. These can be used as is, or customized to your needs.
The Surveys tool has a selection of templates on popular items. Simply click on any one of these to preview what the template looks like, and click Use this template to begin.
Creating your new Survey
You'll be prompted to follow four steps before sending the survey out. IMPORTANT: At any moment on your top right, you can see a Preview of your survey. This preview will always be the last saved version.
1. Survey name
The first step is to set your survey's name, description and defining if it is an anonymous or not. For more information on anonymity, see this article.
2. Survey questions
Next, you will create and edit your questions. You will have access to multiple types of questions, each with their own goals:
Multiple choices (create each answer)
Scale (from 1-10)
Text (short or long)
Number (you can choose the range)
Date
To add a new question, scroll to the bottom of the page and click the red Add a question bar.
Please note that on the creation of each question (excluding the text type), you can add an additional explication field - this is simply a text field that lets respondents add additional information to their answer. You can also allow selecting multiple answers and make the question optional.
At any time a question can be re-ordered to where you want it to appear in the survey, or you can delete any questions that are not required.
3. Survey settings
Next, you configure the settings for the survey, selecting:
Sending to all or specific locations
Sending to all or specific positions
Sending the survey out as yourself or the company name
Selecting either an End date or required completion rate
A color theme for the survey
4. Survey review
Finally, you can review the summary of your choices before making the survey go live. If you need to make changes, simply navigate back to the relevant page using the steps at the bottom of the page. If you are satisfied, simply click Confirm.
What happens next?
Once created, employees will be notified and will be able to answer the questions. They can find their survey under their Notifications as well as a visual on their Overview page.
Once they start answering, you'll be able to see the status of each rolling survey and click on each to gain more details.
IMPORTANT: A minimum of three completed surveys is required before results will be displayed.
