What are surveys?
Surveys are part of the HR suite in Atlas Scheduling, and they let you send personalized messages to your employees to get their input on their impressions and experiences. Survey responses can be anonymous or not.
Where can you find 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 an array of templates on popular topics. 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.
Pro tip: At any moment at the 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 enter your survey's name, description, and defining whether it's anonymous or not. For more information on anonymity, see this article.
2. Survey questions
Next, you'll create and edit your questions. You'll have access to multiple types of questions, each with their own goals:
Multiple choices (create each answer).
Scale (from 1 to 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.
Note: When creating each question (excluding the text type), you can add an additional explanatory 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-arranged to where you want it to appear in the survey, or you can delete any questions you don't require.
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 colour 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, navigate back to the relevant page using the steps at the bottom of the page. If you're satisfied, click Confirm.
What happens next?
Once created, employees are notified and can 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 can see the status of each rolling survey and click on each to gain more details.
Important: At least three completed surveys are required before results are displayed.
