How do I set a survey for people to fill out about other learners?

Read this article to find out how to set a survey for someone to fill in about their learners.

It's now easier than ever for people to fill in surveys about or on behalf of other learners.

For example, you might want managers to fill in a survey about their learners' performance, or for learners to answer survey questions about their managers.

Step 1: Follow the normal steps to create a survey 

 

For a refresher on how to create a survey, please read our article here

Create a new Survey

1111234

When it comes to choosing the Type of survey, here you can choose Observation.

People will fill in the survey about or on behalf of other learners.

E.g. Rate John's performance

Step 1: Survey details

  • Add your survey's Name and add an optional Tile image.

Advanced settings

You can expand the page down to reveal more optional settings.

Survey display: Choose whether you want all the questions to appear on a single page or multiple pages.

Notify when completed: Choose if you want to notify people when someone completes the survey. You can select for the person's manager, coach, or selected individuals to be automatically notified. 

Permissions: Users who have either Owner, Admin, or Curator status can already edit your survey. If you'd like other selected users to be able to edit it.

Step 2: Question

Create your survey using a mix of different questions.

For more in-depth information about each question type, please click here.

Step 3: Recipients

When you arrive at choosing the Recipients, you'll be able to choose who fills in the survey and about whom.



11112345678

 

There are slight differences in the process depending on whether it's ManagersCoaches or others filling in the survey.

Managers

You can choose which managers you'd like to fill out the survey:

Selected managers: You can search for and select the managers you'd like to fill out the survey.

Selected teams: Select Teams (e.g. Marketing, Finance, Product) and the managers of the selected teams will fill out the survey.

All managers: The survey will be assigned to all managers within the company, both team managers and override managers.

Choose who you want the managers to fill in on behalf of:

All direct reports:  The manager will fill out the survey about all the learners they manage.

Selected direct reports: Search for individuals and select who managers should fill in the survey about.

All except for selected: Choose who the managers should not fill out the survey for and send out to all other users. 

Coaches

Similarly, you can choose which coaches you'd like to fill out the survey:

Selected coaches: You can search for and select the coaches you'd like to fill out the survey.

All coaches: All coaches will be sent the survey. 

Choose who you want the managers to fill in on behalf of:

All coached: The coach will fill out the survey about all the learners they coach.

Selected coached: Choose selected individuals for the coach to fill out the survey about.

All except for selected: Choose who the coaches should not fill out the survey for and send out to all other users. 

Others

If you select 'others', you can search for and select individuals to fill out the report. 

You can select the person filling out and then who they're filling it in about.

You can choose the selected person to fill out about Individuals, Teams, or Groups.

Adding another person to fill out 

If you want to select another person to fill out the survey, select 'Add another' which will create another section to complete. 

Step 4: Issuing

This step allows you to set the survey either as a one-off or as a cycle (the survey will recur).

Frequency:

One off: Your survey will be sent out to the recipients just on this occasion.

Cycle: You can choose for the survey to recur at your chosen interval, e.g. this survey will be sent out every 1 month, or 6 months, etc. This could be useful for monthly 1-to-1 meetings between managers and team members.

First issue date:

Immediately:  The survey will be sent out straight away.

Set date: Choose a date for your survey to first be sent out.

Recurring surveys:

If you've chosen your survey to be on a cycle, you'll also be able to choose how frequently it recurs.

Step 5: Review

This step will allow you to recap your previous choices:

  • How many users it is going to - you have an option to view the full list of recipients.
  • When it will be issued, if it's recurring, and what cycle it is set to.

    Step 6: Done! 

    Great! Your survey is all ready to go.

    If you would like to learn how to report on surveys, click here.