Note: This is a user-restricted feature. Only admin and department admin users are able to create check-in questions at all scope levels.
This approach allows you to create questions for everyone in the organisation to receive as part of their regular check-in, but you can also include more detailed and targeted questions in the check-in that are answered only by those employees that they relate to by using the department and other scope options.
To create a question for everyone in the organisation
- Head to the 'Organisation' dashboard and select ‘Questions’ from the secondary menu bar.
- Select the 'Organisation' scope level
- Click to 'Create a new group'
- Complete with the details you'd like to set for this org wide question group
- Once the question group is saved, select the blue 'Create a new question' button to now add in your org wide specific questions.
- You can choose to either create your own question from scratch or choose one (or multiple) from the available question library.
- Once you are happy with your question(s), select 'Add' and you will go back to the organisation view where you can now see your new questions added to the group.
After you have created your organisation-wide questions for the check-in, you may want to add some that are for specific departments, manager teams or persons only. These can be provided alongside your set organisation wide questions or you can choose to exclude organisation questions so your groups have their own complete set of questions.
To create a question for a specific department group of users
- Head to the 'Organisation' dashboard and select ‘Questions’ from the secondary menu bar.
- Select the 'Department' scope level
- Click to 'Create a new group' 'and then select the department group you'd like to add a question for (the department group must exist already so ensure it does first).
- Complete with the details you'd like to set for this question group
- Once the department question group is saved, select the blue 'Create a new question' button to now add in your department specific questions.
- You can choose to either create your own question from scratch or choose one (or multiple) from the available question library.
- Once you are happy with your question(s), select 'Add' and you will go back to the department view and see your new questions added to the department question group.
Note you can also set questions at a manager team and person specific level too for further targeting.
Once questions are created you can then use the edit options (click the three dot menu that appears when you hover over any individual question) for making any amends, attach any useful files or to add it to the archive to essentially deactivate it.
Question type options:
When setting questions, there are 5 types of questions you can choose to use:
- Text - a simple text box style question allowing responders to enter as much, or little. text as they choose.
- Choice - a multiple-choice option that allows you to add as many choices as required and customise as needed.
- Rating - a numeric scale-style question where responders answer by selecting an appropriate number on the scale. You are able to assign scale labels to your scores (e.g. 1 = poor, 10 = excellent).
- Yes/No - a simple dichotomous style question that is either answered as 'yes' or 'no'.
- Recognition - a peer recognition question to share some kudos with colleagues. To tag a colleague, use the '@' symbol and start to type the colleague's name and the platform will filter down to the correct individual.