Add Survey Participants

Explanation

This activity is used to select the employees who should participate in a survey. You can either add employees individually or select a set of employees based on their position assignment or organization unit membership. If you use positions or organizations, employees from all subordinate organizations or positions will be selected as well.

When an employee or a set of employees is selected, you are required to specify whether the selection should be included or excluded by entering the appropriate selection rule. This function will allow you to exclude employees from among a set of employees that are already included in the survey. 
Ex: You can include the set of employees belonging to organization code A in the survey. If organization code A has positions B , C , D and E defined, you can exclude the employees belonging to B, so that C, D and E will remain included. That is, the selection rule Exclude is given higher priority than Include.

Prerequisites

• Employees, positions and organization codes are required to have already been defined in the selected company.

System Effects

• The employees selected to participate in the survey will be listed in the Survey/Participants tab.
• The survey can be approved and published.

Window

Survey

Related Window Descriptions

Survey

Procedure

1. Open the Survey/Participants Selection tab and add a new record.
2. Enter the company from which you want to select participants in the Company ID field.
3. To enter participants, perform one of the following:
   • to select employees based on their position assignments, enter the relevant position identifier in the Position ID field. All employees who hold this position and positions subordinate to it will be added as participants.
   • to select all employees who hold a position in a company, enter the % symbol in the Position ID field.
   • to select employees based on the organization unit assignment, enter the relevant organization code in the Organization Code field. All employees who belong to the selected unit and units subordinate to it will be added as participants.
   • to select an individual employee, enter his or her employee identifier in the Emp ID field.
4. Specify whether you want the employees you selected to be included in the survey or excluded from the survey by selecting a value in the Selection Rule field.
5. In the Selection Rule field, select Include.
   Note: If you select Exclude, all employees selected in step 3 will be removed from the list of participants. You can use this option when you define more records that are supposed to limit the number of participants. For example, if all employees are selected in the first record, you can define more records to exclude some of them.