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Administrator Guide
Last Updated: 2023-06-23
Steps: Set Up Questionnaires for Recruiting

Steps: Set Up Questionnaires for Recruiting

You can ask candidates to complete questionnaires when they:
  • Apply for a job on your internal or external career site.
  • Reach any stage in the recruiting process. To do this, external candidates must have a Candidate Home account.
  1. Edit Domain Security Policies.
    Configure security for these domains:
    • Candidate Data: Questionnaires
       and
      Candidate Data: Questionnaire Total Score
       domains in the Recruiting functional area.
    • Questionnaire
      ,
      Questionnaire Creation and Distribution
      , and
      Questionnaire Results
       domains in the System functional area.
    • Staffing Actions: Job Requisition Job Questionnaires
       in the Staffing functional area.
  2. Create your questionnaires.
  3. Set up segmented security for Recruiting questionnaires.
  4. Edit Business Processes.
    To have candidates complete a questionnaire, add the
    Complete Questionnaire
     action step to any business process that can be a subprocess of the
    Job Application
     business process. Workday recommends that you add this step before the decision step.
    If you want to send the questionnaire to:
    • External candidates, enter
      Candidate As Self
       in the
      Group
       column. The candidate must have a registered Candidate Home account. Questionnaire requests also display as tasks for a candidate on Candidate Home.
    • Internal candidates, enter
      Employee As Self
       or
      Contingent Worker As Self
       in the
      Group
       column.
    If you add a
    Complete Questionnaire
     step to the
    Interview
     business process, you can't send questionnaires to the groups specified in the
    Schedule Interview Team
     step.
  6. Access the
    Edit Tenant Setup - HCM
     task.
    Manage tenant-wide settings in the Job Requisition section. Configure the
    Enable Primary or Secondary Questionnaire Removal or Replacement on Evergreen and Job Requisitions
     setting to enable changes to questionnaires, even if candidates have already applied.
  7. (Optional) Access the
    View Job Requisition Defaults
     task.
    View all defaults for assessments and questionnaires.
  8. Access the
    Maintain Job Requisition Questionnaire Defaults
     task.
    Create and maintain condition rules and defaults for questionnaires.
  9. You can select up to 4 questionnaires when creating a job or evergreen requisition. Workday also populates questionnaires using condition rules.
  10. Access the
    Maintain Questionnaires
     task.
    Select
    Question
    Create Report Field
     from the related actions menu of a question.
    Generate a calculated report field for any question and its answers. You can use these report fields to:
    • Include questionnaire responses on the
      Candidate List
       grid.
    • Create condition rules for business processes based on questionnaire responses.
    Security:
    Set Up: Questionnaire Calc Fields
     domain in the Recruiting and Talent Pipeline functional areas.
View questionnaire responses for each job requisition on the
Questionnaire Results
 tab of the candidate profile.