Concept: Complete Questionnaire Step

Use the

Complete Questionnaire

step type to distribute questionnaires to users as part of a Workday business process. This enables you to gather relevant information during the business process.

Users receive questionnaires as My Tasks items.

When you add a

Complete Questionnaire

step to a business process definition :

You can select any security group to assign to the step.
You must assign at least 1 security group to the step.

Click the

Configure Questionnaire

button on the

Complete Questionnaire

step to select a questionnaire and associate it with that business process step.

To distribute a questionnaire to multiple teams, add a

Complete Questionnaire

step for each team and route each step to the appropriate security group.

When a business process definition contains a

Complete Questionnaire

step that hasn't been configured, Workday displays an error message prompting you to run

Configure Questionnaire

.

When you enable autocomplete on a business process definition, Workday skips the

Complete Questionnaire

step.

Questionnaire Administrators determine which questionnaires can be associated with a business process while they are creating or editing a questionnaire. Selecting the appropriate

Questionnaire Type

and

Allowed on Business Process

options makes a questionnaire available in the corresponding business processes.

Workday prompts you to select an
Effective Date
when you configure the
Complete Questionnaire
step. The default effective date is the current date.
Workday also prompts you to select a
Time Zone
if you selected the
Business Process Configuration Time Zone
option on the
Edit Tenant Setup - System
task. The default time zone is the user's current time zone.
When you enter the current date in the specified time zone, the changes take effect immediately. Users in other time zones see the changes immediately.
When you enter a future date in the specified time zone, the changes take effect at midnight on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
When you enter a past date in the specified time zone, the changes take effect at 11:59:59 PM on the specified date in the specified time zone. Users in other time zones see the changes at the corresponding date and time in their time zones.
Questionnaires associated with a different business process type are not available from the prompt.
Select
Allow Questionnaire Response Correction
to enable subsequent participants in the business process to correct responses to the questionnaire. This option is only available if the functionality is enabled by Workday for that business process type.
You can enter a
Step Label Override
for Workday to display in the My Tasks of any users who must complete the questionnaire as part of the business process. The Step Label Override is also displayed when you view the Process History of the business process.

When you copy a business process definition that includes

Complete Questionnaire

steps, Workday copies the

Complete Questionnaire

steps as well as the step configurations and the associated questionnaires to the new business process definition. However, if a questionnaire is inactive or isn't allowed for that business process, Workday doesn't copy the questionnaire or the step configuration to the new business process definition.

The user can edit their existing answers before they resubmit the questionnaire when the user:

Clicks
Save for Later
before completing all of the answers in a questionnaire.
Completes all of the answers in a questionnaire and the business process is sent back.

Completed questionnaires are archived in a user's My Tasks after the questionnaire is submitted or skipped, or if the business process is canceled or rescinded.

Editable questionnaires that are associated with a

Complete Questionnaire

step in a business process definition can no longer be edited after an event is initiated.