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Administrator Guide
Last Updated: 2024-06-28
Configure Questionnaires and Questions

Configure Questionnaires and Questions

Security:
Questionnaire Creation and Distribution
 domain in the System functional area.
You can create, edit, and copy questionnaires and questions using 1 interface. You can also preview questionnaires and export them to Excel and PDF format. You can distribute questionnaires using a business process to gather relevant information.
You can't edit questionnaires that already have results in Workday. Before a questionnaire has results, you can:
  • Add or remove questions.
  • Change the scores for possible answers.
  • Delete the questionnaire.
  • Mark questions as required.
  • Sort the order of questions.
You can manage questions and questionnaires independently. Example: For reporting over time, you can reuse questions in several questionnaires. When you modify a question that has results, Workday creates a new version of the question. You can distinguish between question versions by viewing the question details.
  1. Access the
    Configure Questionnaire
     task.
  2. Create, copy, or edit a questionnaire. As you edit questionnaire details, consider:
    Option Description
    Questionnaire Display Name
    Workday displays this name to respondents. When you don't enter a display name, Workday uses the name in the
    Questionnaire Name
     field.
    Questionnaire Types
    (Optional) Select 1 or more questionnaire types to use a questionnaire in a specific application area. Example: Select
    Recruiting
     to add a questionnaire to a job requisition.
    Allowed on Business Processes
    (Optional) Select 1 or more business process types from the
    Allowed on Business Processes
     prompt. You can then select the questionnaire when you configure the
    Complete Questionnaire
     step on these business process types.
    When you change the allowed business process types on a questionnaire, Workday doesn't apply your updates until you edit the business process definition and:
    • Remove the questionnaire from the
      Complete Questionnaire
       step. Workday no longer associates that questionnaire with the business process definition.
    • Keep the questionnaire in the
      Complete Questionnaire
       step. Workday displays an error message stating that the selection doesn't meet the restrictions defined for the field.
    Workday displays a full list of business process types that allow questionnaires on the
    Business Process Configuration Options
     report.
    Inactive
    You can't use inactive questionnaires in tasks or web services.
    Questionnaire Instructions
    (Optional) Enter
    Questionnaire Instructions
     to assist respondents when they answer the questionnaire.
    Usage
    Workday displays the total number of times that you distribute the questionnaire, reference it in a business process, or both.
  3. Select the questionnaire and click
    Maintain Questions
    .
    Workday enables you to edit any questions you add from the left navigation.
    Workday includes the number of questions in the questionnaire at the end of the name.
  4. Select a question to update or add a row to create a question. As you maintain questions, consider:
    Option Description
    Question Body
    When you don't enter a question name, Workday uses the first 50 characters from this field as the name.
    Question Type
    You can create and configure up to 6 follow-up branching questions for
    Multiple-Choice Single-Select
     questions.
    • Possible Answer
       -  Enter up to 25 options for each multiple choice answer. You can't use an answer more than once in a question.
    • Score
       - You can enter scores as positive or negative integers. Workday calculates the total score for a completed questionnaire by adding the integers for the selected answers.
    • Question Tags
       - You can associate multiple tags with a question.
    Outdated
    You can view this option only when you update a question. Select
    Update Outdated Question
     to use the updated version.
    Required
    You can configure a branching question as required for the respondent to continue with the questionnaire.
  5. (Optional) Select a question and click
    Edit Question
    .
    When you inactivate a question that's in use, Workday creates a new version of that question and marks the current version as
    Inactive
    . The inactive version of the question doesn't display in prompts and you can't add it to questionnaires, but you can include it in reports.
  6. (Optional) Preview the questionnaire.
    Workday displays the questionnaire as it will display in My Tasks.
  7. (Optional) Export the questionnaire.
    Select an export format.
Workday uses the time that you submit the questionnaire as its effective moment.
Distribute questionnaires.