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Administrator Guide
Last Updated: 2023-10-06
Create and Send Surveys

Create and Send Surveys

Configure these security domains in the System functional area:
  • Create and Manage Surveys
  • Manage Surveys
  • Questionnaire Creation and Distribution
  • Questionnaire Results
  • Self-Service: Take Surveys
Enable survey notifications in
Edit Tenant Setup - Notifications
.
You can create and send surveys for respondents to complete on their browsers or the Workday mobile app.
You can create a test or quiz by using single-select and multiselect questions and assigning scores to the possible answers. Workday doesn't provide a check box for single-select questions to designate a specific answer as being correct. You can assign a higher numeric score to designate a correct answer. Example: You can set up the score field so that answer choice B out of A, B, C, and D is correct. To set answer B as the correct answer, assign a positive number of points to answer B and assign zero points to answers A, C, and D.
  1. Access the
    Create Survey
     task.
  2. (Optional) As you complete the
    Survey Details
     tab, consider:
    Option
    Description
    Instructional Text
    Enter survey instructions that display above the first question.
    Limited to 1 Response
    Select to prevent responders from taking the survey multiple times.
  3. As you complete the
    Questions
     tab, consider:
    Option
    Description
    (Multi-Select) Checkbox
    Enter up to 10 possible answers. Specify the maximum number of answers respondents can select. You can specify a numeric score value for each response.
    (Multi-Select) Pill
    Enter up to 10 possible answers. Each answer can have a maximum of 25 characters. Specify the maximum number of answers respondents can select. You can specify a numeric score value for each response.
    (Single-Select) Dropdown
    Enter up to 99 possible answers. Respondents can select 1 answer. You can specify a numeric score value for each of the responses.
    (Single-Select) Radio Button
    Enter up to 10 possible answers. Respondents can select 1 answer. You can also specify a numeric score value for each of the responses.
    Date
    Create a question where the respondent selects a date.
    Number
    Create a question where the respondent enters a number. The
    Number
     question type only accepts positive whole numbers greater than zero.
    Text
    Create a question where the respondent can enter free-form answers.
    Once you create more than 1 question, you can drag, and drop them in your survey to reorder them.
  4. (Optional) Click
    Preview
     to view a test version of the survey.
    Workday displays the
    Preview
     button for named accounts only. Workday doesn't display the
    Preview
     button for administrative accounts.
  5. Click
    Next
     to send the survey, or
    Save for Later
     to keep it in
    Draft
     status.
    You can share surveys that are in
    Draft
     status. To use the survey in a campaign or to send it using scheduled distribution, select
    Save for Later
    .
  6. (Optional) On the
    Survey Home
     report, click
    Share
     to share a draft survey with other workers so they can edit or launch the survey.
    • Select
      Edit and Manage
       to enable workers to view, edit, copy, share, or launch the survey.
    • Select
      Manage Only
       to enable workers to view and launch the survey only.
    You can revoke permissions for a worker by removing them from the
    Edit and Manage
     or
    Manage Only
     fields. Survey creators never lose permissions for the surveys that they create.
  7. As you complete the
    Send Survey
     task, consider:
    Option
    Description
    Send to specific organizations and/or individuals
    Select whole organizations to respond to the survey or specify select individuals.
    This option also enables you to send a recurring survey to respondents on a daily, weekly, or monthly basis.
    Send via link
    This option generates a link to send to respondents. Respondents must sign in to Workday after clicking the link to take the survey. You can include this link in Workday Announcements to make it visible to all workers in Workday. You can also include this link to add a survey to a learning digital course.
    For information on sending a draft survey as part of a campaign, see Steps: Set Up Survey Notifications and Campaigns.
  8. (Optional) To add respondents to a survey that you've already sent, from the related actions menu of the survey, select
    Survey
    Add Survey Recipients
    .
    You can only add respondents to surveys sent to specific organizations and individuals. If you add respondents to a survey that's part of a recurring series, Workday only adds respondents to that single occurrence.
Respondents receive notifications when they have a survey to complete.
  • From the
    Survey Home
     report, you can:
    • Close surveys to stop survey responses.
    • Reopen surveys to enable respondents to take the survey again.
    • View the surveys that you've saved and launched, including the number of workers who completed the surveys.
  • Use the
    Survey Responses
     or
    Survey Answers
     report data source to create custom reports.