Setup Considerations: Surveys

You can use this topic to help make decisions when planning your configuration and use of the Surveys feature in Workday. It explains:

Why to set it up.

How it fits into the rest of Workday.

Downstream impacts and cross-product interactions.

Security requirements and business process configurations.

Questions and limitations to consider before implementation.

Refer to detailed task instructions for full configuration details.

What It Is

Surveys in Workday enable you to gather meaningful insights from your workforce using survey forms.

Business Benefits

With surveys you can:

Create campaigns that deliver surveys to target audiences, including supervisory organizations and individuals, optimizing workforce engagement.

Distribute surveys through campaign and distribution frameworks.

Get rapid feedback for a better understanding of the employee experience and to gauge the effectiveness of newly implemented business strategies.

Schedule survey notifications for respondents on a daily, weekly, or monthly basis.

Use Cases

You can:

Create, launch, and take surveys using desktop and mobile applications.

Create and distribute company-wide employee pulse surveys.

Gather feedback on employee programs and workplace compensation and benefits.

Add surveys to digital courses in Workday Learning to test learning comprehension.

Set a specific date and time for surveys to launch and close.

Dispatch survey notifications through email, push notifications, and Workday notifications.

Edit a launched survey to remove specific workers.

Questions to Consider

Questions	Considerations
When do you want to use a survey instead of a questionnaire?	You can use a questionnaire as a step in the business process to gather information relevant to that business process. Surveys are independent of the business process framework. You can create surveys for large-scale distribution or distribute to a specific individual or select organizations using a survey link.
Do you want survey recipients to be able to answer a survey more than once?	You can configure, at the survey level, whether recipients can respond multiple times. When you enable multiple responses, Workday saves all responses, not just the last response.
Do you want to restrict survey access to organizations or individuals?	You can restrict survey access using the Send to specific organizations and/or individuals option. You can send surveys without restrictions using the Send via link option.
Do you need to translate your surveys to other languages?	Surveys require manual translation. You can use the Translate Business Object report to translate survey contents manually. You can also use the Put Translatable Tenant Data Public (Web Service) web service when you have multiple surveys to translate.

Recommendations

You can simplify the delivery of surveys by accessing the:

Find Workers

report to define the audience for the survey by creating a saved faceted search.

Create Campaign

task to add the

Surveys

item type to define the audience, notification channels, message, and sent date of survey campaigns.

Create Scheduled Distribution

task to define the distribution frequency and schedule of surveys.

Segment-based security groups for surveys to restrict access to specific user groups.

Requirements

To use a survey in a campaign, you must first save it as a draft by selecting

Save for Later

Limitations

With survey functionality, you can't:

Anonymize user responses.

Receive additional responses once a survey closes.

Recover deleted surveys.

View surveys in proxy mode.

Include surveys on the

To Do

step of a business process, but you can add a survey URL on the

To Do

step.

Tenant Setup

You can configure tenant-wide configurations for the Surveys notification type on the

Edit Tenant Setup - Notifications

task.

Security

These domains in the System functional area:

Domains	Considerations
Create and Manage Surveys	Enables you to create, edit, copy, view, launch, close, and cancel surveys.
Manage Surveys	Enables you to view, launch, close, and cancel surveys.
Questionnaire Creation and Distribution	Enables you to configure the Survey Home dashboard.
Questionnaire Results	Enables you to access all tasks and reports that provide results of a questionnaire or survey.
Self-Service: Take Surveys	Enables you to access and respond to surveys.

Business Processes

No impact.

Reporting

Reports	Considerations
Survey Home	You can use this report to manage and create surveys.
Survey Responses	You can configure segmented security on this report to restrict survey responses access to specific users for select questions or for all questions in a survey. For more information, see Steps: Set Up Survey Notifications and Campaigns and Steps: Send Surveys Using Scheduled Distribution.

Integrations

No impact.

Connections and Touchpoints

Surveys interact with these other areas in Workday:

Feature	Considerations
Workday Prism Analytics	Include survey response data with external data sets in Workday Prism Analytics for advanced reporting.
Campaigns	Include to create survey campaign and customize how and when respondents receive notifications to take surveys.
Scheduled Distribution	Include to schedule the distribution of surveys to an audience on a specified frequency.
Workday Learning	Include surveys in Workday Learning to gain course feedback and test the comprehension of learners.

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.