Reporting on HR Survey

[amandazeimet]

We have created a feedback survey to be sent out after the case is closed, however we are struggling with how to report off it. Right now, the survey completion gets sent to the HR Service Center Manager and the rep that closed the case. Does anyone have any best practice for this?

Ideally we would like an easy-to-digest report that shows results broken down by team and per person, overall scores per team and per person, as well as a rolling average of the overall score. Any suggestions on how to best report off surveys or what is the best information to take from?

Thanks!

Amanda

[Kiel Sanders]

Hi Amanda

You can report on the HR Survey data by using the [asmt_metric_result] table.   This table contains all metric data within the system so you will want to filter the Metric.Type field to your specific HR survey.   There's also a "Case Satisfaction Survey - 30 Day AVG" standard report that you can use to see what values are being used.   Once you have the data, you can create reports in any format you want using this table.   A common way to track this would be to build a Survey Results dashboard with different pie chart and bar graph reports for each question (metric) to measure the responses in an easy to read view.   Based on your volume, you'll likely want to filter this to the last 30 days to have a good representation of current responses.

Another useful report would be to create a line or spline graph filtered to a specific question and then trend it based on the Created field using an average of the Actual Value field.   This will produce a trending graph of the average response score to help measure improvements in the scores over time.   Hopefully that helps but let me know if you have any additional questions.

[amandazeimet]

That was helpful, thank you! I wasn't able to determine how to report based off team member. I tried looking at the survey that was created and the fields that are there, but was unable to determine which one might pull.

In addition to that, are the survey results based on the team member who created the case, or who closed it? We have different instances where someone does the initial intake and creates the case, but someone else is doing the work and closing it out but the initial person is tied to the case. Not sure if that's the most common way to report.

Thanks for your help!

[Kiel Sanders]

If you are looking to report on specific fields within the case tied to these survey, you will need to create a database view to join the [asmt_metric_result] table to the [sn_hr_core_case] tables.   You can read more about this on the Database views page on the product documentation.

The survey results are based on the case itself, not a specific individual.   If you create the database view for the two tables mentioned above, you could then pull in both the Created By and the Assigned To fields to make the determination of which field is most appropriate to use in your situation.   My thought is that the person managing the case and doing the work should typically be the Assigned To but it sounds like that is not always true for your organization.

[VerdaKosnett1]

@Kiel Sanders Link you provided above is not available. Submit button on our HR Survey stopped working recently. Any ideas? Why is take_survey widget become depreciated. What replaced it?