Add or modify HR survey categories and questions

  • Release version: Zurich
  • Updated July 31, 2025
  • 1 minute to read

    • When an HR survey definition is created, a survey category is automatically added. You can create questions that are associated with this category or define another category for questions.

    Before you begin

    Role required: admin, hr_admin, or hr_manager

    About this task

    For example, the HR Request Satisfaction Survey has one category, with four questions about satisfaction with the HR request process. You can define another category to ask about satisfaction with the HR agent who handled the case, or you can add more questions to the existing category.

    The following steps describe how to work with survey questions in the Survey Definition form. You can also click Survey Designer to open the survey and its questions in the survey designer.

    Procedure

    1. Navigate to All > HR Administration > Surveys > HR Surveys, and open the survey to add questions.
    2. In the Metrics Categories related list, complete one of the following actions.
      ToDo this
      Add or edit questions in an existing category Click the category name.
      Add a category and questions Click New. Enter the category name and description, right-click the form header, and click Save.
      The Survey Category form that appears includes the Assessment Metrics related list, which contains any questions that are already defined.
    3. To edit a question, complete the following steps.
      1. Click the question text and edit the fields on the form.
      2. Click Update.
      3. If required by the question type, add definitions in the Assessment Metric Definitions related list.
        For example, Likert and numeric scale data types require the scale metric definitions.
    4. To add a question, complete the following steps.
      1. Click New and complete the form.
      2. Right-click the header and click Save.
        Additional fields appear based on the selected data type. For example, if you select Choice, you must enter the scale definition.
      3. If applicable, add definitions in the Assessment Metric Definitions related list.
        For example, the Choice data type requires that you enter the choices.
    5. Click Update.
      The Survey Definition reopens.