Create feedback template using survey designer

As an admin, you can create feedback templates using survey designer that managers can use to collect specific feedback.

Before you begin

Role required: admin

• Ensure Scope/Application of the Survey Template is Talent feedback (sn_tf)
• Ensure the Active field on the Survey Template (asmt_metric_type) is true
• Ensure Publish State on the Survey Template is Published
• Ensure ALL metrics (questions in the survey) have datatype: scale, numericscale, or string ONLY

Procedure

1. Navigate to All > Survey > View Surveys.
2. Open a survey definition in Survey Designer.
3. Select the Configuration tab.
4. On the Survey Designer Configuration form, fill in the fields.
   For a description of the field values, see Survey Designer Configuration form.

   Note:

   • The default value of a survey's duration field is 14 days. For a feedback template, it should be modified to 0 days.
   • A survey instance is created for every feedback request sent using a feedback template, and every instance has a Due Date field. This due date field is overwritten by the due date given by the manager in the agent flow during feedback request creation.
   • The description of the survey is shown to the managers in the agent flow during the template selection step.
5. Select the Availability tab and complete the form.