Add Survey Participants
Explanation
This activity is used to select the employees who
should participate in a survey. You can either add
employees individually or select a
set of employees based on their position assignment or organization unit
membership. If you use positions or organizations, employees from all
subordinate organizations or positions will be selected as well.
When an employee or a set of employees is selected, you
are required to specify whether the selection should be included or excluded by
entering the appropriate selection rule. This function will allow you to exclude employees from among a
set of employees that are already included in the survey.
Ex:
You can include the set of employees belonging to organization code A in the
survey. If organization code A has positions B , C , D and E defined, you can
exclude the employees belonging to B, so that C, D and E will remain
included. That is, the selection rule Exclude is given higher priority
than Include.
Prerequisites
- Employees, positions and organization codes are required
to have already been defined in the selected company.
System Effects
- The employees selected to participate in the
survey will be listed in the Survey/Participants tab.
- The survey can be approved and published.
Window
Survey
Related Window Descriptions
Survey
Procedure
- Open the Survey/Participants
Selection tab and add a new record.
- Enter the company from which you want to select
participants in the Company ID field.
- To enter participants, perform one of the following:
- to select employees based on their position assignments, enter the
relevant position identifier in the Position ID field. All
employees who hold this position and positions subordinate to it will be
added as participants.
- to select all employees who hold a position in a company, enter the
% symbol in the Position ID field.
- to select employees based on the organization unit assignment, enter
the relevant organization code in the Organization Code field.
All employees who belong to the selected unit and units subordinate to
it will be added as participants.
- to select an individual employee, enter his or her employee
identifier in the Emp ID field.
- Specify whether you want the employees you selected to be included in
the survey or excluded from the survey by selecting a value in the Selection Rule field.
- In the Selection Rule field, select Include.
Note: If you select Exclude, all employees selected in step 3
will be removed from the list of participants. You can use this option when
you define more records that are supposed to limit the number of
participants. For example, if all employees are selected in the first
record, you can define more records to exclude some of them.