Overview
Surveys are a great way to ask employees questions before the start of their shifts. Some use cases include health check screenings and equipment checks before clock-in.
Setup
Adding a Survey Before Clock-In
Step 1: To initiate the process, log in to OnTheClock as either an admin or a manager.
Step 2: Click “Settings" at the top of the screen.
Step 3: From the drop-down menu, select “Employee Surveys.”
Step 4: Create your employee survey by clicking “Add New Survey.”
Add Survey Details
Step 1: Click “Add New Survey” to initiate the survey creation process.
Step 2: To make the survey accessible for employees, toggle the “Activate survey” switch to the green position.
Step 3: Enter a descriptive title for the survey in the “Survey title” field.
Step 4: Provide a concise survey description in the “Survey Description” section.
Step 5: Note that under “Survey Event”, the survey is positioned before the beginning of the day; this is the only available option currently.
Add Survey Questions
Step 1: Create questions by clicking “Add Question.”Step 2: Optionally, select the required box to ensure employees complete the survey.
Step 3: Enter your question in the provided text field.
Step 4: Choose the appropriate “Question Type” - either “Free form Text” for open-ended responses, “Radio Buttons” for single-choice answers, or “Checkboxes” for multiple-choice responses.
Step 5: Select the “Flag” checkbox on any questions to trigger the “fail” message you created in survey validation.
Add Question Validation
Step 1: Start creating questions by clicking on “Add Question.”
Step 2: Optionally, select the required box to ensure employees do not skip the survey.
Step 3: Enter your question in the provided text field.
Step 4: Choose the appropriate “Question Type” - either “Freeform Text” for open-ended responses, “Radio Buttons” for single-choice answers, or “Checkboxes” for multiple-choice responses.
Step 5: Select the “Flag” checkbox on any questions to trigger the “fail” message you created in survey validation.
What to Expect
Viewing Survey Results
Step 1: Review submissions in the “Survey Reports” section.
Step 2: Select the survey you want to view and specify a date range for the data.
Step 3: Optionally, click on “Only Flagged” if you want to focus on answers that were flagged during the survey.
Step 4: Run the report after configuring your preferences.
Step 5: To delve into the details, click the icon to the left of each submission.
Step 6: Within the detailed view, you can observe the “Question,” “Answer,” and the “Flagged” status for each response.
