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Survey Setup and Troubleshooting

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

  1. Step 1: To initiate the process, log in to OnTheClock as either an admin or a manager.
  2. Step 2: Click “Settings ” at the top of the screen.
  3. Step 3: From the drop-down menu, select “Employee Surveys.”
  4. Step 4: Create your employee survey by clicking “Add New Survey.”

Add Survey Details

  1. Step 1: Click “Add New Survey” to initiate the survey creation process.
  2. Step 2: To make the survey accessible for employees, toggle the “Activate survey” switch to the green position.
  3. Step 3: Enter a descriptive title for the survey in the “Survey title” field.
  4. Step 4: Provide a concise survey description in the “Survey Description” section.
  5. 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

  1. Step 1: Create questions by clicking “Add Question.”
  2. Step 2: Optionally, select the required box to ensure employees complete the survey.
  3. Step 3: Enter your question in the provided text field.
  4. 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.
  5. Step 5: Select the “Flag” checkbox on any questions to trigger the “fail” message you created in survey validation.

Add Question Validation

  1. Step 1: Start creating questions by clicking on “Add Question.”
  2. Step 2: Optionally, select the required box to ensure employees do not skip the survey.
  3. Step 3: Enter your question in the provided text field.
  4. 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.
  5. 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

  1. Step 1: Review submissions in the “Survey Reports” section.
  2. Step 2: Select the survey you want to view and specify a date range for the data.
  3. Step 3: Optionally, click on “Only Flagged” if you want to focus on answers that were flagged during the survey.
  4. Step 4: Run the report after configuring your preferences.
  5. Step 5: To delve into the details, click the icon to the left of each submission.
  6. Step 6: Within the detailed view, you can observe the “Question,” “Answer,” and the “Flagged” status for each response.
Where can I place a survey question for employees to answer?
Right now, survey questions will appear at the beginning of the day for employees to answer before clock in.
Can survey questions be optional?
yes —you can allow for a survey to be skipped by employees.
Can I require an answer to the survey?
Yes —you can require a survey is answered before the clock in.
If an employee answers a survey question I flagged, does it prevent clock in?
No —once the survey is completed an employee can still clock in regardless of if the answer was flagged.
Do I receive notifications via email or SMS for flagged responses to questions?
No —you can review the survey responses by logging in on the website and clicking survey results.
Can I have multiple surveys at once?
No —as of right now only one survey can be active at a time.
Can I assign specific surveys to specific employee departments or groups?
Not at this time. The survey will be for all employees once it is activated.
If I delete a survey, do all my past responses and survey results remain?
No, you will want to screenshot that information before deleting the survey.