How to create Employee Lifecycle surveys

Macorva allows you to send lifecycle surveys to your employees to gauge employee experience at various levels in their lifecycle. There are three default lifecycle surveys built within Macorva. These surveys can be edited and customized to meet your organizations needs.

To access the Employee lifcecycle surveys:

1. Configure> CX Surveys
2. Under 'Category' Select "Employee lifecycle"


Onboarding:
The following is a sample of the default Onboarding survey:Check-in:

The following is a sample of the default Check-in survey:

Exit:

The following is a sample of the default Exit survey:

How to edit existing questions and add custom questions:

To add additional questions or edit the existing questions, scroll to the bottom of the survey preview on the right side of the screen and select "Add/edit questions"

To view default questions in the library, select the "Employee lifecycle- Onboarding" 

To add these questions to the survey, select the checkbox on the left. To edit these questions, select the edit icon to the right of the question.

To add new custom questions:
Step 1: Select "Add new question"

Step 2: Select an existing Question group

Question Groups allow you to group together similar questions to easily identify and add these to future surveys. Once you add a question, it joins your library and can be inserted into any of your surveys.

Step 3: Choose your question type

    A. Multiple Choice:

Question text: the text to appear on the question

Name: Short name of the question, this should be easily identifiable for use in reports, filtering, etc

Display answers: Horizontally vs. Vertically

Maximum number of selections: Allows you to set how many options users are allowed to choose. This is helpful for "Select all that apply" questions

Answers: Enter answer choices here

 

Click to Zoo

     B. Rating scale:

Question text: the text to appear on the question

Name: Short name of the question, this should be easily identifiable for use in reports, filtering, etc

Display choices: Horizontally, Vertically, As numbers large middle, As numbers boxes, with stars, with faces, slider

Scale: 1-5, 1-7, or 0-10

Labels: Option to edit the question labels

        C. Free Text:

Question text: the text to appear on the question

Name: Short name of the question, this should be easily identifiable for use in reports, filtering, etc

Display answers: Multiple lines, Single line, Inline (small), Inline (medium), Inline (large)

Click to Zoom


D. Display only:

This question can be used to add a message into your survey. It can be placed anywhere in the survey, but as the name suggests, it is Display only.

Question text: the text to appear on the question

Name: Short name of the question, this should be easily identifiable for use in reports, filtering, etc

Click to Zoom

Step 4: Choose whether the question should always be displayed or only be shown dynamically depending on another question(s) in the survey. See this dynamic example

Step 5: Save your question

Step 6: Return to the question list, scroll to the category you just added your question to, click the arrow to expand. Add the question to your survey by selecting the check box next to it

Step 7: The question will automatically be added to the end of the survey. Use the box on the left side to reorder the question where you'd like it to be.

Step 8:Repeat these steps to create any custom questions you need and would like to add to your surveys, then select "Continue" at the bottom of the question editor.Remember that once you create a question here (no matter what survey you choose to edit) it will be added to your question library for you to use across all surveys. This prevents you from having to create duplicate questions for each survey.

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