Salpulse Survey Management

note these functions are only available to your organisation's salpulse administrator(s) and restricted administrator(s) adding, removing or altering questions the questions in your salpulse survey have been carefully researched and designed to take the pulse of your culture if however, you would like to discuss adding, removing or altering any questions in your surveys, this can be accommodated please contact salple survey settings survey settings are accessed through the surveys tab of the admin menu item there, you can manually salpulse survey management /#send a survey , preview the survey before sending it, configure how long the survey is open for and toggle whether a "request a follow up" question is asked in the survey salpulse culture survey settings screen send a survey before sending a survey make sure you have checked that all adding, deleting or editing users docid\ vtjy dj1jqjokp teytr check if you want to salpulse survey management /#skipping an employee during a survey for any employees (eg on parental leave) make sure to check all setup breakdowns docid\ r0 19 plx6xstudxb7tlv select the open period for the survey (we recommend 2 weeks) ensure the follow ups toggle is set, if your organisation has the capacity to follow up individual survey responses (where employees check this tickbox) we recommend this, if possible when you are ready to send from the surveys tab in the admin menu item, click the send link in the dialog that opens, you will be asked to type the word send , then hit the send now button to confirm this will then email the invitation to your employees (except any marked as salpulse survey management /#skipping an employee during a survey ) and in every page of the salpulse app, a link for the user to complete their survey will be displayed note each employee's survey link is unique do not forward a link to an employee as this will send them the wrong link inviting new employees to an open survey after a survey has been sent (but before it closes), if you adding, deleting or editing users docid\ vtjy dj1jqjokp teytr to salpulse, you can (optionally) invite them to participate in the survey click on the admin menu item, select the users tab, click on the surveys radio button, then click the invite link for the new employee this will send them an email with the survey link you can send the invitations as a batch, if you have addes lots of employees click on the link in the manual send section of the salpulse survey settings resending an employee's survey invitation to resend an employee, their survey invitation link, click on the admin menu item, select the users tab then tick the surveys radio button then click on the date in the invited at column for that user then click resend in the dialog that pops up this will email the survey invitation link to that user skipping an employee during a survey sometimes it is useful to be able to not invite an employee to a survey for instance if they are on long service or parental leave click on the admin menu item, select the users tab then tick the surveys radio button this will show a list of users click the skip survey tick box for the appropriate person this person will be skipped from all future surveys, until unticked if you untick them while a survey is open, remember to click the invite link if you then want them to be a part of the current survey survey open period an open period of 1 week means that the survey will close on the evening (aet) of the same day of the next week an open period of 1 day means that the survey will be open for 1 full day after then end of the trigger day (eg 1 5 days) eg start the survey at 10am monday, close will be; start on monday, open for closes on 1 day tuesday evening 2 days wednesday evening 3 days thursday evening 4 days friday evening 5 days saturday evening 6 days sunday evening 7 days monday evening survey reminders reminders will be sent to employees who haven't started or finished their survey reponses, half way through the survey open period, then again at 10am (aet) on the day the survey is due to close monitor an open survey after sending a survey, you can monitor its progress in two ways to get a summary of the status of completions, select the survey from the pulse menu item, then select the salpulse survey node to see a summary of the status for each user, from the users tab of the admin menu item, click on the surveys radio button manually closing a survey salpulse will automatically close a survey at the appointed time if however, you would like to close a survey before then, click the close now link in the salpulse survey management /#survey settings reopening a closed survey after you have closed a survey, it may be appropriate to reopen the survey shortly afterwards for a period of time you can do this by clicking the reopen survey link in the salpulse survey management /#survey settings note this action does not send any invitations if you have added employees since the survey was originally sent, you will need to salpulse survey management /#inviting new employees to an open survey the results will be blended into the original survey results the date of the survey will remain at the date the survey was originally sent