Configuration of survey and question frequency

This article will contain instructions on configuring survey and question frequency. To learn more about survey and question frequency methodology, please see About survey and question frequency and how it works.

This article will contain:

• Setting up your survey frequency 
• Setting up question frequency

Setting up your survey frequency

1. Go to Administration > Schedules 
2. Click the View icon on your schedule to open up the schedule settings
3. Select the Frequency tab 
4. Once you’ve selected your survey frequency, click on the Save settings option.

Setting up question frequency

Frequencies are also set within the schedule to question sets with the exception of open-ended questions which are set individually.

To set your question frequencies:

1. Go to Administration > Schedules
2. Click the View icon on your schedule to open up the schedule settings
3. Select the Frequency tab 
4. Set a question frequency for the categories on each question set 
5. Click on the Save settings option.

Open-ended question frequencies are set individually on each open-ended question, which means the frequency will remain the same in all schedules. 

To set your open-ended question frequencies:

1. Go to Administration > Questions 
2. Go to Open-ended questions
3. Click Edit next to individual question and set a question frequency 
4. Save settings 
5. Repeat steps 1-5 for each open-ended question 

When setting up onboarding or off-boarding questions, it is recommended to set these questions to 'Once' to ensure that each qualifying employee only gets this question once. For more information around these questions, see Asking onboarding or off-boarding questions.