Permission: Manage schedules.
When using an automatically recurring survey frequency (instead of the Manual frequency), you can control how often each employee should receive a driver question from each question group. If you need to configure open-ended question frequency, see Set open-ended question frequency.
Question frequency settings work on a per-employee basis, enabling the survey to use the frequency settings to decide when certain questions are due again, for each employee.
Note that if you set driver or subdriver frequency to be more frequent than the survey frequency, the survey will take it as an instruction to ask more questions from drivers or subdrivers, respectively.
You can switch question sets on or off when you set the frequency of scheduled surveys. This means you can run standalone surveys targeting specific segments of your business or run your questions at different cadences to suit your needs.
- Go to Administration > Schedules.
- Open a schedule by clicking View or create a new schedule.
- Go to the Frequency tab.
- Expand a question set. Example: Health & Wellbeing.
- Set the frequency for the main question, drivers, and subdrivers. Example: Quarterly, monthly, and quarterly. As you configure question frequencies, the sidebar adjusts the average number of questions in the survey and provides a recommendation based on your survey frequency.
- Click Save changes.
If you make changes to questions during a live round, the changes will reflect immediately for employees who didn't yet answer the survey.
If you select Always, questions from the question group will display for all eligible employees in the next (or current) survey and subsequent surveys, until you deactivate the question group or change its frequency. Note that if you have multiple questions on a single driver (Example: You've created a driver in Company questions with 10 questions), setting the frequency to Always means all questions from the driver will appear in each survey.
For automatically recurring surveys, the timing of when the question displays can differ from 1 employee to another, depending on when the employee last answered the question.