Define Participants Selection

Explanation

This activity is used to select the employees who should participate in the survey. You can either select employees individually by entering their employee identities or you can select a set of employees simultaneously by specifying a position ID or organization code.

When an employee or set of employees are selected, you are required to specify whether the selection should be included or excluded by entering the appropriate selection rule. This function will allow you to exclude employees from among a set of employees that are already included in the survey. 
Ex: You can include the set of employees belonging to organization code A in the survey. If organization code A has positions B , C , D and E defined, you can exclude the employees belonging to B, so that C, D and E will remain included. That is, the selection rule Exclude is given higher priority than Include.

Prerequisites

• Employees, positions and organization codes are required to have already been defined in the selected company.

System Effects

• The employees selected to participate in the survey will be listed in the Survey/Participants tab.
• The survey can be approved and published.

Window

Survey

Related Window Descriptions

Survey

Procedure

1. Open the Survey/Participants Selection tab.
2. Enter the company from which you want to select participants in the Company ID field.
3. If you want to select employees based on the position assigned to the employees, specify the relevant position ID.
4. If you want to select all employees in a company, enter the % symbol in the Position ID field.
5. If you want to select employees based on the organization unit to which the employees are assigned, specify the relevant organization code.
6. If you want to select employees individually, specify the employee ID.
7. Specify whether you want the employees you selected to be included in the survey or excluded from the survey by selecting a value in the Selection Rule field.