You can create surveys aimed at collaborators who no longer have an active record on the platform, such as those who have been separated. This functionality enables collecting valuable information after the end of the employment relationship, facilitating the identification of improvement opportunities in internal processes and in the collaborator’s experience.
Create a survey
Within the Surveys module, in the Libre section, click the "Create Free Survey" button. From there you can start a survey from scratch, use a Buk template, or reuse a previous survey.
When creating the survey, as with any other, you must complete the different sections with the name, the start and end dates, configure the form, and define the notifications.
To enable this survey for collaborators with inactive records, you must check the checkbox"Participants with inactive employment"in the first section ofGeneral. Don't forget to click "Save" to continue.
In the new view, you can verify that the survey is enabled for people with inactive employment thanks to a message visible in the upper-left box. From this screen it is possible to add participants, both manually and in bulk. It is important to bear in mind that only collaborators who currently have an inactive record can be added.
When adding participants manually, a list composedonly of collaborators with inactive recordswill be displayed. Keep in mind that a collaborator may have more than one record, so they could appear multiple times or only with one of their inactive records.
After selecting the desired participants, click "Add Participants". They will automatically move to the "Selected participants" tab. Then, confirm the participants by clicking "Save and Exit".
When returning to the previous view, the list of participants will appear in a table where the record code of each one can be viewed. It will also indicate if any of the collaborators does not have a personal email registered, with a warning symbol. In that case, the survey will be sent to the work email. If you wish to add or modify the personal email, this change is made directly in the collaborator's record (see below for how to do this).
Once the participants are defined, click "Start Survey" so that it is automatically sent to all selected.
For more details on how to configure a survey, you can consult this article:How to configure free surveys?
Add a personal email to a collaborator
If when adding participants an alert appears indicating that one of them does not have a personal email, you can update this information easily. To do this click on the collaborator's name to access their record.
Once inside, click the pencil icon and select the "Personal" option to edit personal data.
A pop-up window will open where you can enter the collaborator's personal email. Don't forget to click "Save" to apply the changes.
Survey reception
Once the survey is sent, each participant will receive an email with a unique link to respond. This link will open a Buk page specially designed for answering surveys, which does not require logging in. It is a secure space within the same platform, designed so collaborators can answer easily without the need to sign in with a username and password.
Keywords:
Free survey, inactive collaborators, inactive record, surveys for separated collaborators, post-exit survey, ex-collaborator feedback, offboarding.
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🤖 This article was translated using artificial intelligence. View original article.