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 Questionnaire

Definition

Activity category that classifies activities to which a Questionnaire is assigned.

Use

You use activities in the Questionnaire category when you want to record a questionnaire in Succession Planning or Talent Relationship Management for a candidate. To do so, you assign a previously created questionnaire to the activity. When you have done this, you can then:

  • Complete the questionnaire yourself.

    To do this, you can call the questionnaire directly from the activity and complete it.

  • Request a manager to complete a questionnaire about a candidate.

    To do so, you change the agent (processor) for the activity and enter the name of the manager in this field. The manager completes the questionnaire and then changes the status of the activity to Completed .

  • Send the questionnaire to a candidate.

    To do so, you use the relevant activity in the Invitation category, first assigning the activity containing the questionnaire as a reference activity to the activity in the Invitation category.

Structure

An activity in the Questionnaire category consists of the following tab pages:

  • Details

    The tab page contains the following information:

    • Status

    • Due date (if status: Planned )

    • Completed on (if status: Completed )

    • Completed by (if status: Completed )

    • Processor (not if status: Completed )

    • Changed On (only after the activity has been created)

    • Changed by (only after the activity has been created)

    • Questionnaires

    • Questionnaire Completed

      If this indicator is set, then the questionnaire form has already been completed.

    • Questionnaire Visible to Applicants

      If this indicator is set, the completed questionnaire form is visible for the candidates.

      The tab page contains the following functions:

    • Display Questionnaire

      Once you have assigned a questionnaire, you can use this function to display the questionnaire template and its properties.

      When the questionnaire has been completed, you can view the completed form.

    • Complete Questionnaire

      You can use this function to complete and save the questionnaire yourself (for example, during a telephone interview with the candidate).

  • Notes

    This tab page allows you to enter notes for the activity.

    If the activity is used in TRM, then this information is available to you and all other succession planners. If the activity is used in Succession Planning, this information is available to you and the other members of the support team for the associated succession plan.

  • Attachments

    This tab page allows you to upload documents.

    If the activity is used in TRM, then this information is available to you and all other succession planners. If the activity is used in Succession Planning, this information is available to you and the other members of the support team for the associated succession plan.

Example

The standard system provides the following activity types of the Questionnaire category for Succession Planning:

  • Questionnaire

  • Questionnaire for Interviews/Appraisals

  • Questionnaire Ranking by Department