Activity category that classifies activities to which a Questionnaire is assigned.
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.
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.
The standard system provides the following activity types of the
Questionnaire
category for Succession Planning:
Questionnaire
Questionnaire for Interviews/Appraisals
Questionnaire Ranking by Department