Pulse Surveys | Update Survey Reuse details

Typically, Pulse Surveys are designed to run multiple times to measure changing data over time. Reuse details schedule the repeat frequency and duration of the Survey

  1. Select Home > Surveys > List Views > All.
  2. Select Edit next to the Survey you want to update.
  3. In the Reuse section, select Weekly or Monthly.

  4. Select number of weekly or monthly intervals the survey should be available on WX for completion:

    • If Weekly, select the day the survey will be available to team members.
    • If Monthly, set the day of the month the survey will be available to team members. For example if day of the month is 13, the survey will be available from the 13th of the month.
  5. Select the number of Days/Weeks/Months the survey should be open for completion on WX.

  6. Select a date in the future when the survey recurrence will stop.

    Tip Next scheduled run is actually the next scheduled run + 1.
  7. Select Save.

Reuse Survey Time

Tip In the Reuse section of the page, Deactivate will remove the recurrence of the survey

To set:

  1. Select Setup > Installed Package.
  2. Select Configure next to Sage People Human Capital Management.

  3. Set the Reuse Surveys Time field as appropriate to run a daily batch to:

    • Execute active Surveys with the Next scheduled run date equal to today.
    • Schedule next Surveys as specified by Reuse detail on each Survey.
    • Reset Survey Start and End Dates to show the next scheduled run of each Survey.
  4. Select Save.

Reuse Options Tips

If the day of the week or the day of the month is in the past, Sage People auto-completes the Survey Start Date field to the date of the next day in the future. Sage People auto-completes the End Date field to the last day of the corresponding Close survey after number of days/weeks/months.

  • For example, if the survey is to run every 6 weeks on a Monday for 5 days and today is Tuesday, e.g. Tues 15 May:

    • Start Date auto-completes to the date of next Monday, e.g. Mon 21 May
    • End Date auto-completes to seven days after next Monday, e.g. Fri 25 May
    • Next scheduled run auto-completes to Mon 2 July

  • For example, if the survey is to run every 6 months on the third day of the month, for two weeks and today is Tuesday, e.g. Tues 15 May:

    • Start Date auto-completes to the third day of next month, e.g. Sun 3 Jun
    • End Date auto-completes to two weeks later, e.g. Sat 16 Jun
    • Next scheduled run auto-completes to Mon 3 Dec