Introduction/Purpose: 

The survey module in HRMS (Human Resource Management System) is designed to facilitate the process of gathering feedback and opinions from employees within an organization. It provides a platform for conducting various types of surveys, such as general surveys, department surveys, training feedback, company surveys, and so on.

The purpose of the survey module is to facilitate data-driven decision-making and improve organizational effectiveness. By conducting surveys, HR departments can assess employee satisfaction, identify areas for improvement, evaluate training programs, gather employee feedback on specific initiatives, and measure overall engagement within the organization.

Dependency:

• HRMS Platform: The survey module is an integral part of the HRMS platform. It depends on the availability and proper functioning of the HRMS software or system. The module has dependencies on other HRMS features, such as employee data management, user authentication, and reporting capabilities.

• User Access and Permissions: The survey module depends on user access and permissions within the HRMS. HR administrators or designated users need appropriate access rights to create, manage, and distribute surveys. Access controls ensure that only authorized individuals can create surveys, view survey responses, and generate reports.

• Employee Participation: The success of the survey module relies on active employee participation. Employees need to be aware of the surveys, encouraged to provide their feedback, and motivated to participate in the survey process. HR departments play a vital role in promoting survey participation among employees.

How To Navigate: 

The navigation to a survey in a HRMS typically involves the following steps:

• Click on the main navigation icon: The main navigation icon located in the top  right corner of the screen. Clicking on this icon will open the navigation menu, which typically includes links to various sections of the HRMS system.

• Click on the training and survey section: The survey is located under the training and survey section. By clicking on the survey will display a survey title, assigned template, start date, end date, added by, added date and status.

Listing: 

• Quick Search: This feature allows users to quickly search for specific records or information within a listing. It enables users to enter keywords or criteria to find relevant data efficiently.

• Export: The Export feature allows users to extract data from a system or application and save it in a format that can be used in other programs. It provides options to export data in formats such as Excel, CSV, and PDF in landscape or portable formats.

• Hide and Show Column: This feature allows users to customize the display of columns in a table or listing. Users can choose to hide or show specific columns based on their preferences or the information they need to view, providing a more personalized and streamlined user experience.

• Show all listing records: This feature allows users to display all records or entries in a listing or database at once. It eliminates any pagination limits and shows a comprehensive view of all available data, making it easier to browse through and analyze large datasets.

• Advanced Search: Advanced Search provides users with additional search options and filters to refine their queries and find specific records or information within a system or application. It typically offers more advanced search criteria, such as date ranges, multiple keyboard inputs, or specific field searches.

• Delete Row: This feature allows users to remove a specific row or record from a table or listing. It provides a means to remove unwanted or outdated data, enabling data cleanup and maintenance within the system.

• Pagination: It typically includes navigation links or buttons to move between pages, making it easier to browse and navigate through large datasets without overwhelming the user with all the records at once.

Recording & Update:

The survey in a training and survey module is typically includes:

• Survey Title*: This field should capture the title or name of the survey. It should be a concise and descriptive title that represents the purpose or topic of the survey.

• Template*: This field allows you to choose a predefined template or create a new one for the survey. Templates can include predefined questions, response options, and survey design elements that can be reused for multiple surveys.

• Start Date*: This field denotes the date when the survey will become available or active in the HRMS system. Participants will be able to access and respond to the survey starting from this date.

• End Date*: This field indicates the date when the survey will be closed or no longer available for responses. Participants should complete the survey before this date.

• Status*: This field represents the current status of the survey. It can be set as “active” when the survey is available for participants, “closed” when the survey has ended, or “in progress” when the survey is ongoing but not yet closed.

The user can perform the following actions in this section:

• Submit: This option allows the user to add the survey in the system.

• Discard: This option allows the user to discard the changes before saving it.