How to Create Surveys - Knowledge Base | BerniePortal

How to Create Surveys - Performance

Once you have created questions​ within the Performance feature, those questions can be added to a ‘Survey’ to send out to employees. 

To create a Survey:
  1. Select the ‘Performance’ tab in the top navigation bar. 
  2. Select the ‘Survey Library’ tab in the secondary navigation bar.
  4. Select ‘Add a Survey.’
  6. Determine if the survey is ‘Individual’ or ‘Organizational.’ 
  1. Organizational questions are used for asking employees questions about your employer, while Individual questions are used for asking employees questions about themselves or colleagues.
  1. Enter the name of the survey in the ‘Survey Name’ field. 
  2. Use the ‘Question’ dropdown to view available questions based on the survey type. Select a question, then select ‘Add.’
  4. To add multiple questions, repeat the above steps, then click save.
  5. The survey will now display under the ‘Survey Library’ tab. 
  6. Check out this article​ to learn how to send surveys to employees. 

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