How to Create Surveys - Knowledge Base | BerniePortal

How to Create Surveys - Performance

After you have created questions in the Question Library, you can add those questions to a survey in the Survey Library. Employers and Feature Admins with Performance access can create surveys.

To create a survey:
  1. Select Performance in the top navigation bar.
  2. Select Survey Library in the secondary navigation bar.
  3. Select Add a Survey.
  4. Under What type of survey would you like to create?, select Individual or Organizational.
  5. Enter a name in the Survey Name field.
  6. In the Questions table, choose a question from the - Select Question - dropdown, then select Add. Repeat until you have added every question you want in the survey.
  7. Select SAVE.
The new survey appears in the Survey Library table.

Survey types:

Organizational surveys use Organizational questions about your organization. Individual surveys use Individual questions about the employee or about their colleagues (such as direct reports, managers, or peers). The question dropdown only lists questions that match the survey type you selected.

If you select a survey type that has no matching questions yet, the create panel closes and the Survey Library shows You need to add questions to the Question Library first. Create the needed questions, then return here to create the survey.

To send a survey to employees, see How to Send Out Surveys - Performance.

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