How to Send Out Surveys - Knowledge Base | BerniePortal

How to Send Out Surveys - Performance

Once you have created a survey in Performance, generate it from the Survey Library to distribute it to employees. Employers and Feature Admins with Performance access can generate surveys. Feature Admins can only select Performance subgroups assigned to them.

To send out a survey:
  1. Select Performance in the top navigation bar.
  2. Select Survey Library from the secondary navigation bar.
  3. In the ACTIONS column for the survey, open the gear menu and select Generate.
  4. Under Generate surveys for employees of the following Performance subgroups:, select All subgroups or one or more subgroup checkboxes. You must select at least one subgroup.
  5. If the survey type is Individual, under Who should receive this survey?, select one option:
    • 360 degrees — Employees will be asked to complete it on themselves, their manager, direct reports and their peers.
    • Self-Evaluation — Employees will be asked to complete it only on themselves.
    • Manager Evaluation — Managers will be asked to complete it on their direct reports.
    • Manager and Self-Evaluation — Managers will be asked to complete it for each of their direct reports. Employees will be asked to complete it on themselves.
  6. Select Generate.
For Organizational surveys, the Who should receive this survey? options do not appear. Select subgroups, then select Generate.

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