Editing the HR survey templates
HR Surveys for JSM comes with an onboarding and offboarding template. To ensure that the survey fits your needs and gets you the right feedback, you can edit the templates. Here’s how to do this:
Click on Project settings on the top right corner of the page. Next, at the left column, click HR Survey settings > HR Surveys tab.
On this page, you will see two HR survey templates: Onboarding and Offboarding. To edit a survey, click on the section to expand the section.
You will see the following sections:
Survey request message: The request message will be added to a ticket as a comment.
Questions: Survey recipients will select a rating to answer the question.
Open-ended: Survey recipients will respond to the question by writing down their answers.
While the template structure is fixed, you can customize the copy and values.
To edit the copy or values, click on the form fields and edit the text.
Once you’ve completed editing the survey templates, click Preview at the top menu to view how your survey will look like.
You will only see a preview of the survey that is being sent out.