SHaRe Survey Solution

Revision as of 04:49, 5 December 2018

SHaRe Solution

Overview

The purpose of the SHaRe Tool is to enable the creation of Canvases for the Recruitment, Human Resource or the Performance Management solutions (when it is released). The primary use in Recruitment is for the gathering of information on Applicants. SHaRe canvases are created and linked to a Vacancy, so that applicants can respond and submit answers to questions. Scoring can be assigned for answers to questions in the SHaRe canvas, so that applicants are given a score which can be used to rank the applicants and then process them. Canvas Questions can have a flow to either another question or page, which allows for an efficient process for getting information from applicants. Please note that to link the ShaRe Canvas to a Vacancy, you need to access the relevant Vacancy and then select the canvas in the drop-down field, Link Questionnaire. Please see Vacancy Information for more details.

Dashboard Widgets

There are two main dashboard widgets HR Active Canvases and Recruitment Active Canvases Each of these widgets shows a summary of the Answers provided with a click-through to the canvas. Below is a table with an explanation of each field in the widgets.
HR Active Canvases

Recruitment Active Canvases

Open a Canvas

To get access to an existing Canvas follow these steps. Canvases that have been previously created will be listed.

1. Once Logged into Subscribe-HR select the SHaRe Tool from the main navigation menu on the left.
2. Select the Canvases Tab from the Drop-Down list.
3. Select a Canvas of interest.
4. Select the Build tab on the top left to see the canvas content.

Clone a Canvas

This function allows you to start a new canvas from one that has already been created. This gives you an easy way to update a canvas without losing the original format and content.

1. After logging into Subscribe-HR, select the ShaRe Module from the main navigation menu on the left.
2. Select the Canvases Tab.
3. Open the Canvas you wish to duplicate.
4. Select the clone button on the top left.
5. The Cloned canvas will be opened automatically with the text -copy appended to the end of the canvases name. You may wish to rename the canvas at this point.
6. The text You are now on the cloned survey. Record has been cloned successfully. is displayed.

Create a Canvas

This option allows the creation of a new blank canvas.

1. After logging into Subscribe-HR, select the ShaRe Module from the main navigation menu on the left.
2. Select the Canvases Tab.
3. Select the green Create New button on the top left to create a blank canvas.
4. On the General Tab you must type a Canvas Name, however the Description is optional.
5. Select whether the canvas is a document. This will determine whether the canvas will be applied to the Employee in the Canvas Object or in the Document Object.
6. Select Human Resources, Recruitment, Performance, or On-Boarding as the canvas type.
7. If type Onboarding is selected, choosing Is Document Yes will display the Document Type field. Selecting Contract will make this available as a contract in the Onboarding/Offboarding module. Selecting Letter of Offer will make it available as a Letter of Offer template in the Onboarding/Offboarding module.
8. When selecting any canvas type view the style section below if Canvas appearance changes are required.
9. If selecting Performance as the canvas type, choose the appropriate review settings.
10. Press the green Save button on the top right.
11. Select the Build tab to start editing.

Navigation Icons and Tab Colours

As there are multiple sections to populate through the Canvas, there are Navigation Icons to progress through each stage of the creation of the Canvas.

1. Select the Next Icon to move forward one Tab in the Process. The Tab contents will be Saved when selecting forward.
2. Select the Back Icon to go back to the previous Tab.
3. Notice the Tabs change colour to indicate the progress through the Canvas.

Please Note:

• A Red Tab indicates the Tab currently being editing. Green indicates a Tab that has been Saved. Pink Indicates a Tab that is yet to be opened.
• An Auto-Save function has been enabled on the Build Tab. So if you add item(s) and then select Next or click to another page the Auto-Save feature will Save the canvas. A Green Status Message will appear Automatically Saved

Build Canvas

Overview

The Canvas is built or updated by the tasks listed below. For each task it is assumed you already have your canvas open.

1. Select the text, "Click here to set the page name." .This allows you to name the page.
2. Select Add page at the bottom of your canvas to put a blank page into the Questionnaire at the point of insertion.
3. Select Adding a heading to insert a Heading at the top of the page. Optionally Click Save or Cancel.
4. Select Insert an item which opens a pop-up to select the canvas items as listed below.
5. Select the Edit Icon to update the items already saved on the page.
6. Select the Delete Icon to remove an item on the page.
7. Select the Move Icon to move the item on the canvas relative to other items.

Canvas Customization

The Human Resources Canvas can be customized in the following ways.

Logo Change

The logo of the Canvas can be customized by adding a logo to the Form

1. Select the General tab on your new canvas.
2. Select Logo Upload
3. Select the logo in image format from your PC to upload.
4. Notice the Logo Change on the Preview .
5. Select the Logo Alignment from the menu on the right; either Left, Center, or Right.
6. Click the green Save button on the top right.

Colour Changes

Canvases can be changed in appearance through the Canvas Customization section. Selectors for the change of the appearance are displayed. A Preview of the Canvas is shown to the left of the Selectors. To visually change any of the items follow these steps.

1. Click in the Customization item of interest; e.g. Page Title, Paragraph.
2. Move to the slider to the Primary Colour Band of interest.
3. Select the detailed Colour of interest by clicking in the Rectangular Colour Selector.
4. Notice the Colour Number Changes on the item of Interest. Alternatively if you know the colour number then you can paste it straight over the existing colour number.
5. Notice the item of interest change on the Canvas Preview.
6. Click the green Save button on the top right.

Canvas Items

The Items are the building blocks of the canvas. Each item has its own set of features that can be used to create a complete questionnaire. When you insert or edit an item you will always have the option to save or cancel the task.

For each item, there is a "Only show when another question is answered" checkbox. This allows you to hide a question until another question is answered. It can also be configured so that the question only appears if the question required has a specific answer.

There are also options to flag answers as important, or to nominate one or more answers to be "Killer" answers, ending the survey there. A rejection message can be embedded if an killer answer is chosen.

Multiple Choice Item

This Item allows the insertion of a question with a list of choices. Applicant scores can be linked to each option created with action flow to another question. The options here appear as Radio buttons.

1. Select the Build tab at the top of an existing canvas.
2. Select Insert Item
3. Select Multiple Choice to insert a question with a list of choices. Only one option can be chosen.
4. Enter the Question Name.
5. Enter the Question Description. This is optional, and acts as a set of instructions for the employee answering the question.
6. Enter the Options and Scores you wish to be applied to the question.
7. To add multiple options, select Add Option and enter the score value that option carries in the Score<b> field.
8. Select <b> Question is Mandatory if required to have an answer.
9. Select Rejection Answer if required.
10. Compose the message you would like the employee to see after selecting the rejection answer.
11. Select Alert Flag if required.
12. Select Undesirable. if this option is chosen, a flag will be placed against the applicants record labeling them undesirable.
13. Select Save to set the item on the page.
14. Select Cancel to Abort the addition.

Multiple Select Item

This Item enables the insertion of a question with a list of choices, multiple options can be selected. This allows applicants scores to be linked to each option created, with action flow to another question or page.

1. Select the Build tab at the top of an existing canvas.
2. Select Insert Item
3. Select Multiple Select to insert a question with a list of choices. Multiple options can be selected.
4. Enter the Question Name.
5. Enter the Question Description. This is optional, and acts as a set of instructions for the employee answering the question.
6. Enter the Options and Scores you wish to be applied to the question.
7. To add multiple options, select Add Option and enter the score value that option carries in the Score<b> field.
8. Select <b> Question is Mandatory if required to have an answer.
9. Select Rejection Answer if required.
10. Compose the message you would like the employee to see after selecting the rejection answer.
11. Select Alert Flag if required.
12. Select Undesirable. if this option is chosen, a flag will be placed against the applicants record labeling them undesirable.
13. Select Save to set the item on the page.
14. Select Cancel to Abort the addition.

Rating Matrix Item

This item allows for a large set of options to be created in a Matrix style with Radio button selectors. Applicants scores are linked to each option created with action flow to another question or page, for one option only. A scale is set that applies for each of the options created. Only one option can be selected by applicants across the rating scale. This is useful for obtaining information on applicants, for example in a set of skills with an associated experience in months or years.

1. Select the Build tab at the top of an existing canvas.
2. Select Insert Item
3. Select Rating Matrix to insert a matrix with a list of choices. Only one rating option can be selected per item.
4. Enter the Question Name.
5. Enter the Question Description. This is optional, and acts as a set of instructions for the employee answering the question.
6. Enter the Rating Scales, Options, and Scores.
7. Select Add Option to add more Rating Scales, Options, and Scores.
8. Select Rejection Answer if required.
9. Compose the message you would like the employee to see after selecting the rejection answer.
10. Select Alert Flag if required.
11. Select Undesirable. if this option is chosen, a flag will be placed against the applicants record labeling them undesirable.
12. Select Question is Mandatory if required to have an answer.
13. Select Action on answer if required.
14. Select Save to set the item on the page.
15. Select Cancel to Abort the addition.

Rating Matrix (Multiple Select)Item

This item allows for a large set of options to be created in a Matrix style with check box selectors. Multiple options can be selected. Applicant scores are linked to each option created with action flow to another question or page, for one option only. This is useful for obtaining information from applicants, for example in a specific skills as the options and using the rating scale with a broader skill type.

1. Select the Build tab at the top of an existing canvas.
2. Select Insert Item
3. Select Rating Matrix to insert a matrix with a list of choices. Only one rating option can be selected per item.
4. Enter the Question Name.
5. Enter the Question Description. This is optional, and acts as a set of instructions for the employee answering the question.
6. Enter the Rating Scales, Options, and Scores.
7. Select Add Option to add more Rating Scales, Options, and Scores.Multiple options can be selected.
8. Select Rejection Answer if required.
9. Compose the message you would like the employee to see after selecting the rejection answer.
10. Select Alert Flag if required.
11. Select Undesirable. if this option is chosen, a flag will be placed against the applicants record labeling them undesirable.
12. Select Question is Mandatory if required to have an answer.
13. Select Action on answer if required.
14. Select Save to set the item on the page.
15. Select Cancel to Abort the addition.

Short Answer Item

This item allows for a short text answer to be written into the text box that is inserted. Use this item to get brief answers from applicants.

1. Select the Build tab at the top of an existing canvas.
2. Select Insert Item
3. Select Short Answer to insert a question with a single line of free text as the answer box.
4. Enter the Question Name.
5. Select Question is Mandatory if required to have an answer.
6. Select Limit Size to allow the user to create a minimum or maximum restriction on an item. This is set in characters.
7. Select Validation to restrict the employee's answer to a certain format e.g. An ABN is a 9 digit identifier with two leading check digits.
8. Select Save to set the item on the page.
9. Select Cancel to Abort the addition.

Long Answer Item

When it is anticipated a larger amount of text answer is required to be entered by your applicant, use this item.

1. Select Long Answer to insert a question with multi-line free text answer box.
2. Enter the Question Name.
3. Select Question is Mandatory if the question must be answered.
4. Select Limit Size to allow the user to create a minimum or maximum restriction on an item. This is set in characters.
5. Select Validation to restrict the employee's answer to a certain format e.g. An ABN is a 9 digit identifier with two leading check digits.
6. Select Save to set the item on the page.
7. Select Cancel to Abort the addition.

Paragraph Item

This item allows you to enter a large formatted text statement onto the page. This can be used to describe a background to questions. This can also be used to give details of the vacancy itself with text pasted from any existing Vacancy descriptions that are held in Word or PDF format.

1. Select the Paragraph item.
2. Select the text Click here to add some text ...
3. View the inserted text area.
4. A simple text editor will open to allow the addition of formatted text. You can paste into the text box from other documents.
5. To make the text editor area larger, click on the icon that has 4 arrows pointing outwards. This will make managing the text easier.

Merge Fields Fields from the record that the survey is linked to can be merged into the canvas inside the paragh item. This is doing using a the search box in the top left, where fields can be searched for then added by clikcing on the desired field.

Availability Item

This item allows the applicant to indicate when they are available to work. A non-modifiable matrix of options is inserted when you select this option. The options for applicants to select are Monday to Sunday; versus Morning, Afternoon, and Night.

1. Select Availability Matrix
2. Enter the question name.
3. Select Question is Mandatory if the question must be answered. Note: Mandatory doesn't apply to Availability Matrix as applicant can be never available during the week or not at specified slots.
4. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.

Form Field

This item allows the linking of a data entry field in the canvas, to a field in the Subscribe-HR system. This can be used in either the Human Resources or Recruitment Modules. The answer form will adapt to the type of field being populated.

• Please Note, any value already in the field will be over-written when the question is answered.

1. Select Form Field to add the item.
2. Enter the Question Name.
3. Select the Linked Object in the drop-down list.
4. Select the Linked Field in the drop-down list.
5. Select Question is Mandatory if the question must be answered.
6. Select Display in Applicant Details (Vacancy Management Tool) to have applicant answers appear in the applicant work area.

The Form Field item will automatically use any minimum or maximum settings used by the field it is linked to.

File Item

This item allows the upload of files of the file types that are shown listed. An example usage of this is for applicants to upload specific documents/pictures or examples of work that are not shown in other sections of the Applicants Profile.

1. Select the Build tab at the top of an existing canvas.
2. Select Insert Item
3. Select File to add the option to upload files.
4. Enter the Question Name.
5. Enter the Question Description. This is optional, and acts as a set of instructions for the employee answering the question.
6. Select the file types allowed to be uploaded. File types can be limited to PDF, Word, Excel, PowerPoint, or an Image.
7. Select Question is Mandatory if the question must be answered.
8. Select File Size Limit to limit the size of the file the user is able to upload, This limit is specified in Kilobytes. There are 1024KB in one MB.

• Please note this includes video files types, for e.g. audition videos

Signature

This item allows the embedding of a signature field, so that the answerer can digitally sign off on the canvas.

1. Select Signature to insert a question with a signature box.
2. Enter the Question Name.

Preview Canvas

The Preview canvas button is available from the "Build Tab"

This will create a pop up window in which you can preview the appearance and layout of the canvas. It will display how the canvas will look to those filling out the canvas.

Scheduling

Survey Scheduling is configured through the Development Module's workflow system.

Creating the Workflow

Workflow to send surveys will need to be created in the Employee object, or one of it's child objects.

Creating Workflow Tasks in Subscribe-HR

Reminder

This section establishes the recipients of any correspondence from the workflow.

Here you can set up which users will receive the survey, whether the employee who has triggered the workflow will receive the survey, and link the emails received and the survey to the workflow.

Survey Reports

Below are the main features of the Survey Reports.

• This is the output of the Survey that has been sent out and the results of the completed Survey.
• The results are divided up by questions on each page that have been setup in the survey.
• Where there are options in an answer a count and a percentage are shown.
• Every Applicant or Employee that has completed a Questionnaire or Survey will be shown in the results.

There are several functions that are available for use on the Survey shown listed below:

• Select the blue Summary link to display the results of the Survey.
• Show/Hide text Answers This display or Removes text answers from the Survey Report.
• Export To PDF Clicking this link will Download display or Removes text answers from the Survey Report.
• Export to Excel This display or Removes text answers from the Survey Report.

Survey Results in Standard Reports

You can report on Surveys by creating a Standard Report through Tools in My reports.

1. In My Reports Select the Create Record option.
2. Select the Survey Summary Object.
3. Type the name of the canvas item into the fields section.

Generic Recruitment Questions

There is a default canvas setup in the system titled ‘Generic Recruitment Questions’. It contains 5 pages of generic questions for hiring applicants.

Pages of the canvas represents the following categories:

• Generic Questions
• Administrative Questions
• Sales Questions
• Marketing Questions
• Technical Questions

This provides HR users a set of generic questions to use. HR users can clone this canvas and delete/add questions or pages to match their preferences.

Tax Declaration Submission and Super Choices Capture

• Tax Declaration Submission and Super Choices Capture