Configure Employee Readiness Surveys

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Review the default Employee workplace readiness survey installed with the Employee Readiness Surveys app. Modify the survey, or create one or more surveys to use based on the readiness concerns that you want to address and any legal obligations under applicable law, including data protection laws.

    Before you begin

    Familiarize yourself with Survey administration. Then meet with other emergency response team stakeholders to plan the changes to the survey. Decide whether to edit the existing survey before you send it to employees, or to create one or more new surveys.

    Role required: sn_imt_checkin.checkin_admin, survey_creator, survey_admin, or admin

    About this task

    Users with the sn_imt_checkin.checkin_admin role have the survey_creator role, and are made owners of the default readiness survey. Users with the survey_creator role can edit or copy the default survey. These users can also add another readiness survey and add other users as owners to collaborate with them.
    Figure 1. Survey definition owners
    Survey definition with owners who are check-in admins

    Procedure

    1. Navigate to All > Surveys > View Surveys and open the Employee workplace readiness survey.
      Survey definition Introduction and end notes form section and related lists
    2. Using the plan that you made for changing the survey, update any of the following survey elements.
      OptionDescription
      Add owners Select the lock icon (Lock icon) beside Owners to unlock the list of survey owners. Add the user to collaborate with on this survey.
      Update the introductory and ending text Select the Introduction & End Notes section tab and update the text.
      Work with the questions
      1. In the Metric Categories related list, select Please complete this confidential survey. Questions appear in the Assessment Metrics related list.
      2. Select the question to open the Survey Question form. Modify and complete your edits. The answers are listed in the Assessment Metric Definitions related list.
      Work with the question responses In the Assessment Metric Definitions related list, select the response to edit. Update the response as desired.
    3. Complete any other changes to the survey options, and select Update.

    Result

    The modified survey is used for future outreach surveys.

    Add Employee Readiness Surveys

    Create one or more additional surveys to use for different workplaces or to evaluate other areas of concern. Start by planning the surveys carefully to gather the best data for your evaluation of readiness to return to the workplace.

    Before you begin

    Role required: sn_imt_checkin.checkin_admin, survey_creator, survey_admin, or admin

    About this task

    Consider how you want to begin to reopen your workplace, and what you must understand about the employees before you can begin. Work with a user with the survey_admin role in your company to plan the types of questions and responses for the survey. For information about adding surveys, see Survey administration and Survey designer.

    Procedure

    • To create a survey, navigate to Surveys > View Surveys.
    • Select New or Survey Designer and enter the information to complete the survey from the plan that you made.
      Decide on a naming convention to use for surveys, so that a user with the sn_imt_checkin.checkin_admin role knows which one to select when sending outreach surveys. For example, Readiness survey India or Customer service employees return readiness.