Select Survey Participants

The Participants menu item allows you to select any combination of business units and/or individual employees (for employee or pulse surveys) from either the employee list as captured or imported from your HR system, or from a virtual structure as selected when the survey campaign was created (see Manage Participants for more on capturing or editing the employee list, and Virtual Structures on how to create or edit one or more virtual structures). 

No participants will by default be selected. Click on the checkbox at the top (next to the organization or virtual structure’s name) to select and include all the employees in a survey campaign – as shown in the screen below:

To select only specific business units and/or employees for the survey, clear the current selection by unselecting the checkbox at the top (next to the organization's name), and then select the business units and employees who should be included in the employee or pulse survey by clicking on the checkboxes next to their names:

Any combination of employees can also be selected when a virtual structure is used for an employee or pulse survey. To select and include all the employees in the virtual structure in a survey campaign, click on the checkbox at the top (next to the virtual structure’s name). To select only specific business units and/or employees for the survey, clear the current selection by unselecting the checkbox at the top, and then select the business units and employees who should be included in the employee or pulse survey by clicking on the checkboxes next to their names:

The number of employees who have been selected will be shown in the last column of the table, and will be totaled per business unit and for the overall organization.