With Surveys, you can create forms with questions and send them to your candidates. Once they have answered, your users can see results and statistics based on the answers.

This feature also enables you to create your own EEO reporting to ensure a diverse set of candidates and employees.

Once Surveys has been activated, a new tab will appear in the top menu for Company Admin users.

When creating a new survey, you can choose between using one of our templates or creating a blank survey from scratch.

Once you've made your choice, you can start customizing the survey. Either edit the pre-existing content or start adding your own.

The title is displayed as the name of the survey, both externally and internally. This is followed by a description intended to introduce the survey and explain its purpose.

Now it’s time to add or edit the questions to be included in the survey.

You can choose from the following question types:

Conditional logic lets you control when a question appears based on previous answers. This is useful for gathering more detailed information from specific responses.

The option to use conditional logic will appear if:

You have the option to set a question as required. This means the respondent must answer the question before they can submit the survey.

Once you have created the survey questions, it's time to choose which settings should be applied.
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You can choose to set a survey as:

Candidates will be informed whether their answers are confidential or open before they complete the survey.

In addition, two more options can be toggled on:

Once a candidate submits their survey responses, they are automatically taken to a page where you thank them for participating. This is where you can decide what message to display to show your appreciation.

This is where you can customize the email content that is sent when you send the survey. If no content is provided, the default message with your Tematailor account name will be used.

Once you have finished setting up the survey, click Save survey in the top-right corner. The survey will then appear in the Surveys tab alongside any existing surveys.

Surveys can be shared with candidates in four different ways:

You can choose to display a survey at the end of the job application flow, allowing applicants to complete it after submitting their application. In job editing mode, select your preferred survey under the Application step → Survey.

The survey will be displayed in the same browser tab immediately after the candidate submits their application. Here, they will also be informed if the survey is open or confidential.

The I don't want to participate option will only appear if the survey has the "Skip survey" link toggled on in the survey settings.

Only open surveys can be sent to one specific candidate via their candidate card, to ensure confidentiality. This option Send survey can be found in the action bar under ⋮ More.

To send a survey to multiple candidates in one go, open your candidate bank or a job process. Enable the bulk feature, select the candidates in question, and choose Send survey from the action bar.

Open the job in question and add the Send survey trigger to the stage where you want the survey to be sent.

Once a candidate is moved to that stage, the survey will be sent automatically. A unique ID will be generated for each candidate and included in the survey link to ensure that only they can submit it.

When a survey is triggered through a trigger, bulk action, or the candidate card, the candidate will receive an email inviting them to complete the survey. The content of the email can be edited under Email settings when creating or editing the survey.

By clicking the Fill out survey button, the candidate will be taken to a page where they can respond to the survey questions.

The title and description of the survey will be displayed first, followed by the response type, which informs them whether their answers will be confidential or not.

If they select Other for a question, a textbox will automatically appear to let them type in their answer.

Once answered, the text you've chosen in the survey's settings will be displayed!

On the overview under Surveys, you can see how many people have been sent the survey and how many have responded so far, resulting in a response rate.

By clicking on a Survey, you can also see the statistics for every question:

Here, you'll also find the option to toggle on Stage breakdown.

When toggled on, it divides the report into stages, allowing you to see how candidates have responded at each stage. This can provide valuable insights into the progress of candidates through the survey process.

You can also apply various filters, such as:

Finally, you can also export the answers to further work with the results.

If a specific question in a confidential survey has fewer than 10 responses, the results will be hidden. This ensures the responders remain confidential until enough responses have been collected for that question.

For individual stages under Stage breakdown, we won't display any results if it has fewer than 5 responses.

Under Activity on the candidate card, you can see if a survey has been sent (manually, in bulk, or via a trigger):

For open surveys with Display answers in candidate modal toggled on in the survey settings, the answers will be displayed on the candidate card under the section Survey responses.

Archiving a survey will make it unavailable and remove any triggers set up with this survey. The previous responses will remain intact, and you can restore the survey at any time by unarchiving it.

Go to the editing mode for the survey and click the arrow next to Save survey. Here you will find the option to Archive the survey.

You can find all your archived surveys from the overview on the Surveys page.

When editing an archived survey, you will have the option to Unarchive or Delete it permanently. Once deleted, it cannot be restored.