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

Once the feature has been activated in the Add-on feature center, a new tab will appear in the top menu for Company Admin users.

Click on 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 new questions.

The form builder allows you to use various question types, including:

Conditional logic allows you to choose when a question should appear and not. This is great to get more information from certain responses.
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​The option to use conditional logic comes up as soon as:

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 as survey as Open (allowing you to view the candidates and their survey responses), or Anonymous (preventing you from seeing who gave the answers). Candidates will be made aware of whether their answers will be anonymous or open before completing the survey.

In addition to this, there are two more options that can be toggled on:

An email can be sent after a candidate submits their application, or via an email you send (manually or automatically). Under Email settings, you’re able to decide the content of this email. If this is left empty, a default text will show.

Once the candidate submits their survey answers, they are automatically taken to a page where you thank them for their effort. When setting up the survey this is where you decide what you want this page to say.

Once you are done with setting up the Survey, click Save survey and it will appear in the Surveys tab along with preexisting surveys:

Surveys can be sent to candidates in four different ways:

Start by opening the job in question, here activate the Triggers mode. Click + Add trigger on the stage you would like the survey to be sent out and select the Send survey trigger from the list of options.

Once a candidate is moved to the stage with a Send survey trigger added to it, a universally unique ID will be generated for them and used in the link to the survey, to ensure that no one else can answer it.

To send a survey simultaneously to several candidates, open your candidate bank or a job process. Here click the Bulk icon, select the candidates, and choose ...→ Send survey in the menu.

Add a survey at the end of the job application flow, ie. to have the applicant fill it in after submitting their application. In the job editing mode choose the survey of your choice under Application → Survey.

The survey will be displayed in the same browser tab immediately after the candidate submits their application, like so:

I don't want to participate will only appear as an option if the survey has the "Skip survey" link setting toggled on.

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

When you trigger a survey as an email (via trigger, bulk, or the candidate profile), the candidate will receive an email with a request to fill out the Survey. This email will look something like this. You edit the content of the email under Email settings when creating/editing the survey.

The candidate will then be taken to a page where they can select their answers:

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

Once answered, we show the customized "Thank you" text you've chosen in the survey's settings.

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 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 an anonymous survey has less than 10 responses the results will be hidden. This ensures the responders remain anonymous 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):

If the survey is open and has the Display answers in candidate modal setting enabled, the answers will be displayed on the candidate card under 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.