To add a new administrator, please follow these steps:

1. Send a message to our support team at support@hrverticalsinc.com.

2. Our support team will send the new administrator instructions on how to log into the HR Verticals platform.

If you've forgotten your password and are unable to log in, you can reset your password directly from the signing page.

Follow the instructions to reset your password:

1. Click the Forgot Password? link on the sign-in page.
   
   

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2. Enter the Email associated with the account.

3. Click the Proceed button.
   
   

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4. An email with the password reset link is sent to your email.

5. Click on the Reset password button in the email to reset your password.

6. Enter a new password and confirm your new password.

7. Click the Reset password button.
   
   

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8. A password reset confirmation pops up and you can now log into the application with your new password.

If you need to update a small number of users, you can easily do this manually by following the steps outlined below.

To update a user:

1. Under the Manage section located in the left panel, click on User.

2. You will be redirected to the Users Data page.

3. Use the search tools to locate the user:

   1. You can enter the first name, last name, or email address in the Search employees field or

   2. Click on the Filter icon and use the advanced filters to locate the user.

4. Click on the Pencil icon.

5. You will be redirected to the Update User Information page.

6. Then update the fields in the corresponding sections (e.g., Personal Information, Employment Information, Company Information, Job Information, Custom Information).

   1. When updating the Manager field under the Job Information section:

      1. Click on the Manager field.

      2. Enter the manager’s name in the Search manager here field in the dropdown menu.

      3. Select the user from the search results.

      4. After the user has been selected, the Manager field will show the manager information.

7. Once you are done with the updating, scroll to the bottom of the page.

8. Click Save changes.

9. A pop-up confirms the save changes, and you are redirected to the User Data page.

By default, the active filter is enabled on the user page (See attached image). Ensure you adjust the filters to locate the specific user you're searching for. It's possible the user may have a different status, such as "Inactive."

For quicker results, utilize the search users field. Simply type the user's name or email into the search bar to find them easily.

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Link Surveys:

• Method of Completion: Link surveys are completed by respondents accessing the survey through a generated link or QR code.

• Immediate Access: Respondents can access and complete the survey at their convenience upon receiving the link or scanning the QR code.

• No Time Constraints: There are no specific time constraints associated with link surveys; respondents can complete them whenever they choose to do so.

Scheduled Surveys:

• Timing of Distribution: Scheduled surveys are sent out according to predefined schedules.

• Types of Scheduled Surveys:

  1. Send Now: Sent immediately upon activation, suitable for urgent or time-sensitive surveys.

  2. Schedule For Later: Allows setting a specific date and time for the survey to be distributed, enabling planning ahead.

  3. Scheduled Based on a Date: Scheduled based on a date field with intervals, providing flexibility in targeting specific timeframes.

• Control Over Timing: Scheduled surveys offer greater control over when the survey is distributed, allowing for strategic planning and timing based on the survey's purpose and audience.

• Automation: Scheduled surveys automate the distribution process, reducing the need for manual intervention and ensuring timely delivery according to the specified schedule.

However, you have the flexibility to modify the order of the added questions as needed. This allows you to reorganize the flow of the survey without removing any questions that are already included impacting the analytics of it.

The Skip Page feature allows respondents to bypass survey pages containing questions that are not relevant to them.

How does the Skip Page feature work?

• The Skip Page feature is only applicable to pages containing rating and/or comment question types.

• If other question types are included on a page, the Skip Page feature cannot be enabled for that page.

• When respondents click on Skip Page:

1. "Don’t Know" is automatically selected for all rating questions.

2. All comment questions are skipped.

3. The user can then advance to the next page.

• If the Skip Page feature is enabled on the last page of the survey, clicking on it will complete the survey.

Yes, HR admins have the ability to resend surveys to respondents even if the survey is already live.

To resend a survey to a respondent, follow these steps:

1. Navigate to the Distribute section in the left panel and click on Survey.

2. You will be directed to the Survey Library page.

3. Utilize the Search Surveys field to locate the desired survey.

4. Click on the Graph icon associated with the survey.

5. You will be taken to the Survey Completion Report.

6. Scroll down to the Respondents section.

7. Use the Search users field to find the specific user you want to resend the survey to.

8. Click on the Send icon located to the right of the user's information.

9. A pop-up will confirm that the survey has been resent successfully.

If the survey is live and you missed sending it to a respondent or want to send it to a respondent for the first time, follow these instructions:

For a Send Now Survey:

1. Under the Edit Survey page, click on the Add Survey Respondents section at the bottom of the page.

2. To add a respondent(s):

   1. Enter the respondent name in the Search respondents field or

   2. Click on the Filter icon to use the advanced filters

3. Select the respondent(s) from the search results by clicking on the box next to the Full Name.

4. Click Send Now.

5. A pop-up confirms that the survey has been sent.

6. Repeat this process now or later to add more respondents to the survey.

For a Scheduled for Later Survey:

1. Under the Edit Survey page, click on the Add Survey Respondents section at the bottom of the page.

2. To add a respondent(s):

   1. Enter the respondent’s name in the Search respondents field or

   2. Click on the Filter icon to use the advanced filters

3. Select the respondent(s) from the search results by clicking on the box next to the Full Name.

4. Click Save Schedule.

5. A pop-up confirms that the survey has been scheduled (or sent if you are adding additional respondents after the survey is live).

For a Schedule Based on Date Survey:

1. Click on the Add Survey Respondents section at the bottom of the page.

2. To add a respondent(s):

   1. Enter the respondent’s name in the Search respondents field or

   2. Click on the Filter icon to use the advanced filters.

3. Select the respondent(s) from the search results by clicking on the box next to the Full Name.

4. Click Save.

5. A pop-up confirms that the survey has been scheduled (or sent if you are adding additional respondents after the survey is live).

You can customize your survey by adding text to Open, Exit, and Survey pages.

To add text to your survey pages:

1. Under the Distribute section located in the left panel, click Survey.

2. You will be redirected to the Survey Library page.

3. Use the Search Surveys field to locate the Survey.

4. Click on the Pencil icon.

5. Then you will be redirected to the Edit Survey page.

6. Click on the Add Survey Questions section.

7. Click on the page you would like to add text (e.g. Open page, Page 1, Exit Page, etc.).

8. Once you are on the desired page, click on + Add Text.

9. A text field will display, enter the text in the field.

10. Click on Add Text.

11. The text is displayed on the survey page.

The survey preview feature allows you to preview your surveys to ensure questions are created, tagged, and ordered correctly before going live.

Follow these steps to preview your survey:

1. Under the Distribute section located in the left panel, click on Survey.

2. You will be redirected to the Survey Library page.

3. Use the Search Surveys field to locate the survey.

4. Click on the Pencil icon.

5. Then you will be redirected to the Edit Survey page.

6. Click on Add Survey Questions section.

7. Click on the Preview link located to the right of the section.

8. You are now redirected to a new tab on your browser to preview your survey.

Survey email alerts are notifications that users receive via email each time a respondent completes a survey.

How do survey email alerts work?

Users set up to receive these alerts will receive individual survey responses via email, providing real-time access to the completed survey results directly in their email inbox.

How do I set them up?

Please refer to this article for detailed instructions: How to set alerts for my Survey

Please refer to the article Editing a Live Survey to learn which elements of the survey can be edited once it has been published.

As an HR Admin, you have access to various sources that provide you with insights into the completion status of the live surveys.

On the Home page, you will find a list of surveys categorized by the type of survey. Under the Completion column, you can see the percentage of respondents who have completed that particular survey. This percentage is also a clickable link that will lead you to the Survey Completion Report:

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To go to the Survey Completion Report:

1. Under the Distribute section located in the left panel, click on Survey.

2. You will be redirected to the Survey Library page.

3. Use the Search Surveys field to locate the Survey.

4. Click on the Graph icon.

5. You will be redirected to the Survey Completion Report.

A survey reminder is a follow-up communication sent to individuals who have not yet completed a survey.

To edit your survey notifications:

1. Under the Edit Survey page, go to the Schedule Surveys & Reminders section.

2. Locate the Configure Notifications section and click on it..

3. A pop-uEdit the notiv

   1. Survey email subject field.

   2. Survey email body field.

4. Click Save to save the email subject and body content.

5. The Set Schedule button is enabled once the Configure Notifications section is complete.

6. Click Set Schedule and your survey is ready to go live.

To edit your reminder settings:

1. Under the Edit Survey page, go to the Schedule Surveys & Reminders section.

2. Then select the scheduling type from the Schedule types options (e.g. send Now, Schedule for Later, Schedule based on a Date.)

3. Under Reminders, select No Reminders or Send Reminders.

4. If No Reminders is selected, no further action is required.

5. If Send Reminders is selected, complete the following fields accordingly:

   1. Enter Reminder Frequency (Days). How often you would like respondents to get survey reminders. (Required)

   2. Enter Maximum Reminders (Days). The maximum number of reminders respondents can receive or left blank to schedule reminders until the survey closed date is reached.

6. Click Set Schedule and your survey is ready to go live.

Choosing the right scheduling type for your assessment depends on various factors, including the nature of the assessment, the urgency of feedback, participant availability, and the specific objectives you aim to achieve. Let us explore each type of scheduling and its corresponding factors to consider:

Send Now:

• Advantages: Immediate delivery ensures prompt feedback collection. Useful for urgent assessments or time-sensitive feedback.

• Considerations: Participants may not have sufficient time to prepare or complete the assessment. Ensure that participants are available and ready to engage at the moment of sending.
  
  

Schedule For Later:

• Advantages: Allows for strategic timing of the assessment, considering participant availability and optimal engagement periods.

• Considerations: Requires careful planning to determine the most suitable date and time for sending. Consider factors such as participant time zones, work schedules, and peak productivity periods.
  
  

Scheduled Based on a Date:

• Advantages: Aligns assessment delivery with specific milestones or events relevant to participants, such as hire dates or project completion dates.

• Considerations: Requires integration with relevant data fields (e.g., hire date, custom fields) to automate scheduling. Ensure that the selected date field accurately reflects the timing relevant to the assessment purpose.
  
  

Ultimately, the best scheduling type depends on balancing these factors to achieve the desired outcomes effectively and efficiently. Assess your specific needs and objectives carefully to make an informed decision.

If you set an assessment as Anonymous (Restricted), when exporting assessment data, participant information such as name, email, department, etc., will not be included in the data export.

Please refer to this article for detailed instructions to set up an anonymous assessment.

Yes, as an HR admin, you can access the completion report status. This report will display the status completion rate and provide a list of people to whom the assessment was sent.

To go to the completion Report:

1. Under the Distribute section located in the left panel, click on Assessment.

2. You will be redirected to the Assessment Library page.

3. Use the Search assessment field to locate the Assessment.

4. Click on the Graph icon.

5. You will be redirected to the Assessment Completion Report page.
   
   

To delete a participant from an assessment:

1. Under the Distribute section located in the left panel, click on Assessment.

2. You will be redirected to the Assessment Library page.

3. Use the Search assessment field to locate the Assessment.

4. Click on the Graph icon.

5. You will be redirected to the Assessment Completion Report page.

6. Scroll down to the Respondents Completion Status section.

7. Use the Search users field to locate the desired participant.

8. Click the Remove icon located to the right.

9. A pop-up window appears, click Delete to confirm the request or click Cancel to go back to the Assessment Completion Report page.

HRV Admins have the ability to turn on reminders for assessments and also edit their settings if needed.

To edit the reminder settings of an assessment:

1. Under the Edit Assessment page, go to the Schedule Assessment & Reminders section.

2. Under Nominee Reminders, select No Reminders or Send Reminders.

   1. If No Reminders is selected, no further action is required.

   2. If Send Reminders is selected, complete the following fields accordingly:

      1. Enter Reminder Frequency (Days). How often you would like respondents to get reminders to complete the assessment.

      2. Enter Maximum Reminders. The maximum number of reminders that nominees can receive.

3. Click Set Schedule and your assessment is ready to go live.

4. Finally, you can find respondents and send the assessment under the Add Assessment Respondents section.

Yes, HR admins have the ability to save their assessment progress at various stages of its creation, allowing them to return to it later and continue where they left off.