How to Group Employees for Questionnaire Needs

When you want to do grouping of employees based on questionnaire type which will be implemented, You can perform grouping by following these steps :

1. On the Menu Questionnaire → Select Eligibility Profiles.

2. Click the button New to register Eligibility Profiles on the Questionnaire menu.

3. Fill in the section General with the type of Eligibility Profiles you want to display.

No	Feature	Information
1	Name	Filled with no Eligibility Profiles.
2	Description	Filled with description Eligibility Profiles.
3	Active	• Click Yes, if the Eligibility Profiles type is still active and processed in system. • Click No, if the Eligibility Profiles type is already in place not active, then the Eligibility Profiles type will be automatic lost in another menu.

4. In part Criteria, click the button “Add”, and continue by filling in employee grouping data for the Questionnaire that will be used by the company for each type of employee.

No	Feature	Information
1	Active	• Click Yes, if the Eligibility Profiles for the Questionnaire are still active and processed in system. • Click No, if the Eligibility Profiles for the Questionnaire are in place not active, then the data will be automatic lost in another menu.
2	Name	Filled with no employee grouping criteria.
3	Marital Status	Filled with marital status employee, in the form of LOV.
4	Age	Filled with age employee.
5	Location Group	Filled with group location employee work, in the form of LOV.
6	Job Family	Filled with Job Family employee, in the form of LOV.
7	Organization Level	Filled with level organization where the employee is placed, in the form of LOV.
8	Position Level	Filled with level position employee, in the form of LOV.
9	Grade	Filled with Grade employee, in the form of LOV.
10	Employment Type	Filled with contract type employee, in the form of LOV.
11	Gender	Filled with gender employee, in the form of LOV.
12	Religion	Filled with religion employee, in the form of LOV.
13	Company	Filled with Company employee, in the form of LOV.
14	Location	Filled with work location employee, in the form of LOV.
15	Job	Filled with job employee, in the form of LOV.
16	Organization	Filled with organization where the employee is placed, in the form of LOV.
17	Position	Filled with position employee, in the form of LOV.
18	Length of Services	Filled with details minimum working hours Eligible employees are included in the Eligibility Profile, in the form of LOV.
19	Payroll	Filled with Payroll group employee, in the form of LOV.

Do save with a click button “Save Changes” in the detailed Criteria section first, then continue by filling in the other complete Eligibility Profiles data.

5. If you have entered all the Eligibility Profiles information, then the final step is to do it save with a click button “Submit” at the very bottom of the Eligibility Profiles page.

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Read Also :
– How to Create Questions and Group them for Questionnaire Needs
– How to Create an Employee Questionnaire Template