Totara Learn Open Discussions

Survey setup for onboarding program

 
Viktória Korsós
Survey setup for onboarding program
di Viktória Korsós - Tuesday, 1 March 2022, 04:44
 

Dear All, 


We would like to move our onboarding plan to Totara, but we are facing some issues, I hope, you can help. Courses and tests are all OK, but we have a problem with surveys.

I terms of employee experience we would like to collect feedback regularly from the new colleagues and send out three surveys.

Ideally it should look like this: 

- New joiner receives an invitation for the first survey after they complete their 1st month. The survey should be open for 2 weeks. 

- New joiner receives an invitation for the second survey after they complete their 3rd month. The survey should be open for 2 weeks. 

- New joiner receives an invitation for the third survey after they complete their 6th month. The survey should be open for 2 weeks. 

The survey are not connected to any other activities (eg. course completion). 

We would like to set up the whole onboading as a program and the surveys would be part of the program. 


I faced the following issues:

- I did not find any activity type (other than seminars) where I could set up auto-notifications about the activity itself. 

- Even when there is an option for an auto-notification, it is only possible to set a date like 25th March 2022 and not an event like 1 month after joining the company


Any ideas, how we could set up these surveys in Totara?

Thanks a lot in advance!

Viktoria

Craig Eves
Re: Survey setup for onboarding program
di Craig Eves (Totara Support) - Thursday, 3 March 2022, 19:16
Gruppo Totara

Hi Viktoria

Do you have Totara Perform enabled on your site?

Totara Perform enables performance activities with user designed questions on them to be assigned to audiences.  The performance activity can have due dates and be created on a repetitive basis.

Take a look at the help link above and feel free to ask any questions on using Perform for this.

Regards


Viktória Korsós
Re: Survey setup for onboarding program
di Viktória Korsós - Thursday, 3 March 2022, 23:48
 

Hi Craig, 

Thank you for you reply. 

Unfortunately, we do not have Totara Perform, only Totara Learn. 


Thanks

Viktoria

Craig Eves
Re: Survey setup for onboarding program
di Craig Eves (Totara Support) - Sunday, 6 March 2022, 12:14
Gruppo Totara

Hi Viktoria

Using an existing activity it is possible to restrict access to the later activity by time since last completion.

If you are wanting notification then the Feedback activity allows course reminders to be created based on the completion of other activities.

The Feedback activity allows different question types and analysis on the responses

Regards


Andrés Acevedo Valdivia
Re: Survey setup for onboarding program
di Andrés Acevedo Valdivia - Monday, 7 March 2022, 03:42
Gruppo Partners

Viktoria,


I recomend you to find plug in order to create flexible notifications.


Also you can combined survey activity in a course as only activity, with audiences.


One course per survey and One audience per course. Audience have some parameters of dates.


Regards!

Jennifer Butts
Re: Survey setup for onboarding program
di Jennifer Butts - Tuesday, 15 March 2022, 07:41
Gruppo Partners

Hello,

I am curious do you have a specific "flexible notifications" plugin recommendation?


Jen