The Personality Profile Survey allows employees to provide information about their expertise, preferences, strengths, and interests. This survey is available under the Admin → Personality Profile menu and can be accessed by administrators and RH employees.
Once employees submit the survey, their responses are automatically transferred to their profiles.
Before launching the survey
Make sure employees understand:
why the organization is introducing Personality Profiles
how the information supports collaboration
who can view the profile
that they can update their profile later
Clear communication helps employees provide useful and relevant information.
Prepare the survey
Here are the steps to plan and launch your survey.
Access the Personality Profile Survey (located in the Personality Profile menu)
Review the questions
Administrators and HR Employees can:
edit the wording of existing questions
disable questions that are not relevant
change the order of the questions
add organization-specific questions
Confirm the survey audience
Select the sending method
Configure the launch date and reminders
Review the survey settings
Launch or schedule the survey
Depending on your organization’s configuration, invitations may be sent by email or SMS.
Add custom questions
Custom questions allow you to collect information that is unique to your organization. This makes it possible to ask questions that are not directly related to the Personality Profile without having to launch a separate survey.
For example, you can ask employees about:
internal committees
preferred volunteer activities
additional interests
industry-specific experience
Responses to these custom questions do not populate the Personality Profile. Only questions that are linked to a Personality Profile category are transferred to the employee's profile.
Responses to custom questions remain available in the survey results.
What happens after the survey is completed?
When an employee submits the survey:
the responses populate their Personality Profile
the employee can review the information in My Profile
the information can be edited manually afterward
visibility settings determine what colleagues can see
Learn how a personality survey can strengthen collaboration by reading the article: How Does the Personality Profile Foster Collaboration?