Add an employee yourself
Go to the Colleagues page and click on the Add new employee button.
You can then complete the fields and save the profile of this new employee.
Date of activation
When you add the employee, you will be asked for the date on which they will become active. It is possible to set a date later than today.
It is therefore possible to control the date from which an employee becomes eligible to receive surveys.
This will be useful for setting up the account. You could hold a presentation to your employees on Monday and set an activation date for employees on Tuesday.
Surveys in progress when adding an employee
When you add an employee, they become eligible to receive the surveys that are in progress and the next ones that will be launched.
If the employee does not have access to the platform, they will automatically have an "active" status and will immediately receive the current engagement surveys.
If the employee has the authorization to access the platform, they will receive the current engagement surveys from the moment they activate their profile with the activation email that will be sent to them.
Exceptions:
The employee will not receive surveys from which they are excluded (e.g. if they are part of a department that is excluded in the survey settings)
If you assign a later activation date when adding the employee, he will only receive surveys from the moment he is active. Please refer to the section ''Activation date'' above.
You have added a waiting period for new employees for certain surveys. In this case, the survey will be received after this period and in line with the employee's date of hire.
Onboarding surveys
Using onboarding surveys? Learn how to set them up and make the most of them in the Onboarding surveys section.
👥 Ready to import your employee list? Follow the step-by-step instructions in the Import an employee list article.