Administrator - Guide on Questionnaires

Questionnaires let you build a form, send it to anyone inside or outside your company, and keep every answer in Q7Leader: linked to the right person, with one list of respondents and one export.

You can use Questionnaires to collect 360° feedback about an employee, ask a group a question, run a company-wide pulse, or organize manager feedback campaigns.

In this guide, you’ll find more information about:

• How to run a Questionnaire

• Types of Questionnaires

• Questionnaires templates
• How respondents answer
• Where Questionnaires results appear
• Module permissions

Two ways to run a Questionnaire

The five Questionnaires types

Ad hoc Questionnaires

Feedback on a team member (360°)

When to use it: a manager or HR wants rounded feedback about one specific employee, from colleagues inside the company and from clients or partners outside it.

• The employee is set as the Focus Team Member, and every answer is collected on their profile.
• Internal respondents answer while logged in. External respondents answer through a private link.
• The employee cannot see the feedback about them. Only people with access to that employee see who said what.

General question

When to use it: someone needs input from a group (a team, a department, a country, everyone) without it being about one person.

• There is no Focus Team Member, so the survey appears on nobody's profile.
• Only the creator and admins with Questionnaires oversight see the answers.
• Internal and external respondents can be mixed in the same questionnaire.

Campaign Questionnaires

Campaign questionnaires are run by HR through Processes, with a schedule, reminders and a deadline.

General Questionnaire

• When to use it: HR wants to ask a large population the same thing on a schedule, such as an engagement pulse or a self-assessment.

• Everyone answers about themselves.

• One survey serves the whole campaign: 500 people is one survey, not 500.

Downward feedback

• 

  When to use it: HR wants every manager to complete a structured assessment of each of their reports.

• There is one survey per report, on that report's profile.

• The manager answers, the report is the subject.

Templates

Every questionnaire is built from a template.

Templates can use:

• The standard form-builder fields.

• HR assessment fields: role, competence, performance, talent, talent aspiration and vision.

  RDP, DevelopmentScan and protected paragraph fields are not available in surveys.

How respondents answer

• Internal respondents

Internal respondents can open the questionnaire from the notification bell, their agenda, or Questionnaires > Assigned to Me.

Save keeps their response as a draft. Submit is final: they can reopen the questionnaire to review their response, but they cannot edit it.

• External respondents

External respondents access the questionnaire through a private link, without logging in.

Once they submit their response, the link can no longer be used.

Where results appear

Set up the module

• Step 1: Activate Questionnaires

Surveys must first be activated for your organization: Contact your Q7Leader Customer Success contact or support to have it switched on. Activation alone gives no access!

Once the module is active, nobody sees anything until permissions are assigned to roles.

• Step 2: Assign permissions per role