Goal: Use Lifecycle Surveys (EX) to automate surveys to managers of new hires. The surveys are used to assess the recruiting process.
My Environment: My Directory is auto-populated nightly. Automation is set up on my manager project to pull in managers who recently hired an employee. I have Message Automation set up to send messages weekly. I can't create multiple user profiles for a manager, because manager user profiles are used with our SSO login for dashboard viewing.
Use Case 1:
I have a survey sent to managers one week before their new hire starts. I want to be able to send the survey to these managers when they've hired a second (or third or fourth) employee at a later date.
The Problem: By default. Message Automation only sends messages to participants whose Project Status is Not Complete. So, anyone who has a second new hire will be in one of two scenarios:
- They completed their previous survey. The Message Automation won't send them a new link because their Project Status is Complete.
- They didn't complete their previous survey. The Message Automation won't send them a new link because they already exist in the Participants list and have survey invites that were triggered after their first interview.
Use Case 2:
I have a survey sent to managers one week before their new hire starts. I want to be able to send a separate survey for EACH new hire that starts on the same day. (If the new hires were both/all on the same job requisition, I don't need separate surveys.)
The Problem: By default. the project only allows me to send one survey to each participant.