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 Com
Goal: Use Lifecycle Surveys (EX) to automate candidate research.Use Case: I have a survey sent to candidates who just completed an interview. I want to be able to send the survey a second time (because they just interviewed for a second position). My Environment: My Directory is auto-populated nightly. Automation is set up on my Interviewee project to pull in candidates who recently interviewed. I have Message Automation set up to send messages daily.The Problem: By default. Message Automation only sends messages to participants whose Project Status is Not Complete. So, anyone who has a second interview 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.I imagine
I have several fields of metadata that are Multi-Answer Text Sets. I'd like to manually sort them on my reports. So, for example, I have generations (traditionalists, boomers, gen z, millennials, gen z), and I want them to appear on my Heat Map in historical order, not alphabetical. The straight forward solution would be to simply add a prefix to each category (e.g., 1-traditional, 2-boomers, etc). I can't do that, however, because my metadata is part of an automated feed that can't be changed. I have the same problem with other metadata fields, like tenure. Is there a way to manually sort my metadata on my dashboards?
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