Utilizing these best practices will ensure surveys are going out for all of your employees
Frequency of Updates:
-
The team member designated as your program administrator should update the employee list as often as possible.
-
We recommend weekly if possible. At a minimum, this should be done monthly.
-
This will ensure that surveys will go out for all employees.
Program Administrator:
-
If the team member designated as your program administrator is out on PTO, extend leave, or is no longer employed with the credit union – ensure there is a ‘back up’ program administrator in place so that updates can continue to be made.
-
We recommend ensuring this monthly if possible. At a minimum, this should be done quarterly.
Employee IDs:
-
Double check your data files to ensure the employee ID in the data file matches the set up in the portal.
-
We recommend checking your data files monthly if possible. At a minimum, this should be done quarterly.
Employee Names:
-
If you are not supplying us with employee IDs in your data file, double check your data files to ensure the employee names in the data file match what is set up in the portal.
-
Names must match exactly for surveys to be sent.
-
We recommend checking your data files monthly if possible. At a minimum, this should be done quarterly.
