The Questionnaire Administration - New function available with Oracle Performance Management helps create questionnaires for use in appraisals. By default, the Questionnaire Administration - New function is available with the HR Professional responsibility.
Attention: The Offline Appraisals feature does not support the Questionnaire Administration - New functionality. If you create an offline appraisal template to use the offline appraisal feature, then ensure that you do not select a questionnaire created using the Questionnaire Administration - New functionality.
For information on how to use the Questionnaire Administration functionality, see: Questionnaire Administration
Using the Questionnaire Administration page, as an HR Professional, you can:
Search for existing global questionnaires that are available to all business groups or local questionnaires available to a specific business group. You can search using the questionnaire name or the publication status search criteria.
Create questionnaires
Publish questionnaires so that they are available to your workforce, for example, to use in appraisals.
Unpublish questionnaires if you do not want your workforce to use them.
The Questionnaire Administration - New model enables administrators to:
Create questions that are free text or long text based. Administrators can also create questions where workers can select answers for these questions from lookup values or rating scale. Before creating questionnaires, analyze the requirements of your enterprise and create appropriate lookups and rating scales for questionnaires.
Select appropriate instruction message for the questionnaire and instruction message for each question in the questionnaire. Administrators must create instruction messages based on their business requirements. See: Configuring Questionnaire Administration - New
A questionnaire is a set of user defined questions with the ability to record the answers for future analysis.
On the Create Questionnaire page:
Enter a unique name for the questionnaire that you are creating.
Select an appropriate instruction message for the questionnaire.
Select the Global Questionnaire check box, if the questionnaire is applicable to all business groups in your enterprise. For example, to include the same questionnaire in all appraisals in enterprises that use multiple business groups, define the questionnaire with global scope. A local questionnaire is available only within the business group. After saving a questionnaire, you cannot change its scope.
Click Add Question.
Enter questions.
Specify the type of answers that can be entered for questions. You can select from the following options:
Drop Down: This answer type enables workers to select a value from the drop down. The answer can be either from a lookup or rating scale. As the answer validation type, select the lookup or rating scale that the application must display for users to select the correct answer.
Free text: Workers can answer in detail and the character limit for the answer is 4000 characters. The application displays answer details in a single line.
List of Values (LOV): This answer type enables workers to select a value from the list of values. The answer can be either from a lookup or rating scale. As the answer validation type, select the lookup or rating scale that the application must display for users to select the correct answer.
Long text: Workers can answer in detail and the character limit for the answer is 4000 characters. The application displays answer details in a text area.
Select the instruction type based on the question. You can select a type such as Instruction, Long Tip, Short Hint, or Tip.
Select the instruction message based on the instruction type.
Reorder the questions, if required.
Select Yes or No to indicate if the question is mandatory or optional.
Click Apply to save your questionnaire.
When you publish a questionnaire, it is available to other users. You can set the Publication Status to Published when you create or update a questionnaire.
You can update a questionnaire that is not in use. You cannot update a questionnaire that is already attached to an appraisal template. You cannot delete or update a questionnaire that is in use.
You can change the status from Published to Unpublished, even if the questionnaire is currently in use in appraisals or simply attached to an appraisal template to prevent future use of a questionnaire.