Introduction to Health Surveys
When enabled, Health Surveys are sent to employees that are booked into the office at 7 am each day.
How to set up Health Surveys
Go to Settings -> Offices -> three dots next to each office -> Health Controls.
FYI: Health Surveys are controlled at the office level, meaning you can set different Health Surveys for each office.
You can then either use our template health survey, or you can create your own. To view our template click on the three dots -> Preview.
Create your own Health Survey
To create your own click on the three dots -> Customise -> Add Question.
Step 1: Enter your question (eg. have you been abroad in the last 14 days).
Step 2: Select whether a response is required and whether you want to accept multiple answers.
Step 3: Click Add possible answer
Step 4: Enter all possible answers (ie "Yes" and "No")
Select the rules for each question
For each question, you can add a set of rules. The following rules can be applied:
Deny entry to the office
Notify office managers
Customise Send Time
Once you have created your survey you can customise the send time. You can choose between sending the survey the night before employees are due in the office (at 4 pm, 5 pm or 6 pm). Or the day they are due in the office (at 6 am, 7 am or 8 am).
Health Survey Deadline
If your employees do not complete the survey before they arrive at the office, the office manager will be alerted (the admin set up in Officely).
You can customise the deadline between 8 am and 12 pm.
You can then remind all individuals that have not yet completed the survey by clicking 'Send a reminder'. Click 'Refresh' to keep track of who still hasn't completed the survey after you reminded them.
Enable Health Survey
When you are happy click on the three dots and select Enable.
Extract Health Survey Data
If you want to extract all historical health survey data, including seeing who has and has not been completing the survey, click on the three dots -> Export Data.
How to ask for negative COVID test results or vaccination certificates
Need more help? Here's a step by step video:
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