The Audience section is divided into two tabs: Assignments and Conditions.
Assignments
In the Assignments tab, you assign employees to the survey based on their time entry policy assignment, their org unit, or other criteria. The following settings are available:
| Setting | Description |
|---|---|
| Time Entry Policy | Assign employees to the survey based on their time entry policy assignment. |
| Survey Group | Assign employees to the survey based on their survey group assignment. |
| Employees |
Assign specific employees to the survey. This section contains two settings:
Select the Assigned To All checkbox to assign all employees to the survey. When this checkbox is selected, the Choose Employees setting is grayed out and unavailable. To assign specific employees to the survey, clear the Assigned To All checkbox and select employees in the Choose Employees selection list. To apply filters and search through your list of employees, click the employee icon ( |
| Organization | Assign employees to the survey based on their org unit. |
| Department | Assign employees to the survey based on their department assignment. |
| Job | Assign employees to the survey based on their job assignment. |
).Conditions
In the Conditions tab, you configure secondary conditions that trigger the survey on the clock in addition to frequency you configured in the Basic Details section. For example, the clock can trigger surveys when it detects specific authentications (badge or biometric verification), clock entry types (start shift, meal out), or a configurable amount of time between shifts. This involves configuring a hierarchy of conditional expressions and groupings:
Note: You must configure at least one secondary condition in this section.
The Conditions tab contains the following functions:
| Function | Button or Icon | Description |
|---|---|---|
| And/Or |
|
Controls how the conditional expressions or groupings are related to one another. The And and Or buttons work as connectors that control whether the conditions work in tandem (when And is selected) or function on alternative terms (when Or is selected). For example, consider the hierarchy configuration in the screenshot above. The survey’s frequency is once per week. Based on the configuration of these secondary conditions, the survey questions appear on the clock once per shift when employees perform start shift or end meal clock entries, or any function that requires fingerprint authentication. Important: The And and Or connectors are particularly important when you configure groupings with multiple expressions or complex hierarchies. Remember to create expressions and groupings in a logical manner with the appropriate connectors. For example, consider the example screenshot shown above: the first conditional grouping contains expressions for start shift and end meal clock entry types. The Or button is selected so that the survey appears conditionally when employees perform start shift or end meal clock entries. If the conditional grouping was configured with the And button, the survey would be configured to appear when the clock entry type is both start shift and end meal, which is impossible. |
| Add Expression |
|
Adds a new expression under the current grouping. |
| Add Group |
|
Adds a new expression grouping below the current grouping. |
| Delete |
|
Removes the selected expression row or grouping from the hierarchy. |
When you add a new expression, the condition row is added at the same level as the preceding row in the hierarchy.
When you add a new expression grouping, the condition row is nested below the previous grouping in the hierarchy:
After you add a condition row, select the condition type in the left drop-down list. Next, select the operator and a condition value.
The number of conditions you need and how they’re organized hierarchically depends on the complexity of your organization’s requirements.
For a list of values that you can select in the drop-down lists (such as Function Name or Authentication Type), see List of Survey Conditions.