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.
| 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 drop-down 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 the frequency that 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. To set up secondary conditions, you must configure a hierarchy of conditional rules and rulesets with expressions:
Note: You must configure at least one secondary condition in this section.
| Function | Description |
|---|---|
| And/Or |
Controls how the conditional rules or rulesets relate to one another. The And and Or buttons work as connectors that control whether the conditions work together (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 clock shows the survey questions 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 rules and rulesets with multiple expressions or complex hierarchies. Remember to create expressions and rulesets in a logical manner with the appropriate connectors. For example, consider the example screenshot shown above: the first conditional ruleset contains expressions for start-shift and end-meal clock entry types. The Or button is selected so that the clock shows the survey conditionally when employees perform start-shift or end-meal clock entries. If the conditional ruleset was configured with the And button, the survey would be configured to show on the clock when a clock entry type is both start-shift and end-meal, which is impossible. |
| Add Rule | Adds a new rule under the current conditional ruleset. |
| Add Ruleset | Adds a new ruleset below the selected conditional ruleset. |
| Delete | Click the delete icon ( ) to remove a conditional rule or ruleset from the hierarchy. |
When you add a new rule, Dayforce adds the conditional rule at the same level as the preceding rule in the hierarchy:
When you add a new ruleset, the conditional expression ruleset is nested below the selected ruleset in the hierarchy:
After you add a conditional rule, select the condition type in the left drop-down list. Next, select the operator and a condition value.
The number of conditions that 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.