Employee Survey Module

The Client Feedback Tool (CFT) Employee Survey Module allows a firm to separate internally gathered Employee feedback from Client and Vendor data.

The following apply for the Employee Module:

•          Senders always have access to their sent surveys and responses
•          Any firm member needing access to Employee Surveys sent by others will need to have the additional permission: View Company Employee Survey Results

o   This permission will allow visibility according to other assigned permissions (i.e., Firm Managers will have access to all information; Project Group Managers will have access to any Employee Surveys sent within the Project Group they are assigned, etc.)       

•   Employee Surveys are sent by:

o   Ask > Send an Employee Survey

o   Only templates designated as Employee Survey templates will be available in this section (your Client Savvy team will set this up for you)       

•   Reporting on Employee Surveys will require use of the following filter:

o   Survey Type = Employee Survey