link survey launches to timesheets

Modified on Tue, 18 Nov at 9:09 AM

TABLE OF CONTENTS

Linking Surveys Launches to Timesheets Overview
Survey Launch Frequency Option: Link Survey to Timesheet Periods
Survey Launch Frequency Option: One Time, Weekly, or Monthly
What Happens If a Linked Survey Launch Closes?

Linking Surveys Launches to Timesheets Overview

When you link a survey launch to a timesheet, reporters will be asked to complete their survey before submitting their timesheet.

If a linked survey has not been submitted, reporters will see this instead of having an option to sign and submit their timesheet:

You can link survey launches to timesheets regardless of the Frequency Option you select in launch settings:

Frequency Option: Link Survey to Timesheet Periods - selecting this frequency option will automatically create launch periods that launch on the same day the timesheet period starts and are due on the final day of the timesheet period.

This frequency option is best when survey periods always align with timesheet periods.

For example: Reporters submit a weekly timesheet and a weekly survey.
Frequency Option: One Time, Weekly, or Monthly - selecting this frequency option will allow you to manually choose whether to link each launch to a selected timesheet period.

This frequency option is best when survey periods do not always align with timesheet periods.

For example: Reporters submit a weekly timesheet and a monthly report. You can select the Frequency Option: Monthly, and link the survey only to the last timesheet of the month.

Survey Launch Frequency Option: Link Survey to Timesheet Periods

Follow these steps to automatically link your survey launches to timesheet periods.

On the left, in your Mission Control, click Survey Management.
On the right, click Schedule new launches.
Select a Form > Click Set.
In the section Frequency Option > Choose: Link Survey to Timesheet Periods.
- Choose the timesheet template(s) to link to.
- Choose the Begin with timesheet period.
- Choose the End with timesheet period.
- Set the survey to be extended for any number of days (optional).
  
  NOTE: If the due date and the extension date of a survey launch has passed, the reporter will not be able to submit their survey (and therefore not able to submit their timesheet) until the extension date for the survey launch is manually updated by an admin.
- Review the Summary.
- Click Set.
Follow the remainder of the steps to complete the launch.

Survey Launch Frequency Option: One Time, Weekly, or Monthly

Follow these steps to link surveys manually to one or more timesheet periods.

On the left, in your Mission Control, click Survey Management.
On the right, click Schedule new launches.
Select a Form > Click Set.
In the section Frequency Option > Choose either: One Time, Weekly, or Monthly. > Follow the steps to set start dates, due dates, extension dates, etc. > Click Set.

NOTE: If the due date and the extension date of a survey launch has passed, the reporter will not be able to submit their survey (and therefore not able to submit their timesheet) until the extension date for the survey launch is manually updated by an admin.
Link Surveys to Timesheet Periods.
- Select the launch period you would like to link timesheets to.
- Select the Timesheet Template.
- Select the timesheet period(s) that you would like to link to the selected launch. Repeat as needed for each launch period you would like to link
- To move to the next step, click Set.
Follow the remainder of the steps to complete the launch.

What Happens If a Linked Survey Launch Closes?

When reporters attempt to submit timesheets that are linked to closed survey launches (meaning the due date and extension date of a survey launch has passed), they will see a message like this one:

They will be able to generate an email to the admin(s) with permissions to edit survey launch settings.

The admin will need to extend the survey launch so that reporters can submit it and any linked timesheets.