SB Enterprise Help Center

HR Question Maintenance

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Summary

The Question Maintenance window is used to create questions that can then be added to the online Applicant Tracking process or the deduction/benefit selection step of the Open Enrollment online application. Questions can be as simple or as detailed as desired.

Step by Step

 

1     Display the existing HR Questions.

  • Open the Question Selection window (HR> Maintenance> Question).
  • The Question Selection window will display all of the existing questions created in the application.
  • Select the type of question you would like to display from the Entity Type drop-down menu and click the Refresh icon   to filter the questions displayed in the window.
  • Highlight a question and click the Delete icon to delete the selected question.
    • Questions that are attached to application sections cannot be deleted.
      • Questions are attached to application sections on the Application Section Maintenance window (HR> Maintenance> Application Section).
    • Questions that have been previously answered by an active applicant cannot be deleted.
    • Questions that are attached to deductions or benefits cannot be deleted.
      • Questions are attached to deductions or benefits on the HR Deduction/Benefit Maintenance window (HR> Maintenance> Deduction/Benefit> Enrollment Info tab).
  • Highlight a question and click the Modify icon to edit the selected question.
  • Click the Create icon to create a new question. This will open the Question Maintenance window.

 

2     Specify the new question type.

  • Enter a unique name for the question in the Code field.
    • This field can be up to 20 characters long and will be displayed when you are selecting questions to add to an application section or a deduction/benefit.
    • As you will likely create multiple questions that are related to the same skills or qualifications, it is recommended that you make the question codes as detailed as possible. For example, a series of direct response questions regarding physical activity levels could be named PhysActDR1, PhysActDR2, etc.
  • Select the desired type from the Entity Type drop-down menu.
    • Select Application if the question will be used in the Applicant Tracking online application.
    • Select Deduction/Benefit if the question will be used in the Open Enrollment online application.
  • Select a Question Type from the drop-down menu.
    • Your selection in this field will determine what fields are enabled in the lower part of the window. For more information about these fields, see the specific question type instructions below.
      • While you can select HR Type from the drop-down menu, these question types are not currently enabled when adding questions to an application section.
    • Select Direct Response to create a question that provides a single field for the applicant or employee's response.
    • Select Single Selection to create a question that allows an applicant or employee to choose one response from a set of available responses.
    • Select Multiple Selection to create a question that allows the applicant or employee to choose more than one response from a set of available responses.

 

3     Create a Direct Response Question Type.

  • Direct Response question types are used to record single field or Yes/No answers.
  • Select an Answer Type from the drop-down menu.
    • Text, Date, Decimal and Integer answer types will provide a field that the applicant or employee can use to enter the requested information.
      • Text answer types require an alphanumeric answer and are limited to 200 characters.
      • Date answer types require a numeric date value in the standard 01/01/2019 date format.
      • Decimal answer types require a numeric value in the standard decimal format and are limited to 28 digits.
      • Integer answer types require a non-decimal numeric value and are limited to 10 digits.
    • Yes/No answer types will provide a drop-down menu and will require that either Yes or No is selected.
  • Enter the Question as you would like it to display.
    • Because these questions are designed to be used with a wide variety of browsers, any user-defined display customization must be accomplished using HTML (Hyper Text Markup Language) tags.
    • These tags are most often used in pairs. Only the words, phrases or paragraphs that fall between the opening tag and the closing tag will be affected. For example, in the following sentence, the words "username" and "password" would appear in bold text in the question.
    • Here are a few of the most commonly used HTML tags:
  • For a more comprehensive list of HTML tags, please refer to one of the many free, online HTML tutorials such as W3Schools.com. Here you can learn how to insert tags used to change font styles, create web site links and insert pictures.
  • The question field is limited to 256 characters including any HTML formatting.
  • Click the Save icon to save the new question.

 

4     Create a Single Selection Question Type.

  • Single Selection question types are used to record single answers selected from multiple available responses.
  • Enter the Question as you would like it to display. See step 3 for additional information on formatting the question using HTML.
    • This field is limited to 256 characters including any HTML formatting.
  • Click the Create icon to add a line item to the Available Responses section.
    • Each Available Responses line item will be displayed in a drop-down menu below the question. Only one response can be selected at a time.
    • Use the Available Value field to enter the response that will be displayed in the drop-down menu.
      • Please be aware that when an applicant or employee expands the drop-down menu, only the first 50 characters will be displayed for each available response.
    • Repeat this process to add additional responses.
    • Use the Up and Down icons to order the responses as desired.
  • Click the Save icon to save the new question.

 

5     Create a Multiple Selection Question Type.

  • Multiple Selection question types are used to record multiple answers selected from multiple available responses.
  • Enter the Question as you would like it to display. See step 3 for additional information on formatting the question using HTML.
    • This field is limited to 256 characters including any HTML formatting.
  • Click the Create icon to add a line item to the Available Responses section.
    • Each Available Responses line item will be displayed in a window below the question. The applicant or employee can choose as many of the available responses as desired.
    • Use the Available Value field to enter the response that will be displayed in the window.
      • Please be aware that only the first 45 characters of the response will be displayed in the available responses window.
    • Repeat this process to add additional responses.
    • Use the Up and Down icons to order the responses as desired.
  • Click the Save icon to save the new question.
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