Add custom candidate surveys for applicants to complete after they submitted their application. Candidate surveys are anonymous and optional. Surveys are most commonly used to collect demographic information from candidates based on the locations where you recruit.
Surveys can be added, edited and deleted from the Settings > Candidate Surveys page in your account. Once at least 10 candidates have responded to a survey, the anonymous results will appear on your Reports page in the Candidate Surveys report. Workable requires 10 responses to preserve candidate anonymity.
Note: Depending on your plan, an EEO (Equal Employment Opportunity) form may also be available to you. EEO settings apply to jobs within the US only. If your company is obligated to collect and report EEO/OFCCP data to the US government then we recommend using this feature.
Creating a new survey
Super Administrators can manage surveys from the Settings > Candidate Surveys page.
When creating or editing a survey you'll design it by adding questions and descriptions, preview it and then set the audience/location that the survey will be used for. Only one survey can be used per location.
To begin, set an internal name for the survey. Candidates won't see the survey name. It will be used in Workable for reporting.
Write a short introduction to the survey, which candidates will see. We recommend letting candidates know why you're requesting this information and that their answers are anonymous. Their responses are not tied or traceable to their application.
Customizing questions and answers
Add questions and answer choices to the survey. Currently, Workable only supports multiple choice (single select). Each question and answer has an option to include a description. The description can provide more clarification about the question/answer to help guide the candidate.
Each survey question is optional, but you may want to consider including answers like "Prefer not to say", "Other" or "Two or more of the above options".
Save and preview the survey when you're ready. You'll see what the candidate sees on both desktop and mobile and are able to go back and make changes any time.
Setting the audience
Finally, continue and set the audience for the survey. While you can add multiple surveys to your account, only one survey can be used for a given job. Surveys are tied to job locations and are automatically connected to jobs based on that location.
One survey could be for an entire region, e.g. California, which would encompass jobs in specific locations throughout the state. A different survey could be for a specific location like San Francisco. The survey used for a job will be the one that best fits the job's location.
Editing and disabling surveys
Edit any part of a survey by clicking the three dots to the right of the survey in your account settings. If you reword a question or answer, any reporting about those fields will be updated. To best preserve your data when making major changes, we recommend creating a new survey and disabling the old one.
Flip the switch to the right of a survey to activate or deactivate it. When enabled a survey will automatically appear after the candidate submits their application, provided that the job's location fits the survey audience.
An option to delete surveys appears in the three dots menu. We do not recommend deleting surveys. Reporting and responses will be deleted if this is done and are not able to be recovered.
Viewing results
Once at least 10 candidates have responded to a given survey you can find a tally of their answers in the Candidate Surveys report. The answers filterable by pipeline stage and by candidate source.
Survey results can be shown for all jobs on which a particular survey was used or shown for a specific job.