User Invitation(Invite Stakeholders)

User Invitation(Invite Stakeholders)

This feature is designed to facilitate Company Managers in inviting Survey Participants to participate in an Assessment survey. The screen and associated actions are tailored to ensure that only designated Managers can perform these tasks, streamlining the invitation and assignment process. This Feature is available on Share Page.

Use Cases

• Inviting Survey Participants: A Company Manager wants to invite several users to participate in an assessment survey.
  1. Access the feature on the Share Page.
  2. Select users from a multi-select list who have the Manager's specific code.
  3. Click the "Invite" button to send invitations.

• Automatic Region Assignment:Upon invitation, users need to be categorised correctly within the system.
  1.The system automatically assigns invited users to the "Assessment" region.

• Email Notification: The system sends a personalised email to the employee's Primary Contact Email containing all necessary details.

• Reinviting Participant:A manager needs to resend the invitation to a specific participant.

  1. The manager clicks the "invite" button in the invited Stakeholders list to resend the email notification.

Benefits

• Simplified Invitation Process::
  1. Reduces the manual effort and time required for managers to send invitations individually.
  2. Streamlines the process, making it quicker and more efficient.
• Automatic Region Assignment:
  1. Ensures that Survey Participants are properly categorised and tracked within the system.
  2. Improves data organisation and management.
• Accurate Data Management:
  1. By creating a UserEntryId and updating the "Manager Code" field, the system maintains clear and organised records.
  2. Enhances accountability and tracking of participation status.
• Enhanced Communication:
  1. Personalised email notifications ensure that Survey Participants receive all necessary credentials and information.
  2. Improves communication between managers and employees, ensuring participants are well-informed.
• Manager Accountability:
  1. Managers can only see and select Survey Participants with their specific Manager Code.
  2. Fosters a sense of responsibility, ensuring that invitations are sent appropriately.
• Increased Participation Rates:
  1. By making it easier for managers to invite team members, participation rates in surveys and assessments are likely to increase.
  2. Leads to more comprehensive and valuable feedback.
• Improved Workflow Efficiency:
  1. Integrates several steps into a single, streamlined workflow, reducing the chances of errors and omissions.
  2. Enhances overall efficiency and effectiveness in managing employee participation in surveys.
• Better Survey Management:
  1. Makes the process of managing and executing users surveys and assessments more efficient, accurate, and user-friendly.