Improve Team Selection for Surveys, Forms and Performance Reviews
L
Laura Torres Wilburn
Current Behaviour
When creating a Survey, Form, or Performance Review and selecting All Teams, there is no option to then deselect specific teams.
To exclude Location or Teams, each Location must be selected separately. Selecting a Location expands to display all of the teams beneath it, which pushes the remaining locations further down the page. This results in extensive scrolling to find and select the next location, making the process slow and inefficient.
Impact
Our organisation has approximately 85 locations and 750 teams. For most Surveys, Forms and Performance Reviews, we want to include all employees except specific groups such as:
- Contractors
- Board Members
- Access Only accounts
Since there is no way to select All Teams and then exclude a small number of teams, we are required to manually select every applicable location and team. This is extremely time-consuming and increases the risk of human error, particularly for organisations with large team structures.
Requested Enhancement
Please add the ability to:
Select All Teams as the default recipient group.
- Display the complete list of teams after selecting All Teams, allowing individual teams to be deselected (excluded).
- Alternatively, provide an Exclude Teams option that allows administrators to nominate teams that should not receive the Survey, Form or Performance Review.
- This functionality should be available consistently across Surveys, Forms, and Performance Reviews.
J
Joanna Tiernay
Agreed. I would also like them to alter the order in which the selections are offered. WE often assign these forms to one individual, rather than a whole team and are finding that our managers default to selecting a team/position and an individual and are then assigning too many forms to too many people! Putting the individual first or making that process clearer would really help us!
N
Nichole Harding
I support this Laura, I had previously suggested that approval processes for these could mimic the team structure the same way leave approvals work.