View Questionnaire Responses in Approval Steps

To view questionnaire responses in an Approval
or Approval Chain
step of a business process, the security groups on the business process step must be on the security policy of the Questionnaire Results
domain. The security groups on these business process steps can also be associated with the domain by belonging to a security segment.

To view questionnaire responses in an Approval Chain
step, each approver in the chain must be on the security policy of the Questionnaire Results
domain.

Workday enables business process approvers and reviewers to look at the results of questionnaires that users completed in prior steps of the business process. Each user who completes a questionnaire has a unique response. Multiple users can't share the same response.

From the related actions menu of an Approval
or Approval Chain
step on the business process, select

Business Process

Configure Supporting Information

You can configure supporting information on some Action
steps when there's a questionnaire in a previous step of the business process. Example: Review Employee Hire
action step.

Select an

Effective Date

. The default effective date is the current date.

Enter the

Time Zone

. The default time zone is the user's current time zone.

You can only enter a time zone if you selected the

Business Process Configuration Time Zone

option on the

Edit Tenant Setup - System

task. When you enter:

The current date, the changes take effect on the day of processing in the specified time zone. Users in other time zones see the changes at 00:00 (midnight) in the specified time zone.

A future date, the changes take effect at midnight on that date in the specified time zone and at the corresponding date and time in other time zones.

A past date, the changes take effect at 23:59:59 on that date in the specified time zone and at the corresponding date and time in other time zones.

Under

Include Questionnaire Response

, select a questionnaire completed in a prior Complete Questionnaire
step in the business process.

When you copy a business process definition that includes a Complete Questionnaire
step, Workday also copies any supporting information configured on the corresponding Approval
and Approval Chain
steps to the new business process definition. However, if a questionnaire is inactive or isn't allowed for that business process, Workday doesn't copy the questionnaire or the supporting information to the new business process definition.

When the business process is assigned to the approver or reviewer, the name of the questionnaire is displayed in the

Additional Information

section. Click the number next to

Respondents

to view the answers to each question for each respondent to the questionnaire. You can also export the questionnaire responses to

Excel

PDF

formats.