HOW AN EMPLOYER CAN SEND A QUESTIONNAIRE TO THEIR EMPLOYEE

 

  1. From the employer's profile, click on the Client-Access tab, and setup their client access. Also make sure you check the box to enable Access to Send Questionnaire.
  2. Now, the employer must go through the necessary steps send a questionnaire. The following is is what the employer must do to send a questionnaire. We recommend showing this walk-through to them if there are any questions.
    1. After logging as the employer, click on the Questionnaire link.
    2. On the next screen, the employer will be able to Email a questionnaire to a new client.
      1. NOTE: Employer's will not be able to email questionnaires to existing clients.
  3. The employer can either choose to send a questionnaire by just entering in their employees First Name, Last Name, and email. Or they can click the drop down for advanced options and modify the Email to the employee and pick which portions of the questionnaire they would like to send.
  4. Once the Email is sent, the employer will get a confirmation message on screen.