How to start your first EDP with a team
1. Open the team
Go the the EDP and click on the team (red arrow) or the speech bubble (yellow arrow).
2. Select a questionnaire
Select a questionnaire by clicking on "Select a question sheet template" (yellow arrow). Click on "Save" (red arrow).
Click on "Preview" if you want to see the questionnaire beforehand.
If there are no questionnaires to choose from, maybe it has not been created yet. Read more in the manual "Create a questionnaire".
If your organisation has decided to use competence activities, there will be a box for that.
3. Prepare sending
Now you have to prepare for the send out. Click on the box 'Prepare sending' (purple arrow). When you click on it, it unfolds and turns green as in the image below.
You can choose to send to all employees in the team (yellow arrow). It is also possible to send to individual employees. Then you just tick the little box off next to their name (green arrow).
In the white box you can write a personal message to the employee. This message will be included in the standard email. See what the email looks like in the guide ‘What does the email sent to the employee look like?’.
When you have filled in everything, click on 'Send to selected' (red arrow).
Follow the manual "Start a new EDP" if you previously have started a dialogue and want to create a new one.