If you have completed a self-assessed capability profile, a 180º or 360º feedback process (generally called a Leadership & Management survey), or a monthly capability Pulse survey, or an Intake Form on Hello Able you can share the online report with other people eg. your manager or colleagues.
A few notes about sharing Surveys
What you need
To share a survey report you will need a Learner Plan and be logged into your Leader account role. If you've completed a survey or form on Able you've probably already got a Leader account setup. ;)
What recipients need to do
The person you share your online report with will also need to create a free Able account to view the report in Able. They will be stepped through this process after you invite them if they're not already on Able.
Survey Must be Closed
Survey reports can only be shared with others once the survey process has been completed by everyone and passed the closed date.
Online Reports Only
In most cases survey reports are only available as an online report/dashboard.
👋 This feature is only available for specific survey reports:
Leadership & Management Profiles: incls self, 180º or 360º versions.
Leadership Profiles: incls self, 180º or 360º versions.
Monthly Pulse.
Program Intake Forms.
Coaching Intake Forms.
How to share your Survey Report
To share your survey report do the following steps:
Log into app.helloable.co
Ensure you are logged into the "Leader" Role. To change your Role click on your profile in the top right, select "Change Role" and select "Leader".
Go to the "Surveys" page. You can find this in the list on the left hand-side navigation: app.helloable.co/ParticipantSurveys
You will see a list of all your surveys.
Find the specific Leadership & Management Profile report in the survey list.
On the far right hand side of the list there is a share icon. Click the share icon.
A "Share Survey" modal will pop up.
Add the details for the person you want to share the survey with and a message to them. For example, if it's your manager you may suggest the two of you discuss the report together, or if it's a direct report or your team you could state actions you are going to work on based on the feedback.
The recipient will be sent an email inviting them to view your Leadership & Management Profile or Pulse report on Hello Able.
The recipient can then log into Able and view your survey report online in Able.
You can share your survey reports with as many people as you want. Viewing survey reports is free in Hello Able so there is no extra cost to this feature either.
👋 Please note survey reports can only be shared with others once the survey process has been completed by everyone and passed the closed date. You may find that you have completed your own survey earlier than the close date and the survey isn't accessible to you yet.
Viewing Online Survey Reports
Once your report recipient has logged into able they will be able to view your report. To do this they will need to:
Go to the Surveys page. You can find this in the list on the left hand-side navigation: app.helloable.co/ParticipantSurveys
Go to the "Shared with Me" tab.
Select the survey report you wish to view.
The survey viewer/dashboard will open as seen below.
Viewing and sharing PDF Reports
If you have, or had, a "Pro" Learner Plan and have completed a Leadership & Management Profile you will be able to view and download a PDF of the report.
You can see the PDF icon in the Survey list.
Click the PDF icon to view the PDF report and download from your browser.
You can then share the PDF via email if you wish.
Managing Survey Report Access
Seeing who can view your Survey Report
You can see who you have shared your survey report with on the "Shared by Me" tab.
How to unshare your Survey Reports
If you want to cancel someone's access to your survey report go to the "Shared by Me" tab and click the minus icon in the far right of the row for that specific person.
Questions
If you have questions about your survey process or survey report contact the program lead or program coordinator. If you have questions about Hello Able message our support bot "Fin" in the bottom right of Able or the Help centre.