HR platform: Managing custom surveys

Overview

Employee surveys are a set of questions you ask your team and are a great way to gain insight into employee engagement and experience within your organisation. You can design employee surveys to measure your employees’ thoughts, opinions, and feelings within your workplace and use these insights to build a stronger workplace culture.

The Managing Custom Survey feature allows you to create a once of custom survey, choose the intended audience, and then send it on to those users. You can also use this feature to edit the information if it needs changing, download the responses as a CSV file, view the survey settings and delete an entry if it is no longer required.

Important

Once you publish a custom survey, your employees can access it from their dashboard. If you have sent off a happiness survey, this needs actioning first before the survey will display to your employees.

Helpful Hint

Once a survey end date passes, the platform will auto-archive the survey.

Availability

HR Plan:   Free   Standard   Premium   Platinum
  User Access:   Employee         Manager         Admin      

  This is the default access level per user and whether they have  view,  edit and  delete access, excluding any changes made via our Custom Security feature.

Getting started

The below premises will walk you through how to create a once of survey and how to add additional participants to a published survey.

Create a once off survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the New Custom Survey button.
    Survey_1.jpg
  5. Complete the following fields:
    • Enter survey title.
    • Enter a question.
    • Question type.

    Helpful Hint

    Click the   Add Question button to add additional questions to your survey. There is no limit to the amount of questions you can add to your custom survey.

  6. Click the Next button.
    Survey_2.jpg
  7. Select from the following response types:

    Important

    The anonymous response type is only available to users on our platinum pricing tier.

    • Anonymous.
    • Non-anonymous.
  8. Select from the following sharing options:

    Important

    The following sharing options are only available to users on our platinum pricing tier.

    • All employees
    • Employees.
    • Teams
    • Locations
  9. Select from the following survey scheduling options:
    • Start date.
    • Start time.
    • End date.
    • End time.
  10. Click the Save a Draft button.

    Important

    If you want to send the survey out immediately to the selected users, click the Publish button. This will mean the survey becomes available on the selected user's dashboard.

    Survey_3.jpg
Add participants to a published survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click a published survey that needs participants added.
    Survey_5.jpg
  5. Click the Settings tab.
  6. Click the   Add Participants button.
    Survey_6.jpg
  7. Select from the following sharing options:

    Important

    The following sharing options are only available to users on our platinum pricing tier.

    • All employees
    • Employees.
    • Teams
    • Locations
  8. Click the Confirm button.
    Survey_7.jpg

Maintain

The below premises will walk you through how to download your responses, view your survey questions and settings, edit a draft survey, and delete an entry if it is no longer required.

Filter displayed surveys
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Filter   button.
  5. Select from the following options:
    • Show all.
    • Published.
    • Draft.
    • Archived.
    Survey_8.jpg
View questions used in a published survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click a published survey that needs questions viewed.
    Survey_5.jpg
  5. Click the Questions tab.

    Helpful Hint

    You will now see the survey questions on your screen.

    Survey_9.jpg
View survey settings
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the published survey that needs settings viewed.
    Survey_5.jpg
  5. Click the Settings tab.

    Helpful Hint

    You will now see the survey settings on your screen.

    Survey_10.jpg
Edit a draft survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click a draft survey that needs editing.
    Survey_24.jpg
  5. Click the Questions tab.
  6. Make the required changes and click the Next button.
    Survey_11.jpg
  7. Click the Settings tab.
  8. Make the required changes to the survey response type.

    Important

    The anonymous response type is only available to users on our platinum pricing tier.

  9. Make the required changes to the survey sharing settings.

    Important

    The survey sharing options are only available to users on our platinum pricing tier.

  10. Make the required changes to the survey scheduling settings.
  11. Click the Save a Draft button.

    Important

    If you want to send the survey out immediately to the selected users, click the Publish button. This will mean the survey becomes available on the selected user's dashboard.

    Survey_12.jpg
Update the end date of a published survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the published survey that needs the end date updated.
    Survey_13.jpg
  5. Click the Settings tab
  6. Click the Edit button.
    Survey_14.jpg
  7. Enter the updated time and date.
  8. Click the Confirm button.
    Survey_15.jpg
Publish a draft survey

Important

You can only publish a survey when the status of the survey shows as a draft.

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions   button.
  5. Click the   Publish button.
    Survey_23.jpg
Download the results of a published survey

Important

To download the survey results as a CSV file, your user role must be an admin or owner level and at least one employee needs to have responded to the survey.

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions   button.
  5. Click the   Download Responses button.
    Survey_16.jpg
Archive a survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions   button.
  5. Click the   Archive button.
    Survey_17.jpg
  6. Click the Archive button.
    Survey_18.jpg
Re-open an archived survey
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click an archived survey that needs reopening.
    Survey_19.jpg
  5. Click the Settings tab
  6. Click the Reopen button.
    Survey_20.jpg
Delete a draft survey

Important

You can only delete a survey when there are no employee responses.

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions   button.
  5. Click the   Delete button.
    Survey_21.jpg
  6. Click the Delete button.
    Survey_22.jpg

Author recommended

So you have now created a customised employee survey and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:

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