HR platform: Constructing survey templates

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 Constructing Survey Templates feature allows you to create a survey template from scratch that you can then use repeatedly within your business, or you can choose to use one of our provided templates. You can also use this feature to edit the information if it needs changing and delete an entry if it is no longer required.

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 survey template from scratch or how to use one of our provided templates as a survey base.

Create a survey template

Important

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

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Click the New Survey Template button.
    Template_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 Save button.
    Template_2.jpg
Use an Employment Hero survey template
  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Select the desired document by clicking the Use Template button.
    Template_3.jpg
  5. Click the Next button.
    Survey_2.jpg
  6. Select from the following response types:

    Important

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

    • Anonymous.
    • Non-anonymous.
  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. Select from the following survey scheduling options:
    • Start date.
    • Start time.
    • End date.
    • End time.
  9. 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
Use a survey template

Important

The following feature is only available to users on our platinum pricing tier.

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Click the Actions   button
  5. Click the   Use Template button
    Template_4.jpg
  6. 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.

  7. Click the Next button.
    Template_11.jpg
  8. Select from the following response types:

    Important

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

    • Anonymous.
    • Non-anonymous.
  9. 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
  10. Select from the following survey scheduling options:
    • Start date.
    • Start time.
    • End date.
    • End time.
  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.

    Template_12.jpg

Maintain

The below premises will walk you through how to view a survey template, edit the data if required and how to a delete a record if it is no longer required.

View a survey template

Important

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

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Click the template that needs viewing
    Template_5.jpg

    Helpful Hint

    You will now see the survey template on your screen.

    Template_6.jpg
Edit a survey template

Important

The following feature is only available to users on our platinum pricing tier.

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Click the template that needs editing
    Template_5.jpg
  5. Click the Edit Template button
    Template_7.jpg
  6. Make the required changes and click the Save Changes button
    Template_8.jpg
Delete a survey template

Important

The following feature is only available to users on our platinum pricing tier.

  1. Click the   Employee Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Click the Action   button
  5. Click the   Delete button
    Template_9.jpg
  6. Click the Delete button
    Template_10.jpg

Author recommended

So you have now created a customised survey template 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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