Create Engagement Survey Using Survey Templates

Create Engagement Survey Using Survey Templates

Engagement surveys can be conducted using survey templates. You can use a pre-defined survey template provided by Zoho People or a custom survey template created by your organization. For more information about survey templates, refer to Survey Templates.

To create an engagement survey using template:
  1. From the home page, select Employee Engagement > Surveys > Engagement Survey > Use Template.



  2. Select the required template from the list of available templates.
  3. Upon selection, template details are displayed, click Use this Template to use it for survey creation.



  4. Add Engagement Survey Setup page appears, fill in the basic details.


  5. You can set the survey as mandatory by selecting the Make this survey mandatory for applicable employees checkbox.
    InfoA pop-up message will appear when employees log in to Zoho People from the survey start date, reminding them to complete the mandatory survey. They can skip this pop-up until the due date. If they do not complete the survey by then, they cannot access Zoho People services until it is finished.


  6. Next, select the survey flow:
    Single Metric Survey: Choose this when all survey questions relate to one specific metric (e.g., 5 questions on overall satisfaction).
    Question-Based Metrics Survey: Use this if each question targets a different metric. You’ll assign a specific metric to each question individually. (e.g., 1 question on work-life balance, and 1 question on opinion on benefits)
    Grouped Question Metrics Survey: Select this when your survey includes sets of questions grouped under shared metrics. Multiple questions can be linked to the same metric to get more detailed feedback on each area. (e.g., 3 questions on satisfaction, 3 questions on services provided, 3 on manager-employee dynamic.)
  7. Select the employee identity preferences of this survey:
    Maintain anonymity: Select this option to receive anonymous responses from your respondents.
    Allow employees to choose to reveal their identity: Select this option to give respondents the flexibility to disclose their identity.
    Mandate identity disclosure: Select this option to gather responses that includes respondent identity.
  8. Select the survey display image.
    Info
    This is the survey card image that will be displayed in the Employee Engagement service tab upon creating a survey.
  9. Schedule your survey occurrence and select repeats to repeat the survey occurrence. 

  10. Select the layout preferences of your survey and click Next.
  11. Enter the survey introductory message that will be displayed at the start of the survey to the respondents.
  12. In the Questions section you can do the following action:
    1. View all the pre-set template questions
    2. Delete the questions that are not required
    3. Mark the question as mandatory
    4. Add new questions
    5. Add an existing questions from Question Pool



  13. Enter the post survey feedback message and click Next.
  14. Set the applicability of the survey in the applicability section and click Next
    All employees: All employees can take the survey.
    Direct reportees: Only your direct reportees can take the survey.
    Specific employees: Only specified employees, as per the conditions, can take the survey.

    Applicability


  15. Set notification and reminder settings of the survey and click Next.
    Info
    To customize the notification to your preference, refer to Customize Notification Template.



  16. Click Preview to view the survey from respondent's view.
  17. Review the survey details and click on Publish.
    Survey will be published and will be available to applicable users on the scheduled date.