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:
- From the home page, select Employee Engagement > Engagement Survey > Add Using Existing Template.
- Select the required template from the list of available templates.
- Upon selection, template details are displayed, click Use this Template to use it for survey creation.
- Add Engagement Survey Setup page appears, fill in the basic details.
- You can set the survey as mandatory by selecting the Make this survey mandatory for applicable employees checkbox.
A 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. - 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.
- Select the survey display image.
This is the survey card image that will be displayed in the Employee Engagement service tab upon creating a survey. - Schedule your survey occurrence and select repeats to repeat the survey occurrence.
- Select the layout preferences of your survey and click Next.
- Enter the survey introductory message that will be displayed at the start of the survey to the respondents.
- In the Questions section you can do the following action:
- View all the pre-set template questions
- Delete the questions that are not required
- Mark the question as mandatory
- Add new questions
- Add an existing questions from Question Pool
- Enter the post survey feedback message and click Next.
- Set the applicability of the survey in the applicability section and click NextAll 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.
- Set notification and reminder settings of the survey and click Next.To customize the notification to your preference, refer to Customize Notification Template.
- Click Preview to view the survey from respondent's view.
- Review the survey details and click on Publish.
Survey will be published and will be available to applicable users on the scheduled date.
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