Employee Engagement - Settings
Overview
Employee engagement settings allow you to configure the service. Use settings to enable or disable survey methods based on your organizational preferences, set permissions, and automate notifications related to surveys.
Enable or disable survey methods
To enable or disable survey methods:
- Navigate to Settings > Employee Engagement > Configuration tab.
- Use toggle button to enable or disable the survey methods.This action hides or displays the corresponding survey in the service.
At least one survey method must be enabled
Set permissions
- By default, administrators can add surveys and share reports
- Administrators can only view surveys they have created or that are shared with them
- Department heads can add surveys only for their department members
- Managers can add surveys only for their reportees
To set permission on who can add survey and share survey report:
- Navigate to Settings > Employee Engagement > Permissions.
- Select or unselect the checkbox in the Add survey and Share report columns to grant the manager and department head to add survey or share survey reports.
Automation
Automation in Employee Engagement allows you to customize the notification templates to your preference. The following notification templates can be customized.
- New survey added
- Reminder to complete the survey
- Survey period extended
Customize Notification Template
To customize notification template:
- Navigate to Settings > Employee Engagement > Automation.
- Click Edit Template on the notification you wish to customize.
Edit template window appears. - Customize the survey template and click Save.
Survey notification template is successfully saved.
Learn More:
- Employee Engagement - Operations
- eNPS Survey
- Engagement Survey
- Survey Templates
- Create Engagement Survey Using Survey Templates
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