Engagement Survey
An extensive survey to measure employee engagement and satisfaction can contain up to 200 questions. The survey aims to gather comprehensive feedback from employees regarding various aspects of their work environment, job satisfaction, and overall engagement levels.
Create an engagement survey
To add an engagement survey:
- From the home page, select Employee Engagement > Engagement Survey > Add Engagement Survey.
- Engagement Survey Setup page appears, fill in the basic details.
- 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 include respondent identities.
- 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:
- Add questions
- Mark the question as mandatory
- Add 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 of your organization can take the survey.Direct reportees: Only your direct reportees can take the survey.Specific employees: Employees who meet the specified criteria can take the survey.
If the department head or manager is given permission to create surveys (under Settings > Employee Engagement > Permissions), then they can set applicability only to their reportees.Add criteria based on location, designation, department, role, gender, user, group, and employee type, to set applicability for specific employees.
- Set notification and reminder settings of the survey and click Next.
You can set a reminder to notify respondents 5 days before the survey ends and repeat it every day until the closing date. To customize the notification to your preference, refer to Customize Notification Template. - Click Preview to view the survey from the 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.
- Published surveys are available in Employee Engagement > Engagement Survey tab.
- Unpublished surveys are saved in draft.
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