Create an Engagement Survey

Looking to create a Pulse Survey?
Click here to learn more about Pulse Surveys

1. From the home page, select Employee Engagement > Surveys > Engagement Survey > Create Engagement Survey.
   
   
2. Click Create from scratch to design your own survey or Use Template to create with existing template.
   To create with template, refer to Create Engagement Survey Using Survey Templates.
3. Engagement Survey Setup page appears, fill in the basic details.
   
   
4. You can set the survey as mandatory by selecting the Make this survey mandatory for applicable employees checkbox.

   

   For employees, mandatory surveys appear in a pop-up card when employees log in and can be skipped until the due date.

   On the due date, employees must complete all mandatory surveys to access Zoho People. Access will be restored once the survey expires (the day after the due date).

   Expired surveys are listed under Employee Engagement > My Data > Surveys, marked as “Expired”, and can no longer be taken.

   
   

   
   
5. 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.)
6. 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.
7. 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.
8. Schedule your survey occurrence and select repeats to repeat the survey occurrence. 
   
   
   
9. Select the layout preferences of your survey and click Next.
   
10. Enter the survey introductory message that will be displayed at the start of the survey to the respondents.
11. In the Questions section you can do the following action:
    

    1. Add questions
       
    2. Mark the question as mandatory
       
    3. Add existing questions from Question Pool
       
       

    
    

    
    

    
    

    While adding survey questions,  you can add color codes to single and multiple-choice survey questions options to make feedback easier to interpret. This helps you quickly spot patterns and better understand employee sentiment in survey reports.
    
    
    
    Color codes in Report for Single and Multiple choice type Questions
    
    
    
    

9. Enter the post survey feedback message and click Next.
10. Set the applicability of the survey in the applicability section and click Next
    

    All employees: All employees of your organization 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.
    

    
    
    

    

    
    
11. Set notification and reminder settings of the survey and click Next.

    To customize the notification to your preference, refer to Customize Notification Template.

    
    

    
    
    
12. Click Preview to view the survey from the respondent's view.
13. 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.

Learn more:

- Answering a Survey

- Create Engagement Survey Using Survey Templates

- Pulse Survey