Create eNPS Survey

The Employee Net Promoter Score (eNPS) survey in Zoho People allows you to conduct survey and measure employee loyalty and satisfaction. It is based on the Net Promoter Score (NPS) methodology used in customer satisfaction surveys.

It is a single-question survey that measures employee satisfaction on a scale of 0 - 10. For example, in an eNPS survey, employees are asked with single question such as "On a scale from 0 to 10 how likely would you recommend our company as a great place to work?" Based on their response, employees are categorized into three groups:

Promoters (score 9-10): Employees who are highly satisfied and would recommend the company as a great place to work.
Passives (score 7-8): Employees who are generally satisfied but may not actively promote the company.
Detractors (score 0-6): Employees who are dissatisfied about the company.

The final eNPS score is derived using the following formula:

eNPS score = % promoters - % detractors

Create an eNPS survey

To add a new eNPS survey, go to Employee Engagement > eNPS > Add eNPS Survey.
The eNPS survey Setup page appears, fill in the basic details such as name and description.
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.
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 eNPS Engagement service tab upon creating a survey.
In the question section, select the Metrics of your eNPS survey.
If you have selected an existing eNPS question, then the metrics will be auto-filled.
On the question field enter your eNPS question or click Pick from popular eNPS questions to add a question from question bank.
Enable comments and set condition to make comments mandatory.
Schedule your survey occurrence and select repeats to repeat the survey occurrence.
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: Employees who meet the specified conditions 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.
The eNPS survey will be published and will be available to applicable users on the scheduled date.

Published surveys are available in Employee Engagement > eNPS Survey tab.
Unpublished surveys are saved in Draft.

Learn more:

- Answering a Survey