Create eNPS Survey

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:
  1. Promoters (score 9-10): Employees who are highly satisfied and would recommend the company as a great place to work.
  2. Passives (score 7-8): Employees who are generally satisfied but may not actively promote the company.
  3. Detractors (score 0-6): Employees who are dissatisfied about the company.
The final eNPS score is derived using the following formula:
Quote
eNPS score = % promoters - % detractors

Create an eNPS survey

  1. To add a new eNPS survey, go to Employee Engagement > eNPS > Add eNPS Survey.



  2. The eNPS survey Setup page appears, fill in the basic details such as name and description.

  3. Next, select a display image for the survey.
  4. Next, within the Survey Participation section, use the Employee Identity Preference drop-down to choose whether participants stay anonymous, reveal their identity, or decide for themselves.

When a preference is selected here, an additional checkbox will be displayed to make survey participation mandatory for applicable employees. When this is enabled, survey will be made mandatory for the applicable set of employees and must be submitted on or before the survey closing date.
Additionally, if the option 'Mandate identity disclosure' is selected, you will see an additional checkbox that allows participants to opt out from surveys, however their details and reason will be captured. 
  1. In the Question section, select the Metrics of your eNPS survey.
    Info
    If you have selected an existing eNPS question, then the metrics will be auto-filled.
  2. On the question field enter your eNPS question or click Pick from popular eNPS questions to add a question from question bank.
  3. Enable comments and set condition to make comments mandatory.


  4. While adding a question, the Add this question to Question Pool option is enabled by default. Clear the checkbox if you do not want to add the question to the question pool.



  5. Next, proceed to the Schedule section:
In the schedule section, we can specifiy when the survey will be initiated for employees. There are two options available here:
i) During a specific period:
Select a suitable time period for the survey to run. 


The available options include: 
One-time, Monthly, and Quarterly, Half-Yearly, Annually

Let us take a closer look at two examples:

Monthly - Survey first instance starts on 15th July and ends on 17th July. Survey will repeat thrice, happening once every month on the following dates: 15 july - 17 july (aug, sep)

Quarterly - Survey first instance starts on 15th July and ends on 30th July. Survey will repeat five minutes, happening once every quarter on the following dates: 15-July-2025 to 30-July-2025 (next 3 months, till july 2026)

 
15-July-2025 to 30-July-2025 (next 3 months, till july 2026)
Select View Recurrence to view the complete schedule of the survey, including the upcoming repeat dates and the total number of times the survey is configured to run.

ii) Anytime with manual start and stop:
The survey will be immediately initiated on publishing (applicable users can participate immediately), and it can be stopped and restarted anytime by clicking on the Stop Survey / Start Survey button.

Info
INFO (when using "Anytime with manual start and stop" option)
🛑 To stop the survey, navigate to Employee Engagement (user service) > Surveys > Pulse Surveys > Select the corresponding survey > Stop Survey button.
🟢 To restart the survey, in the similar place, click Reopen Survey.
  1. 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.
    Notes
    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.


    Info
    Add criteria based on location, designation, department, role, gender, user, group, and employee type, to set applicability for specific employees.
  2. 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.
    InfoTo customize the notification to your preference, refer to Customize Notification Template.


  3. Click Preview to view the survey from the respondent's view.
  4. 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.


Notes
  1. Published surveys are available in Employee Engagement > eNPS Survey tab.
  2. Unpublished surveys are saved in Draft.
Learn more:
- Answering a Survey