Surveys: Shaping the Future of the Organization

Employee feedback is crucial to truly understand your organization's pulse and identify opportunities for growth. Surveys serve as a powerful tool in this process, illuminating areas that require observation and enhancement. This guide will walk you through creating insightful surveys using the pre-designed templates available in the Templates Library. Additionally, you'll be able to access and review your submitted surveys and responses in the My Dashboard. Let's explore the process of creating and managing surveys.

Creating Surveys

To create a survey, follow these steps:

1. Navigate to Experience → Surveys
2. Click on the Add Survey button.
• You can choose to create a Custom Survey or use a Template.
• If you choose a template, you will then select a template type and a template, and proceed to set preferences or add the corresponding respondents.
3. Choose one of the options and select Continue
4. Follow the these steps to complete: 
1. General Details 
2. Add Questions
3. Setup Preferences
4. Choose Respondents
5. Preview and Publish

Step 1. General Details

This initial step allows you to establish the foundation of your survey:

• Survey Title: Enter a clear and concise name for your survey (e.g., Post-Interview Feedback).
• Survey Description: Provide a brief explanation of the survey's purpose and the type of feedback you aim to collect.
• Upload Photo (Optional): Enhance your survey with a relevant image or your company logo.
• Hover on the image area and click on the Edit button.
• Include Introduction: Toggle the switch ON to add a welcoming message and any necessary instructions for candidates before they begin the survey.
• Once you have completed these fields, click Submit & Continue to proceed to the Add Questions page.

Step.2 Add Questions

Here, you will add the specific questions you want candidates to answer.

1. Click on the Add Question button
2. In the opened "Add Question" sidebar window, fill in the following fields
• Enter the question: Type the question you want to ask candidates.
• Type: Choose the format for the candidate's response (e.g., text area, radio button, checkboxes).
• Required: Define if the question must be answered by toggling the switch (ON for required, OFF for optional).
3. Click Save to save the question.
• Add as many questions as you need by clicking the Add Question button
4. Once you have added all your desired questions, click Submit and Continue to proceed to the Setup Preferences page.

Step 3. Setup Preferences

In this crucial step, you will define the fundamental settings for your survey, controlling how it is accessed and the level of respondent confidentiality.

Survey Mode: Determine the visibility and tracking of respondents:

• Public: Selecting this option generates an open link to the survey. This means anyone with the link can access and complete the survey, and their responses will not be tracked or linked back to them. This mode is suitable for gathering broad feedback without needing to identify individual respondents.

• Anonymous: Choosing this mode provides an internal link to the survey. While the system can identify who the respondents are, their responses will remain untracked and will not be associated with their identity in the survey results.

• Internal: This option also generates an internal link. In this mode, both the respondents and their responses are visible and tracked within the system. This is suitable when you need to know who provided specific feedback.

Start & End Dates: This field allows you to define the active period for your survey. Click on the box to select the specific start and end dates for when the survey will be accessible to respondents.

Once finished, click Submit and Continue to proceed to the Choose Respondents page.

In this step, you will specify who will receive and participate in your provided survey. To begin selecting the individuals or groups you want to include, click on the + Add Respondents within the Respondents area. In the opened sidebar window, you can browse and choose the relevant people to send your survey to.

Note on Public Surveys: For Public surveys, you will not choose respondents and will automatically pass this step.

Tip: If you don't want to complete the remaining steps on the current survey page, select Save & Close. This option is available at each step of the survey creation process.

In this final step before launch, you can review all your survey settings and content. Once you're satisfied, proceed to publish your survey to make it live for your selected respondents.

Your created surveys are displayed in a list view on this page, along with their corresponding Survey Link (automatically generated), Status, Type, Mode, and their active period, and by whom they were created. Here, you can manage your surveys: copy and delete surveys that have already been posted. Surveys with a Draft status can be edited. You can quickly find specific surveys by filtering the list by several criteria:

• Status
• Mode: Public, Anonymous, Internal (See definition above)
• Date: Allows you to filter surveys based on their Start Date and End Date, enabling you to find surveys that were active within a specific timeframe.

• Type: Filter surveys based on their specific category or purpose (e.g., Employee Experience, Policy and Benefits).

• Draft: Surveys that are currently being created and are not yet live or sent to respondents. 
• Posted: Surveys that have been published and are currently active, or were active and have reached their end date, but responses were collected. 
• Finished: Surveys where the specified end date has passed and no further responses are being collected.