Creating Engagement Surveys

Employee engagement is available when your package includes it (typically Professional full suite, not Basic).

Engagement surveys measure satisfaction and trends over time.

Creating a survey

1. Navigate to Employee Engagement > Surveys
2. Click "Create Survey"
3. Enter survey details:
   • Title: Survey name (e.g., "Q1 2025 Employee Pulse")
   • Description: What the survey measures
   • Start Date: When the survey becomes active
   • End Date: When responses are no longer accepted

Using Templates

• Choose from pre-built survey templates
• Templates include common engagement questions
• Customize template questions to fit your needs
• Or create a completely custom survey

Target Audience

• All Employees: Survey sent to everyone in your organization
• Specific Department: Target a particular department
• Selected Employees: Choose specific individuals

Survey Questions

• Add questions with different types:
  • Rating scales (1-5 or 1-10)
  • Multiple choice
  • Open-ended text responses
• Questions can measure:
  • Job satisfaction
  • Work-life balance
  • Manager effectiveness
  • Team collaboration
  • Company culture

Deploying Surveys

• Set survey status to "Active" to launch
• Employees receive notifications to complete the survey
• Track response rates in real-time
• Send reminders to increase participation

Best Practices

• Keep surveys concise to improve completion rates
• Use a mix of quantitative (ratings) and qualitative (open-ended) questions
• Deploy surveys regularly (quarterly or monthly) to track trends
• Communicate the purpose and how results will be used
• Ensure anonymity to encourage honest responses