Employee surveys are a set of questions you ask your team and are a great way to gain insight into employee engagement and experience within your organisation. You can design employee surveys to measure your employees’ thoughts, opinions, and feelings within your workplace and use these insights to build a stronger workplace culture.
The Constructing Survey Templates feature allows you to create a survey template from scratch that you can then use repeatedly within your business, or you can choose to use one of our provided templates. You can also use this feature to edit the information if it needs changing and delete an entry if it is no longer required.
Important
Before you can create a template, you need to create a survey first, i.e. if you have never used custom surveys, the Templates tab will not display at all for you.
Availability
| HR Plan: | Free | Standard | Premium | Platinum |
| User Access: | Employee | Manager | Admin |
This is the default access level per user and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
Important
The following features are only available to users on our platinum pricing tier.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Click the New Survey Template button.
- Complete the following fields:
- Enter survey title.
- Enter a question.
- Question type.
Helpful Hint
Click the Add Question button to add further questions to your survey. There is no limit to the amount of questions you can add to your custom survey.
- Click the Save button.
Daily activities
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Select the desired document by clicking the Use Template button.
- Click the Next button.
- Select from the following response types:
Important
The anonymous response type is only available to users on our platinum pricing tier.
- Anonymous.
- Non-anonymous.
- Select from the following sharing options:
Important
The following sharing options are only available to users on our platinum pricing tier.
- All employees
- Employees.
- Teams
- Locations
- Select from the following survey scheduling options:
- Start date.
- Start time.
- End date.
- End time.
- Click the Save a Draft button.
Important
If you want to send the survey out immediately to the selected users, click the Publish button and will mean the survey becomes available on the selected user's dashboard.
Important
You can only use the below feature if you are on our platinum pricing tier.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Click the Actions button
- Click the Use Template button
- Complete the following fields:
- Enter survey title.
- Enter a question.
- Question type.
Helpful Hint
Click the Add Question button to add further questions to your survey. There is no limit to the amount of questions you can add to your custom survey.
- Click the Next button.
- Select from the following response types:
Important
The anonymous response type is only available to users on our platinum pricing tier.
- Anonymous.
- Non-anonymous.
- Select from the following sharing options:
Important
The following sharing options are only available to users on our platinum pricing tier.
- All employees
- Employees.
- Teams
- Locations
- Select from the following survey scheduling options:
- Start date.
- Start time.
- End date.
- End time.
- Click the Save a Draft button.
Important
If you want to send the survey out immediately to the selected users, click the Publish button and will mean the survey becomes available on the selected user's dashboard.
Important
You can only use the below feature if you are on our platinum pricing tier.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Click the template that needs viewing
Helpful Hint
You will now see the survey template on your screen.
Editing data
Important
You can only use the below feature if you are on our platinum pricing tier.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Click the template that needs editing
- Click the Edit Template button
- Make the required changes and click the Save Changes button
Removing data
Important
You can only use the below feature if you are on our platinum pricing tier.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Click the Action button
- Click the Delete button
- Click the Delete button
Further information
| Feature. | Free | Standard. | Premium. | Platinum. |
|---|---|---|---|---|
|
Create surveys from one of our templates. |
|
|
||
|
Create their own custom surveys. |
|
|
||
|
Share to all employees. |
|
|
||
| Share to individuals, teams, or locations. | ||||
| Schedule start and end date/times. | ||||
| Create anonymous surveys. | ||||
| Archive a survey. | ||||
| Unarchiving a survey. | ||||
|
Add participants (edit). |
View only | |||
|
Update end date (edit). |
View only | |||
|
Cloning a survey. |
||||
| Save as a draft. | ||||
|
Create your own templates. |
Author recommended
So you have now created a customised survey template and you are now wondering what next can I do. There are two recommendations I would make on this front and they are:
- HR Platform: Completing My Assigned Surveys on My Dashboard This article shows you how an employee can access and complete an assigned survey via the My Dashboard feature.
- HR Mobile App: Completing My Assigned Surveys This article shows you how an employee can access and complete an assigned survey via the Employment Hero mobile phone app.
Comments
Article is closed for comments.