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Respond to replies received on my happiness survey comments

Updated

Available for the following plans: Respond to replies received on my happiness survey comments
Available for the following User Access levels: Admin

Employee surveys are essential tools for assessing engagement and experience within your organization. The Survey Templates feature allows you to create custom templates from scratch for repeated use or choose from pre-existing master templates.

Note: You must create at least one custom survey before you can access the Templates tab; it will not appear in your menu if you have not used custom surveys previously.

Getting started

Customizing your own templates allows you to tailor questions to specific Canadian provincial requirements or internal cultural initiatives.

Important

Creating your own survey templates is a feature exclusive to the Platinum plan.

Create a survey template
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Templates tab.
  4. Click the New Survey Template button.

  5. Complete the Template details:

    • Survey Title: Enter a clear name (e.g., "Q4 Engagement Survey - Toronto Hub").
    • Enter a Question: Type your first survey question.
    • Question Type: Select the response format (e.g., Multiple Choice, Free Text).

    Helpful Hint

    Click the Add Question button to add further questions to your survey. There is no limit to the number of questions you can add to your custom survey.

  6. Click the Save button.

Daily activities

Use an existing survey template
  1. Go to Engagement > Custom Survey and select the Templates tab.
  2. Select the desired document by clicking the Use Template button.
  3. Click the Next button.
  4. Select Response Type: Choose between Anonymous (Platinum only) or Non-anonymous.
  5. Select Sharing Options: Choose to share with All employees, specific Groups, or Locations (Platinum only).
  6. Schedule the Survey: Select the Start/End date and Start/End time.
  7. Click either Save a Draft or Publish to send the survey out immediately.
View a survey template
  1. Navigate to Engagement > Custom Survey > Templates.
  2. Click the template name that needs viewing.

Editing and removing data

Edit a survey template
  1. Navigate to Engagement > Custom Survey > Templates.
  2. Click the template that needs editing.
  3. Click the Edit Template button.
  4. Make changes and click Save Changes.
Delete a survey template
  1. Navigate to Engagement > Custom Survey > Templates.
  2. Click the Action (downward arrow) button next to the template.
  3. Click the Delete button and confirm.

Further information

Plan Availability Comparison (Canada)

The table below compares which happiness survey comment features are available on the Standard, Premium and Platinum plans in Canada.

Feature Standard Premium Platinum
Use master templates ✓ ✓ ✓
Create your own custom surveys ✓ ✓
Share to teams/locations ✓
Create anonymous surveys ✓