Available for the following plans: Plus, Engage, Elite, Unlimited
Available for the following HR classic plan: Premium, Platinum
Available for the following user access levels: Manager, Admin
The Custom Survey feature enables you to create and send a one-time custom survey to a selected audience. You can edit survey details, download responses as a CSV, view settings, and delete surveys if necessary. Published surveys are accessible from employee dashboards, prioritised after any outstanding happiness surveys. Note that the response type cannot be changed post-publication and surveys automatically archive after the end date passes.
Getting started
Important
Accounts on the Platinum and Premium Plans can create their own surveys and use the template surveys, while those on the Standard plan cannot create custom surveys, and can only use our template surveys.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the New Custom Survey button.
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Complete the following fields:
- Enter survey title.
- Enter a question.
- Question type.
Helpful Hint
Click the Add Question button to add extra questions to your survey. There is no limit to the amount of questions you can add to your custom survey.
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Click the Next button.
Helpful Hint
You can rearrange the order of your questions by dragging and dropping each question's grey header.
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Select from the following response types:
Important
The anonymous response type is only available to users on our platinum pricing tier.
- Anonymous.
- Non-anonymous.
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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.
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Click the Save as Draft button.
Important
If you want to send the survey out immediately to the selected users, click the Publish button, i.e., the survey becomes available on the selected user's dashboard.
Important
You can only publish a survey when the status of the survey shows as a draft.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the Actions button.
- Click the Publish button.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click a published survey that needs participants added.
- Click the Settings tab.
- Click the Add Participants button.
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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
- Click the Confirm button.
Helpful Hint
The Results tab is only available on surveys with a Published or Archived status. At least one participant must have responded before results are displayed.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the survey whose results you want to view.
- Click the Results tab.
The Results tab shows the following information:
- Completion statistics — at the top of the tab you will see the total number of participants the survey was sent to, the number of responses received, and the response rate percentage.
- Open-text questions — all submitted written responses are listed in a scrollable table. On non-anonymous surveys, the respondent's name is shown alongside each response.
- Multiple-choice questions — results are displayed as a chart showing each answer option with its response count and percentage of total responses.
Questions are displayed in the same order they were set in the survey.
Helpful Hint
For anonymous surveys, results are hidden until at least 5 responses have been received. If the threshold has not been met, a message will appear explaining when results will become available.
Daily activities
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the Filter button.
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Select from the following options:
- Show all.
- Published.
- Draft.
- Archived.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click a published survey that needs questions viewed.
-
Click the Questions tab.
Helpful Hint
You will now see the survey questions on your screen.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the published survey that needs settings viewed.
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Click the Settings tab.
Helpful Hint
You will now see the survey settings on your screen.
Editing data
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click a draft survey that needs editing.
- Click the Questions tab.
- Make the required changes and click the Next button.
- Click the Settings tab.
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Make the required changes to the survey response type.
Important
The anonymous response type is only available to users on our platinum pricing tier.
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Make the required changes to the survey sharing settings.
Important
The survey sharing options are only available to users on our platinum pricing tier.
- Make the required changes to the survey scheduling settings.
-
Click the Save a Draft button.
Important
If you want to send the survey out immediately to the selected users, click the Publish button, i.e., the survey becomes available on the selected user's dashboard.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the published survey that needs the end date updated.
- Click the Settings tab
- Click the Edit button.
- Enter the updated time and date.
- Click the Confirm button.
Data management
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the Actions button.
- Click the Clone button.
- Edit the questions as needed.
- Click the Next button.
- Edit the response type, participants, and schedule as needed.
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You can either:
- Click the Save As Draft button to save the clone as a draft; Or
- Click Publish to publish the cloned survey.
Important
To download the survey results as a CSV file, your user role must be an admin or owner level and at least one employee needs to have responded to the survey.
Anonymous surveys require at least 5 participants within the survey and at least 5 responses before you will be able to view the survey results.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the Actions button.
- Click the Download Responses button.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click an archived survey that needs reopening.
- Click the Settings tab
- Click the Reopen button.
Removing data
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the Actions button.
- Click the Archive button.
- Click the Archive button.
Important
You can only delete a survey when there are no employee responses.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Custom Surveys tab.
- Click the Actions 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. | ||||