Overview
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 Managing Custom Survey feature allows you to create a one-off custom survey, choose the intended audience, and then send it on to those users. You can also use this feature to edit the information if it needs changing, download the responses as a CSV file, view the survey settings and delete an entry if it is no longer required.
Important
Once you publish a custom survey, your employees can access it from their dashboard. If you have sent off a happiness survey, this needs actioning first before we will display the survey to your employees.
Helpful Hint
Once a survey end date passes, the platform will auto-archive the survey.
Availability
HR Plan: | Standard | Premium | Platinum |
User Access: | Employee | Manager | Admin |
We base the default access level on a per user basis and whether they have view, edit and delete access, excluding any changes made via our Custom Security feature.
Getting started
The below premises will walk you through how to create a once-off survey and how to add participants to a published survey.
Important
Accounts on the Platinum and Premium Plans can create their own surveys and use the template surveys. Accounts 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.
- 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.
- 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, 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 a published survey that needs participants added.
- Click the Settings tab.
- Click the Add Participants button.
- 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.
Maintain
The below premises will walk you through how to download your responses, view your survey questions and settings; edit a draft survey, and delete an entry if it is no longer required.
- 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.
- Make the required changes to the survey response type.
Important
The anonymous response type is only available to users on our platinum pricing tier.
- 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.
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.
Further information
Feature. | Standard. | Premium. | Platinum. |
---|---|---|---|
Create surveys from one of our templates. |
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Create their own custom surveys. |
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Share to all employees. |
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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. |
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Save as a draft. | |||
Create your own templates. |
Author recommended
So you have now created a customised employee survey 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.
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