How do I manage my organisation's custom surveys via the HR platform?

Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin    

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. A Response Type cannot be changed after a Custom Survey is published. 

Helpful Hint

Once a survey end date passes, the platform will auto-archive the survey.

  Interactive learning

Watch a video

Getting started

Create a once-off survey

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.

  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the New Custom Survey button.
    screenshot of the custom surveys page, highlighting the new custom survey button
  5. 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.

  6. Click the Next button.
    screenshot of the create survey page, highlighting the next button

    Helpful Hint

    You can rearrange the order of your questions by dragging and dropping each question's grey header.

  7. Select from the following response types:

    Important

    The anonymous response type is only available to users on our platinum pricing tier.

    • Anonymous.
    • Non-anonymous.
  8. 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
  9. Select from the following survey scheduling options:
    • Start date.
    • Start time.
    • End date.
    • End time.
  10. 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.

    screenshot of the create survey page, highlighting the save as draft button
Publish a draft survey

Important

You can only publish a survey when the status of the survey shows as a draft.

  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions button.
  5. Click the Publish button.
    screenshot of the custom surveys page, highlighting the actions dropdown and publish buttons for a survey
Add participants to a published survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click a published survey that needs participants added.
    screenshot of the custom surveys page, highlighting a published survey
  5. Click the Settings tab.
  6. Click the Add Participants button.
    screenshot of the settings tab, highlighting the add participants button
  7. 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
  8. Click the Confirm button.
    screenshot of the settings tab, highlighting the confirm button

Daily activities

Filter displayed surveys
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Filter button.
  5. Select from the following options:
    • Show all.
    • Published.
    • Draft.
    • Archived.
    screenshot of the custom surveys page, highlighting the filter dropdown button
View questions used in a published survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click a published survey that needs questions viewed.
    screenshot of the custom surveys page, highlighting a published survey
  5. Click the Questions tab.

    Helpful Hint

    You will now see the survey questions on your screen.

    screenshot of the questions tab, showing the questions and available answer options
View survey settings
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the published survey that needs settings viewed.
    screenshot of the custom surveys page, highlighting a survey
  5. Click the Settings tab.

    Helpful Hint

    You will now see the survey settings on your screen.

    screenshot of the settings tab, where you can show the settings of the survey

Editing data

Edit a draft survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click a draft survey that needs editing.
    screenshot of the custom surveys page, highlighting a survey
  5. Click the Questions tab.
  6. Make the required changes and click the Next button.
    screenshot of the questions page, highlighting the next button
  7. Click the Settings tab.
  8. Make the required changes to the survey response type.

    Important

    The anonymous response type is only available to users on our platinum pricing tier.

  9. Make the required changes to the survey sharing settings.

    Important

    The survey sharing options are only available to users on our platinum pricing tier.

  10. Make the required changes to the survey scheduling settings.
  11. 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.

    screenshot of the settings, highlighting the save as a draft button
Update the end date of a published survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the published survey that needs the end date updated.
    screenshot of the custom surveys page, highlighting a survey
  5. Click the Settings tab
  6. Click the Edit button.
    screenshot of the settings tab, highlighting the edit button for the end date
  7. Enter the updated time and date.
  8. Click the Confirm button.
    screenshot of the settings tab, highlighting the confirm

Data management

Clone a survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions button.
  5. Click the Clone button.
    screenshot of the custom surveys page, highlighting the actions dropdown and clone buttons for a survey
  6. Edit the questions as needed.
  7. Click the Next button.
    screenshot of the create a new survey page, highlighting the next button
  8. Edit the response type, participants, and schedule as needed.
  9. You can either:
    • Click the Save As Draft button to save the clone as a draft; Or
    • Click Publish to publish the cloned survey.
    screenshot of the create survey page, highlighting the save as draft and publish buttons
Download the results of a published 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.

  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions button.
  5. Click the Download Responses button.
    screenshot of the custom surveys page, highlighting the actions dropdown and download responses buttons for a survey
Re-open an archived survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click an archived survey that needs reopening.
    screenshot of the custom surveys page, highlighting an archived survey
  5. Click the Settings tab
  6. Click the Reopen button.
    screenshot of the settings tab, highlighting the reopen button

Removing data

Archive a survey
  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions button.
  5. Click the Archive button.
    screenshot of the custom surveys page, highlighting the actions dropdown and archive buttons for a survey
  6. Click the Archive button.
    screenshot of the archive confirmation popup, highlighting the archive button
Delete a draft survey

Important

You can only delete a survey when there are no employee responses.

  1. Click the Engagement menu.
  2. Click the Custom Survey submenu.
  3. Click the Custom Surveys tab.
  4. Click the Actions button.
  5. Click the Delete button.
    screenshot of the custom surveys page, highlighting the actions dropdown and delete buttons for a draft survey
  6. Click the Delete button.
    screenshot of the delete confirmation popup, highlighting the delete button

Further information

What feature is available on each plan?
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.
       

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