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
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.
- 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.
Helpful Hint
You can rearrange the order of your questions by dragging and dropping each question's grey header.
- 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 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.
- 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.
Daily activities
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.
- 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.
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.
- 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.
Removing data
Further information
Feature. | Free | Standard. | Premium. | Platinum. |
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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. |
Explore related content
- Completing my assigned surveys | HR Web Platform This article shows you how an employee can complete the survey you just created via their My Dashboard feature.
- Managing your exit surveys | HR Web Platform This feature allows you to create a one-off exit interview survey, choose the intended audience, and then send it on to those users.
Comments
Thanks for this! With regards to - excluding any changes made via our Custom Security feature, I can't seem to find any options in there that allows me to limit access to the Custom Survey module. Am trying to limit access to the results/response from the survey to a couple of individuals - but there doesn't look like an obvious way to do so?
Hi Steve Liew I can definitely see how custom security access for our Custom Survery feature would make for an impactful feature set and add value to your organisation's way of working. Although this is not current functionality, please be assured, I have noted this as feedback and shared it with our product development team for future consideration.
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