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Running Surveys

Applicable packages Leave Time HR Essentials HR Success


Required Roles Team Manager HR ManagerAdministrator ADU Manager

In this article: 

About Surveys

Running Surveys

Reviewing Survey Responses


About Surveys


Surveys are sent to employees to gauge their opinion on a variety of topics within your business. Surveys are set up using Survey Templates.


Surveys can be run automatically on a schedule or manually sent ad-hoc. 


Once employees respond to their survey requests, you'll see the responses in the reporting section within the Survey Responses page. 


If your Survey runs on a schedule, you'll also be able to see trends in employee answers across previous Surveys.



Running Surveys


If you have set up the Schedule on your Survey Template, Surveys will start sending to employees automatically. Surveys can be sent out Monthly, Quarterly, Bi-annually or Annually. 


You must make sure that the Survey Template has been set to Published for this to happen. 


 You can check the schedule and status of your Survey Template by going to Culture > Admin & Config > Survey Templates. 




If you want to send an ad-hoc survey, or send a request without setting up a schedule, you can do this by going to Culture > Admin & Config > Survey Responses > Create Survey. 



Once Surveys have been sent, either on a Schelde or manually, you'll see the progress on the Survey Responses page. 



Reviewing Survey Responses


Once you've received survey responses, you can review employee answers and sentiments by going to Culture > Admin & Config > Survey Responses. 


Click on your Survey where you'll be shown a number of reports relating to the answers. 


The Insights page allows you to visually understand the responses to your survey. Here you'll be able to see the overall participation, the Survey Score (based on Answer Group scoring), a section summary, individual topic responses, your highest scoring and lowest scoring topics and trends. 



The Topic Scores tab will give you a detailed understanding of the topic responses. 



If employees have submitted comments against any of their responses, you'll be able to see these on the Comments tab. 


Tip: Click the + button next to Section / Topic in the main menu to view all responses at once.



If comments have been declined, you will see these on the Declined Comments tab. 


Finally, you can view the Trends tab which will show you employee response trends over time - this is only useful if your reviews run on a schedule. 




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