Engagement survey user guide for admins

Table of contents

1. Introduction
   1.1. How does it work
   1.2. User actions
2. Create engagement survey
3. View engagement survey
4. Add and manage section and question
5. Manage engagement survey
6. Share engagement survey
7. Manage assignment
8. Manage respondents
9. Nudge respondents
10. Create and manage baseline
11. View analytics
12. View and export responses

1. Introduction

An engagement survey is a powerful tool that empowers organizations to assess and improve non-desk employee engagement effectively. It provides a structured approach for gathering feedback from non-desk employees, identifying strengths and areas of improvement, and driving initiatives to enhance overall engagement levels.

The engagement survey provides research-based questionnaires designed by industry experts, enabling organizations to collect anonymous responses from employees securely and unbiasedly.

Admins can create a survey that can reach multiple audiences across the organization. Learn more in Create engagement survey.

1.1. How does it work

1. Admins can use the e10 template or customize it to create engagement surveys and share them with employees across the organization.
2. Respondents receive notifications and can submit anonymous responses via the web and mobile applications.
3. Admins can view and export the respondents' responses and analyze them.
4. Develop action plans based on respondents' responses.

1.2. User actions

Admins, considered as authors, can perform the following actions in the engagement survey:

• Create engagement survey
• Add yourself or app profile admins as authors or co-authors to the engagement survey created by others
• Copy engagement surveys and push them to the template library created by others
• Collect anonymous responses
• Share engagement surveys across the organization with the flexibility to set or skip an end date
• Create and manage the assignments in engagement surveys created by others
• Copy and push the engagement survey to the template library created by others
• Set recurrence to assignments
• View and export responses
• View analytics

2. Create engagement survey

A pre-defined e10 template curated by industry experts is available, consisting of 10 sections and 55 questions. You can use the e10 template as it is or customize it to meet your requirements.

You can also create an engagement survey from scratch based on your requirements. Learn more in Create an engagement survey.

3. View engagement survey

You can view engagement surveys to submit your response, ongoing surveys, and all surveys of your organization.

Navigate to Survey on the left pane.

In the Surveys field, you can view

• Surveys to be submitted, in which you are added as a respondent.
  Click Respond to submit your response.

• Ongoing Surveys, in which you are an author or co-author.
  Click View Responses to view employees' responses.

• All Surveys, in which all surveys are available.
  Click Share to create an assignment and share the survey with employees.

In the My Past Responses field, you can view your responses to the previous engagement surveys.

4. Add and manage section and question

After creating an engagement survey, you can add sections and questions and manage them if required.

You can add multiple sections to a survey and multiple questions to each section.

After adding sections and questions to a survey, you can

• Push it to the template library, making it accessible to other account admins and app profile admins.
• Share it with employees so they can submit their responses.

Learn more in Add and manage section and question.

Research-based questions designed by industry experts are available, including agreement choice, employee net promoter score, and text-type questions. Learn more in Import questions.

5. Manage engagement survey

After creating a survey, you can manage it by editing and deleting it. You can also push it to the template library and manage authors in it.

You can perform the following actions for each survey:

• Edit the engagement survey title and description
• Push an engagement survey to the template library
• Manage authors and co-authors
• Copy the engagement survey
• Delete the engagement survey

Learn more in Manage engagement survey.

6. Share engagement survey

After creating an engagement survey, you can share it with the employees across the organization. Learn more in Share engagement survey.

7. Manage assignment

You can share engagement surveys through assignments. After sharing them, you can manage them.

You can perform the following actions for each assignment:

• Edit the assignment
• Add or remove respondents
• Schedule the recurrence
• Close the assignment
• Open the closed assignment
• Delete the assignment

Recurrence gives the ability to share the engagement survey at regular intervals. You can schedule the recurrence weekly, monthly, quarterly, bi-annually, annually, and custom as required. Once the assignments recur, they will appear below the parent assignment with automatic numbering. On the recurred assignments, you can view the numbering, which indicates to the author how many times the assignments have occurred.

You can enable or disable the recurrence at any time. Learn more in Manage assignment.

8. Manage respondents

After sharing an engagement survey, you can manage respondents by adding and removing them. Learn more in Manage respondents.

9. Nudge respondents

After sharing an engagement survey, you can nudge respondents who have not submitted their responses. They can nudge respondents either individually or in bulk. Learn more in Nudge respondents.

10. Create and manage baseline

A baseline serves as a reference point for comparing engagement survey responses. The system auto-generates a cycle period baseline, while admins can create a custom baseline to evaluate and measure employee engagement initiatives. Learn more in Create and manage baseline.

The system calculates the heat map using the baseline as the reference score. Once the survey is completed, a heat map is generated automatically.

11. View analytics

After respondents submit their responses, the system automatically generates analytics for each assignment that you can view.

On the Analytics page, you can view the favorability distribution and heat map that are generated based on responses to agreement choice questions. The driver questions are used to calculate the engagement index. Learn more in View engagement survey analytics.

12. View and export responses

Once respondents submit their responses, you can view them and export the reports in Excel format.

You can filter the responses based on the date range, specific assignment, question-wise responses, and individual responses. You can export individual and aggregated reports. Learn more in View and export engagement survey responses.

Learn more in the glossary to understand the key terms of the engagement survey.