Survey user guide for admins

Table of contents

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

1. Introduction

A survey is a powerful tool that allows organizations to gather feedback and insights from front-line employees about their work-related aspects, such as job satisfaction, engagement, and organizational culture, to identify improvement areas and make informed decisions.

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

1.1. How does it work

1. Admins can create and share surveys with employees across the organization.
2. Respondents receive notifications and can respond to the survey from the web and mobile applications.
3. Admins can view and export the respondents' responses.

1.2. User actions

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

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

2. Create survey

Pre-defined survey templates curated by industry experts are available. You can use them as they are or customize them to meet your needs.

You can also create a survey with questions tailored to your organization's requirements. Learn more in Create survey.

3. View survey

You can view 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 previous surveys.

4. Add and manage section and question

After creating a 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 respondents so they can submit their responses.

Learn more in Add and manage section and question.

Predefined survey templates curated by industry experts are available. These include agreement choice, employee net promoter score, and text-type questions. You can also import questions to the sections. Learn more in Import questions.

5. Manage 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 survey title and description
• Push a survey to the template library
• Manage authors and co-authors
• Copy the survey
• Delete the survey

Learn more in Manage survey.

6. Share survey

After creating a survey, you can share it with anyone, both internal audiences within the organization and external audiences.

After sharing a survey, you can edit the options in a question, add new ones, or hide them. However, you can only delete newly added options, not existing ones.

Learn more in Share survey.

7. Manage assignment

You can share surveys through assignments. After sharing surveys, 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 survey at regular intervals. You can schedule the recurrence weekly, monthly, quarterly, bi-annually, annually, or customize the period as required. Once the assignments recur, they will appear below the main (parent) assignment with automatic numbering. On the recurred assignments, you can view the numbering, which indicates 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 a survey, you can manage respondents by adding and removing them. Learn more in Manage respondents.

9. Nudge respondents

After sharing a 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. 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 survey responses.

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