Surveys play a pivotal role in gathering feedback, opinions, and responses from employees. This valuable information aids in enhancing operations, reducing turnover, and fostering improved communication between managers and employees.
Check the video overview of the Pulse module
Check the video overview of the Pulse module
Configure permissions to manage surveys
Configure permissions to manage surveys
If you are not the administrator of the system, you need specific permission to manage surveys. An administrator can grant thіs permission by completing the following steps:
Open the Roles & permissions section.
Select the role that requires permission to create and launch surveys.
Navigate to Edit role (or create a new one) > Company > Pulse.
Tick the Manage surveys box to enable survey management permissions.
Create segments
Create segments
Segments are so-called filters you can create to get more detailed results from the survey audience. Segments are used to break down survey data by categories such as department, location, and division, helping you understand trends and sentiments across specific organization groups.
To add a new segment, complete the following steps:
Go to Settings > Pulse > Segments.
Click + Add.
Enter the name of the segment.
Select one or several parameters you want to include in the segment. You can choose from departments, locations, divisions or combine all of them.
Save segment.
If you want to edit or delete a segment, click the 3 dots next to the required segment and choose the corresponding option.
Add scales
Add scales
You can prepare various types of scales to use for further rating questions. To do it, complete the following actions:
Go to Settings > Pulse > Scales.
Click + New.
Enter the name of a scale and provide a range of answers from the most positive to the most negative option.
Save scale.
To edit or delete a scale, click the 3 dots next to the required scale and choose the corresponding option.
Manage drivers
Manage drivers
Drivers are key points or themes that connect various questions in a survey, and help structure the analysis. By categorizing responses under drivers, you get insights into how each factor contributes to overall results. For instance, if Recognition is a driver, questions might assess how valued employees feel and how often they receive feedback. When analyzing results, you can see how much Recognition affects overall engagement.
The platform has pre-created drivers, but you can add as many other drivers as you need. To do it, complete the following actions:
From the left menu, go to Surveys > Manage drivers.
Click + New.
Enter a name for a new driver and choose an emoji representing the driver's concept.
Save the driver.
In case you need to edit or delete a driver, click the 3 dots next to the required driver and choose the corresponding option.
When creating a survey, you will add created drivers to the corresponding questions. Only one driver can be applied to one question.
Creating a survey using a template
Creating a survey using a template
From the left menu, select Surveys.
Click + Create survey and select Using a template.
3. Find the most appropriate template:
Stress management
Employee satisfaction
Gallup's Q12 main
Engagement index
Gallup's Q12 alternative
Team performance
🪄 You can change template content: add questions or sections, delete questions from the template.
4. Click Use this template when you are ready.
5. In the Details tab, you can:
Change a survey name.
Choose the survey language.
Tick the Anonymous survey checkbox if you want the answers to be anonymous.
Allow back navigation for participants to revisit and modify their answers.
Set up the email template for the survey invitation.
Set the minimum number of responses must be collected (in an anonymous survey) to appear in the Comments tab for you to see and analyze them (recommended default: 5).
Create a compelling survey introduction message.
6. In the Questions tab:
View and edit existing questions.
If necessary, add your selections and questions, edit existing questions, adjust answer scales, enable comments, and choose drivers.
Mark the checkbox for mandatory comments.
7. In the Participants tab, choose participants using conditions. By default, all employees are included as participants. You can filter employees by various parameters to ensure maximum flexibility. When adding multiple conditions, you can choose the 'Operator and' option to narrow the selection, as all your conditions must work together. Otherwise, select the 'Or' option to select employees to whom either one condition or the other applies.
8. In the Launch tab, specify start and end dates and times.
9. Optimize response rates by adding reminders, especially in the middle and closer to the end.
🪄 To increase participation, include survey objectives, remind participants of the survey anonymity, and let participants know how long it will take to complete the survey.
10. Click Save if you’d like to finish setting up the survey later, or click Save and publish if you’re done setting up the survey.
Receive notifications
Receive notifications
All participants receive invitation emails with survey links or notifications in the system.
Complete the survey
Complete the survey
You can complete the survey from the Me > Overview tab.
Also, the task of completing a survey is displayed in the To-do's section on the Home page.
Access company surveys
Access company surveys
To access all surveys within the company, you must go to the Surveys tab from the left menu. Surveys are categorized into three sections:
Active and Drafting: Includes surveys in draft or running status. From the three dots menu, you can edit, copy, preview, or archive.
Finished: Displays all completed surveys. From the three dots menu, options include edit, copy, preview, or archive.
Archived: Lists all archived surveys. From the three dots menu, you can edit, copy, preview, restore, or delete.
To view the survey details and results, you must click its name.
Nudge participants
Nudge participants
After launching the survey, responses will be updated in real-time, meaning you can observe the survey results as they come in.
In the Participants tab, you can nudge all participants by clicking the 3 dots icon and selecting Nudge All.
To nudge a concrete employee, select the participant from the list, click the 3 dots next to them, and choose Send nudge.
Deal with the survey results
Deal with the survey results
All information on how to work with results can be found on the View and Analyze survey result page.
Export results
Export results
To download all survey results, go to the required survey and click on the three dots in the upper right corner. Choose the preferred format: PDF, Excel, or CSV. After selecting the format, the file will be automatically downloaded to your computer.
We have a separate Export button on each page to download data only from this page. For example, you need to download only comments.
You can also use filters and export only filtered results. For example, you want to download a score grid for the Marketing department.
FAQ
FAQ
What can I edit once a survey is launched? What cannot be changed after a survey has been launched?
After launching a survey, you can edit the survey name and the end date. You cannot edit the participants. If you choose to conduct the survey anonymously, this setting cannot be changed after the survey is launched. Once the survey is launched, you can only edit parts of the form that will not interfere with the results standardization, such as text data and types that will not affect the form calculation or results.