For creating engagement surveys for your organization, the first step is to go to Me >> Settings >> Engagement >> Engagement Surveys. Here, you’ll find a list of all the surveys ever created and option to search through them via name, driver and status of the surveys.
Once here, click on the blue “Add New Survey” button at the top right corner to begin the survey creation process.
Step 1: Name the survey and then select the engagement drivers you wish to add from the list below. Then choose between an Org chart survey type (the default option) or an Event based survey type.
Step 2: In the next screen, you’ll be required to select the participants for the survey by either selecting one of the previously-made cohorts or by uploading an employees list. Via cohorts, you also have the option to create a new cohort and then use it here.
Step 3: Next, select a template which you’d have previously created via the Engagement Template section in settings. Here you can search through the list of the templates by either the template or the template creator's name.
Step 4: The next step involves defining the configuration settings of the survey which consist of deciding on the survey date, if you want to record the employee’s names (employee privacy) and if you wish to share the survey results with everyone (analytics deliverables).
Step 5: Next, given that not everyone will fill the survey at the first instant and might forget about it, setting up reminders for them would be a good practice, which is what the next section helps with. You can set any number of reminders and configure the timeline for each of them. Additionally, you can also choose to send the reminder to the participant or their manager.
Step 6: This is just a validation section to ensure that all the employees you wish to be part of the survey have a well-defined manager, department and grade. And if that's true, this screen should highlight “0 employees” for all the three fields.
Step 7: This is the final summary section for you to check if all the previous sections have been set up the way you wanted them to, with the option to always go back to rectify if anything is amiss here.
Once everything looks fine, click on the blue “Create Survey” button at the bottom right corner to finish the survey completion process.