You find surveys in “Menu” under “Surveys”: as a partner in the “Communication” group, as head office in the “Team” group. Head office and partners can create them; everyone who is invited can take part.
Create a survey
Tap “New survey” and choose a template – “Employee satisfaction (short)”, “Recommendation” (eNPS), “30-day onboarding review”, “Exit survey” – or “Blank survey”.
Enter a “Title” and an “Introduction”, and under “Schedule” choose one-off, repeating, or automatic after someone joins or before someone leaves.
Set “Start”, “End” and the “Response window (days)”, and under “Who is asked?” choose roles and locations.
Decide whether you want an “Anonymous survey”, and set the minimum group size (“Only show results from this many responses”, at least 3).
Adjust the “Questions” and tap “Start survey”.
Important: Whether a survey is anonymous cannot be changed later. Anonymous answers are stored without names; results only appear after the end and only for groups that reach the minimum size.
- In the browser
- Put together your own questions and see all results.
- In the app
- Start surveys from templates (“Start from a template”) and take part. You put together your own questions in the browser.
Take part
Under “Your surveys” tap “Take part”, answer the questions and tap “Submit answers”. You can only submit once. You also see open invitations in the feed on “Home” (“New survey – take part now”) and in your tasks.
Results
The results page shows “Participation”, “Results” and “Over time”. There you also find “Send reminder”, “End now”, “Copy as template” and “Download CSV”.