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Configure and manage engagement survey questions and question groups in Perform & Engage 365

Introduction

While Zensai provides a range of employee engagement questions that are prepared by employee experience and Human Success experts, you can also create your own questions and include them in your Perform & Engage 365 surveys.

The engagement surveys feature isn't automatically enabled for your organization. To enable it, contact Zensai Product Support or your Customer Success Manager.

In this article, we describe how Super admins can configure and manage engagement survey questions and question groups.

You can add the created questions your engagement surveys. For more information, see this article.

 

In this article:

 

Configure engagement survey questions

Required role: Super admin.

1. Select Organisation > Engagement Surveys. The Engagement Surveys page opens.

2. Select the Questions card. The Engagement Surveys - Questions page opens.

Here, you can see all the available questions on two tabs.

  • Question Bank. Predefined, categorized employee engagement questions that are prepared by employee experience and Human Success experts. You'll find questions that span various areas so you might choose to browse these questions to see what is possible and use them as a template for your own questions. We encourage you to implement these questions in your surveys. While you can't edit these questions, you can add them to engagement surveys.
  • Custom Questions. Questions your organization has created. You can categorize custom questions in the same way as questions in question banks. Alternatively, you can leave questions ungrouped if they don't fit any of your categories.

3. Select the Custom Questions tab.

The Ungrouped Questions group is available by default but you can add more custom groups to better categorize your questions.

4. To create a question group, select Add Question Group. The Add Question Group dialog opens.

5. Enter a name for this question group and select Save.

6. To add a question to a question group, hover over the relevant question group and select Create a new question. The Add question to <question group name> dialog opens. The options available depend on the Question type selected.

 

Options available for all question types

Some options are available for all question types.

  • The Default language is the same one defined in your browser settings but this can be changed by selecting from the drop-down.
  • Enter the Question text.
  • Select the Question type.
  • Select any Attachments, if required. Admins can attach any relevant, related files to support a question. Either drag files into this section or select the link to find and upload them.

 

Text

Employees will enter text to answer this type of question.

1. Select Text from the Question type drop-down list.

2. In the Options section, choose whether you want to let employees add document attachments as part of their response. Select the Allow attachments in responses check box, if required.

 

Choice

Employees will select one or more answers from a list to answer this type of question. You can add between 2 and 10 answers for employees to choose from.

1. Select Choice from the Question type drop-down list.

Add a label for each choice you want to offer.

2. Select + to add choices or image 131.png (the bin icon) to delete them.

3. In the Options section, choose whether you want to let employees add comments in response to this question. Select the Comments allowed check box, if required.

4. Choose whether you want to let employees add document attachments as part of their response. Select the Allow attachments in responses check box, if required.

Employees can select as many of the answers as they want.

 

Rating

Employees will select an answer from a rating scale, for example 1 to 5, to answer this type of question.

1. Select Rating from the Question type drop-down list.

You can add custom labels for each rating on the scale.

2. Select + to add labels for each rating on the scale. Select image 131.png (the bin icon) to delete a label.

Instead of using numbers on the rating scale, you can use emojis. To do this, call up the emoji keyboard and choose the relevant emoji for each rating on the scale.

3. If you want employees to see both the rating numbers and the custom labels in the published survey (that is to say, they'll see Never as the label and 1 in the adjacent box, Sometimes as the label and 2 in the adjacent box, and so on), ensure you keep the Hidden checkbox in the Rating number input section deselected. To hide the rating numbers, select the checkbox.

4. In the Options section, choose whether you want to let employees add comments in response to this question. Select the Comments allowed check box, if required.

5. Choose whether you want to let employees add document attachments as part of their response. Select the Allow attachments in responses check box, if required.

 

Yes/No. 

Employees will select Yes or No to answer this type of question.

1. Select Yes/No from the Question type drop-down list.

2. In the Options section, choose whether you want to let employees add document attachments as part of their response. Select the Allow attachments in responses check box, if required.

 

Manage engagement survey questions

Once created, you can manage custom questions by hovering over the relevant question, selecting the ellipsis (...) menu, then the relevant option.

 

Edit a survey question

1. Select Edit. The Edit question dialog opens, where you can edit any of the question properties.

2. Select Save.

 

Move the question to a different question group

1. Select Move to group. The Move Question dialog opens.

2. Select Move next to the relevant question group to move the question, or Cancel.

 

Delete a survey question

If you delete a survey question, you won't be able to use it in any future engagement surveys. However, previous responses to this question are retained.

1. Select Delete.

2. Confirm you want to delete the question by selecting OK, or you can Cancel the request.

 

Manage question groups

Once created, you can manage custom question groups by hovering over the relevant group, selecting the ellipsis (...) menu, then the relevant option. These options aren't available for the default Ungrouped Questions group.

 

Edit a group

1. Select Edit. The Edit Question Group dialog opens, where you can change the group name.

2. Select Save, or you can Cancel any changes.

 

Delete a group

If you delete a question group, all the questions in the group will also be deleted and you won't be able to use them in any future engagement surveys.

1. Select Delete.

2. Confirm you want to delete the group by selecting OK, or you can Cancel the request.

 

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