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  2. Perform & Engage 365
  3. Employee Engagement

Configure an engagement survey in Perform & Engage 365

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Introduction

Super admins can create and publish engagement surveys for the entire organization, specific departments or teams, or named individuals in Perform & Engage 365.

To ensure your organization gets good quality responses, you might ask employees to answer each question in the survey. However, employees have to provide an answer to just one question before they can submit their response.

All survey responses are anonymous and can't be traced back to an employee but it's possible to view survey reports, which give a summary of respondents' answers.

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 engagement surveys.

For information about how to create survey questions and how to group them, see this article.

 

In this article:

 

Create an engagement survey

Required role: Super admin.

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

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

Here, you can see all your organization's engagement surveys. The number of intended recipients, survey status, survey start and end dates, and the response rate are displayed.

3. You can filter the view by selecting one or more checkboxes.

  • Include drafts. Shows unpublished surveys.
  • Include active. Shows published surveys that have a start date in the past or today.
  • Include published. Shows published surveys that have a start date in the future.
  • Include past. Shows surveys that have an end date in the past.

By default, active engagement surveys are displayed (the Include active filter is selected). Surveys are displayed in descending end date order.

4. Create a survey.

You can create a survey in two ways:

  • To create a survey and automatically populate it with all the questions from the Question Bank tab (that is to say, the questions prepared by employee experience and Human Success experts), select Create.
  • To create a custom survey and manually choose which questions you want to include from both the Question Bank and Custom Questions tabs, select the drop-down on next to the Create button and select Create custom survey.

Both methods enable you to choose which questions you want to include in the survey.

The New Engagement Surveys page opens.

5. Enter the following information:

  • Plan Name. Enter the name of the survey. This is a mandatory field.
  • Plan Description. Enter a description of the survey.
  • Start Date. Enter a start date for the survey. This should be today or a date in the future.
  • End Date. Enter an end date for the survey. This should be after the start date.

6. In the RECIPIENTS FILTER section, select the people you want to complete the survey. If you don't select a filter, everyone in your organization will receive the survey.

  • Departments. Filter recipients by department.
  • Team. Filter recipients by team.
  • Person. If you've configured person properties, you can use them as a filter.

You can apply multiple filters. People who are returned by at least one of the filters will be asked to complete the survey. For example, you might choose to send the survey to everyone in the Sales Department, as well as members of a specific team and named individuals.

The total number of people who will be asked to complete the survey, based on the filters selected, is displayed.

7. Select Add Question to add the questions you want to include in the survey. The Engagement Surveys - Questions page opens.

You can select questions from both the Question Bank and Custom Questions tabs, if required.

For information about how to configure and manage engagement survey questions and question groups, see this article.

If you created the survey by automatically adding questions from question banks, you can remove any unwanted questions and add any custom questions.

Each question group shows the number of questions it contains.

8. From the relevant tab, expand the sections that contain the questions you want to add to the survey. You can expand and collapse all the sections on the page by selecting Expand all and Collapse all (the double arrow icon) at the top of the list.

9. Select the Add check box for each question you want to add. Alternatively, use Select all at the top of the list to choose all the questions on the tab. Deselect this option to remove all questions, from both tabs, from the survey.

10. Check the order of the questions. The order in which questions are displayed in the survey will match the order displayed here. Drag and drop questions in the required order using the double horizontal bar icon on the right-hand side of each question.

If you change the display order for a published survey, the changes will be reflected the next time employees open the survey. This applies to surveys that employees have started but not yet completed.

11. When you've selected all the questions you want to add to the survey, select Save at the bottom of the dialog, or Cancel.

To publish the survey, select Publish. You can publish a survey only when the survey has:

  • A name.
  • One or more recipients.
  • One or more active questions.
  • A start date of today or a date in the future.
  • An end date that is after the start date.

Once published, employees can complete the survey from the start date up to and including the end date.

 

Manage engagement surveys

Required role: Super admin.

Once created, you can manage engagement surveys via the Engagement Surveys page. Select the ellipsis (...) menu for the relevant survey and then the relevant option.

 

Edit a survey

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

If the survey is active, a warning is displayed.

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

 

Send completion reminder/Re-send completion reminder

You can send a survey completion reminder to all recipients who haven't yet completed a survey. If recipients still haven't completed a survey, you can resend the reminder.

Select Send completion reminder or Re-send completion reminder.

 

Delete a survey

If you delete a survey, 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 survey by selecting OK, or you can Cancel the request.

 

Employee completes an engagement survey

Required role: Employee.

Once you've published the survey, on the survey start date, employees who were added as recipients of the survey will be invited to complete it. Employees will receive either an email or Microsoft Teams notification, depending on how they've chosen to receive notifications in Settings > Notifications. The notification includes a link to the survey.

The time at which employees will be notified of a new survey depends on the time they selected in Settings > Notifications > New Engagement Survey Assigned. By default, this is set to 09:00 (according to the Timezone they selected in Settings > User Settings > Profile) on the survey start date.

For information about how employees complete an engagement survey, see this article.

 

Engagement survey reports

Required role: Super admin.

It's possible to report on survey responses, where you can see respondents' anonymized answers. All survey responses are anonymous and can't be traced back to an employee. For more information about how Super admins run engagement survey reports, see this article.

 

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