You can create a survey using the Blank Survey template. You can also create a survey using the Employee Engagement Survey template.
Note: Some features may be restricted based on permissions for your user role.
Open Author Menu
In the Global Navigation menu, click the Application Switcher icon . Then, click the Author menu option .
Note: The Global Navigation menu may differ depending on what is enabled in your account.
Add Survey Name
In the Survey Name field, enter a survey name . To enable manager dashboards for the survey, click the Enable manager dashboards toggle button . Managers will receive an email notification once the survey closes to view their direct reports' results. Click the Save and Continue button .
In the Build tab , you can add text to display when employees begin and end the survey.
Enter text in the Front Cover Title and Front Cover Body fields .
Enter text in the Back Cover Title and Back Cover Body fields .
Create a New Question
To create a new question to add to the blank survey template, click the Create a New Question button . To search for previously created questions, enter the question text in the Search field . To filter the questions by factor, click the Filter menu .
In the Schedule tab , create a schedule to distribute the survey. You can change the survey frequency in months. To change the survey frequency, type a number in the Survey frequency field .
In the Survey start date field , select a date to distribute the survey. In the Survey window field , type the number of days the survey will be open.
If you want to set a specific end date, enter a date in the Survey end date field .
The calendars display the survey schedule after it is created .
Click the Save and Continue button .
In the Share tab , select recipients to receive the survey.
In the Search field , begin typing the name of a group or individuals. To add recipients to the list, click one of the populated names .
Customize Notification Email
You can customize the notification email by editing the headline, message, and button text .
You can include recent wins by selecting a factor to show how you are addressing employee feedback. Select a factor, enter headline text, and story text .
In the preview pane , you can view your customizations.
Schedule Survey Reminders
You can select multiple reminders and update or set new reminders to encourage survey completion.
To schedule survey reminders, click a Number of Days icon.
Once you have confirmed each review item is correct, click the circle icon next to the item to display a checkmark . The survey cannot be sent until you have confirmed each item.
If needed, you can update questions , schedule , and the distribution list .
Once all items have been confirmed, click the Approve Survey button.