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How to conduct the Employee Engagement survey
How to conduct the Employee Engagement survey
Artur Zbiejcik avatar
Written by Artur Zbiejcik
Updated over a week ago

Creating a survey

1. Adding a survey.

The first thing to do is add a survey.
You can initiate adding the survey after logging in to your account and clicking on the option, create a project.

Then click the Survey option, Choose a survey from the database of ready-made templates, select the Employee Engagement survey.

Just click the Use this template button and you're ready πŸ™‚ In the projects tab, the survey is ready or almost ready.

2. Prepare your organization's graphic identification in the survey

Would you like to include your own logo in the survey? Nothing easier!

In the Design tab, you have the option of creating your own theme.

Select the New button:

Then click on the logo settings and upload your company logo:

Save and it's done πŸ™‚

You can also remove the logo by pressing the button Delete logo.

Likewise, changing the color of buttons or questions is very simple.
Click on the questionnaire element which color you want to change, and you will be able to choose the colors for each element:

Change the color:

Save the changes and it's done πŸ™‚

Distribution of the survey

1. Remember that the questionnaire should be available to the employees from your organization at any time during the survey.

You can find the link to the survey in the Share tab β†’ Survey link

Please note that your survey will have its own link in this tab.

2. Send invitations to your employees to complete a survey via e-mail.

First of all, prepare a file with a list of employees.

The file has to be in the xlsx or csv format. There has to be an e-mail address in the first column (only the address, no links, etc.).

Import such a file in the Share tab --> Send via e-mail and click the Import from file option:

After adding the respondents, click on the Configure mailing option.

Select the I want to send invitations to everyone option and click Next.

In the New disptach β†’ Step 2 you enter the survey invitation.

Our example below:


It's the HR department. We are curious how it's going and how likely it is that you will recommend our company as an employer to your friends.

For this purpose, we have prepared a very short survey - 3 questions. It will take you 2 minutes to fill it in. Your feedback is extremely precious for us. Your feedback will tell us whether our job makes sense.

The survey is fully Anonymous. Fill it in wherever and whenever you want. If you want, you can even exchange a link with someone from work. It doesn't matter. All what matters is your feedback. Because only it can make us work better.

Thanks in advance

High five!

The content of the invitation has to tell about the purpose of the survey, the number of questions, the average time to complete the survey, and anonymity

For the Sending date, select "Send everyday to 1% of Recipients at 07:00 a.m."


You've already got your first survey results, great, what's next?

The most pressing issue should be getting to know what the critics are.

Consequently, you put on a filter that will show us all the detractors.

You create a filter in the Results β†’ Filters β†’ Create a new filter tab:

Detractors will be all the people who answer 0 to 6 in the NPS question.
Accordingly, your filter will be as follows:

You approve our filter by clicking the Create a filter option.

It is good to have such a filter, but it is even better to receive an e-mail message that someone has just given a critical response with its content.

3. Alert (notifications of critical assessments).

1. Creating an alert.

In the Create β†’ Alerts and webhooks tab:

Click on the Create a new alert option.

In the advanced settings you will complete the name of the alert, addressees of the alert.

The alerts will be sent to the e-mail addresses specified in the Recipients option (you can add multiple addresses separated by a semicolon).

In the body of the message, add from the tags:

After adding an alert, you will receive e-mail information about the company's critics.

An example alert is as follows:

2. How do we analyze the results?

Since you already have the Critics filter, you can see what elements prevent our employees from recommending work in your organization.

Just apply the Critics filter and see what is causing them dissatisfaction.

You can find the data for analysis in the Aggregated results.

In the example above, you can see that the unsatisfactory salary and the organization's management method generate the most dissatisfaction, so these are two potential areas that need to be worked on for our employees to attract new employees to our organization.

If you are looking for our strengths, you can create a similar filter for promoters and, after applying the filter, see what influences the high assessment of the recruitment process.

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