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For every organization the tracking of employee engagement is crucial to ensuring a productive workforce. Running an employee engagement survey that is capable of obtaining a true reflection of employee perspectives is an invaluable resource. By creating a survey that is easy to follow and can be scheduled to automatically prompt employees, you'll enable your team to secure higher levels of engagement and job satisfaction.
Creating Employee Engagement Surveys with PeopleGoal really couldn't be easier. This 'How-to' will take you through the necessary steps to get your Engagement Survey up and running for your workforce. The app template has already been crafted so that you can implement it straight away. Or the template can be customized in accordance with your exact needs using our simple, no-code workflow builder.
Follow the steps below to install and launch an engagement survey within minutes:
1. Install the Employee Engagement Survey app template
2. Customize the Employee Engagement Survey app template (optional)
3. Set Employee Engagement Survey responses to anonymous
4. Set the Employee Engagement Survey app permissions
5. Launch your Employee Engagement Survey!
Without further ado, let's begin.
We've already built a list of questions and answer sections ready for you to get started with the survey right away. If you're running an engagement survey for the first time this is a best-in-class set of questions so you can start using the app immediately. Jump over to step 3 to learn how to set up participants and permissions for your surveys, or continue on below to customize the survey questions.
To customize the questions in your survey, click the Template menu, then Edit template.
Using the easy template editor you can insert elements for different styles of questions - select boxes, written responses, sliding scales and more.
Elements are your individual form fields that make up your survey. These can be anything from text questions to rating selects, display-only fields or numerical calculations, and every element can be changed to suit your custom process and company culture.
In this example, you can change the "I receive timely feedback from my peers" field to have a different title and display text. Additionally, we can alter the field to make the response optional by marking it "not required".
You should note that these changes only apply to that specific element. This means that if you change the rating set on one element you will need to change any other questions to match this. But don't fret, to prevent you from trawling through every individual element you have an option to duplicate an element once you've got it set up to your liking.
Reordering is very straightforward - simply click and drag to change the element or section order.
At the bottom of each section, click Add element and select the element type you want to insert.
A new element that's useful to add to your first section is a display-only Description or Rich-text area. You can use this to remind employees and managers of the purpose of taking engagement surveys, or give instructions on how to complete the survey.
To add a new section, scroll to the very bottom of your template form and click Add section. Then click and drag your new section to where you want it to sit in the survey flow.
In this example we demonstrate how you can add a section based on eNPS. This includes a numerical slider response option for employees to give ratings from 1 to 10, as well as a comment box for a written response about how to improve the organization.
Now that you've got all of your questions in order, you're almost ready to launch! There's just a couple of permissions that you'll need to set first.
The strength of engagement surveys is the value of the anonymity they offer. Giving employees the opportunity to provide honest responses, without concern for the repercussions, enables teams to build on truthful and therefore valuable feedback.
For the protection of the employee's identity, use the webforms functionality to allow users to fill in surveys without any connection to their PeopleGoal account.
You can then copy and share the link that appears above the toggles to invite employees to conduct the surveys anonymously.
Permissions control the access to your app within your PeopleGoal account. Different levels of access will determine to what extent users can create/edit surveys.
Set permissions by clicking on the Settings menu, then expanding the Permissions section. Click on Explain permission types to understand the access that each permission gives your account users.
For Employee Engagement Surveys, we'd recommend you set the permission to Create only. This will allow employees to create surveys for themselves, but without being able to see any colleague's survey responses.
The user who installed the Engagement app template has Owner permission by default. Any specific team and user permissions supercede the default permission type.
It's a good idea to give "Create and view" access to your C-Suite, so that they can see all survey responses without needing access to the app settings or template.
If, for example, you have a specific team that you intend to grant permissions, then under "Team permissions" click Add team.
Just as with "User permissions", type the team's name to add them to the permission list. In the "Permissions type" column, select which level to give them.
You're now all set to go! With all of your questions prepared and anonymity confirmed, start sending out your survey webform links.
You can also run the survey in-app, if you're going to be attaching employee names to surveys.
You may want to schedule a survey for a future date, or even setup recurring surveys.
We are aware that every organization has its unique ways of working, and the metrics you analyze in engagement surveys are different to any other company. This is why in the Data table, we record every single data point from your surveys app, so that you can build custom reports and automated charts. Take a look at our Reports building article to learn how to create custom reports and analytics tracking.
Since you should now have your employee engagement surveys up and running, take a look at the other apps you can install within your Engagement workspace. We recommend implementing pulse surveys to get more current and up-to-date data regarding employee satisfaction and motivation. Additionally, employee wellbeing surveys are important to determine the mental, social and physical health of your workforce. You can find all of these and more in our App Store.
Don't have a PeopleGoal account yet? Book a demo to see our no-code HR workflow builder in action!