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Create New Surveys
Create New Surveys

Collect data from your employees on how they use and think about benefits

Updated over 5 months ago

Use surveys to gather insights from your employees about what they know, use, and like about their provided benefits. There are three ways to deliver surveys in Pendant:

  • Attach surveys to a specific benefit to display it prominently and collect data organically. This way, you can see how feedback changes over time, and close the survey whenever you'd like—or leave it open indefinitely.

  • Send surveys directly to specific groups within your organization to gather immediate feedback.

  • Add surveys to a checklist and get feedback as part of a standardized process

To create a new survey:

  1. From Workplace, click Surveys.

  2. Click Create New Survey.

  3. Add a title and the body of your survey, explaining what the survey is for and how you'd like employees to use it.

    Note: Feel free to use the formatting tools, too.

  4. Choose to Make Survey Responses Anonymous if you'd like to hide the responder's identity from the survey results. Otherwise, the survey will be tied to their account.

  5. To attach a survey to a specific benefit, select the Attach to Benefit dropdown and select the benefit you want to attach the survey to.

    This adds the survey to the top of the benefit's overview page in a prominent location. Employees can click a survey link and report on their insights anytime they are researching or reading about benefits.

    Select Do Not Attach if you do not want the survey attached to a benefit.

  6. Next, add your Questions. Click the Questions dropdown arrow to select the question type: Multiple Choice, Text Input, or Opinion Scale.

  7. For Multiple Choice questions:

    1. Select the Multiple Choice dropbox arrow.

    2. Write your question in the text box.

    3. Confirm or remove the responses (i.e. Yes or No) or click Add a Response to include another response option, like Maybe or Possibly.

  8. For Text Input questions:

    1. Select the Text Input dropdown arrow.

    2. Write your question in the text box.

  9. For Opinion Scale questions:

    1. Select the Opinion Scale dropdown arrow.

    2. Write your question in the text box.

    3. Select the Scale Values arrow to select your starting and ending scale values. Add a Value Description for each scale value.

  10. Click Add a Question to add another question.

  11. Click the Remove this question icon if you want to delete a question from the survey.

  12. When you're finished adding questions, click Save Draft or Continue.

  13. To send a survey directly to specific groups, select the Audience for the survey. Click Select All to send notifications about the survey to everyone in the company, or select specific groups to notify. Those selected will receive an email with the survey link and in-app notifications.

  14. Click Preview to review your survey before it's published. Want to make changes? Click Edit to go back.

  15. When you're ready to go live with the survey, click Publish Survey.


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