Polls & Surveys

Understanding how your team feels is essential to building a thriving workplace. With the Polls & Surveys feature, you can launch custom check-ins (including eNPS), protect employee privacy, and track workplace sentiment in real time.

💡 Transition Note for Existing eNPS Users: The Employee NPS feature has moved! The standalone Company > eNPS section has been retired. All eNPS creation, tracking, and historic data now live centrally under Polls & surveys on the left-hand menu.

Click here to view our video walkthrough of Polls & Surveys

This feature is available on the Regular plan and above.

You'll find it on the left-hand menu by clicking Polls & surveys under the MY COMPANY section.

(Note: You'll also see My Polls & Surveys listed under your profile navigation above, this is where employees go to complete check-ins sent to them, which we'll cover later in this guide).

Selecting this option takes you to the main screen, where you can see your active check-ins and high-level statistics.

To start, click the blue Create new button in the top right-hand corner and choose an option:

💡 Note: Because eNPS follows a standardised 0–10 framework, it bypasses template selection and custom question building. Jump down to the Creating an eNPS Check-in section below if you are setting up an eNPS survey.

For Polls and Surveys, a pop-up will ask how you'd like to begin: click Create from scratch for a blank form, or choose a template for pre-populated questions.

Select the option that best suits you, then click the blue Create button to continue:

Note: The template selection step is automatically skipped for eNPS, since it relies on one standard recommendation question.

If you don't want to build your poll or survey from scratch, you can choose from a library of pre-built templates designed around common workplace scenarios (such as employee engagement, learning & development needs, or AI readiness).

Pre-populated questions: Selecting a template automatically loads professionally written questions into your builder.

Fully customisable: Once the template loads, you can still edit the question text, delete questions you don't need, re-order the questions, or drag in additional custom question types just like you would when starting from scratch.

Whether you start from scratch or use a template, your selection opens the question wizard.

Give your check-in a title and a description, then drag your chosen question types into the Build your poll or Build your survey box.

If you are creating a survey, you can build out multiple items by dragging up to 20 questions into the Build your survey box.

You can also easily re-order your questions at any stage. Simply click and hold the six-dot grabber on the left side of any question block, then drag and drop it into your preferred order.

When building out your check-in, you can configure whether questions are mandatory:

Whichever check-in type you choose for Polls and Surveys, you can select from these elements:

Note on Additional Comments: For Yes / No, Rating Scale, Emoji Rating, and Multiple Choice, enabling the Allow additional comment setting adds a text box under the question so employees can back up their answers with extra context (up to 255 characters).

Once you drag a question type into the box, type your text into the Question text field. You can also add optional help text if you want to give your team some extra guidance and also allow for an additional comment.

If you change your mind, you can click a different question type on the screen to switch it instantly. The question form will adapt to the new question type selected.

You can also click the red Delete Question button to start again.

Click Save Draft in the top right-hand corner at any time if you wish to come back to complete it later.

You will be given the option to exit the wizard or continue.

When you return to the main screen, your draft will be waiting for you in your list and you will see the status as Draft. Click it to carry on editing.

When creating your poll or survey, click Preview at any stage to see exactly how the question will look to your team.

Once ready click the Next button in the bottom right-hand corner

On the next screen (Step 2 Configuration), you can update your title and description if needed.

You will then set up how your check-in runs.

Choose the dates you want your check-in to open and close.

You can also toggle Hide responses until closed if you don't want to see any results until the window finishes.

Choose who needs to fill out the check-in. You can't change this once it goes live.

Choose what information you want to collect. You can't change this setting once the poll or survey is live.

When your settings are ready, click Next: Preview & publish.

The Review & publish screen acts as a final check for your questions and settings. The system automatically detects your chosen start date and adjusts the action button dynamically.

If your start date is set to today, the action button will display as Publish.

Clicking this brings up a confirmation pop-up.

Since you can only change the end date after a check-in goes live, ensure everything is correct before confirming.

If you selected a future start date during the configuration step, the action button will display as Schedule. Your check-in will sit in a Scheduled status and automatically launch on your chosen date.

Clicking this brings up a specific scheduling confirmation pop-up.

Note: Scheduled polls and surveys can be fully edited at any time before their launch date.

When you select eNPS from the drop-down menu, you will be taken directly into the creation wizard:

Enter a title and description to easily differentiate this check-in from other eNPS surveys you run throughout the year.

The standard question automatically pre-populates with your company name (e.g. "On a scale of 0 to 10, how likely are you to recommend [Company Name] as a place to work?").

You can edit this question text, add optional help text, set lower and upper scale labels, and toggle Allow additional comment to let responders explain their rating.

Note: Because eNPS requires a standardised 0–10 rating scale, the scale setting itself is locked and cannot be modified.

Once ready, click Next: Settings to continue.

Set the dates for when your eNPS survey opens and closes for responses. You can also toggle Hide responses until closed if you prefer not to see results until the survey window ends.

Audience: The eNPS survey is automatically sent to all active employees and cannot be customised for specific audiences.

Sender Selection: Select a sender from the list of users with HR permissions to choose who the notification email comes from.

If you select No sender, the invitation email will be sent directly as a general system notification.

Once ready, click Next: Review & Publish to continue.

Review your eNPS details on the final screen to ensure everything is correct. When you are ready, click Publish (or Schedule if you selected a future start date).

When you are sent a poll, survey, you'll get an email notification containing the title, the closing date, and a link taking you to your My Polls & Surveys dashboard.

You can access your assigned check-ins by clicking the View polls & surveys button on your main dashboard tile, or by navigating to PROFILE > My Polls & Surveys on the left-hand menu.

The dashboard displays card tiles for any outstanding, live polls or surveys assigned to you that are either Not started or In progress. Each tile highlights key details at a glance.

A Scheduled survey will appear on this screen on its scheduled start date.

Note: A completed poll or survey will not be shown here.

Note: If you have no outstanding items to complete, the screen will display the message: "There are currently no open polls or surveys."

To answer a poll or survey:

Saving a draft: If you are not ready to submit, click Save Draft in the top right-hand corner. The tile on your dashboard will update to In progress, allowing you to return and complete it later.

Using the 'Save draft' button: You can click the dedicated Save draft button located right next to the Submit button. This instantly saves your responses and updates the tile's status tag on your dashboard to In progress so you can finish it later.

Alternatively, if you are mid-way through answering a survey and navigate away from the page (e.g., clicking to another feature in the left-hand menu), a Do you want to exit? pop-up will appear to protect your progress.

From this pop-up, you must choose to either Save draft (to save your progress and change the tile status to In Progress) or Discard Answers (which wipes your current entries completely and exits).

The Admin and any HR users can manage everything from the main Polls & surveys screen under My company on the left-hand menu.

Your dashboard provides a quick high-level overview of your activity through four metric tiles at the top:

Below these tiles, your dashboard displays a detailed list of all your check-ins. You can sort this list by clicking the column headings (such as Status or Title), or use the search bar and filters to find specific items by status, type, or date range.

The list shows you:

Clicking the three dots next to any poll or survey gives you a few quick options. From here, you can edit, duplicate, or delete your check-in. You can also use this menu to send a quick reminder to anyone who hasn't answered yet.

Status types

When you click into any individual poll or survey, you will also see these management buttons in the top-right corner:

To view results and tracking data for an active or closed poll or survey, click on the item from your main dashboard list found under Polls & Surveys on the left-hand menu.

You can navigate across three tabs:

Filtering Results Using the Filter button in the top-right corner of the Responses tab, you can filter your results by department, division, and location. These options adapt dynamically based on your anonymity settings:

The exported spreadsheet will protect employee privacy by dynamically matching your configured anonymity settings:

When you click into an active or closed eNPS check-in, you have access to four dedicated tabs:

Downloading Chart Images: You can export visual images of your eNPS data for presentations or reports by clicking the Download button located directly inside the NPS Score gauge card or the Summary breakdown card.

Q: Who can create a poll, survey, or eNPS check-in?

A: The Admin or anyone with HR user permissions.