Understanding how your team feels is the key to building a thriving workplace. The polls and surveys feature lets you launch custom check-ins, keep data private, and see real-time workplace sentiment.

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 a new poll or survey, click the blue Create new button in the top right-hand corner. You can then choose a Poll for a single question, or a Survey for multiple questions.

Once you make your choice, a pop-up window appears with the option to start from scratch or use a template. Choosing to Create from scratch takes you into a blank creation wizard, while selecting a template opens the wizard with pre-populated questions.

Once you have made your choice, click the blue Create poll button:

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, 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 are sent a poll or 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 also access your Polls & Surveys at any time by navigating to My Polls & Surveys on the left-hand menu under PROFILE.

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:

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 the results and tracking data for an active or closed check-in, click on the specific poll or survey from your main dashboard list, then select the Responses tab.

At the top of this screen, you will see four summary tiles detailing your real-time engagement stats:

Below these statistics, you will find a visual breakdown of the data collected so far, including dynamic charts mapping out the specific answers for each question.

You can also select the Individual Responses tab. This will show each individual response, while keeping the data confidential if the anonymity settings are in place.

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

From the top-right corner of this tab, you can use the Send reminder button to nudge pending participants.

You can also click Download at any time to export a CSV file of the responses, you do not have to wait for the poll or survey to close to do this.

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

Q: Who can create a poll or survey?

A: The Admin or anyone with HR user permissions.