A new survey will refresh your insights and show what's changed in employees' experiences. You'll also be able to see changes in the demographic make-up of your organisation, and of course, invite new employees to take part.
💡 Our How to Launch article are still super relevant, especially if it's been a while since the last one. Check that out for more detail and tips for survey completion.
1. Update strategy
Review your recommendations in Strategy and update the statuses of any you've completed since the last Audit (open the task and change the status at the top of the page).
2. Create a new session
Before you start updating Employees or your Company Assessment, you need a new session.
Once 6 months have passed since your last survey, the 'Prepare for a new survey' buttons will become available on your Dashboard (under the scores block):
Or on the Survey page itself. If it's not quite time yet, you'll get a countdown like this:
2. Update the employee list
In Audit > Employees, review who's there and:
Deactivate employees who are no longer with your company:
Identify the employee
Click the pencil icon next to their name
Scroll to the bottom of the profile window and choose "Deactivate Employee"
Add new employees:
Click the "Add Employees" button
Download the CSV template and populate it with your employee information (detailed instructions here)
It will update existing employees based on their email address so you can also use this to update things like Department in bulk as long as you keep the emails the same.
3. Send the survey
You can send the new survey from Employees (send to 'all incomplete' button or the Survey page ('Send survey to all' button).
Your survey will be sent to all the active employees, and we'll send up to 3 reminders every 3 working days to those who haven't completed it yet.
4. Review your company assessment
We copy your Company Assessment answers to the new session so that you don't need to start from scratch, but we recommend you take 20-30 minutes to review the answers even if you're already at 100% complete.
In particular, the Outcomes questions for Hiring, Performance, Promotion, Pay & bonus, and Learning & development are likely to have changed since they specifically ask about the last 12 months:
We periodically update the assessment so if you're not yet at 100%, there are new or updated questions to answer. You get the benefit of our continuously evolving understanding of what impacts D&I the most, evidence-based as always.
5. Review report changes
The day after the survey hits 75% (because we update this nightly) and the assessment is at 100%, your Reports tab will be packed with charts.
As a re-audit, there'll also be a changelog available via the Survey page's 'View results' button:
Here you can quickly see the changes from this session to the last so you know where to focus in the main reports:
6. Book an Insights call
Time to talk to one of us! When you've had chance to review your Reports a little, let us know so we can book an Insights call (hit the chat bubble or email support@fairhq.co). We're not D&I consultants, but we are experts so we'll help you make sense of the numbers and choose a focus. Then our behavioural science team will update your Strategy with new recommendations.
Get more info on the DEI Reporting in Fair HQ.