An engagement programme controls your survey mode, schedule, questions, audience, and reporting. Create one programme, configure it, and activate it to begin sending surveys to employees on the schedule you set.
This guide covers how to configure an engagement survey step-by-step. For a more brief overview of the feature, visit Engagement survey overview.
Step 1 - Create the engagement programme
To create your programme, follow these steps:
In the left-side menu, click Engagement.
Click Create engagement programme.
The programme is created as a draft. A new programme defaults to continuous mode, a monthly cadence, and a 2-week response window. A draft does not send surveys until you start it.
Step 2 - Choose a mode
To set how your programme runs, open the configuration and choose a mode.
Click Configure.
In the Programme section, select Continuous mode or Deep-dives.
Step 3 - Set the survey
The schedule options depend on your mode. To set a survey in continuous mode, follow these steps:
Set the Cadence to bi-weekly, monthly, or quarterly.
Set the Response window to one or two weeks.
Set the number of engagement questions to include in each survey. These questions tend to focus on things like pride, advocacy, and intent to stay to inform you on how engaged your employees are.
Set the number of topic questions to include in each survey. These questions cover factors like manager support, growth, recognition, and workload, so you understand what's driving the engagement.
Select the week of the month and the day of the week for surveys to open.
For deep-dives, follow these steps:
Set the Cadence to bi-annual or annual.
Choose which months the survey runs in using the year-long timeline. You select one or more dots on the timeline to set when the deep-dive runs. The number of selected dots depends on the cadence:
Annual shows one selected dot, labelled "Deep-dive."
Bi-annual shows two selected dots, labelled "1st" and "2nd," locked six months apart. Moving one moves the other, so the two surveys always stay evenly spaced across the year.
Set the time employees have to complete a survey in response window to one, two, or four weeks.
To track scores between deep-dives, set Add pulse surveys to a monthly or quarterly cadence. To disable pulse surveys, select None.
Set the number of engagement questions included in each survey. These questions tend to focus on things like pride, advocacy, and intent to stay to inform you on how engaged your employees are.
Select the week of the month and the day of the week for surveys to open.
Surveys open on the next scheduled send day. If you start the programme on a day that matches the schedule, the first survey goes out that day.
Step 4 - Select your audience
To control who receives surveys, set audience filters. Filter the employee base using attributes including but not limited to department, team, manager, location, tenure, contract type, nationality, gender, and custom fields. By default, the audience includes active employees.
Step 5 - Configure reporting
In the reporting section, to configure how results are broken down and anonymity is protected follow these steps:
Choose a minimum number of responses needed before results show up by setting the anonymity threshold. The threshold default is 5 and the minimum is 3.
Select which segments to use for breaking down results. Segments include space, department, team, manager, location, tenure, contract type, nationalities, gender, and custom fields.
Set the aggregation period for the survey to decide how far back the survey includes responses from when calculating scores. The options are None, three months, six months, and 12 months. The default is six months.
Step 6 - Choose survey questions
In the Questions tab, you control how many questions each survey includes and which topics they cover. To set up your survey engagement questions and topics:
Add some introductory text.
Use {company} to insert the company’s name, or {space} to insert the space’s name in the introduction and questions.
Enable the Required questions option by toggling it on if all questions should be completed before submitting.
Read through the default questions we include for engagement questions.
The first one is the eNPS (Employee Net Promoter Score) question, “How likely is it you would recommend {space} as a place to work?”
To edit the default questions, click the text field and start typing.
Toggle on and off questions as needed.
Some questions can be removed from all future surveys. Historical responses will remain available, but won't be linked to future results.
To create additional questions, click Add question.
Set the number of topic questions per survey. There are default topics including, accomplishment, autonomy, collaboration, communication, environment, freedom of opinions, goal-setting, growth, management support, meaningful work, and organisation fit.
To remove a topic from a survey, toggle off all the questions within it.
Click Save in the top-right corner when ready to save edits. Alternatively, click Discard if you don’t want to save your changes.
The recommended number of topic questions depends on your audience size and cadence, so a default is suggested when you configure the programme.
A counter displays the number of questions in total included per survey and the estimated time it will take an employee to complete it.
Step 7 - Starting the survey programme
To begin sending surveys, click Start programme in the top-right corner. The button is disabled until your programme has a valid mode and schedule.
Once started, surveys open on the schedule you set.
To stop sending without losing your configuration, click Pause programme.