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How to create a survey

In this article we'll show you how to create a survey.

Team Learned avatar
Written by Team Learned
Updated over a year ago

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Surveys

The Survey module allows you to send out two types of surveys in Learned:

  • Traditional survey:

    • Send out all the questions to answer at once.

    • Comprehensive survey.

    • Takes time and focus from employees.

    • Snapshot of sentiment in the organisation.

  • Pulse survey:

    • Send out the questions spread over time to answer.

    • Brief survey of 1 to 2 questions each time.

    • Minimal effort required from employees.

    • Perfect for real-time feedback.

To create a survey go to the Survey module in the left menu, go to the 'Organisation' tab and click on 'Create survey'. A pop-up will appear where you can choose whether you want to create a Traditional survey or a Pulse survey.

Creating a traditional survey

When you start creating a traditional survey, you enter a focus mode. Here you go through the steps required to send out the Survey within the organisation.

In step 1, you choose which template you want to use for the survey. Here you see the templates you have created. Using the 'Preview' button, you can see which questions are already included in the template. Select the template you want to use and click 'Next'.

Note: When creating a survey, the languages available in the template are loaded.

In step 2, you will see the name and description appear from the template. You have the option to edit this by attaching a year, for example. This way you differentiate the surveys easily.

In step 3, you define the following settings for the survey:

  • Survey start and end dates.

  • Notification emails.

  • Anonymity.

  • Reporting threshold.

When you get to Anonymity, as Admin you can choose whether you want the survey to be completed anonymously or not.

Note: Survey anonymity is switched on by default.

At the reporting threshold, you set the minimum number of answers you need in an anonymous survey to see results in the report.

In step 4 of creating a survey, you are going to select the participants. You have the option to choose from:

  • Employees: Allows you to invite a selection of employees to the survey.

  • Teams: Allows you to invite specific teams to the survey.

  • Everyone in the company: Automatically invites everyone currently added to the organisation.

Note: Whether you choose for Employees, Teams or Everyone in the company, when you add new employees to Learned, they will not be added to the ongoing traditional survey. They will be added to the next traditional survey invitation.

In step 5, you have a summary of all the settings you set in steps 1 to 4. From here, you also have the option to adjust settings using the edit button.

If all settings are correct, you can Publish the survey. Participants will receive an invitation to the survey and can start it from their Home screen under To do's or from the Surveys page.

Creating a Pulse survey

To create a Pulse survey, you go through the same steps as a traditional survey:

  • Step 1: Choose your template.

  • Step 2: Enter the name and description of this survey.

  • Step 3: Define the settings for the pulse survey.

Note: When creating a Pulse survey, unlike a traditional survey, you have the option to choose whether or not to give an end date to the survey. Furthermore, when creating a Pulse survey, you can indicate the frequency at which you want to send out a pulse. You can also decide whether you want to send 1, 2 or several questions to the employee per pulse.

  • Step 4: Choose who you want to send the survey to -> Employees, Teams or Everyone in the company.

Note: If you choose Teams and there is a mutation in a team that the pulse survey will be sent to, then for each Pulse that will be sent out we will look at who is actually in the team at that time.

Note 2: If you choose Everyone in the company and there is a mutation of new employees or employees out of service, for each Pulse that will be sent out we will look at the list of employees currently in the Learned account.

  • Step 5: Check that everything is correct and publish the pulse survey.

Want more information on analysing survey results? Then read the following article: How to analyse survey results.

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