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1. Navigate to Surveys Module
On your homepage, click the Surveys icon located on the left side of your homepage
2. Start Creating a Survey
Click the Create Survey button to begin the survey creation process
3. Choose Create From Template Option
After clicking the Create Survey button, you will see two options to create a survey: Create from Scratch and Create from Template. Select Create from Template to choose a pre-designed survey template
4. Select Leadership and Culture Template
After clicking the Select from Template option, you will see various templates organized by categories, along with the number of questions each contains. Choose any template topic you want to use for your survey
5. Add Questions from the Template
After selecting a template, all the questions from that template will appear on the right side of the screen. Below the questions, you will see a Select Template button in blue. Click this button to add the questions from the template to your survey
6. Enter Survey Title
After selecting the Create From Template option, In Step 1 config of survey creation you need to enter the title of your survey
7. Questions Added from Template
All the questions from the selected template will be displayed in the Step 2: Questions section
8. Create Survey from Scratch
To create survey questions from scratch, select the Create From Scratch option. This allows you to build your survey by adding your own custom questions without using a template
9. Click Add Custom Questions
If you choose Create from Scratch option, an empty form will open in Step 2: Questions section. Click Add Custom Question on the right-hand side to create a custom question for your survey
10. Add the Question
In the Question Title field, enter the question you would like to add to your survey
11. Select Question Type
After entering the question, select the question type you want to use. There are four available options: 5-scale rating, Open text, Multiple choice (single select), and Multiple choice (multiple select). Choose the appropriate option based on your requirement
12. Select Question Category / Driver
After selecting the question type, choose the category or driver under which your question falls. These categories act as sections and include multiple drivers present in the system. Select the most appropriate one from the available list
13. Add Question to Survey
After adding all questions and selecting the question type and category, click the Add Question to Survey button to include the question in your survey
14. Question Added to Survey
After clicking Add Question to Survey, the question will be added to your survey. In the example image, Company Policies (shown in light blue) is the driver you selected for the question, and I Understand the Company’s Mission, Vision, and Goals is the question. The Question Type column will display 5-Scale Rating, which is the question type you selected
15. Edit Survey Question
You can edit any question you have created by clicking the Edit option next to the respective question
16. Delete Survey Question
You can delete a question from the survey if you no longer want it included. Click the Delete icon next to the respective question to remove it
17. Add More Questions
If you want to add more questions to the survey, click Add Custom Question
18. Configuring Multiple Choice Question Types
If you select the question type as Multiple Choice (Single Select), you must add multiple options under the Options field. By default, one option is displayed. To add more options, click the “New option” link shown in blue. To include an “Other” option, click the “Other” link displayed in blue. Please note that when Multiple Choice (Single Select) is enabled, users responding to the survey will be able to select only one option. If the question type is set to Multiple Choice (Multiple Select), users will be able to select multiple options while responding to the survey. The process for adding new options and enabling the “Other” option remains the same as for the single-select question type
19. Add Question to Survey
After adding all the required options for the Multiple Choice question type and selecting the appropriate category, click Add Question to Survey to include the question in your survey
20. Adding Questions from the Peoplebox Library
A set of predefined questions is available in the Peoplebox Library. You can add these questions to your survey as well. Please note that questions added from the Peoplebox Library are not editable. To include a library question in your survey, click the “Add” button displayed under the respective question
21. Preview the Survey
Once all survey questions have been added, you can preview how the survey will appear to users. Click the Preview button to proceed. When you click Preview, two options are available: Launch Preview: Allows you to view the survey yourself and see how it will appear on the user screen. Send Preview: Allows you to send a preview of the survey to other admins for review. This helps ensure the survey appears as intended before it is shared with users
22. Using Launch Preview to Test the Survey
If you click Launch Preview, a new window will open displaying the preview link. Click Launch Preview again to see how the survey will appear on the user screen. You can also try answering the survey questions, but please note that these responses will not be recorded, as this is only a preview
23. Sending a Survey Preview to Others
If you select the Send Preview option, follow these steps: Select the channel through which you want to send the preview (it can be Email or Slack). Add a custom message if you wish to include any additional information. Select recipients who should receive the preview
Note: You can choose a maximum of three recipients for the preview
24. Sending the Survey Preview
After selecting the channel, adding a message, and choosing the recipients, click the Send Preview button. This will send the survey preview link to the selected recipients
25. Proceeding to Add Survey Participants
After adding all survey questions and completing the survey preview, click the Next button to move to the next step, where you will add the participants who are to take the survey
26. Add Participants to the Survey
In Step 3: Participants, you need to add participants who will take the survey. To do this: Type the name of the participant you want to add in the search bar or Tick the checkbox next to the participant’s name. Once the checkbox is selected, the participant will be automatically added to the list on the right side of the screen. Example: In this screenshot, we have ticked the checkbox next to Alagu, and Alagu appears under 1 person added on the right side of the screen. Important Note: You must add at least 3 participants to create the survey. If less than 3 participants are added, the system will not allow you to create the survey. Please ensure you select a minimum of 3 people to schedule a survey
27. Adding Participants Using Filters
If you want to add participants based on Department, Location, Tenure, or Managers, you can use the Filter option. Click on Filter and select the relevant category to add participants according to your desired criteria. After adding all the participants, click the Create button to proceed to the next step, where you will launch the survey to the selected participants
28. Survey Ready to Launch
After clicking the Create button, the Survey Ready to Launch screen will open. On this screen, you have the option to preview the survey or edit it if needed before launching it to the participants
29. Launch Survey
Once you have added all questions and participants, and are ready to proceed, click Launch to start the survey
30. Selecting the Channel and Customizing the Message
After clicking Launch, you will be prompted to select the channel for sending the survey, either Slack or Email. Choose the channel through which you want to launch the survey
31. Scheduling the Survey Launch
After customizing the message, the next step is to schedule your survey launch. In this step, you define when you want the survey to be sent: Instant Launch: Select this option if you want the survey to be launched immediately. Schedule for Later: Select this option if you want to launch the survey at a later date and time. If you choose this option, you must specify the date and time for the survey launch. On the scheduled date, the survey will be automatically sent to the participants
32. Launch the Survey
After choosing the launch option, click the Launch button to start the survey
33. Survey Status After Launch
Once the survey is launched, it will appear as active in green color within your Survey module, as shown in the screenshot
