User Guide: How to Use Ready Made Surveys

This guide will take you through the process of delivering and editing our Ready Made Surveys built by our organizational scientists.

1. How to select and send a pre-made surveys

1.1 Navigate to Ready Made Surveys within Surveys & Happiness, and click Get Started

1.2 Scroll to review our ready made surveys

1.3 ‘Select’ a survey or click ‘View’ to preview survey questions and associated pillars

1.4 Edit survey title, populate survey description and toggle for survey anonymity

1.5 Choose manager visibility rights, and Automate (if applicable)

1.6 Scroll to review Ready Made survey questions with their measurement pillars attached

1.7 Scroll to the bottom of the survey and Choose recipients or Save and Publish

1.8 Send to ‘All employees’, ‘Individuals’, ‘Teams’, ‘User Roles’, ‘Job Roles’, ‘Locations’, ‘Gender’, or ‘Age’

1.9 Select participants and click ‘Send survey’

2.1 Adding Custom Questions – scroll to the final question in your ready-made Survey and click ‘+Add Custom Question’

2.2 Populate your question and select Answer type from the drop down menu

2.3 Select participants and click ‘Send survey’

To learn how to create your own surveys using our extensive question bank click HERE

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