Creating a survey consists of defining the details of how you would like to gather responses from your employees. These details include choosing the employees you wish to participant in the survey, the deadline, and other such information which is all detailed below.
To begin the process of creating a survey, go to the "Overview" page within the Surveys module and click on the "+" button in the bottom right corner of the screen.
The first page of creating a survey will prompt you to answer the following basic information about the survey:
This is the name that your survey will have whenever it's referenced in Humi. The title will appear in the directory and on the details page of the survey, so you will be able to use the title in the search bar within the directory to locate a survey.
The description can be located on the details page of the survey, it can be useful as it provides participants with context regarding the survey.
This is the date that the survey must be completed by. If participants haven't completed the survey by the due date, the survey's status will change to "Overdue". It's important to note that employees will still be able to submit answers after this date so you won't be able to see the results until all participants have completed the survey. Thus if you want to see the results of an "Overdue" survey and don't want to wait for the participants in progress to finish, you can force approve the survey to see the results (link to manage survey document - force approval section).
You have the option to choose if you would like the results of the survey to be anonymous or not. Choosing anonymous results means that you will not be able to see the person who gave a specific answer.
The survey template is the set of questions that the participants will be required to answer. Only admins can access the templates feature, unless an employee has a custom role that has access to managing survey templates.
The drop down will show both Performance and Survey templates because templates are shared between these two modules. From the templates listed in the drop down, select the one you would like to apply to the survey you are creating.
Fore more information regarding templates, click here.
The “Manager Filter” function allows you to filter through the reports to of a specific manager. When you use the dropdown to select a manager, it populates a list of the people that report to to them. If you would rather see a list of all employees, there is an option at the top of the dropdown menu to select all employees at the company.
The final step of creating a survey is the summary page. This step is useful because it lists all the details about the survey you are about to send out so you can double verify the information and go back and make edits as needed.
Once everything looks in order on the summary page, click "Complete" and a notification (see notification settings) will be sent to all the employees assigned. They will then be able to log into their Humi accounts and complete the survey.