How to create Employee Engagement survey in Zoho People 5.0?
Steps to Create an Engagement Survey Using an Existing Template
Navigate to the Engagement Survey Section: From the home page, go to Employee Engagement > Engagement Survey > Add Using Existing Template.
2. Select a Template: Choose the required template from the list of available templates.
3. Use the Selected Template: Once selected, the template details will be displayed. Click Use this Template to proceed with survey creation.
4. Fill in Basic Survey Details: The Add Engagement Survey Setup page will appear. Enter the necessary details for the survey.
5. Set Survey as Mandatory (Optional): To make the survey mandatory for applicable employees, select the Make this survey mandatory for applicable employees checkbox.
6. Choose Employee Identity Preferences: Select how respondents’ identities should be handled:
Maintain anonymity – Responses remain anonymous.
Allow employees to choose to reveal their identity – Respondents can decide whether to disclose their identity.
Mandate identity disclosure – Responses will include respondent identity.
7. Choose a survey display image if required.
This is the survey card image that will be displayed in the Employee Engagement service tab upon creating a survey.
8. Schedule the Survey: Set the survey’s occurrence and configure repeat options if needed.
9. Select Layout Preferences: Choose the desired layout for your survey and click Next.
10. Enter an Introductory Message: Provide a welcome message that will be displayed at the start of the survey.
11. Manage Survey Questions: In the Questions section, you can:
- View all pre-set template questions.
- Remove unnecessary questions.
- Mark questions as mandatory.
- Add new questions.
- Include existing questions from the Question Pool.
12. Enter Post-Survey Feedback Message
13. Define Survey Applicability
Set who can participate in the survey:
All employees – Available to all employees.
Direct reportees – Only direct reportees can take the survey.
Specific employees – Restricted to selected employees based on conditions.
14. Configure Notifications & Reminders: Set up survey notifications and reminders, then click Next.
To customize the notification to your preference, refer to Customize Notification Template.
15. Preview the Survey: Click Preview to see how the survey will appear to respondents.
16. Review & Publish: Verify all survey details and click Publish. The survey will be published and accessible to applicable users on the scheduled date.
Related Articles
How does Zoho People handle engagement survey dates when the selected period is already in the past?
The engagement Survey, the survey start and end dates cannot be set in the past. The system does not allow selecting dates from a previous month if those dates are already past. This is an expected, system-defined behavior to ensure surveys are ...How to create a project in Time tracker in Zoho People 5.0?
To create a project and assign users, please follow the below steps: 1. Log in to your Zoho People account with the super admin credentials 2. Navigate to "Operations." and then click on "Time Tracker" 3. Click on "Projects" (Top menu) and then click ...How to check the Employee Status in Zoho People?
To check the Employee Status in Zoho People. Please log in to Zoho People with Super Admin credentials. Please follow the below steps. 1. Please go to "Settings" and navigate to "Manage Accounts" and click on it. 2. A new screen will open. Under ...How to enable Wedding day option Zoho People employee form?
To enable the “Wedding Day” option in the Zoho People employee form. Please log in to Zoho People with Super Admin credentials. Please follow the below steps. 1. Please go to "Settings" to the top right corner and navigate to "Employee Information" ...How can an employee upload personal data in Zoho People?
An employee can upload personal data in Zoho People. Please log in with the employee credentials. 1. Please go to the 'Home' tab at the top left corner, navigate to 'My Space', click on 'Overview', then go to 'Files' or "Three dots" (...) to find the ...