We do not have to tell you it is important to pulse your entire organization. Understanding how employees are feeling and getting a picture of the overall health of your organization's culture is invaluable. But it is also important to collect targeted feedback from certain locations and workgroups, and that is where sending Flexible Surveys to specific groups comes in.
( ! ) You must have Super Admin or Admin permissions in Engage in order to schedule pulses and manage questions.
Get targeted feedback
In addition to the main Engage Pulse Survey question which is sent to your entire company, you can also send Flexible Surveys to specific groups and users.
Viewing survey results in Engage is easy and there are two ways you can do it. From the Engage page in the Dashboards tab click the arrow next to the current survey to view all of the available surveys. This dropdown contains all surveys sent out in your organization, including company-wide and group-specific surveys. From there you can click your group-specific survey and view the results question by question.
If you would like to view all of the Responses at once click on the Responses page in the Engage Section in the Surveys tab in the side navigation bar. On this page, you can view all active and past surveys. Choose the survey you would like to see the Responses for and you will be taken to the detail page. On this page, you can view all Responses, key insights, and make your own takeaways from the survey.
The Employee experience
Users will receive an email for each survey that is sent to them and can navigate directly from the email notification of the survey to the survey response page. Here they can view and answer all of their active surveys.
We like to "keep it tiny" and uncomplicated, so if there are multiple open surveys, users can respond to one now and go back give their feedback on another survey later so that they can respond to surveys on their own time.
- Can I schedule a group-specific Flexible Survey to be sent in the distant future?
Yes, you can choose the exact time and date that a Flexible Survey is sent out and closes. This is done on the first page of the survey creation process under the date and time fields.
- Who can send group-specific Flexible Surveys?
Engage Super Admins, Admins, and Group Admins can schedule group-specific Flexible Surveys. Group Admins can only create and schedule surveys for the groups they have been assigned to; they cannot create or send surveys to groups to other groups or to the entire company. Check out this help doc for more information about the Group Admin role and functionality.
- Can I still send a group-specific Flexible Survey if we have paused Pulse Surveys?
Yes, Flexible Surveys are independent of Pulse Surveys. If Pulse Surveys are paused in your organization you can still send out Flexible Surveys at any time.
- Do group-specific Flexible Surveys contribute to Compare -> Categories calculations?
No, group-specific Flexible Surveys are designed to collect localized feedback from specific groups so results may not be an accurate representation for your entire organization. Therefore, group-specific Flexible Surveys are not included in the Categories page in the Engage section of the Reports tab.