Set up Surveys

Access survey settings in preparation to create surveys and look at survey reports.

Oliver Cook avatar
Written by Oliver Cook
Updated over a week ago

Go through your Survey settings to create categories for your surveys, choose how you want survey reports to appear, and customise your mail template for surveys.

📎NOTE: Only users with administrator access can follow these steps.


Survey Categories

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Performance, then click Surveys.

  3. If required, click Add category to create a new category for your surveys.


  4. Enter a title, and if required enter a description.

  5. Scroll down to the bottom, then click Save.

📌TIP: To edit a category click on the pencil, to delete a category click on the rubbish bin.


Survey report settings

If required select the following options:

  • Show all comments under each graph in reports and PDF exports

  • Show "Average index" report

  • For direct managers, show results from all levels below them in org chart - By default direct managers can see results only from their direct subordinates, based on the org chart.

  • Show "average score " in all bar chart reports - When enabled, all bar chart reports have a red vertical line indicating the average score from all answers.


Survey mail templates

There is already a default assignment message drafted for when an recipient is asked to provide feedback. You can edit these if you wish to customise what they say.

  1. Click your name in the top right, then click Settings.

  2. On the settings menu click Performance, then click Surveys.

  3. Under Mail templates, click Edit assignment message.

  4. Make any amendments you like, with placeholder variables available.

  5. Once you are done, click Save


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