According to research, engaged employees produce better business outcomes than other employees. Therefore, measuring employee satisfaction is not enough, we need to understand better the level of motivation and involvement of our collaborators.

With Engagement Surveys, you can start assessing the level of engagement of your employees, identify your Employee Net Promoter Score, and most importantly identify possible improvements in order for your organisation to thrive.


Getting started with Engagement Surveys

To use Engagement Surveys make sure you have the Performance module activated and you have enabled Surveys in your General Settings - Read more >

  1. On the main menu click Surveys, then click on the Engagement Surveys tab at the top of the screen.

  2. Once in the Engagement Surveys tab, you can create a new survey by clicking on the "Create a new survey" button.


  3. When creating a new survey you'll be presented with three different templates to get you started.

    📎NOTE: All templates can be customised by editing, adding, or removing questions.


  4. Once you've selected the template that fits your needs best, you're directed to the edit survey page where you can start customising your own survey. In this section, you'll be able to:

    • Give your survey a title and description

    • Move, add, edit or remove questions

    • Add new custom categories

    • Edit the email that your employees will receive when sharing the survey

      📎NOTE:You can also personalise start ratings and how you want your questions to be answered, this only applies to new custom categories.

While editing you can also save, preview, or send out your survey once it's ready.

Make sure you save your changes before previewing the survey.


Engagement Surveys Dashboard

Once you have finalised (completed) your first survey* a dashboard will appear under the Engagement Surveys tab where you'll be able to see the eNPS and Engagement results at a glance.

*In order for the eNPS results to show in the Dashboard you need at least 4 responses from any team. For Engagement results, you need to have at least 4 questions and a min. of 4 respondents.

How are eNPS and Engagement calculated?

1. Employee Net Promoter Score (eNPS)

Employee Net Promoter Score (also known as eNPS) is a metric that helps you determine how your employees feel about your company. It's an indicator based on Net Promoter Score, a well-known metric to measure customer experience.

In Engagement Surveys, the Employee Net Promoter Score is measured with one question that's answered through a scale from 0 to 10.

'Based on your experience, how likely would you recommend the company as an employer to your friends and acquaintances?'

This question helps identify promoters (9 - 10 score), passives (7 - 8 score) and detractors (0 - 6 score). And the score is calculated by deducting the percentage of detractors from the percentage of promoters.

2. Engagement

Employees' engagement is the emotional connection or commitment that an employee has to an organization.

For calculating Engagement, we use a typical 5-point Likert Scale where

employee engagement is measured by asking respondents to rate items on a level of agreement on a 1 - 5 scale.

The final results are then presented in percentages on a bar chart, indicating favorable, neutral, and unfavorable engagement groups.

Engagement Survey Reports

Once your survey is finalised you'll be able to access a detailed report by clicking on the survey's card inside the finalised tab, at the bottom of the Engagement Surveys page.

Inside the report, you can review general data about the surveys, results by teams, employee length of service, and a detailed report of each of the questions in the survey. You'll also be able to export the report in XML format.

You're now ready to start using Engagement Surveys!

For more information about the Performance module, make sure to check our Performance collection in our knowledgebase.

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