If you use the Performance module, you can create surveys to send out to people to complete. You can send it to people within your company or as well as externally.

📌TIP: We recommend setting up the surveys feature within your Performance settings before you create a survey - Read more >

  1. Click Surveys.

  2. Click Add new.

    📌TIP: If you want to create a new survey that is similar to an existing survey, you can duplicate a survey instead of creating one from scratch - Read more >

Here you can create your new survey. You can amend its general settings such as configuring your star ratings. This is also where you add the questions you want to ask in the survey.

📌TIP: We recommend clicking Save changes regularly, so you don't lose any changes made.


Skip to:


General settings of the survey

By default you're taken to the General settings section of the survey. This is where you can:


Survey title

  1. Add a title to the survey

  2. If required, add a description


Star ratings

This section is where you can customise your survey's star ratings

  1. Click on the drop-down arrow next to Star ratings to expand the section.

  2. Select how many stars you want for the survey rating, for example, 3 stars or 5 stars etc.

  3. If required, select which star ratings you want to make a comment field mandatory

  4. If you want to customise the name of the star rating labels, select the check box.

    EXAMPLE: Instead of numbers you want it to say:

    • Very poor

    • Poor

    • Average

    • Good

    • Very good



  5. If required, you can enable users to be able to skip giving a rating.

    Select Allow to skip question by clicking "Can't evaluate".

Survey invitation email

This is where you can customise the subject and content of the email that is sent to someone to invite them to complete this survey.

Click into the relevant field and start typing. Underneath are supported placeholders for the content of the email. Copy and paste them to use them, for example:

Hello, [recipient_name]!


Adding survey questions

Survey category

  1. Click on the box under General settings. By default it says Open questions.

    This shows a category for your survey questions.


  2. If required, give the category a new name and a description.

  3. If you don't want the category name to show on the survey, make sure Show category title with the question is left clear.


Add another survey category

  1. Click Add category.

  2. Select a category from the drop-down menu.

    📌TIP: You can amend what shows on this list of categories - Read more >


  3. Click Add category.

  4. A new category appears.

    You can still configure it like your first category. Such as amending the title, description and question type.

Add question

  1. Click on the section underneath the question category name. By default it says Question #1.

    This section is called a 'competency'.


  2. Enter a title for the question.

  3. If required, enter a description.

  4. Select how the question is answered. Choose between.

    • Star rating - These can be customised within the survey general setting.

    • Comment only - This provides only a text box to enter an answer.

    • Multiple choice - Only one option can be chosen from a list. There are two choices by default but you can add more. Just click on the plus sign to add another option underneath.


    • Checkboxes - Be able to have multiple options that can be selected. You can specify whether a certain amount of options must be selected.



  5. If required, you can choose whether to allow a comment box to submit a comment alongside your Star rating/Multiple choice/Checkbox answer.

    If you don't want to have one, make sure Allow submitting comment with this answer is left clear.

If you choose a star rating or multiple choice question, you can add a logic jump.

Add an additional question

If you want to add an additional question competency within a category, click on the ➕. You can also delete them or drag the order of them when you click and hold on the arrows.


Next Steps

Once you're finished creating your survey, you can do the following:

Leave as a draft

You can save your changes and come back to continue editing the survey at any point. To return to your other surveys click Go Back. You are reminded to save your progress.

The next time you click Surveys on the main menu, you can see this survey in the Draft tab where you can finish editing it at any time.

Preview survey

Once you have at least one category with a question set up, you can preview the survey to see how it looks to someone completing it. At the top a message tells you this is just a preview and that no data is recorded.

To exit the preview either finish the survey or click on the cross on the top right.

Send out

If you're fine with the survey and ready to send it, click Send out.

You then must select who the survey will go to, and choose whether you want them to receive an email and Sage HR app notification about the survey - Read more >


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