The Surveys module lets you measure how your employees feel: an engagement barometer, a quick pulse survey, an onboarding or exit questionnaire. You build the questionnaire, choose the participants, launch the survey, track participation, remind those who have not answered yet, then read aggregated results that protect respondents’ anonymity. This article gives an overview of the module: its screens, the permissions that open them and what each profile sees. It is intended for the HR staff and administrators who run surveys, and for managers who read their results.
The module at a glance #
The module opens from the Surveys menu entry. A tab bar leads to its screens; a tab only appears if your role holds the matching permission.
- Dashboard: key figures, surveys in progress, latest results, recent activity and the module’s notifications.
- All surveys: the list of every survey, with its status, type, participation and confidentiality threshold.
- New survey: the four-step creation wizard — see Creating and launching a survey.
- PMF Templates: ready-made questionnaires to customise before use.
- Results & Analytics: results by theme, the heatmap by department and the comments — see Reading results and generating reports.
- Response tracking: who has answered, who is pending, and reminders — see Tracking responses and sending reminders.
- Reports: PDF, PowerPoint or spreadsheet reports generated from the results and kept on file.
The module’s settings (automatic emails, default values, reminders, activity log) are under Settings › Surveys — see Survey settings. Employees answer from a dedicated form — see Answering a survey.
Before you start #
- The Surveys module must be part of your subscription and open to your account.
- Permissions are set in the Roles & permissions matrix, Surveys section. Each permission has three tiers: Access, Execute and Admin.
- Survey: at the Access tier you read surveys; at the Execute tier you create, edit and duplicate them. The Administrator and HR Manager roles hold it at the Execute tier; Manager and Auditor at the Access tier.
- Launch / schedule a survey (Execute tier): launch and close a survey. Held by Administrator, HR Manager and Manager.
- Survey — Dashboard opens the module and its dashboard; Results — View (list), Results — Comments (sentiment filter) and Tracking — Participation open the screens of the same name.
- Tracking — Remind non-respondents, Results — Export, Reports — Generate (PDF/PPTX/CSV) and Share results guard the matching actions.
- Employee — Fill a survey (Execute tier): held by every employee.
- For the settings: Emails — Preview (invite/reminder/thanks), Emails — Configure (times/batch/reply-to), Config — Reminders, Config — Defaults (duration/lang/visibility) and Audit — Activity log.
The dashboard #
Open Surveys › Dashboard. The screen greets you by your first name and lists your roles.
- The tiles show the number of Active surveys, Drafts and Closed surveys, the Avg. favorability, the Avg. participation and the number of Comments.
- Surveys in progress lists open surveys with their response rate. Click a survey to open its page; the Create a survey link opens the wizard if you may create surveys.
- Latest results shows favorability by theme for the most recent survey whose results are visible; View all results → opens the results screen.
- Recent activity repeats the latest activity log entries, if you may view the log. Notifications reports launches and reminders; Mark all read clears them.
- The New survey, Track responses and Generate report shortcuts appear with the Dashboard — Key metrics permission.
- My department results compares your department’s scores with the company average, provided your department reaches the survey’s confidentiality threshold.
The survey list #
Open Surveys › All surveys. Four tiles sit at the top: Active, Total, Responses and Favorability.
- Type in Search… to find a survey by its title.
- Filter by status: All, Drafts, Open, Scheduled or Closed.
- Read each row: the title and its cycle, the Status, the Type (One-time, Recurring or Lifecycle), the Participation (respondents out of participants), the confidentiality threshold (Min 5, or Visible when names are visible) and the creator.
- Use the icons in the Actions column: Edit, Duplicate and Results. Click the title to open the survey’s page.
The Templates and New buttons lead to the templates and to the creation wizard.
What each profile sees #
- HR staff and administrators create, launch, close and duplicate surveys, track participation, send reminders, read and export results and generate reports. The administrator also sets up the emails and default values.
- Managers see the dashboard, the survey list, the results and the tracking. They can launch a survey and share results, but cannot send reminders, export or generate reports.
- Auditors read everything without changing anything: surveys, results, tracking, reports and the activity log.
- Employees only see the surveys addressed to them and answer them. They have no access to detailed results.
Good to know #
- A survey starts as a Draft, becomes Open when you launch it, then Closed when you close it.
- Results are only shown from a minimum number of responses, the confidentiality threshold (5 by default). A department below that threshold does not appear in the heatmap.
- In a confidential survey, the answer is stored without the respondent’s name; only their participation is recorded, for tracking and reminders.
- The module’s permissions are set only in the Roles & permissions matrix.
Frequently asked questions #
Why can’t I see the New survey tab? #
It requires the Survey permission at the Execute tier. Ask your administrator to add it to your role in Roles & permissions.
Can a manager see what a specific employee answered? #
No. Results are aggregated by theme and by department, and nothing is shown below the confidentiality threshold. Tracking shows who answered, never what they answered.
Where do I set up the emails sent to participants? #
In Settings › Surveys › Emails. See Survey settings.
