Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Standard, Premium, Platinum
Available for the following User Access level: Admin
The Employee Happiness feature enables you to monitor the sentiment of your workforce through anonymous surveys. Employees provide a score on a scale from one to ten, along with optional comments.
You can enable the survey and set its frequency (e.g., monthly or quarterly) through the Engagement > Engagement Settings menu.
Getting started
Responding to employee feedback allows you to understand the context behind specific happiness scores while maintaining employee anonymity.
Important
The ability to add a comment to an anonymous response is exclusively available on the Platinum plan. You can respond to a survey even if the employee only provided a numerical score without a written comment.
- Navigate to the Engagement menu on the left-hand primary sidebar.
- Click the Happiness Schedules submenu.
- Select the Period: Use the Period drop-down menu to select the specific survey timeframe you wish to review.
- Initiate Response: Locate the specific response you want to address and click the Comment button.
- Type your required message in the text field.
- Click the Send button.
Daily activities
Stay on top of your workforce sentiment by triggering surveys manually or reviewing real-time results.
While schedules are usually automated, you can trigger a survey at any time:
- Go to Engagement > Happiness Schedules.
- Click the Send now button at the top of the page.
The results are instant. As soon as a Canadian employee submits their score, it appears in your report.
- Navigate to Engagement > Happiness Schedules.
- Select the required timeframe from the Period drop-down.
- Review results: You will see the average response score and the participation rate for that period.
If a manager's response needs to be removed (Platinum plans only):
- Go to Engagement > Happiness Schedules and select the relevant Period.
- Click the Comment button to view the existing conversation.
- Click the Three Dots (ellipsis) icon next to the comment you wish to remove.
- Click Delete, then click Delete again on the confirmation pop-up.
Understanding the Happiness Report
The report categorizes scores using the standard Net Promoter Score (NPS) colour logic to help you visualize sentiment at a glance:
| Color | Score Range | Sentiment Interpretation |
|---|---|---|
| Pink | 1 to 6 | Detractors: Employees who may be unhappy or disengaged. |
| Amber | 7 to 8 | Passives: Employees who are satisfied but not highly engaged. |
| Green | 9 to 10 | Promoters: Highly happy and engaged employees. |
Key Metrics
The report provides four primary metrics to help you track trends over time:
- Current Period: Average Response: The mean happiness score for the chosen survey period.
- Current Period: Response Rate: The percentage of your Canadian team that completed the survey.
- Last 12 Months: Average Response: A rolling average showing long-term happiness trends.
- Last 12 Months: Response Rate: Long-term participation trends to help identify "survey fatigue."
Explore related content
- Managing custom schedules: Learn how to create one-off custom surveys for specific Canadian teams or projects.
- Constructing schedule templates: A guide on building reusable survey templates from scratch.