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 levels: Admin
Employee surveys are essential tools for assessing engagement and experience within your organization. The Survey Templates feature allows you to create custom templates from scratch for repeated use or choose from pre-existing master templates.
Note: You must create at least one custom survey before you can access the Templates tab; it will not appear in your menu if you have not used custom surveys previously.
Getting started
Customizing your own templates allows you to tailor questions to specific Canadian provincial requirements or internal cultural initiatives.
Important
Creating your own survey templates is a feature exclusive to the Platinum plan.
- Click the Engagement menu.
- Click the Custom Survey submenu.
- Click the Templates tab.
- Click the New Survey Template button.
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Complete the Template details:
- Survey Title: Enter a clear name (e.g., "Q4 Engagement Survey - Toronto Hub").
- Enter a Question: Type your first survey question.
- Question Type: Select the response format (e.g., Multiple Choice, Free Text).
Helpful Hint
Click the Add Question button to add further questions to your survey. There is no limit to the number of questions you can add to your custom survey.
- Click the Save button.
Daily activities
- Go to Engagement > Custom Survey and select the Templates tab.
- Select the desired document by clicking the Use Template button.
- Click the Next button.
- Select Response Type: Choose between Anonymous (Platinum only) or Non-anonymous.
- Select Sharing Options: Choose to share with All employees, specific Groups, or Locations (Platinum only).
- Schedule the Survey: Select the Start/End date and Start/End time.
- Click either Save a Draft or Publish to send the survey out immediately.
- Navigate to Engagement > Custom Survey > Templates.
- Click the template name that needs viewing.
Editing and removing data
- Navigate to Engagement > Custom Survey > Templates.
- Click the template that needs editing.
- Click the Edit Template button.
- Make changes and click Save Changes.
- Navigate to Engagement > Custom Survey > Templates.
- Click the Action (downward arrow) button next to the template.
- Click the Delete button and confirm.
Further information
| Feature | Standard | Premium | Platinum |
|---|---|---|---|
| Use master templates | ✓ | ✓ | ✓ |
| Create your own custom surveys | ✓ | ✓ | |
| Share to teams/locations | ✓ | ||
| Create anonymous surveys | ✓ |
Explore related content
- Completing My Assigned Surveys on My Dashboard: Learn how employees access surveys via the web platform.
- Completing My Assigned Surveys via App: Instructions for employees using the Swag/EH mobile app.