Available for the following plans: Employment Plus, Employment Unlimited
Available for the following HR plans: Premium, Platinum
Available for the following user access level: Admin
The Custom Survey feature enables your Canadian organization to create and distribute one-time surveys to a selected audience. This tool is essential for gathering specific feedback on workplace culture, provincial policy changes, or internal projects. Published surveys appear on employee dashboards immediately after any outstanding happiness surveys.
Getting started
Follow these high-detail steps to build a survey from scratch.
Plan Restriction
Platinum and Premium plans can create custom surveys. Standard plan users can only use pre-existing system templates.
- Navigate to the Engagement menu on the left-hand primary sidebar.
- Click the Custom Survey submenu.
- Ensure the Custom Surveys tab is selected.
- Click the New Custom Survey button.
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Build Your Questions:
- Survey Title: Enter a descriptive name (e.g., "2025 Office Re-entry Survey - Vancouver Hub").
- Enter a Question: Type your query.
- Question Type: Select the response format (e.g., Multiple Choice, Free Text).
- Add More: Click Add Question for additional fields.
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Click Next.
Tip: You can reorder questions by dragging and dropping the grey header of each question box.
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Configure Response Type: Select Anonymous (Platinum only) or Non-anonymous.
Note: This setting cannot be changed after the survey is published.
- Set Sharing Options (Platinum Only): Choose to share with All employees, or specific Teams, Individuals, or Locations (e.g., your Montreal or Calgary offices).
- Schedule the Survey: Define the Start date/time and End date/time.
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Finalize:
- Click Save as Draft to publish later.
- Click Publish to send the survey immediately to users' dashboards.
Daily activities
Once a survey is live, you can monitor participation and add new participants if needed.
- Go to Engagement > Custom Survey > Custom Surveys tab.
- Click on the specific published survey.
- Click the Settings tab and select Add Participants.
- Select new users by Teams, Individual, or Locations.
- Click Confirm.
- Open the published survey and navigate to the Settings tab.
- Click the Edit button.
- Enter the updated date and time, then click Confirm.
Further information
Analyze results or reuse successful survey structures.
- Download Results: Locate a published survey, click Actions, and select Download Responses to receive a CSV file. Note: At least one response must be received first.
- Clone a Survey: Click Actions > Clone on any existing survey to copy the structure for a new audience.
- Archiving: Surveys automatically archive after the end date, but you can manually archive by clicking Actions > Archive.
- Re-opening: To reactivate an archived survey, open it, go to the Settings tab, and click Reopen.
| Feature | Standard | Premium | Platinum |
|---|---|---|---|
| Use template surveys | ✓ | ✓ | ✓ |
| Create custom surveys | ✓ | ✓ | |
| Anonymous response type | ✓ | ||
| Share to teams/locations | ✓ |
Explore related content
- How do I complete assigned surveys?: A guide for employees on how to access and finish surveys from their dashboard.
- Manage exit surveys: Learn how to create one-off surveys specifically for departing Canadian employees.