How to Initiate and Manage Surveys?

Initiate Survey:

• Navigate to Dashboard > Survey > Submission.
• Select the type of survey: General Survey/ Onboarding Survey/ Exit Interview.

Create Survey Instance:

• For General Survey, click on “+ Initiate Survey”.
• Enter Survey name, choose the Template, and select respondents. i.e. All Employees/ Some Employees/ Specific Employees
• For eg. If you want to assign the survey to the marketing department then you can Click on Some Employees > Add employee selector rule > Select Department >Select is > Select Marketing.

Customize Survey Settings:

• Set anonymity options (eg. Employee Name) > specify expiration date > choose response method i.e. Email or Quikchex System >
• Click on Submit to initiate the survey.