This section explains how to manage Employee Surveys in the portal. It covers how to create, send, and review survey results to help you gather valuable feedback from employees and support data-driven decisions for improvement.
1. Log in to your portal (e.g., yourcompany.instaff.org) as an Administrator.
2. From the left-hand menu, go to Admin, then select Survey Management.
Tabs Overview
There are three tabs available in the Survey Management section:
Active Surveys - These are surveys that are currently live and accessible to employees.
1. To check the responses of the employees, click Results under Actions column.
2. The survey responses and details will be displayed.
3. To Edit or Close the survey manually and view the Notification history, click the three-dot (⋮) button.
4. To send an email notification to selected or eligible employees inviting them to participate in a survey, click Notify.
5. Click Send Notifications to confirm.
Draft Surveys - These are surveys that are still in preparation and have not been published.
1. To continue editing a survey, click the three-dot (⋮) button > Edit Survey.
2. Once you’re done, you can publish the survey by clicking Publish Survey Now.
Closed Surveys - These are surveys that are no longer open for responses but can still view the Responses.
1. To check employee responses, click Results under the Actions column.
You can also check:
Creating Employee Surveys
How to Customize Survey Notification Emails - Administrator's Guide
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