Create Employee Check-In Surveys with the Engagement Module

The Engagement module allows administrators to create surveys, check-ins, and polls to measure employee engagement across your organization.

Employee check-in surveys are a useful way to gather feedback throughout the employee lifecycle. Common use cases include:

• During employee onboarding
• After significant organizational, cultural, or procedural changes
• As recurring engagement surveys to monitor employee satisfaction and wellbeing over time

Before You Begin

Before creating a survey:

• Ensure you have access to the Engagement module.
• Decide which employees or groups will receive the survey.
• Prepare the questions you want to include and determine whether responses should be anonymous.

Step 1: Start a New Survey

1. From the left navigation menu, select Engagement.

2. Click Start a Custom Survey.

   

Step 2: Enter Survey Details

Provide the following information:

• Survey Title – Enter a descriptive name for the survey.
• Description (Optional) – Add internal notes or context for your reference.

Note: The survey description is visible only to administrators and is not shown to survey respondents.

Step 3: Create Survey Questions

Build the questions that employees will answer.

For each question, you can:

• Mark the question as Required or Optional.
• Select one of the available response types:
  • Rating Scale – Allows respondents to provide a numerical rating. You can also enable an optional comment field for additional feedback.

  • Comment Field – Allows respondents to submit an open-ended written response.

    

After adding all questions, click Save and Continue.

Step 4: Select Survey Respondents

Choose who will receive the survey.

You can send surveys to:

• Individual employees
• Members of one or more groups

Permission Notes

• Managers can send surveys only to employees who report to them within the organizational hierarchy.
• Administrators can send surveys across the entire organization.

After selecting recipients, click Save and Continue.

Step 5: Configure Survey Settings

Configure how and when the survey will be delivered.

Schedule

Choose the date and time the survey should be sent.

Recurrence

Determine whether the survey should repeat automatically.

If recurring, specify:

• Weekly, monthly, or yearly frequency
• An optional end date

Cutoff Date

Specify how long respondents have to complete the survey.

After the cutoff date passes, employees can no longer submit responses.

Anonymous Responses

Choose whether responses will be:

• Anonymous, or
• Attributed to individual respondents.

Employees are informed whether their responses are anonymous before completing the survey.

Email Reminders

Enable reminder emails for recipients who have not yet submitted their responses.

Step 6: Review and Schedule

Before sending the survey:

1. Preview the survey.
2. Verify the questions, recipients, and settings.
3. Make any necessary changes.
4. Schedule the survey.

Once scheduled, the survey will be delivered according to the configured schedule.

Additional Information

• Custom surveys can be used for onboarding check-ins, ongoing engagement surveys, and organizational feedback.
• Managers are limited to surveying employees within their reporting structure.
• Administrators can distribute surveys organization-wide.
• Survey descriptions are for internal reference only and are not visible to respondents.