Contents:
Survey types
Setting the survey type helps define and, in some cases, automate recipient eligibility criteria. Survey type is also a filter on the Engage Insights dashboard, which is useful for aggregating results from multiple related surveys.
AdHoc
This survey type can be used if none of the other survey types below apply. It can be considered a "Miscellaneous" survey type.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
Alumni
This survey type is used to gather feedback from employees who have already departed the organization. Survey invites can be automated by keeping termination dates (and user status) updated in Engage, and setting eligibility criteria defined by the number of days after their termination date the survey should be sent.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
- If you choose to add recipients by email, the criteria (“How many days after termination date should the survey be sent?") will no longer be used.
- Be sure to update the employee’s email address in Engage before sending the survey, as it is unlikely that they will have access to the email address they held as an employee.
Candidate
This survey type is used to gather feedback from candidates about their experience applying for and interviewing for a job within your organization. Because invited survey participants are not employees, when creating the audience for this survey type, recipients can only be added by email.
- Candidates must be added as a user in Engage (under User Management) before they can be added as a survey recipient by email.
Diversity, Equity, Inclusion and Belonging (DEIB)
This survey type is used to gather specific feedback from employees about your organization’s DEIB policies and practices and their impact on the work environment and culture.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
Engagement
This survey type is used to regularly assess employee engagement and satisfaction. Recommended intervals are quarterly or semi-annually.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
Event
This survey type is used to gather feedback from employees about a specific work-related event that has taken place. The “Event” survey type is also a useful way for learning & development teams to aggregate feedback for training classes/workshops.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
Hiring Manager
This survey type is used to gather feedback from managers about their new hires. Recommended intervals are 30 and 60 days after the employee’s hire date.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
- New hires must be added as a user in Engage (under User Management) before they can be added as a survey recipient by email.
- If you choose to add recipients by email, the criteria (“How many days post employee's hire date should the survey be sent to his manager?”) will no longer be used.
- When adding recipients by email, add the email address of the NEW HIRE (and not the manager). The survey invite will automatically be sent to the person who is listed as the new hire’s manager in Engage (under User Management).
Onboarding
This survey type is used to gather feedback from new hires about their onboarding experience. Survey invites can be automated by adding new hires to Engage in a timely manner, and setting eligibility criteria defined by the number of days after their hire date the survey should be sent.
Frequent checkpoints along the new hire journey are recommended in order to set new hires up for success. Recommended intervals are 7, 30, 60 and 90 days after the employee’s hire date.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
- New hires must be added as a user in Engage (under User Management) before they can be added as a survey recipient by email.
- If you choose to add recipients by email, the criteria (How many days are Hire date should the survey be sent?) will no longer be used.
Note: If you are launching this onboarding survey for the first time, how do you include new hires who started more than XX days ago?
or
If you haven't uploaded new user data to Engage in a while, how do you make sure new hires from XX months ago don't get missed?
By default, when determining which users will be invited to participate in an Onboarding survey, Engage takes the eligibility days and doubles them.
Offboarding
This survey type is used to gather feedback from employees who will be leaving the organization. Survey invites can be automated by keeping termination dates (and user status) updated in Engage, and setting eligibility criteria defined by the number of days prior to their termination date the survey should be.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
Prehire
This survey type is used to gather feedback from new hires before they start working for your organization. Survey invites can be automated by adding new hires to Engage in a timely manner, and setting eligibility criteria defined by the number of days before their hire date the survey should be sent.
- Surveys can be sent to everyone eligible or to a subset of users. Uncheck the “send to everyone eligible box” to reveal a dropdown menu with a list of options to further define the survey audience.
- Unchecking the "send to everyone eligible" box also allows you to manually add recipients by email.
- New hires must be added as a user in Engage (under User Management) before they can be added as a survey recipient by email.
- If you choose to add recipients by email, the criteria (How many days before the hire date should the survey be sent?) will no longer be used.
Survey Templates
Survey Templates are an easy way to set up your surveys and will save you time on creating surveys from scratch. There are 16 different templates available for you to use and each comes with its own set of pre-defined questions.
Template questions are not editable, but you can remove questions or add your own custom questions at the end of your survey. Template questions can also be rearranged in any order within the template but all custom questions must follow the template questions.
The following templates are available to use:
| Template | Survey Type |
| Remote Work Assessment | Ad Hoc |
| Remote Work Pulse | Ad Hoc |
| Return to Work | Ad Hoc |
| Engagement -Mini - 17 questions | Engagement |
| Engagement - Standard - 30 questions | Engagement |
| Engagement - Extended - 50 questions | Engagement |
| Diversity, Equity, Inclusion and Belonging (DEIB) |
Diversity, Equity, Inclusion and Belonging (DEIB)
|
| Alumni | Alumni |
| Exit | Offboarding |
| Onboarding | Onboarding |
| Culture Assessment | Ad Hoc |
| Employee Health & Wellness | Ad Hoc |
| Manager Effectiveness | Ad Hoc |
| Organizational Change | Ad Hoc |
| Betterworks Baseline | Ad Hoc |
| Betterworks Reassessment | Ad Hoc |
*Industry benchmarks are available for the Engagement and DEIB survey templates.
Frequently asked questions
- Can I change the survey type when using a survey template?
No, survey types are fixed to the template.