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Operations

Surveys

Anonymous or identified questionnaires with audience targeting, typed questions, and aggregate-only results.

AdminHREmployeeSelf-ServiceTenant ConfigurableLive

Surveys let HR/admins collect feedback from members with a short questionnaire. A survey can be anonymous (responses are never linked to a person) or identified (one response per member, tied to their account). It is the companion to Announcements — announcements push information out; surveys pull feedback in.

What it does

  • Build a survey with typed questions (text, single choice, multiple choice, rating), each optionally required.
  • Target an audience — everyone, a single department, or a single role.
  • Publish it (optionally within an open/close window); members see it in their Surveys feed and respond.
  • Review aggregate results — choice counts, rating averages, and free-text answers.

Anonymity is enforced by the system

When a survey is marked anonymous, the response is stored with no respondent id — there is no record of who answered. Results are aggregate-only and there is no way, in the product or the database, to map an answer back to a person. This is enforced server-side, not just hidden in the UI.

Who can access it

RoleAccess
Admin / HR AdminFull: create surveys, build questions, publish/close, view results.
Everyone elseSee and respond to surveys addressed to them; cannot create or view results.

Surveys appear in the navigation for every role. Which surveys a person actually sees is decided by the audience (all members / their department / their role).

Question types

TypeMember answers withResults show
TextA free-text boxThe list of answers
Single choiceOne option (radio)A count per option
Multiple choiceOne or more options (checkboxes)A count per option
RatingA number 1…NAverage + distribution

Main workflow

Create and publish (Admin / HR)

  1. Surveys → New survey. Give it a title and (optional) description.
  2. Choose Anonymous or identified, and the audience (everyone, a department, or a role).
  3. Add questions — pick a type, write the question, mark it required if needed. Choice questions take one option per line; rating questions take a max.
  4. Save draft. Drafts are editable; published surveys are locked.
  5. From the Manage tab, Publish when ready. Members in the audience now see it in their feed.
  6. Close the survey when you're done collecting responses.

Respond (everyone)

  1. Open Surveys — the feed lists surveys addressed to you that are open.
  2. Click Respond, answer the questions (required ones are marked), and submit.
  3. Identified surveys accept one response per person; anonymous surveys show a reminder that your answers aren't linked to you.

Read results (Admin / HR)

From Manage → Results, see the response count and a per-question breakdown. For anonymous surveys this is aggregate-only by design.

Statuses

StatusMeaning
DraftBeing built. Editable. Not visible to members.
PublishedLive. Audience members can respond (within the open/close window if set).
ClosedNo longer accepting responses. Results remain available to HR.

Admin setup & tenant configuration

Everything about a survey is per-organisation: questions, options, audience, and the anonymity choice. Nothing is hardcoded. Department/role audiences are matched at read time, so a survey keeps working even if a department is later renamed or archived.

Common questions

  • Can I edit a published survey? No — only drafts are editable, so responses always match the questions that were asked. Close it and create a new one.
  • Why can't I see a survey a colleague mentioned? It's probably targeted at a different department or role, or it hasn't been published yet.
  • Can HR see who answered an anonymous survey? No. There is no respondent id stored for anonymous responses.
  • A required question won't let me submit. Answer every question marked with an asterisk (*) before submitting.

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