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Distribute a Survey

How to create and distribute an engagement or pulse survey to employees.

【Create and distribute】

  1. 1.Go to Admin menu → Engagement (Surveys).
  2. 2.Use "New Survey" to pick a template or build questions.
  3. 3.Set the audience (whole company / departments) and schedule (one-time / recurring).
  4. 4.Review and distribute. Making it recurring runs it as an ongoing pulse survey (see #ENG-003).

【Anonymity settings】

To keep responses anonymous, set the anonymity mask threshold (minimum responses). Results for small groups are hidden to protect privacy (see #ENG-001). We recommend 5.

【Review results】

Response rates and aggregated results appear as trend charts on the dashboard. For reading scores (e.g., Loyalis), see #ENG-002.

【Boosting response rate】

Announce the purpose beforehand (#GUIDE-025) and use deadline reminders to lift response rates.

예시

Engagement → New Survey → set audience/schedule → anonymity threshold 5 → distribute & review.

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관련 문서

Pulse Survey

Short, high-frequency employee surveys that complement annual reviews and provide real-time insights.

Anonymity Mask Threshold

The minimum number of responses required before survey results are displayed, protecting individual privacy.

Send a Company-Wide Announcement

How to publish an announcement so important notices reliably reach the right people.

같은 카테고리의 문서

Invite Employees and Issue Accounts

Admin steps to register new employees and let them log in via an invitation email.

Set Up Departments and Organization

Admin steps to register your department hierarchy and positions and assign employees.

Set Up Who Approves Requests

How to set up who approves overtime, leave, expense, and other requests.

Set Up Branches and Punch Methods

Admin steps to register branches (locations) and enable the punch methods used at each.

이 문서를 본 사람들이 함께 본 문서

Invite Employees and Issue Accounts

Admin steps to register new employees and let them log in via an invitation email.

View HR Dashboards and Analytics

How to review workforce, turnover, and engagement data in the HR analytics dashboards.

How to Answer an Engagement Survey

Step-by-step guide to completing your engagement survey on web and mobile.

Using Pulse Surveys for Organizational Health

How to run regular pulse surveys to measure employee engagement and surface issues.

How to Answer Pulse Surveys (Employee Guide)

How employees answer regularly distributed pulse surveys.

Creating Action Plans from Survey Results

How to create and track action plans based on engagement survey results.

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