Tutorial 1: Super-easy

MUST DO

Create a copy of the Engaged@Way-of-Work survey

Create your own copy of the Engaged@Way-of-Work engagement model template that you can edit and change as required. To do this, navigate to the Engage SURVEY | SURVEY MODEL module:

1. Click on the Survey template menu item in the side panel; a list of survey templates will be displayed.
   
   
2. Copy the Engaged@Way-of-Work engagement survey by clicking on its Copy button:
   
    
3. Type in a suitable name for the survey in the dialogue window that will come up (e.g. Engagement survey), and select Organization as the survey model owner from the dropdown:
   
   

OPTIONAL

Edit or add survey questions

Mandatory Engaged@Way-of-Work engagement survey questions that should not be deleted or substantially changed will be marked with a yellow lock symbol (see Copy a Survey Template for more on this). You are however free to add additional survey questions to an existing construct, or even to add your own custom constructs to the survey (e.g. to measure Diversity & Inclusion or Values).

See Constructs & Questions on how to edit or add survey constructs and questions.

OPTIONAL

Edit the survey questionnaire layout

The system has automatically generated an online survey questionnaire layout that can be used as-is, with no editing required. You can, however, edit the survey questionnaire as you see fit by adding your own logos and branding, changing the introduction paragraph text, moving the survey questions around etc.

See Survey Questionnaires on how to edit the online survey questionnaire layout.

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Create a survey campaign

Use the Engaged@Way-of-Work survey as the basis for the survey. Navigate to the DEFINE SURVEY module – a window with a list of the available survey campaigns will be displayed (if any):

1. Click on the New button to create a new survey campaign.
   
   
2. Enter a name for the survey campaign, e.g. 2019 Engagement Survey, and select the Survey model (select the copy of the Engaged@Way-of-Work survey (previously Flow@Work) that you created in Step 2) and Survey questionnaire (select the default > Diagnostic survey) from the dropdown fields, and click on the OK button to save the changes.
   
   

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Select the survey participants

The system will allow you to select the entire organization or any permutation of business units to participate in the survey. Since no business units have been defined, follow the steps as outlined below to select the enitre organization for the survey campaign:

1. Double-click on the name of the survey campaign that you have created in the previous step to edit it (or select it and click on the Edit survey toolbox function in the side panel or dropdown menu): 
   
    
2. Select the Participants toolbox function in the side panel, and check box at the top of the list to select the entire organization:
   
   
   

IGNORE

Editing the survey communications (emails)

Since this is going to be a public survey where you email the survey links out yourself, and not a targeted survey where you preload the employee details so the system can send the survey emails, it would not be necessary - or make much sense - to edit the survey email content, so you can skip this step.

PS. Emailing the survey links are covered in more detail in Step 4 below.

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Test the survey link

Testing the survey is good practice, for a variety of reasons. It will allow you to:

• Check the layout, appearances and flow of the online questionnaire, particularly with respect to logos, branding and the use of colors;
• Get management or the responsible stakeholders to approve and sign off on the online questionnaire;
• Check whether there are any whitelisting or firewall restrictions that may prevent the emails from reaching their destinations;
• Confirm that employees in outlying and more remote areas have adequate and reliable internet access so they can complete the online questionnaire.

See Managing Test Emails for more on how to test your survey link.

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Start the survey campaign

Navigate to the RUN SURVEY module – a window with a list of the available survey campaigns will be displayed.

1. Double-click on the survey campaign name, or click on the Open button to get started with the survey campaign.
   
    
   
2. The Run Survey screen will come up. Click on the Start survey button to start the survey campaign. A checklist that summarizes the status of the different components of the survey campaign will be displayed:
   
    
   
3. There should not be any hard-stop warning messages in the checklist, so click on the Start survey button to launch the survey. See Launch Survey Campaign for more on the survey checklist.

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Copy and email the survey link

The survey participation dashboard will come up:

1. To get a public URL link for the survey that you can forward via email to the intended survey participants, click on the Survey link button.
   
    
   
2. A dialogue window with a number of Survey Link options will come up. The Public survey link (single use) option will provide you with a survey link that will allow survey participants to complete the survey only once on a particular device, so use this link if the participants have access to their own PCs or mobile devices.
   
    
   Use the Kiosk survey link (multi-use) instead if you need a survey link that can be used more than once on the same PC or mobile device - this will allow you to make the survey link available on one or more share PCs or mobile devices so participants who do not have access to their own PCs or mobile devices can also complete the survey.
   
   
3. To copy the survey’s URL link, click on the appropriate Public link or Kiosk link button:
   
    
   A window will come up with a unique URL link for the survey; highlight and copy the URL link by clicking on the Copy button:
   
    
   
4. Paste the URL link into your own email, and forward the email with the link to all intended participants. Please note that anyone who have access to the email and/or the survey link will be able to complete the survey, so forward the email link at your discretion.
     

For more about announcing and communicating the survey, please see The Survey Process.

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Monitor survey participation & results

The survey participation dashboard will be updated in real-time with the number of survey responses. To access a view-only link of the survey participation dashboard that you can forward to other interested parties:

1. Click on the Dashboard link button.
   
   
2. A view-only version of the dashboard will come up; copy this link and forward this to anyone else who would like to monitor survey participation.
   
   
   

The survey results can be viewed and monitored in real-time in the Engage Analytics dashboard. 

Note: the next tutorial Easy: engagement survey with a public link with results mapped to your organizational structure will show you how to capture business unit details and employee headcounts (numbers) so you will be able to monitor and measure survey participation in comparison to the total number of employees.

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Close the survey

You can close the survey when you have received sufficient survey responses. To close the survey:

1. Click on the Publish survey button in the survey participation dashboard. A dialogue window will come up with a summary of your license permissions and the number of survey responses.
   
   
2. Click on Publish survey button at the bottom of the Publish survey dialogue to close (suspend) the survey and to publish (finalize) the survey results on the analytics dashboard.
   
    
   

The survey links will be closed and deactivated, and the demographic breakdown of the survey responses updated in the analytics dashboard. The analytics dashboard will be automatically opened in a window in your browser so you can view your survey results.

See the Engage ANALYTICS help file for more (click here).