This section will guide you through the steps necessary to configure a survey on the Engage platform - from importing employee details and business unit hierarchies to editing the survey model, defining a survey campaign and testing the survey links.
Importing Business Unit and Employee Details and Demographics
Import business units, with the business units either grouped into separate columns per hierarchical level or indexed with decimal numbers, as well as employee details, roles and access rights.
Updating Demographic Categories and/or Attributes
Define/import, edit, copy or delete demographic categories for use in an employee survey.
Importing and/or Editing a Survey Model
Create, copy or edit employee survey models from scratch or from survey templates, and maintain the survey models with respect to their composition (survey constructs and questions), questionnaire layouts and survey communications.
Creating a Survey Campaign
Create a survey campaign based on a combination of a survey model, survey participants and survey communications content.
Testing the Survey Links and getting Stakeholder Sign-off
Create a survey campaign and email test survey links to stakeholders for verification and sign-off.
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