Empuls surveys are an efficient tool enabling you to create and manage surveys effortlessly, gather employee feedback and provide valuable insights. It is perfect for measuring employee engagement and workplace experience. This guide shows you how to set up surveys and customise questions to get the most out of this powerful tool.
Employee Engagement Surveys
1.1 eNPS and Pulse Surveys
How do I run the eNPS and Pulse Survey?
Step 1: Navigate to Survey > Survey & Quizzes and scroll to Employee Pulse Surveys card to view the default survey templates and edit the already running survey campaigns.
You can create either an eNPS Survey or a Pulse Survey, depending on your requirements.
Step 2: Click on Get Started.
Step 3: Click on Run Survey on the top right to run the survey.
1.2 Custom Pulse Survey
Custom Pulse Survey is an extension of the Employee Pulse Survey in Empuls. Admins can create & manage tailored pulse surveys. The feature allows adding or removing questions from the survey, offering specific insights aligned with the organisation's goals.
Add New Questions:
Admins can include additional questions beyond the standard set when designing a custom pulse survey. These questions can be crafted to gather insights on particular topics, initiatives, or concerns relevant to the organisation. The added questions can cover a wide range of subjects, from employee well-being and engagement to specific projects or changes within the company.
How do I create a Custom Pulse Survey?
Step 1: Navigate to Survey > Survey & Quizzes. You can choose any of the existing eNPS Survey or Pulse Survey templates and customise them to your needs.
Step 2: Click on Browse Templates on the right side to use a template to design a survey.
Step 3: Go to Create from Scratch > Create your Own Pulse Survey and choose the option to Create Your Own Pulse Survey. This will lead you to the customisation interface.
Step 4: Fill in the details, including the name of the survey and its purpose. Once done, click on Continue to proceed.
Step 5: You have two options to add questions:
Option 1: To add from the Question Bank
Click on Choose from Question Bank to add questions.
Option 1: Choose the question you want to add from the question bank. Click on the Add to Survey button next to the question you want to include.
Add all the questions you wish to include in the survey, then click 'Back to Survey' to proceed. You can also use the search icon at the top to look for a question
Option 2: To add a custom new question
Click on Add Question.
Select the Question Type
Type 1 - NPS
Allows your employees or survey takers to rate the likelihood of recommending the service on a scale of 1 to 10.
Once you've selected NPS as the question type, fill in the following fields:
Metric Measured
Question
Description
Once done, click Add to include it in your survey.
Type 2 - Text Response
In this format, employees are required to share their responses in up to 1000 words.Add the Question and Description to provide context for the response.
Check or uncheck the box to mark this question as mandatory or optional, based on your preference.
Type 3: Likert Scale
Rate the statement from Strongly Agree to Strongly Disagree (or your own custom scale).
Add the question and description to give context to the response.
You can create different option labels that will appear to employees in the survey. Each label represents a specific level of agreement or sentiment. The nature of the response can be adjusted by selecting from the dropdown menu next to each option label.
You can edit the labels by clicking inside th box and typing the text you want.
These labels are customizable—you can delete them by clicking the cross (×) button. You must have a minimum of 3 option labels to proceed, and you can add up to 10 maximum.
To add a new option label, click “Add +”, enter your custom label, and match it to the desired response nature using the dropdown.
You can also display option labels as images with text underneath. To do this, click the image icon and upload an image for each option.
Note: If you upload an image for one label, you must upload images for all option labels.
Then, select the most suitable option by choosing the Engagement Driver and Dimension from the drop-down menus. To add multiple option click + symbol and continue adding. Once selected, click on Add.
If the admin doesn't find the required Engagement Driver or Dimension in the dropdown, they can manually add their own by typing the desired names directly into the respective fields. Once added, these custom entries will be saved and appear in the dropdown list the next time they use it.
Check or uncheck the advanced settings based on your requirements.
You can make the question mandatory by checking the corresponding box.
Enable a "Not Applicable to Me" option in the scale by checking the box.
Collect additional feedback when the response is marked as negative or neutral by checking the relevant option.
Step 6: Please review your questions after adding it, and click Continue to proceed.
Step 7: Survey Settings
Anonymity Preference
To configure survey anonymity:Click "Yes, keep this survey anonymous" to ensure respondent identities are not collected.
Click "No, collect user information" to gather respondent details.
Report & Graph Display Options
To select how you want to view the survey results:Choose the Percentage of positive responses to see the proportion of favourable answers.
Choose the Average score respondents given by respondets to view the mean rating across questions.
Step 8: Selecting Respondents and Sending Invites
You have three options:
Option 1 - Invite Everyone
Select this option to invite all users across the organization.
Option 2 - Custom Selection
2.1 Click on the pen icon inside the respondent box to apply filters or search for users individually by name.
2.2 You can select specific users using metadata. Click on Filters, then match the field and value to define your target audience.
2.3 You can also add conditions based on the employee's date of joining. Simply check the box, then enter the number of days in the field provided.
Option 3 - Specific Users (Defined by email id)
Paste or type the email addresses of the survey participants. Once done, click Save and Continue.
Step 9: Other Settings
9.1 How often this survey should be conducted. Make your selection
9.1.1 One-Time Survey - A single-instance survey with immediate or scheduled invites. In this case, you can choose to send invites immediately or schedule them for later. For sending invites immediately, select the option and click Save.
9.1.1.1 If you select "Send Later", you will need to specify the date, time, and time zone. Once done, click Save.
9.1.2 Recurring Survey
A regularly scheduled survey sent at defined intervals.
Select the frequency (daily, weekly, monthly, etc.), choose the day of the week or month, and set the time and time zone. Once done, click Save to proceed.
Please Note:
If you have selected the audience using metadata and checked the option to add a condition based on the employee's date of joining,
you will only have the advanced setting option to select the time and time zone.
Step 10: Once all details are set, click on Send Invites to distribute the survey to your selected respondents.
Your chosen respondents will receive invitations to participate in the survey via email.
Employee Life Cycle Surveys
Empuls provides a user-friendly platform that offers pre-designed employee lifecycle surveys. These surveys help you gather valuable feedback from your employees at every touchpoint, from onboarding to exit. This platform allows you to gain actionable insights to improve the employee experience, ultimately leading to better business results.
How do I run an Employee Life Cycle Survey?
Step 1: Navigate to Survey > Survey & Quizzes and scroll down to the Life Cycle Surveys card.
Step 2: Here you can view the default Life Cycle Survey templates.
To run a particular survey, click on Get Started.
Step 3: Click on Run Survey on the top right to run the survey.
You can adjust the date by toggling over the calendar and adjusting the period for which you want to run the survey.
Step 4: Check the Survey Settings, which include the survey participants, questions and the time of invitation.
Click on Run Survey.
Other Surveys (Surveys for HR Managers)
HR surveys are a great way to collect employee feedback about the organisation's various initiatives. They provide valuable insights that can be used to improve their overall experience.
With Empuls, you can create your surveys from scratch. Whether you want to gather feedback about an event or new company policies or check in with your employees, Empuls makes it easy and convenient.
Some of the templates available on the Survey module are as below:
List of Survey Templates available in Empuls
|
|
|
|
|
|
|
|
|
|
|
|
|
How do I build my own Survey?
Step 1: Navigate to Survey > Survey & Quizzes and click on Browse Templates at the top right corner of the window.
Step 2: Go to Create from Scratch > Create your Own Survey and click on Create from Scratch.
Step 3: Add a name and description to your survey so the invitees know why you are running the survey.
Step 4: You now have the option to add questions either from a question bank or create your own questions.
Option 1: Add from the Question Bank
Click on Choose the Question to add questions.
Select the question you want to add from the question bank. Click on the Add to Survey button next to the question you want to include.
Option 2: To add your own Questions
Click on Add Questions.
Start adding questions to the survey. Empuls supports the following question types:
Short Text: Select the Short Text option using the drop-down. Add the question and description. Check the box to make the question mandatory. Click Add.
Likert Scale: Select the Likert option using the drop-down. Add the question and description. Click Add.
Multiple Choice: Select the Multiple Choice option from the drop-down, then add your question and a brief description to provide context. Two answer options will appear by default—type or paste your desired answers into the boxes provided. To add more options, click on the “+ Add Option” button, enter the new answer in the text box, and click “Add” to include it in your list.
Multiple Choice with Image: Select the Multiple Choice with images option from the drop-down, then add your question and a brief description to provide context. Two answer options will appear by default—type or paste your desired answers and upload the images into the boxes provided. To add more options, click on the “+ Add Option” button, enter the new answer in the text box, and click “Add” to include it in your list.
Ratings: Select the Ratings option from the drop-down, then add your question and a brief description to provide context. Use the – and + symbols to adjust the number of rating levels (e.g., 1 to 5 stars). Once you're done setting the scale, click “Add” to save the question.
Please note: At least one question should be marked as 'Required' to be answered by the survey respondents.
Step 5: After adding questions, choose survey privacy settings to make it anonymous or collect user identity information, depending on your discretion.
Step 6: Finally, invite the survey respondents by adding their names or email addresses directly in the invites box. Empuls also allows you to send the survey to the entire organisation or specific departments, business units, grades, or locations based on the uploaded user data.
Invite users across the organisation by using the filters or typing their names individually. Then click on Send Invites.
If you exit the survey, it will be saved as a draft and remain in draft mode until you publish it.
How do I Share the Survey Link?
Survey owners can share the link to their surveys with the respondents and other admins. This helps the admins manage the administration of employee life cycle surveys and minimises the duplication of standard, org-wide surveys.
Survey owners can find the survey link under Get Survey Link on the Invite Survey Respondents page.
How do I Edit a Survey?
The Survey tab shows the survey in-use. Click on the
Icon to Make a Copy or Delete the survey.
To edit the survey, click on the respective survey and click on the
icon. You may:
Edit the survey name and its purpose in the introduction step.
Edit/delete a specific question by hovering on the question and clicking on the respective icon on the right-hand side.
Add a new question at the end of the survey template.
If the survey is Active, you can edit only the name and description of the survey.
How to Delete a Survey?
Delete a survey by clicking on
icon on the survey you want to delete. Deleting a survey will erase all responses collected. Alternatively, you can set the survey as “Inactive” to hide it from the participants.
Duplicate a Survey
Duplicate a survey by clicking on
icon the respective survey. This option helps you create a duplicate survey with the same configuration and questions.
Other Options in the Survey
Click on a particular survey to explore other options in them:
Send Reminders - Send an email reminder to those who haven’t responded to the survey. Click on Send Reminders in the survey you want to send reminders from.
Send Invites - Send an e-invite to users who were initially not supposed to take the survey by clicking on the Send Invites button.
Collecting Responses -Toggling this option will make the survey Inactive. Changing the status of surveys will not send email reminders to users.
FAQ's
FAQ's
1. How do I create and run a survey in Empuls?
Navigate to Survey > Survey & Quizzes, where you can choose from pre-designed templates like eNPS, Pulse, Life Cycle, or build your own from scratch. Click Browse Templates or Create from Scratch to start. Add a survey name, description, and proceed to add questions either from the question bank or by creating your own. Then, configure privacy (anonymous or identified), choose recipients (entire org or filtered group), set a schedule, and click Send Invites.
2. What types of surveys can I create?
Empuls allows you to run eNPS surveys, Pulse surveys, Custom Pulse surveys, Life Cycle surveys (like onboarding, training, and exit), and HR-specific surveys. You can use prebuilt templates or create custom ones to suit your needs.
3. How do I add questions to a survey?
When creating or customizing a survey, you can choose questions from a Question Bank or click Add Question to create your own. You’ll need to assign an Engagement Driver and Dimension if it’s a custom question. You can include different question types such as multiple choice, image-based options, Likert scale, star ratings, or open-text feedback.
4. Can I make surveys anonymous?
Yes. During the Survey Settings, choose “Yes, keep this survey anonymous” or “No, collect user information” to determine whether respondents remain anonymous or not.
5. How do I schedule and send a survey?
Once questions and settings are finalized, choose the date, time, and time zone for distribution. Select recipients (everyone or filtered groups) and click Send Invites. Respondents will receive email invitations.
6. How do I run Life Cycle or HR surveys?
Under Survey > Survey & Quizzes, scroll to Life Cycle Surveys or use available HR templates like Onboarding, Exit, Diversity, Manager Effectiveness, and more. Click Get Started, review or modify questions and settings, then click Run Survey.
7. Can I customize default templates?
Yes. Templates such as eNPS, Pulse, or HR surveys can be edited by clicking Browse Templates > Create from Scratch > Create Your Own Pulse Survey. Add or remove questions as needed and tailor the content to your organization’s goals.
8. How do I edit an existing survey?
Go to the Survey tab, select the survey, and click the edit icon. You can update the name, description, or questions (only if the survey is not yet active). Active surveys allow editing only of the name and description.
9. How do I delete or duplicate a survey?
To delete a survey, click the delete icon on the survey. This will erase all collected responses. To retain the survey but stop collecting responses, mark it as “Inactive.” To duplicate, click the duplicate icon—this copies the survey structure and questions for reuse.
10. How do I send reminders or additional invites?
Click on a survey, then choose Send Reminders to nudge non-respondents, or Send Invites to include new participants.
11. Can I share the survey via a link?
Yes. On the Invite Survey Respondents page, survey owners can copy and share the survey link with respondents or other admins using Get Survey Link.
12. What display options are available for survey reports?
Choose between Percentage of positive responses or Average score to visualize feedback results.
13. What happens if I exit before publishing the survey?
The survey will be saved in Draft mode and can be returned to and edited anytime before publishing.
Where to find this in the platform?
Application URL : https://{{tenant_url}}/home/surveys/org