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Surveys Explained

How to configure, access, and use Workforce's Surveys feature.

Updated this week

This feature is available for users who have enabled Workforce HR.

What are Surveys?

Surveys are a simple and effective way for you to gather insights from your team. They can be used to collect feedback on engagement, culture, management effectiveness, or any topic that matters to your organisation.

With Workforce's Surveys feature, you can easily build and distribute custom surveys to employees across your business. Create any number of fully customisable survey and send them out manually, at a scheduled date and time, or on a recurring schedule. All responses are stored in one place, making it easy to track trends and take meaningful action.


When should I use Surveys?

Some common ways to use the Surveys feature include:

  • Pulse Surveys: Regular check-ins on employee satisfaction.

  • Exit Interviews: Structured feedback from departing employees.

  • Onboarding Surveys: Gather insights from new hires.

  • Training Evaluations: Assess the effectiveness of training programs.

  • Custom Research: Any additional feedback collection needs that your organisation has.


Can Surveys be anonymous?

You can set survey responses to be collected anonymously, empowering your staff to provide you with valuable insights confidently and with privacy.

Learn how to set a survey to be anonymous here.

What Employees See

When survey responses are set as anonymous, employees will see confirmation of this when completing the survey:

No description available.
No description available.

What Managers See

In the Survey Response Report, responses will also display Respondents as 'Anonymous':


Report on Surveys

Workforce also has custom reports that make tracking survey responses straightforward. To access these, navigate to Reports > HR > Surveys.

Currently, we have released the following survey reports, though please note that this list is non-exhaustive and we regularly add and remove reports:

  • Sent Surveys

  • Survey Response Report

As the names suggest, the Sent Surveys report allows users to track and analyse sent surveys and their responses, while the Survey Response Report contains detailed information about survey responses.

To learn more about configuring these reports and setting reporting filters, see our Managing Reports help guide.


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