Surveys are a comprehensive solution that makes collecting employee feedback as simple as a few clicks. To access Workforce's Surveys feature, you will first need to ensure your organisation has signed up for Workforce HR. If not, the feature will be hidden.

From there, simply navigate to HR > Surveys to access the feature.

Once you have navigated to the main surveys page, select + NEW SURVEY in the top right corner to begin creating a new survey. You will see the following screen:

To get started, name your survey, then nominate (via the tick boxes) whether it is active and if it can be assigned during onboarding. If desired, you can also add an optional description.

If you expand Notifications, you can also select who will be notified when the survey is submitted. These notifications are linked to your organisational hierarchy as defined by your Organisation Chart.

Click CREATE NEW SURVEY to continue. You will see the following screen, prompting you to add your survey questions:

To add a question, simply type it in the ‘Question’ input box. You can nominate answers to be of any of the following types via the ‘Answer Type’ dropdown menu:

To add a new independent question, use the blue + ADD QUESTION button, whereas to add a follow-up question, use the + ADD FOLLOW UP QUESTION button. Follow-up questions can be configured to be conditional, meaning they will appear when an answer is/isn’t equal to a particular value. For example:

When adding a question, you can nominate whether it is required or optional using the ‘Required’ tick box. You can also duplicate or delete a question using the respective DUPLICATE and DELETE buttons. Likewise, to add a video URL, add a file or image, or add text, use the appropriate buttons along the side menu.

To add a new section to your survey, use the ADD SECTION button in the top left corner. You will then be prompted to name the section, allowing you to organise your questions into logical sections.

By setting employee access, you can allow staff to take a survey at anytime and don't have to be assigned in order to complete it.

To access the survey, go the Employee self service tab at the top of the page and select who can access this survey at any time (i.e. they don’t have to be assigned the survey to access and complete it).

Once satisfied with your survey questions and settings, you can either schedule your survey to send or assign to send immediately.

To schedule a survey to send, toggle to the When to send tab at the top of the Edit Survey page and select + WHEN TO SEND.

You will see the following screen:

Nominate how often you want the survey to repeat (monthly, weekly, or not at all), which employees should receive the survey, and the date on which the survey will be sent.

If desired, you can set a reminder notification to deploy before the survey is sent by ticking the ‘Should notify before run on date?’ box.

Once you are satisfied with these selections, click CREATE. The survey will send automatically according to the date and frequence you set in When to Send.

Once configured, these selections can easily be edited or deleted using the appropriate buttons.

To send a survey immediately, do not configure the When to send of a survey. Go to Surveys > Assign:

You will see the following screen. Select Teams, Position Titles, and/or Employees:

Select ASSIGN. This will assign and send the survey.

Tanda 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:

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.

When a survey is sent to an employee, they will receive an email notification. From there, there will be taken to the mobile app.

They can also access surveys in the mobile app > Profile > Surveys:

If a survey has been assigned to them (either immediately or from being scheduled), they will see the assigned survey:

If you've created a survey that all employees have access to take at anytime, employees can click the + TAKE A SURVEY and see the surveys available for them to take. Learn more about employee access here.

Some common use cases of the Surveys feature include: