Survey
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      2. Survey

      How to send out an internal survey

      Set up an internal survey

      1: Go to survey on the front page.

      No access to survey? See this manual on how to configure survey.

       

      2: Now you have the following options:
      1. Red arrow: Previous/current surveys
      2. Green arrow: See tasks in survey
      3. Yellow arrow: Create new survey 

       

      Start en survey


      3: First step is to create/edit the questionnaire. Go to ‘Configuration’ in the left menu.

       

      4: Go to the tab Survey, click on ‘Questions and questionnaires’ and click on ‘View and edit questionnaires’.

       

      You have any questions or want to see our standard questionnaire for survey, contact support at support@evovia.com

       

       

      5: When the questionnaire is done, the survey can be started. Click on ‘+ New survey’.

       

       

      6: Now you must decide if you want an internal survey with your company’s organisational structure, or if you want to an external survey where you create the organisational structure and add the employees yourself.

      The internal survey is good for well-being surveys within the employees, and the external survey is good for customer satisfaction surveys or surveys for external partners. See manual for external survey here.

       

       

      7: Follow this procedure:
      1. Select department for the survey. Be aware that there must be a minimum of 4 participants in the entire survey.
      2. Select questionnaire for the survey.
      3. Select if your survey is anonymous or not anonymous for the report responsible. The report will automatically be anonymous for everybody else in the organisation. If you want the survey to be anonymous for the report responsible, tick off the box.
      4. Click on ’Create’ to continue.

       

       

      8: Fill in these details:
      1. Name of your survey.
      2. Set a start date. 
        • Today’s date or earlier date can not be selected, but any date from tomorrow and on can.
        • Survey is sent out at night and will be ready in the inbox of the employee in the morning. 
      3. Set an end date.
      4. Write a text for the employees to be sent with the survey link. It is also possible not to write anything.
      5. Decide if the managers are allowed to see the statistics for their teams.
      6. If you allow the managers to see the statistics, you can write a text that will be sent to the managers, when the survey is finished.
      7. Finish by clicking ’Save’.

       

      9. The questionnaire is automatically sent out to the participants.

      Before the survey is sent out, you can edit who will receive the survey.

      • Yellow arrow: Click on the team icon to unfold the team.
      • Green arrow: Here you can remove employees by clicking on the trash bin.
      • Red arrow: Here you can delete an entire team by clicking on the trash bin by the team.
      • Purple arrow: If you regret deleting something, you can add an employee or a team by clicking on the plus icon.

       

      Adding and removing employee or team in survey

      • Until the start date, it is possible to remove an employee or a team from the survey.
      • After the start date, employees can be added, but not removed from the survey.
      • After the start date, an employee in a removed team can not be added to the survey.

       

      10. Edit and give access

      Under “Manage” you have these options:

      • Grey arrow: Edit the setup of the survey, e.g. date for send out.  
      • Blue arrow: Delegate access to the survey and the answers to an employee. It is not possible to give the delegation to someone once the survey has started.

      • Pink arrow: Give another employee access to statistics for this survey. If the employee isn’t a manager, they will need the delegation “Statistics and tasks (survey)”. Read more in the manual “Select HR and administrator”.

      • Yellow arrow: See overview of teams in the survey.


       

       

      11: Give a colleague access to survey or statistics

      • Select either “Access to survey” or “Report access” under “Manage”.

      • Search for the person (1) and grant access (2).
      • Green arrow: See who has delegation to this survey.

       

       

      12: When the survey has started, you can see how many have answered so far (red arrow). The yellow warning sign (yellow arrow) notifies when there are too few answers in a team to maintain the anonymity.

       

      13: While the survey is active, you have several options:
      • Red arrow: See how many have answered in each team
      • Green arrow: Edit survey
      • Blue arrow: See who has access to the survey

      • Pink arrow: Give another employee access to statistics for this survey. If the employee isn’t a manager, they will need the delegation “Statistics and tasks (survey)”. Read more in the manual “Select HR and administrator”.

      • Yellow arrow: See overview of teams in the survey.

      • Grey arrow: Send reminders to those, who have not answered yet
      • Purple arrow: Close the survey. When it is closed, it is not possible to answer the survey. Read more in the manual "Close survey”.