The surveys product allows the development of intelligent questionnaires to collect information and perceptions of the company's employees, which can become valuable inputs for the HR team. From this product, it becomes possible to cross-reference the survey answers with various data from the platform, such as:

🟣 Area

🟣 Level

🟣 Department

🟣 Position

🟣 Customizable fields (option type) [1]

🟣 Performance by box [2]

🚨 Important:

Well, we currently have a ready-made climate survey model created in partnership with experts in organizational psychology and psychometrics, which allows us to collect information based on state-of-the-art scientific knowledge on the subject, without any work to develop questionnaires from scratch. Anyway, we have the possibility to customize the existing model or create a survey from scratch! In this material we will get to know the product and show the step-by-step configurations.

👉 Before you start setting up the survey on the platform, it is important to think about the answers to the following questions:

Once these questions have been answered, we can start setting up the survey within the platform!

To create a survey that will use the Qulture.Rocks template as a base, simply access the "Survey" product, search for the "[Qulture.Rocks] Climate survey" survey and click on the "Duplicate" button highlighted in the image below:

In this way, you will create a new form "[Qulture.Rocks] Climate Survey Template (copy)". By clicking on the pencil (next to the highlighted button), you will be able to:

🟣Change the name of the survey: the name is displayed in the invitation email that people receive.

🟣Include an instruction message for the survey: the instruction page is presented to people as the home page of the survey form.

🟣 Delete the questions you want from the duplicate template.

🟣 Select options for comment fields and question obligation.

To create a new survey, simply press the highlighted button:

You will be redirected to the following page:

Here you can:

🟣 Add a name for your survey

🟣 Choose the Question Format

🟣 Create the questions for your assessment

🟣 Each question can be related to a theme.

✏️ We also provide a base of suggestions that can be found by entering keywords. Feel free to consult! 😸

🟣 Likert Format - Uses agreement/disagreement scale for statements submitted in the surveys, these scores are segmented between Negative, Neutral or Positive, so that it is possible to calculate the favorability of the answers:

🟣 eNPS format - Seeks to understand the degree of satisfaction of employees in relation to the organization with a focus on analyzing the results of these surveys in aggregate form, making groupings and analyzing comments. People who answer 9 or 10 are considered promoters, 7 or 8 are considered neutral and 0 and 6 are considered detractors.

🟣Open Format - Creates open-ended questions, where respondents just enter a dissertative / qualitative answer.

After creating the form, you can now set up the survey launch, but first we need to pay attention to a few details.

🟣 Since the survey results will be cross-analyzed with the data registered in the platform, a database update must be done BEFORE the survey invitation is sent. This procedure is very important to ensure that the generated analyses correspond to the company's current configuration, and you can see how to update the database in this material.

🟣To generate more information and to enable the extraction of more data from the survey, we also recommend the use of the already standard fields of the platform that come in the employee's profile. The more data registered in the platform, the greater the possible cross-referencing of information with the survey answers, which can provide important insights about the company!

🟣You can cross-reference the survey data with custom fields (any new information you define). The only caveat is that these custom fields must be of type option and not open-ended.

🟣 It is possible to run a test survey. For this we recommend that the survey is set up, only a few participants (we show below how to do this) are added to test the form. After that, the test survey can be duplicated (as we showed at the beginning of this article) and all collaborators can be added. With everything validated, the final survey is ready to be activated.

Once the form is created and validated, the survey is ready to be activated. This is done in the second step within the survey edits. Here you can set the dates and times, and also add the survey participants.

Dates and times: it is important that the time allotted for people to answer the form is thought out according to the number of questions on the form and the timing of the company. The more questions, the longer it will take people to answer, so it is recommended to leave more time. About the moment, an example is how Black Friday impacts some companies, and therefore it is recommended that these processes are not done during these periods.

⚠️ Be aware of the closing time! If the survey closure setting is registered for 02/01/2021 at 00:00, it will close at the first minute of the day 02/01, not at the last! Therefore, we suggest to always choose the last day with the time of 23:59.

🟣 Participants: All participants will need to be registered with email on the platform to be able to receive the survey invitation email. And the survey can be sent to the entire company or to a specific group of employees that will be selected using segments. These segments work in the same way as the segments in the evaluation product, and you can learn more details about this here. NOTE: If no segments are selected, the survey will be sent to all active employees on the platform.

📚 I forgot to add a person. Is it possible to add new people with the survey in progress? And send the invitation to this person? Yes, it is possible.

🟣Invitations: As soon as the survey is sent out, invitations with access links are automatically sent to the collaborators. We recommend, therefore, that the start date be before (or the same as) the date the survey is sent out, so that people receive the invitation and can already access it.

⚠️ Important: