Creating a custom survey as a manager

Trakstar Perform's engagement feature allows administrators to conduct surveys, check-ins, and polls to measure employee engagement across your organization’s workforce. It is an excellent way to tap into employee happiness and productivity! 

Engagement is an added Trakstar Perform feature that allows managers and administrators to create surveys. If you would like to add this feature to your organization’s account, don't hesitate to get in touch with us at perform@trakstar.com.

The Manager Check-In and Opinion Poll are essentially custom surveys with pre-built options.  You can further customize, edit, and add questions to these surveys.  Or you can build a survey from scratch with the Custom Survey.

You can edit the Survey Title and Description.  The survey title will be seen by anyone who takes the survey - the description is only seen by the person who sends the survey.  

When working with the Manager Check-In or Opinion Poll, you'll see the pre-defined questions displayed here.  You can edit them however you'd like.  With the Custom Survey, you'll see a blank question ready for you to edit.

Let's go over the fields available for creating a question.

1. You can select what Answer Type you'd like to have - either a rating scale or a comment field.  You can also select if you'd like a 3, 5, or 10-point scale.
   1. If selecting a rating scale, you can define which each point on the scale equals.
   2. Selecting a rating scale can also have an optional comment section.
2. You can delete, copy, or move the questions within the survey, to fully customize it.
3. You can set any question as Optional or Required.

To add additional questions, scroll down to the bottom of the survey and click on Add Survey Question.

When you are done creating and editing your survey, click on Save & Continue.

Respondents

The respondent section allows you to choose who this survey will be sent out to.  You can select individual employees or groups.  

As a manager, you will only see your direct reports. Select the employees or groups you'd like to send the survey to.  

Groups are beneficial for reporting purposes!  

Click Save & Continue when you're ready to move on.

Review

The review section allows you to edit the settings for this survey.  We always recommend taking a look at these before sending a survey!

Click on any of the options to make any edits.

• Schedule - The date and time the survey will be sent out.
• Recurrence - Do you want this survey to go out on a specific cadence?  This is helpful for Manager Check-Ins - send it out weekly before your 1-on-1s to gather valuable information!
• Cutoff Date - When will this survey close?
• Anonymous Responses - This setting allows you to set the responses as anonymous.  Once this is turned on, it cannot be turned off.  You must receive at least five responses to view the responses when sending an anonymous survey.
• Email Reminders - When the survey is sent out, the employee receives an email with a direct link to complete it.  You can set reminders to go out if they have not completed the survey.

If you scroll down, you'll be able to preview the survey.  When you're ready, click Schedule Survey in the lower right corner.