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Learn all about running surveys in Lattice

Engagement 

Learn how to view and manage your company’s surveys from the Engagement Overview page.

Engagement Overview Page

How Lattice determines who can see Engagement and Pulse Survey participation and results

Survey Admins and Engagement Suite Permissions

A list of all the survey questions in Lattice

Surveys Question Bank

Learn how to create custom survey questions tailored to your company’s needs.

Create Custom Survey Questions

Learn how to create custom survey themes to help organize related survey questions.

Create Custom Survey Themes

Admins can include skip-logic questions in Engagement, Onboarding, and Exit Surveys.

Skip Logic Questions

How to move your current Engagement program over to Lattice

Transitioning to Lattice Engagement from a Different Platform

Edit Survey Questions

Enable survey comment replies to continue the conversation after your survey

Set Up Survey Comment Replies as an Admin

Reply to Survey Comments as an Admin

Respond to survey comments from your team to acknowledge their feedback

Reply to Survey Comments as a Manager

Respond to your survey comments to continue the discussion

View and Reply to Survey Comments as an Employee

Learn about configuring questions and survey settings 

Surveys Overview

Engagement Surveys 

How to configure your survey before you launch.

Before You Launch Your Survey

Lattice's Engagement allows admins to collect and act on employee feedback to create change in your organization.

Best Practices: Using Lattice's Engagement Survey

Admins and engagement custom role owners can create engagement surveys.

Create an Engagement Survey

How to measure engagement through employee net promoter score in Engagement surveys

Measure eNPS in Engagement Surveys

Super Admins, Survey Admins, and Engagement Admins can enable the option to export the results from anonymous Engagement surveys.

Raw Engagement Survey Results Export

Choosing Strong or Basic Anonymity Protection in Engagement Surveys

Nominate survey admins to help administer your survey

Add a Survey Admin

Create a copy of an existing survey to simplify setup

Duplicate an Engagement Survey

Anonymity in Engagement Surveys and Pulse

Set up Custom Survey Groups

Preview a Survey

Use the Survey Data Check to review any missing employee data before launching your survey

Using The Survey Data Check

How long to leave a survey open for responses

Recommended length of time to leave a survey open

How Can I Reorder Questions in a Draft Survey?

Creating a Survey 

When setting up a survey, admins can choose whether to start from scratch or use a premade template.

Lattice Survey Templates

Lattice's Engagement Survey Template

Set up a survey using Lattice's Diversity and Inclusion questions

Lattice's Diversity and Inclusion Survey Template

Set up a survey using Lattice's Manager Effectiveness questions

Lattice's Manager Effectiveness Survey Template

Set up a survey using Lattice's Team Effectiveness Survey questions

Lattice's Team Effectiveness Survey Template

Set up a survey using Lattice's Merger and Acquisitions: During Integration questions

Lattice's Mergers and Acquisitions: During Integration Survey Template

Set up a survey using Lattice's Mergers and Acquisitions: Pre-Merger questions

Lattice's Mergers and Acquisitions: Pre-Merger Survey Template

Set up a survey using HRSG's Career Pathing questions

HRSG's Career Pathing Template

Admins can set up a survey using this and other premade templates or start from scratch with your own questions. Visit Lattice Survey Temp...

PuzzleHR's Development Survey Template

Set up a survey using Peoplism's Diversity, Equity, Inclusion, and Belonging (DEIB) Survey Template

Peoplism's Diversity, Equity, Inclusion, and Belonging (DEIB) Survey Template

Set up a survey using LivingHR's Change Management questions

LivingHR's Change Management Survey Template

Set up a survey using LifeLabs Learning's template

LifeLabs Learning's Manager Effectiveness Survey Template

Set up a survey template using Hone's Performance Management questions

Hone's Performance Management Survey Template

Why use Likert scale questions in your engagement surveys

What are the benefits of including Likert Scale questions in Surveys?

Lattice Survey Defaults 

During anonymous survey creation, admins can adjust the anonymity threshold

Adjust the Anonymity Threshold in Surveys

Send reminders to employees during an active Engagement survey.

Remind Survey Participants to Complete Their Engagement Survey

What to know about filling out an Engagement survey in Lattice.

Submit an Engagement Survey

Share Engagement Survey Link

Remove participants from an active engagement survey

Remove Engagement Survey Participant

Add a late participant to an engagement survey

Add Engagement Survey Participant

Notifications that are sent during and after an engagement survey

A List of Notifications for Engagement Surveys

Calls to action for engagement survey participants

Employee Tasks for Engagement Surveys

During the Survey

Delete an Engagement Survey

Import historical engagement data as a comparison point for future surveys

Upload Historical Engagement Surveys

Learn how to view and analyze engagement survey results in Lattice with filters, comparisons, list view, and heatmaps.

Understand Survey Analytics

Understanding scores on questions and themes in Surveys

Understand Survey Score Calculation

Lattice AI: Engagement Insights

Drawing actionable insight from engagement surveys by rating question review results.

Connect Performance to Engagement through Rating Questions

Super admins, survey admins and Engagement admins are able to generate and download visualized results of their Engagement Survey via PPT.

Export Engagement Survey Results to PowerPoint

Export your engagement survey participation and results data as a CSV

Engagement Survey CSV Exports

Export the heatmap view from your survey results

Export a Survey Heatmap

Save filtered responses to refer back to the saved view or share results

Create a Saved View in Engagement Surveys

Learn how to edit and delete a survey custom view.

Edit or Delete a Survey Custom View

Share access to a survey's results with other users

Share Survey Results

Remove access to a saved view after it has been shared

Unshare Survey Results

Access a Saved View for Engagement Surveys

View My Team's Engagement Survey Results

Understanding statistical significance in engagement surveys and pulse

Statistical Significance in Engagement

Learn how to use Lattice benchmarks to compare engagement survey results.

Lattice Benchmarks for Engagement

Learn about Mercer benchmarks for engagement surveys.

Mercer Benchmarks for Engagement

Once a survey has ended, admins can begin to create action plans to improve engagement scores.

Create Survey Action Plans

Create Action Plans from a Role-Based View

Explore suggested actions that admins can incorporate into their company action plans.

List of Suggested Actions for Company Action Plans

Explore suggested actions that managers can incorporate into their action plans.

List of Suggested Actions for Manager Action Plans

Learn how to view action plans and track actions and updates based on survey results.

View Action Plans

Learn how to permanently delete drafted or published action plans.

Delete an Action Plan

Learn more about Engagement Survey analytics 

After the Survey 

Understand how survey launch timing and automation vary by survey type.

Can Surveys be Scheduled to Launch Automatically?

Understand how responses are automatically saved while completing an Engagement survey.

Do Engagement Survey Responses Save Automatically?

Understand who can view survey responses based on survey anonymity and sharing settings.

Who can view survey responses?

Understand how Engagement survey end dates work and when surveys close.

When does an Engagement Survey end?

Understand how manager changes affect Engagement and Pulse survey results.

What Happens If a Manager Change Occurs During or After an Engagement or Pulse Survey?

Understand why survey questions are optional and how optionality supports more accurate survey results.

Why are survey questions optional?

Understand how changes to employee fields after a survey launches affect filtering and survey results.

Can I create a new field after launching a survey and use it to filter results?

Understand how deactivated employees are included in survey results.

Will deactivated employees show in survey results?

Frequently asked questions about Engagement Surveys 

Engagement Survey FAQs

Pulse Surveys 

A high-level overview of the differences between Pulse and Engagement surveys.

Pulse vs. Engagement

An overview of when employees are pulsed and which questions are included.

Understand your Pulse Cadence

Pulse Surveys Overview 

Admins and engagement custom role owners can create a pulse survey.

Create a Pulse Survey

Learn how to select all employees or a specific group of employees to participate in a Pulse survey.

Pulse Participants Selector

How to measure engagement through employee net promoter score in Pulse

Measure eNPS in Pulse Surveys

Learn how to enable anonymous comment replies for a Pulse survey.

Set Up Anonymous Pulse Comment Replies

Understanding Pulse Survey administration.

What to Expect after Launching a Pulse Survey

Before you launch Pulse 

Submit a Pulse Survey

If your company has a Slack integration, you can take a Pulse Survey from Slack.

Respond to Pulse Surveys in Slack

Learn how to view Pulse survey participation, response rates, and participation data.

View Pulse Survey Participation

Learn how to reply to, manage, and assign anonymous Pulse survey comments as an admin.

Reply to Pulse Anonymous Comments as an Admin

Learn how to set up a Slack feed for anonymous Pulse survey comments.

Pulse Slack Comment Feed

Learn how Pulse survey tasks notify you when it’s time to complete a survey.

Employee Tasks for Pulse Surveys

Configuring Pulse Survey notifications in the Lattice notification center.

A List of Notifications for Pulse Surveys

Pause a Pulse Survey

Learn how to pause or remove Pulse Survey questions in Lattice and the different Pulse question states.

Pause and Remove Pulse Survey Questions

Pulse Survey Analytics

The Participation tab within Pulse survey results includes two different metrics: participation and response rate.

Understand Response Rate vs Participation in a Pulse Survey

Understand how the overall score of a Pulse is calculated.

Calculate Scores in a Pulse Survey

Learn how to explore Pulse survey results through the different filtering options.

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