Lattice

Adam Kroboth

Learn all about running surveys in Lattice

Engagement 

The Engagement Overview page allows admins and Engagement admins to view and manage all Lattice surveys created for their company. To acce...

Engagement Overview Page

How Lattice determines who can see Engagement and Pulse Survey participation and results
Engagement survey permissions
If Engagement surve...

Survey Admins and Engagement Suite Permissions

A list of all the survey questions in Lattice
Originally developed in 2018, Lattice's survey questions underwent a thorough review and red...

Surveys Question Bank

Create Custom Survey Questions

Admins can create custom survey themes to group survey questions. Themes help organize related questions in a survey.

Navigate to Admin &...

Create Custom Survey Themes

Admins can include skip-logic questions in Engagement, Onboarding, and Exit Surveys. By including skip-logic questions in your surveys, pa...

Skip Logic Questions

You might have some questions when transitioning to Lattice from a different Engagement Survey platform. We’ve compiled the key informatio...

Transitioning to Lattice Engagement from a Different Platform

Edit Survey Questions

Lattice allows super admins, survey admins, and managers to collaborate and close the loop on employee feedback in Engagement, Onboarding,...

Set Up Survey Comment Replies as an Admin

Lattice allows admins, survey admins, and managers to collaborate and close the loop on employee feedback in Engagement, Onboarding, and E...

Reply to Survey Comments as an Admin

Lattice allows managers to collaborate and close the loop on employee feedback with Comment Replies. This feature allows your team to dig ...

Reply to Survey Comments as a Manager

Lattice helps close the loop on employee feedback in Engagement, Onboarding, and Exit surveys with Comment Replies. This feature allows yo...

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.
Lattice recommends determining the following before setup to get the most out of engagemen...

Before You Launch Your Survey

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

Best Practices: Using Lattice's Engagement Survey

Admins and engagement custom role owners can create engagement surveys. Learn more about engagement surveys in Before You Launch Your Surv...

Create an Engagement Survey

Measure eNPS in Engagement Surveys

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

Raw Engagement Survey Results Export

Lattice has recently released updated functionality that allows administrators to choose between our standard level of anonymity protectio...

Choosing Strong or Basic Anonymity Protection in Engagement Surveys

Any user can be added as a survey admin. If you make a non-super admin a survey admin, it only gives them the ability to see and manage th...

Add a Survey Admin

Admins can duplicate a previous engagement survey to make setting up a new survey simple. Duplicated surveys duplicate the following setup...

Duplicate an Engagement Survey

How do I know my responses are anonymous?By default, Lattice only provides aggregate results for anonymous engagement and pulse surveys. T...

Anonymity in Engagement Surveys and Pulse

Setting up Custom Survey Groups
For anonymity purposes, to see survey results of a group of employees, you'll need at least 3 people - but...

Set up Custom Survey Groups

A guide to previewing your survey draft
As an admin, you may want to preview a survey before it is launched.
Before you start

You can onl...

Preview a Survey

Before you launch a survey, Lattice will ask you to complete a data check to ensure that you are receiving the most accurate Survey result...

Using The Survey Data Check

Problem

How long should a survey stay opened?

Resolution
Lattice recommends keeping a survey open for two weeks. This will give particip...

Recommended length of time to leave a survey open

Creating a Survey 

When setting up a survey, admins can choose whether to start from scratch or use a premade template. Each template focuses on a specific t...

Lattice Survey Templates

Originally developed in 2018, Lattice's survey templates underwent a thorough review and redevelopment in 2022. Beginning with academic fo...

Lattice's Engagement Survey Template

Having a diverse and inclusive culture is critical for companies that want to grow and thrive in the modern business environment. The Dive...

Lattice's Diversity and Inclusion Survey Template

Managers have a massive impact on the engagement and retention of their direct reports. The Manager Effectiveness survey template checks h...

Lattice's Manager Effectiveness Survey Template

As teams do more work, it's essential to ensure that teams within your organization perform at their best. Lattice's Team Effectiveness su...

Lattice's Team Effectiveness Survey Template

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

Lattice's Mergers and Acquisitions: During Integration Survey Template

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

HRSG's Career Pathing Template

PuzzleHR's Development Survey Template

Developed by Peoplism, a leading DEI consulting firm, the Diversity, Equity, Inclusion, and Belonging (DEIB) survey measures employee expe...

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

LivingHR's Change Management Survey Template

LifeLabs Learning's Manager Effectiveness Survey Template

Hone's Performance Management Survey Template

The Benefits Of The Likert Scale 
Likert scale questions are among the most widely used tools in researching opinions by using psychometri...

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

Lattice Survey Defaults 

When creating an anonymous survey, admins can adjust the anonymity threshold that sets the minimum number of responders needed to view the...

Adjust the Anonymity Threshold in Surveys

Send reminders to employees during an active Engagement survey. This reminder will only be sent to individuals who have NOT completed thei...

Remind Survey Participants to Complete Their Engagement Survey

What to know about filling out an Engagement survey in Lattice.  Before you startDepending on the settings selected by your admin, Engagem...

Submit an Engagement Survey

Admins can copy and share a link to an active Engagement, Onboarding, or Exit Survey with participants. With this link, employees can log ...

Share Engagement Survey Link

As an admin, you can remove Engagement survey participants after the survey is launched and currently active. Once the survey has ended yo...

Remove Engagement Survey Participant

As an admin, you can add a late participant to an Engagement survey once it has already launched.  Note that only users with active Lattic...

Add Engagement Survey Participant

A List of Notifications for Engagement Surveys

Calls to action for engagement survey participants
When you launch a survey, all of the participants will receive a task on their home pag...

Employee Tasks for Engagement Surveys

During the Survey

Delete an Engagement Survey

Admins can upload historical, overall scores at the company, department, and manager levels from external Engagement Surveys into Lattice....

Upload Historical Engagement Surveys

Understanding your survey resultsAs soon as employees start submitting their responses to a survey and (for anonymous engagement surveys) ...

Understand Survey Analytics

Understanding scores on questions and themes in Surveys
The Engagement survey suite (engagement, onboarding, exit, and pulse surveys) calc...

Understand Survey Score Calculation

Engagement Insights summarize open-ended engagement survey comments into key trends, summaries, and recommendations on how to take action....

Lattice AI: Engagement Insights

Drawing actionable insight from engagement surveys by rating question review results.
Review cycle rating questions from ended review cycl...

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

Engagement Survey CSV Exports

Export the heatmap view from your survey results
While you can directly share the survey results with other team members within the produc...

Export a Survey Heatmap

Within an engagement survey, you can filter results by different fields. From here, save the view so you can come back and reference the s...

Create a Saved View in Engagement Surveys

Once you have created a custom view from your Engagement Survey, you may find that the view is no longer relevant the way it currently exi...

Edit or Delete a Survey Custom View

Admins and survey admins can share survey results with other employees at the company.Employees (for example, managers) who receive a shar...

Share Survey Results

Admins can unshare survey results for users previously given access to a saved view. Learn more about saved views in Share Survey Results....

Unshare Survey Results

Access a Saved View for Engagement Surveys
Survey admins can create and share a saved view of Engagement survey results for an employee. F...

View My Team's Engagement Survey Results

Understanding statistical significance in engagement surveys and pulse
Statistical significance is an important concept for analyzing Puls...

Statistical Significance in Engagement

The Lattice Benchmark and Mercer's global data set for Engagement lets admins know how their company compares to other Lattice customers u...

Lattice Benchmarks for Engagement

These benchmarks can be used with an Engagement Survey run in Lattice using the recommended Lattice Question Bank. Learn more about Lattic...

Mercer Benchmarks for Engagement

Create Survey Action Plans

Once role-based results views have been shared and an engagement survey ended, the role owner can create their own team-specific action pl...

Create Action Plans from a Role-Based View

Following an Engagement Survey, admins can create Action Plans for the company. Below is a list of some suggested actions admins could add...

List of Suggested Actions for Company Action Plans

Following an Engagement Survey, managers can create Action Plans for their teams. Below is a list of some suggested actions managers could...

List of Suggested Actions for Manager Action Plans

Action plans help your company and team organize and tackle opportunities to improve employee engagement and happiness. Action plans help ...

View Action Plans

Action plan owners are able to permanently delete their drafted or active action plans. 
Delete a Drafted Action Plan 
There are two ways ...

Delete an Action Plan

Learn more about Engagement Survey analytics 

After the Survey 

Problem
Do surveys launch automatically on their scheduled start date? 
Do surveys have to be launched manually?
Can survey launch date be...

Can Surveys be Scheduled to Launch Automatically?

Yes, when answering an engagement survey, your submissions are auto-saved, so if you answer a few questions and exit, your responses will ...

Do Engagement Survey Responses Save Automatically?

Problem

Survey visibility
Survey analytics access

Resolution
If an admin has chosen to create an anonymous survey, survey responses will...

Who can view survey responses?

Problem

For the Engagement Survey, it is closing on [date]. Will people be able to submit on the [date], or will the last day be the day ...

When does an Engagement Survey end?

Question
Do manager changes impact engagement and pulse survey results?
Answer
Once an engagement survey is launched, survey analytic conf...

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

Problem

Can I make survey questions required?

Resolution
All survey questions are optional. Optionality promotes more honest answers and...

Why are survey questions optional?

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

Problem

Deactivated employee during survey

Resolution
Once the survey is launched, the analytics also launch simultaneously. Everyone wh...

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.
Engagement Surveys
Engagement surveys are traditionally per...

Pulse vs. Engagement

An overview of when employees are pulsed and which questions are included.
When configuring Pulse surveys, admins can select the cadence w...

Understand your Pulse Cadence

Pulse Surveys Overview 

Admins and engagement custom role owners can create a pulse survey. Pulse is designed to capture employee engagement on a much shorter cad...

Create a Pulse Survey

How to select all or a particular subset of employees to be Pulsed
When configuring your Pulse Survey, you have the option to have all you...

Pulse Participants Selector

How to measure engagement through employee net promoter score in Pulse
The eNPS (employee Net Promoter Score) metric is a leading indicato...

Measure eNPS in Pulse Surveys

Lattice allows survey admins to collaborate and close the loop on employee feedback in Pulse with Anonymous Comment Replies. This feature ...

Set Up Anonymous Pulse Comment Replies

Understanding Pulse Survey administration.
As an admin, once you have launched your Pulse Survey, you will get access to Pulse reporting a...

What to Expect after Launching a Pulse Survey

Before you launch Pulse 

What to expect when responding to a Pulse Survey
Employees will receive an email notification when it's time to complete a Pulse. The firs...

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

In Slack, go to Apps &...

Respond to Pulse Surveys in Slack

After a pulse survey has started receiving employee responses, survey admins can begin navigating and analyzing the participation reportin...

View Pulse Survey Participation

Lattice allows Pulse survey admins to collaborate and close the loop on employee feedback with Anonymous Comment Replies. This feature all...

Reply to Pulse Anonymous Comments as an Admin

How to set up the Slack integration to notify you when an anonymous comment is submitted
As anonymous comments get submitted through Pulse...

Pulse Slack Comment Feed

A guide to when tasks are created for pulse surveys

A task is created within Lattice when it is time for you to complete a pulse survey. ...

Employee Tasks for Pulse Surveys

A List of Notifications for Pulse Surveys

Why Pause a Pulse Survey?
Pausing a Pulse Survey will turn it off for all employees. Once a Pulse Survey has been paused, employees will n...

Pause a Pulse Survey

Pause and Remove Pulse Survey Questions

Understanding your Pulse survey results.
Once employees submit responses to their Pulse survey, admins can view analytics once the anonymi...

Pulse Survey Analytics

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

Understand Response Rate vs Participation in a Pulse Survey

Understand how the overall score of a Pulse is calculated.
Once employees have been pulsed and enough responses have been submitted, three...

Calculate Scores in a Pulse Survey

How to explore your results through the different filtering options
As an admin, you may want to view your pulse data grouped or filtered ...

Filter Pulse Survey Results

Admins can share specific and relevant Pulse data with others in your organization.  All Pulse survey admins can share full or filtered su...

Share Pulse Survey Results

How to export a CSV or heatmap view of your pulse survey results
As an admin, you can directly share save views of your pulse survey resul...

Engagement

Surveys Overview

Engagement Surveys

Pulse Surveys

Onboarding and Exit Surveys