When creating a survey, you can choose to:
- Create a custom survey
- Use a survey template
To set up your first survey:
- Navigate to Admin > Engagement > Surveys.
- Click Create new survey > Create custom survey.
Give your survey a name that's specific so that down the line, you can easily find it again. We recommend having the type of survey and the date in the name, for example, "Employee Engagement, July 2018".
Survey details help provide employees with a brief description or instructions to help them respond to the survey. For example, you can link to outside resources that give participants a better understanding of their expectations. You can also use the description to clarify language - such as a callout to keep their direct supervisor in mind whenever a question references the word "manager." Remember to keep it brief; longer descriptions can potentially increase bias. Survey details will be shown to all participants before starting the survey and are accessible throughout.
Survey admins can configure survey settings and fully access the anonymized results. You can set admins on a per-survey basis. This means that any employee can be an admin of a survey without having administrative access to other parts of Lattice (reviews, private feedback, etc.), including other engagement surveys. You can return to this step even after launching your survey to add or remove any survey admins.
Note: Users assigned to the Engagement custom role can access the survey by default. Hover over Admins can access by default to view a list of users who have administrative privileges.
This threshold sets the minimum number of responders there needs to be to view the scores for a question or theme. The threshold protects all responders by providing an additional layer of anonymity. Learn more in Adjusting the Anonymity Threshold in Surveys.
This is the date communicated to survey participants for when the survey will end. The survey will not automatically be closed on this date. A survey admin must manually end the engagement survey. Both admins and survey participants who still need to submit their survey will be sent a reminder two days before this end date. We recommend setting an end date a few days before you want the survey to end. You can return to change this date after your survey launches.
Enabling comment replies allows survey admins and managers to reply to survey comments. Comments are anonymous thereby protecting the commenter's identity. Learn more in Set Up Anonymous Survey Comment Replies as an Admin.
The first step of the engagement survey process is deciding which questions you're going to ask. Lattice Engagement includes a question bank you can view and add questions from. Custom questions can be created within the survey itself. Learn more in Create Custom Survey Questions.
Choose who you want to fill out your survey. Participants can be all employees in Lattice or a specific subset of employees based on fields.
Selecting All employees as participants will include all Active, Invited, and Created state users. Any users who are either Invited or Created will be prompted to fill out the survey when they activate their Lattice account. Invited users will receive a launch notification, but Created users will not receive the launch notification.
If you choose to only include Specific Employees, use the filter to select participants based on default and custom fields. Alternatively, click Upload a CSV to import a list of participants.
Note: Additional survey participants cannot be added after the survey has been launched.
Fields are used to segment your survey results, which are based on employee data as it exists at the time of launch. It is important to double-check your data within the Data Check section to get the most accurate insights.
For deactivated users: If employees were active at the time of creation (not publishing) and then were deactivated, they will continue to appear in the data check if they originally were missing fields. However, the archived employees will not be sent a survey.
Learn more in Using The Survey Data Check.
Verify that survey settings are correct. You can also enable and craft an email launch notification to your employees. For an example, read Sample Survey Launch Email.
After you launch the survey, the survey will immediately start collecting responses. If you chose to send a launch email through Lattice, we will also include a link to all responders to the survey form and create a task for them on the user's homepage. If you choose to skip sending the email through Lattice, users will still get a task in Lattice linking them to the survey.