⚡ What are Engagement Surveys?
Engagement Surveys help you collect valuable feedback from your employees, giving insight into their experiences and needs. With customizable options, you can tailor surveys to fit specific goals—whether it’s checking workplace satisfaction, gathering input on new initiatives, or understanding team dynamics.
💡 | Tip: Surveys are easy to distribute and track through the Enterprise Dashboard, making analyzing results and taking action simple.
🔎 Why Create an Engagement Survey?
Wondering when to use an engagement survey? Here are some important situations where it can provide valuable employee insights:
- Workplace Satisfaction: You could create an engagement survey to assess overall employee happiness and identify areas for improvement, giving you a snapshot of employee sentiments.
- Impact of Company Changes: A survey could help measure how your team responds to these changes after implementing a new policy or leadership change.
- Team Dynamics & Leadership Effectiveness: Running an engagement survey could help you understand team dynamics better and how employees perceive leadership.
- Understanding Workload & Stress Levels: You might consider surveying to gauge employee stress levels and workload and address potential burnout risks.
🔐 Access required
Engagement Surveys is only available with the Engagement Surveys Add-On and can be purchased exclusively by accounts on the Supreme/Premium package.
Who can create and manage surveys?
- Super Administrators: Have full access to manage Engagement Surveys from the Enterprise Dashboard for the entire organization. Access is granted only if explicitly added—it's not provided by default. If you believe you should have access, please consult with your team. A user with access can request support to add new users.
Who does not have access to create and manage surveys?
- Team Administrators: Do not have access to the Enterprise Dashboard and cannot create or manage Engagement Surveys.
Who can complete surveys?
- Employees: Can access and complete surveys assigned to them. Employees cannot manage or view other surveys but can complete any surveys assigned to them. Note: Only active employees can complete surveys; those on leave or inactive status cannot.
📋 Topics covered in this article:
- Creating an Engagement Survey
- Creating Engagement Survey Questions
- Assigning & Managing Respondents
- Finalizing and Managing Engagement Survey Settings
- Publishing, Resharing, & Employee Access
- Reporting, Filtering, & Exporting Survey Results
- Managing Engagement Surveys
- Frequently Asked Questions
📚 Related articles:
- How To Run An Enterprise Employee Information Report
- Sharing Your Feedback Through Engagement Surveys
Creating an Engagement Survey
Before you can start gathering valuable feedback, you’ll need to complete the initial survey setup. This ensures your engagement survey is tailored, organized, and ready for employees to respond. After this setup, there are a few additional steps to finalize the survey, but don’t worry—we’ll guide you through each one to make the process simple and straightforward.
💡| Tip: New to surveys? Don’t worry if you’re not sure about every detail right now. You can adjust most settings before publishing.
- Navigate to the top right-hand corner and click the Company Name.
- Select the relevant Dashboard under Organizations from the drop-down menu.
- Click the Engagement Surveys tab.
- On the right side, click Create New to load the Create New Survey page (Step 1/3).
- Fill in the survey details below:
Field Description Name Provide a title that clearly reflects the purpose and content of the survey. This will be visible to employees.
Description Add a brief explanation to give employees context and explain why their feedback matters. This will be visible to employees.
Deadline Select a date from the calendar, manually enter one (e.g., 2025-01-01), or leave it blank for now. A due date is required to publish but can be set right before publishing. The deadline will be visible to employees once published. Survey Is Anonymous Choose whether responses will be anonymous. Note: This setting cannot be adjusted after a Survey is published. Employees will be clearly informed about whether their responses are anonymous before they begin the survey. - Once complete, click Save & Continue to move on to creating the questions and assigning respondents.
Creating Engagement Survey Questions
This step defines the questions that will collect the data needed to gain valuable insights from your employees. Well-crafted questions ensure your engagement survey gathers relevant, actionable responses that align with your survey’s objectives. This section will guide you through the following sections:
How to Create Questions in a Brand New Engagement Survey
When launching a new survey, you’ll need to create questions that align with your goals. You can start from scratch, use a template, or adapt past survey questions to fit your needs.
💡| Tip: Not ready to add questions yet? You can skip this step by clicking Skip for now. You’ll be able to return later or delegate it to someone else if needed.
- After completing the initial setup, the Create Survey (Step 2/3) page will load.
- Enter your question in the text box listed under Questions.
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Select the response type from the Type drop-down menu ((see the table below for details).
Answer Type Description When to Use How to Customize Long Answer Provides an open text box for detailed responses. Use for open-ended feedback where employees can elaborate (e.g., "Describe your overall experience.") No customization needed—employees will type freely in a large text box. Short Answer Offers a brief text box for concise responses.
Ideal for quick, specific input (e.g., "What is your department?")
No customization needed—employees will type a brief response in a small text box.
Single-Select Allows employees to select one option from a list.
Use for multiple-choice questions with one clear answer (e.g., "How satisfied are you with your role?")
Click Add Option to input each answer choice. Repeat as needed to create your list.
Multi-Select Let employees choose more than one option from a list. Great for questions with multiple applicable answers (e.g., "Which tools do you use regularly?") Click Add Option to input each answer choice. Repeat as needed to create your list.
Scale Provides a rating scale (e.g., 1 to 5) for responses.
Best for gauging levels of agreement or satisfaction (e.g., "Rate your work-life balance." Values default to 1–5. Use the drop-down to adjust the range (e.g., 0–5 or 1–10). Add labels if needed (e.g., Least Likely to Most Likely). True/False A simple binary choice between true or false. Use for straightforward statements (e.g., "I feel valued at work.")
No customization is needed—options are automatically set as True and False. - Based on the response type you selected, adjust the answer format, if applicable (see the table above for details).
- Mark the question as Required if it must be answered.
- To add more questions, click Add a Question and repeat the steps above.
- Once finished, click Save & Continue to move on to assigning respondents.
💡| Tip: Need to re-order your questions? Click and hold the icon to the left of each question, then drag and drop them into your preferred order.
How to Editing Existing Survey Questions
You might need to edit survey questions if you’re refining them for clarity, adding new ones, or updating based on feedback or new information. Whether you’re adjusting a survey you started earlier or revising one that’s already live, you can easily manage your questions in just a few steps.
💡|Tip: Editing a published survey? You can still update questions, but changes might affect response consistency. For major updates, consider duplicating the survey to start fresh.
- Navigate to the Engagement Surveys tab from your dashboard.
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Select the survey you wish to edit.
📌 | Need help finding the right survey? Use the filter options to narrow the list and locate your survey quickly. Check out the Managing Engagement Surveys section to learn more. - Click Edit Survey Settings and navigate to the Questions section.
- Make your changes—add new questions, adjust existing ones, or delete questions as needed.
- Once done, click Save to apply your changes.
Assigning & Managing Respondents
Once your engagement survey is created—and questions are added, if applicable—the next step is to assign respondents to ensure it reaches the right employees. Targeting specific departments or teams helps gather focused, meaningful feedback relevant to your survey goals. This section will guide you through the following sections:
- Assign Respondents to a Brand New Engagement Survey
- Edit Respondents in an Existing Engagement Survey
How to Assign Respondents to a Brand New Engagement Survey
Once your survey is set up, you’ll need to assign respondents to ensure it reaches the right employees. Whether you’re sending it to an entire company, specific departments, or select individuals, this step ensures you’re gathering feedback from the right audience.
💡| Tip: Not ready to assign respondents yet? Click Skip for now. You can return later or have someone else manage this step when needed.
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Under Add Respondent, you'll see a list of companies linked to your organization.
- To assign the survey to an entire company, check the box next to the company name.
- If not all employees should receive the survey, you can assign it to specific departments or employees instead.
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To assign specific departments or employees:
- Click the arrow next to the company name to expand the list.
- Select or deselect departments or individual employees as needed.
- This allows you to target only relevant groups, ensuring focused feedback.
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Review your selections:
- Employees you’ve chosen will appear under Selected.
- To remove an employee, click the X icon next to their name.
- Once done, click Save & Continue to review any final changes and proceed to publishing.
How to Edit Respondents for an Existing Survey
Do you need to update who receives your survey? You can modify the respondent list by adding employees, refining department selections, or removing respondents as needed so your survey stays aligned with your goals.
📌 | Important: Once the survey deadline passes, you won’t be able to update the respondent list. If you need to send the survey again, you can duplicate it and assign respondents to the new version. To learn more, check out the Managing Engagement Surveys section.
- Go to the Engagement Surveys tab from your dashboard.
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Select the survey you want to edit.
📌 | Need help finding the right survey? Use the filter options to narrow the list and locate your survey quickly. Check out the Managing Engagement Surveys section to learn more. - Click Edit Survey Settings and open the Respondents section.
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Update your respondent list:
- Assign to entire companies by checking or unchecking the box next to the company name.
- Assign to specific departments or employees by expanding the company list and selecting/deselecting as needed.
- To remove an employee, click the X icon next to their name in the Selected list.
- Once done, click Save to apply your changes.
Finalizing and Managing Engagement Survey Settings
Reviewing the settings before publishing your engagement survey ensures everything is accurate and tailored to your needs. This step lets you confirm that your questions, respondents, and other details are exactly as intended. This section will guide you through the following sections:
How to Review & Edit Survey Settings
Before publishing, reviewing your Engagement Surveys settings and details is important to ensure everything is accurate. You can adjust questions, respondents, deadlines, and other key details to align with your goals.
💡| Tip: Take your time during this final review. Small adjustments to your questions or settings can significantly improve the quality of the feedback you receive.
- Each Engagement Survey has four sections you can edit by clicking Edit under the relevant setting.
Section What You Can Do Important Notes Questions Adjust questions before and after publishing, as long as the survey is still open. Rewording or deleting questions after publishing may affect the results. Once the survey is Closed, questions can no longer be edited. Settings Update the survey Name, Description, and Deadline at any time. Adjust the Deadline before it passes.
The Anonymous Status cannot be changed after the survey is published.
The Deadline cannot be changed once it passes. After the deadline, the survey will automatically move to Closed status, and no further changes can be made.Respondents Modify which employees or companies are assigned to the survey before and after publishing.
You can add or remove respondents after publishing, but adding new participants, mid-survey may skew results if initial expectations were set with the original group. Once the survey is Closed, respondents can no longer be modified.Results
Publish the survey for the first time and view responses as they come in.Check out the Reporting, Filtering, and Exporting Survey Results section to learn how to review and analyze responses. - Once done, click Update in the relevant sections settings to save your changes.
How to Preview Your Survey
Previewing your survey lets you experience it exactly as your employees will. This helps you catch any errors, unclear wording, or formatting issues before publishing, ensuring a smooth experience for respondents.
📌| Note: Previewing is optional and not required to continue setting up or publishing your survey. However, it’s helpful to ensure your survey is clear, feels intuitive, and has questions that are easy for employees to understand and complete.
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Open the Survey Settings:
- Navigate to the survey you want to preview from the Engagement Surveys tab.
- Click the survey title to open the settings.
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Click Preview:
- On the far right of the survey settings page, click Preview.
- A new tab will open, displaying the survey exactly as employees will see it.
- Review the survey, and when you’re done, close the preview tab to return to the original survey page and make any necessary adjustments.
Publishing, Resharing, & Employee Access
Once you've created your survey and are ready to collect responses, the next step is to publish it. Publishing makes the survey live and available to the assigned respondents, ensuring they can access and complete it. This section will guide you through the following sections:
- Publishing an Engagement Survey
- What Employees Can Expect Being Assigned To An Engagement Survey
- Resharing an Engagement Survey
How to Publish or Re-Publish an Engagement Survey
Once your survey is ready, publishing makes it live and accessible to assigned respondents. Before publishing, you should have already reviewed key details like respondents, deadlines, and anonymity settings. If you need to double-check or make changes before proceeding, see the Finalizing and Managing Engagement Survey Settings section.
💡| Tip: Double-check your questions and respondents before publishing. While you can edit most details later, changing questions after publishing may affect your results.
- Open your Engagement Survey and go to the Results Settings menu.
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Click Publish to start the publishing process.
📌 | Note: The Publish button for new surveys appears in the middle of the page. For existing surveys, the Publish button is on the far right. - After clicking Publish, a pop-up will appear to review your survey details. This is your final chance to make sure everything is correct before sending it to employees.
💡| Tip: Not ready to publish? Click Close in the pop-up to cancel. You can come back to publish the survey whenever you're ready. - Review the survey details and adjust if needed.
Review Item What It Shows What You Can Do Total Number Of Respondents Shows how many employees are assigned to the survey.
Need to update respondents? Click Close, adjust the list, and return to publish. Deadline Displays the date employees must complete the survey. No deadline set? You’ll need to add one before publishing—it’s required. Survey Is Anonymous Status Confirms if the survey is anonymous. Note: This cannot be changed after publishing. To adjust, click Close, update the settings, and return. - Click Publish in the pop-up to make the survey live.
- The survey will go live, and all assigned respondents will be notified immediately.
What Employees Can Expect After Publishing
After a survey is published, employees receive automatic notifications and can access it through multiple channels. Understanding how employees are notified and where they can find their survey ensures a smooth experience for both respondents and administrators.
- My Tasks in their employee account (via web browser)
- My Surveys in the Push Employee mobile app
- The survey link sent directly to their email inbox
Here’s a link to an article you can share with your employees that guides them on accessing and completing Engagement Surveys.
💡 | Tip: If employees do not see the survey email, remind them to check their spam or junk folder. Alternatively, they can access the survey through My Tasks in their employee account (via web browser) or My Surveys in the Push Employee mobile app.
How to Reshare an Engagement Survey
If your survey is already published, you may need to reshare the survey link with employees—whether they missed the original notification, didn’t receive the email, or need a reminder to complete it.
For more details on how employees are notified and where they can access the survey, see the What Employees Can Expect After Publishing section.
- Open the published Engagement Survey you want to share.
💡| Tip: Having trouble finding the survey? Use the filter options to narrow down the list quickly. To learn more about managing and filtering surveys, check out the Managing Engagement Surveys section.
- Click Share and then Copy Link on the far right of the page.
📌 | Note: The shared link will only be accessible to employees assigned as respondents for that survey. If someone who isn’t assigned tries to access the link, they won’t be able to complete the survey.
Reporting, Filtering, and Exporting Survey Results
As survey responses come in, you can start reviewing the results to track progress, identify trends, and adjust based on the latest feedback. Remember that results may change as more responses are collected or once the survey deadline passes. This section will guide you through the following sections:
How to View and Analyze Survey Results:
As responses come in, reviewing survey results helps you track participation, gauge sentiment, and uncover key insights. By analyzing responses in real-time, you can identify trends, address concerns, and make data-driven decisions to improve employee engagement.
- Navigate to the Engagement Survey you want to review.
- Open the Results Settings menu.
- Under the Results section, you’ll see the following details:
Column What It Shows When it's Visible Respondent Displays the first and last name of employees who completed the survey.
If the survey is anonymous, this will display as "Respondent X".
Companies Shows the associated company name(s) based on respondents. This column is hidden if the survey is anonymous.
Position Displays the position of each respondent.
This column is hidden if the survey is anonymous.
Questions & Responses Shows each unique survey question and the corresponding responses. Always visible for completed responses.
How to Filter Survey Results:
Using filters helps you focus on specific data points, such as responses from a particular department or employees in a certain role. This makes it easier to compare feedback across different groups, spot trends, and ensure you’re addressing the most relevant insights for your organization.
- Click the Cog Wheel icon under the relevant column (e.g., Company, Position, or specific Question).
- Check or uncheck the filters you wish to apply in the pop-up window.
- Click Apply to refresh the results based on your selected filters.
💡| Tip: Looking for specific trends? Filter results by department, position, or specific questions to focus on key feedback areas.
How to Export Survey Results:
Exporting survey results allows you to organize and share feedback in a format that suits your needs. Whether you’re presenting findings to leadership, conducting deeper analysis in spreadsheets, or keeping a record for future reference, exporting ensures you can work with the data effectively.
- In the Results section, click Export.
- Select your preferred file format from the drop-down menu:
Format Best For Why Use It? Print Quick, physical copies of survey results.
Ideal for in-person meetings or sharing feedback in a hard copy format. HTML Viewing results in a web browser.
Great for online sharing or embedding results into websites or intranet pages. CSV Managing large datasets and basic data analysis.
Use for sorting, filtering, and creating graphs in spreadsheet tools like Excel or Google Sheets. Ideal if you need a format compatible with multiple platforms.
Excel Advanced data analysis and visual reporting. Create graphs and pivot tables and perform in-depth analysis for detailed reports. Best for users with access to a spreadsheet tool (e.g. Excel or Google Sheets). PDF Sharing polished, easy-to-read reports.
Perfect for executive summaries or distributing finalized reports to leadership. - The file will automatically download to your desktop's Downloads folder.
Managing Engagement Surveys
Once you’ve created your surveys, you may need to find, duplicate, delete, or update the status over time. While you don’t need to take any action unless necessary, this section will guide you through the available options to manage or modify your surveys.
Finding & Filtering Surveys
If you have multiple surveys, you might want to quickly locate a specific one—whether to edit, review results, or track responses. While this step isn’t required, it’s useful when managing a large number of surveys.
After setup, all surveys are automatically added to the main survey list, which can be found under the Engagement Surveys tab. Use the filters below to quickly narrow down the list and find the survey you need.
Filter Option | What It Does | How to Use It |
Search | Search surveys by name or keyword. | Type a keyword or survey name into the Search bar at the top of the survey list. |
Create | Sort by creation date (newest to oldest). | Click the Created column header to sort the survey by the date the survey was created. |
Modified | Sort by last modified date (newest to oldest). | Click the Modified column header to sort surveys by the most recent edits. |
Deadline | Sort by due date (soonest to latest). | Click the Deadline column header to arrange surveys based on upcoming deadlines. |
Complete | View the total respondents and how many have completed the survey. | No action is needed—the completion rate is displayed in the Completed column for easy viewing. |
Status | See the current status of each survey (Draft, Published, or Closed). | Click the Status column header and select the status by which you want to filter. |
Once you’ve found the survey, click the title to access its Settings and Results. From there, you can review Responses, update Questions, adjust Settings, or manage Respondents as needed.
Duplicating & Deleting Surveys
Duplicating or deleting surveys isn’t always necessary, but it can be useful for reusing past surveys or keeping your survey list organized. These actions help streamline your workflow by saving time on recurring surveys and removing those that are no longer relevant.
💡| Tip: Need to reuse questions or create a survey template? Duplicate a survey to quickly build on existing questions without starting from scratch.
⚠️ | Warning: Deleting a survey is permanent and cannot be undone. Before proceeding, review with your team to ensure it’s no longer needed.
How to Duplicate or Delete an Engagement Survey:
- Go to the Engagement Surveys tab.
- Find the survey you want to duplicate or delete.
💡| Tip: Use filter options if you’re having trouble locating it. - Click the three dots on the far right of the survey.
- Select Duplicate or Delete from the menu.
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If You Choose to Duplicate:
- A pop-up will appear where you can adjust the survey name or description (optional).
💡|Tip: When duplicating, you don’t need to change the survey title. The new survey will automatically include "(Copy)" in the title to help differentiate it from the original. - Click Duplicate to finalize.
- Once duplicated, you can update Responses, update Questions, or adjust Settings as needed.
📌 | Note: Respondents will not be copied when a survey is duplicated. You’ll need to manually assign employees before publishing the new version.
- A pop-up will appear where you can adjust the survey name or description (optional).
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If You Choose to Delete:
- A confirmation pop-up will appear.
💡| Tip: Changed your mind? Click Close in the confirmation pop-up to cancel the deletion. - Click Yes, Delete Survey to proceed.
- A confirmation pop-up will appear.
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If You Choose to Duplicate:
Managing Survey Statuses
Surveys move through different statuses depending on where they are in the feedback process. Every new survey starts in Draft mode by default, giving you time to prepare before collecting responses. Once a survey is Published, it will automatically move to Closed when the deadline passes.
💡 | Tip: Want to keep collecting feedback? Extend the deadline to avoid automatic closure.
You can adjust a survey’s status between Draft and Published at any time to control whether it’s visible to employees or ready for feedback. However, once a survey is Closed, its status cannot be changed, and no further responses can be collected.
💡 | Tip: Deadlines already passed but still need feedback? Duplicate the survey to create a new version and continue gathering responses.
How to Change a Survey’s Status:
- Open the Engagement Survey you want to update.
- Click the drop-down menu next to the survey title.
- Select the appropriate status from the options below:
Status What It Means When To Use It Draft The survey isn’t visible to employees and can still be edited Use when the survey isn’t ready to be published or if it needs major edits after publishing. Great for team review. Published The survey is live and collecting responses from assigned employees. Use when you’re ready to gather feedback. You can adjust some settings while published, but changing questions or respondents may affect the accuracy of results. For major edits, revert to Draft. Closed The survey is no longer accepting responses. This happens automatically when the deadline passes or can be done manually. Use when feedback collection is complete or if you want to stop responses early. Closing a survey is final—once closed, no additional responses can be collected.
Frequently Asked Questions About Engagement Surveys As An Administrator
Have questions about managing engagement surveys? Whether you’re wondering how employees access surveys, what happens after submission, or how to handle common scenarios, this section provides quick answers to help you navigate the process
💡| Tip: Can’t find what you’re looking for? Contact our Support Team at support@pushoperations.com, or utilize our AI bot Astra for quick assistance!
Q: Why can’t I access Engagement Surveys?
A: Engagement Surveys is only available to Super Administrators who have access to the Enterprise Dashboard. If you’re a Team Administrator, you will not have access to Engagement Surveys.
Q: Can I give another admin access to Engagement Surveys?
A: Yes, but only a Super Administrator with Enterprise Dashboard access can request to add new users. If you need access, ask a Super Admin on your team to email our Support Team at support@pushoperations.com
Q: Can employees edit their responses after submitting a survey?
A: No, employees cannot change their responses once they submit a survey. If they need to update an answer, you can create a new survey for them to follow up with the new response.
Q: What happens if I forget to add someone to the survey?
A: You can edit the respondent list even after publishing, so long as the deadline has not passed! Just go to the Respondents section and add or remove employees as needed.
Q: Can I duplicate an existing Engagement Survey to reuse the same questions?
A: Yes, you can duplicate a survey to create a new version with the same structure, making it easier to reuse for future engagement checks.
Q: Can I delete an Engagement Survey?
A: Yes, but deleting a survey is permanent and cannot be undone. Be sure to review with your team before proceeding.
Q: How will employees know they have a survey to complete?
A: Once the survey is published, employees who have been assigned as respondents will be automatically notified through three channels. My Tasks is in their employee account (via web browser), My Surveys is in the Push Employee mobile app, and a direct link is sent to the email address associated with their employee profile.
Q: What type of employees can be assigned to a survey?
A: Only active employees can be assigned to an Engagement Survey. If an employee has been deactivated on leave or is inactive, they will not appear as an option to be designated as a respondent.
Q: Can employees complete a survey on their phone?
A: Yes! Employees can access their survey in the Push Employee mobile app under My Surveys or they can open the link sent to them via email to complete in a mobile browser.
Q: Can I see who completed the survey?
A: If the survey is not anonymous, you can see employee names, company, and role in the Results section. If the survey is anonymous, responses will be listed as “Respondent X” to protect anonymity.
Q: Can I export survey results?
A: Yes! In the Results section, we offer a variety of formats that you can export the survey details too.
Q: What happens when a survey deadline passes?
A: The survey will automatically move to a Closed status, and no further responses will be accepted. You cannot reopen a closed survey but you have the ability to duplicate any survey that exists to collect new responses if needed.
Q: Can I change the survey deadline after publishing?
A: Yes, you can adjust the deadline before it passes. However, once the deadline has passed, the survey will automatically close and cannot be reopened.
Q: Can I change a survey after publishing?
A: Some settings can be updated after publishing! You can change the assigned respondents, survey deadline, and description. However, you cannot change the anonymity setting once the survey is published.
Q: Is there a way to share a direct link to the survey?
A: Yes, you can share a direct survey link by opening the specific Engagement Survey and clicking Share!
Additional Information
If you do not have this feature and are interested, please feel free to contact Push Support at support@pushoperations.com to connect you with the relevant team.
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