Purpose
Surveys in HRStop are used to gather structured feedback from employees on topics like engagement, culture, policies, or leadership. Surveys can be anonymous or named, one-time or recurring, and fully customizable.
Step-by-Step Guide to Create a Survey
Step 1: Navigate to the Survey Module
- Go to: Control Panel → Engagement → Surveys
-
You’ll land on the Survey Dashboard which shows:
- Total surveys
- Drafted
- Active
- Closed
Step 2: Click "+ Add Survey"
This begins the multi-step survey creation wizard.
Step 3: Configure Basic Survey Details
| Field | Description |
|---|---|
| Question Text | Write the question as it should appear |
| Question Type | Choose from: |
- All questions on one page
-
One question per page |
| Description | Purpose or scope of the survey (visible to participants) |
| Anonymous | Optional toggle. When enabled, employee identities are hidden from results. |
| Instructions | Optional field to guide employees on how to fill out the survey |
Once complete, click Next.
Step 4: Add Survey Questions
You can either add questions manually or import them via CSV.
| Field | Description |
|---|---|
| Question Text | Write the question as it should appear |
| Question Type | Choose from: |
- MCQ (Multiple Choice)
- Rating (e.g., 1–5 stars)
-
Numeric Scale (e.g., 0–10) |
| Answer Choices | Required for MCQs |
| Tags | Apply relevant tags for categorization and analytics (e.g., “Happiness”) |
| Is Mandatory? | Decide whether employees must answer this question |
Use Add Question to add each question one-by-one.
You’ll see a preview of the survey as you build it.
Optional: Import Questions via CSV
- Use the Import CSV option if you already have a question set prepared.
- Download the provided sample template to maintain the required structure.
Step 5: Choose Participants
You can send the survey to:
- All employees
-
Or filter based on:
- Department
- Designation
- Business Unit
- Location
- Employee Tags
=> Tip: You can also exclude specific users from receiving the survey.
Click Next to proceed.
Step 6: Set Survey Trigger or Schedule
You can either:
- Trigger the survey immediately
-
Or set a custom schedule with:
- Start Date
- End Date
- Time of trigger
Optional settings:
- Auto-close the survey after a specific duration
- Send reminder notifications to participants
Final Step: Save or Launch
- Click Save to keep it as a Draft
- Click Trigger to send it out immediately
Once triggered, the survey will be available in the Active Surveys tab, and employees will see a notification in their dashboard or inbox (if enabled).