Add a survey

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.

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Step-by-step guide to creating 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.

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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.

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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.

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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.

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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.

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Step 6: Set the 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

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Final step: save or launch

• Click Save to keep it as a Draft.
• Click Trigger to send it out immediately.

Once triggered, the survey is available in the Active Surveys tab, and employees see a notification in their dashboard or inbox (if enabled).