This article explores the value of employee surveys in driving organizational success. It highlights how regular feedback from staff can uncover strengths and improvement areas, boost engagement, and guide strategic decision-making. Organizations can save time with intuitive workflows and automated notifications, gaining valuable insights with minimal effort. By basing your HR strategy on real data, you ensure more effective and targeted initiatives. Moreover, employee surveys help create a culture of open communication, showing your team that their voices truly matter and reinforcing trust throughout the organization.
To access, go to "Surveys" → "Survey Template."
Note: By default, the Employee Well-Being Survey and Employee Net Promoter Score (eNPS) Surveys are pre-configured in the system based on industry standards.
Note: By default, these pre-configured survey templates are available for Surveys Pro users. To upgrade to Surveys Pro, please reach out to your CS account manager or goldsupport@orangehrm.com.
Users can view all the created templates here. If they need to find a specific one, they can simply enter the template name in the search bar. To preview the template or perform actions such as copy/delete a particular template, click the "Settings" icon as shown below.
Add survey template
Step 1 - Click the "Add Survey Template" button and enter the name in the provided field.
Step 2 - To update the survey template name, click the "Edit" icon shown below.
The system guides the user through creating questions in the survey template. To begin, click on the "Survey Heading Area" to add a title and description.
Step 3 - The user can select the following question types and widgets to create the survey template
Question types
- Single-Choice Answer
- Multiple-Choice Answer
- Rating
- Short Answer
- Paragraph Answer
Widgets
- Dropdown Selection
- Date Picker
- Time Picker
- Instructions
- Section Separator
To create a question, simply drag a question type from the left menu and drop it into the question builder area.
Step 3 - Next, click on the "Question Editor" to enter your question and provide the answer choices.
- To add more answer choices, click the "Add Choice" button. To remove an option, click the "Cross" icon next to the choice you want to delete.
- To duplicate the question, click the "Duplicate" button.
- To delete a question, click the "Delete" button.
- To mark a question as mandatory, enable the "Required Question" toggle.
Similarly, the user can add multiple-choice answer questions to the survey as shown below.
If the user selects "Rating" as the question type, the following configuration options are available:
- Choose the desired scale range (1–5 or 1–10)
- Select the rating style: Number or Star
- Define labels for the lowest and highest rating values if the rating style is 'Number'.
After completing the above steps, click on the background of the survey template to preview the question.
Once done, the question displays as follows.
If the user selects "Short Answer" or "Paragraph Answer" as the question type, the following configuration options are available:
- Define the Max character in the given field.
Step 4 - Upon adding all the questions, click "Save."
Step 5 - Click the "Preview" button.
The user can toggle between the desktop and mobile views of the survey.
- Desktop
- Mobile
Note: If you are using the Surveys Lite version, you can create campaigns based on the
default survey templates available in the system. To create a survey campaign, refer to this article - How to create survey campaigns