❓Survey

This page provides a step by step guide for FAQs related to the 'Survey' tab in the settings menu

1. How to Create Employee Survey?

Step 1: Log into the cloud portal and click on the 'Setting' menu.

Step 2: Click on the ‘Survey’ tab and then on the subtab ‘Survey ‘ as shown below.

Step 3: Click on the ‘+’ icon on the upper right side of the screen.

Step 4: Fill in the necessary fields and click the ‘Update’ Button.

Step 5: Now, you can find the survey you created under the ‘Survey’ tab. Click on the ‘three-dot menu’ and select the options as displayed below for creating survey for internal employees within the organization.

Step 6: For creating survey for external employees outside the organization, follow the steps above and select the 'External' option.

Step 7: Employees will get the ‘pop-up’ in their ESS portal once it’s live.

For any queries, contact [email protected]

2. How to Extract/Get Survey Excel Report from Cloud Portal?

Path: Cloud >> Settings >> Survey >> Survey >> Select the three dots and click on export

Step 1: Login to ‘Cloud Portal’, go to ‘Settings’ menu, select ‘Survey’ tab and click on ‘Survey’.

Step 2: Select the ‘3 dots’ on the right corner and click on ‘Export’.

Note- You can find the downloaded survey Excel report in the download section of your system.

Link- https://cloud.pockethrms.com/Settings/Employee/Index?module=Survey&submodule=survey

For any queries, contact [email protected]

3. How to add a question to submit attachment in survey?

You can add questions to survey through ‘Survey Creator’.

Step 1: Login to cloud portal, Click on the ‘Settings’ menu and then go to ‘Survey’ tab followed by ‘Survey’ subtab. Simply click on the three dots against the survey and select the ‘Questions’.

Step 2: You will get a pop-up form for ‘Survey Questions’ where you can start with settings the ‘Element Type’ such as checkbox, dropdown and more.

Step 3: Select the ‘Page’ and then add ‘Question’ to be added on it. You can add ‘Description’ for this question and specify if you want to make this one mandatory by simply checking the box.

Step 4: To create a question, you must give it a ‘Unique Name’. Select the ‘Order’ form dropdown then add options or ‘Choices’ for the answer by using comma. For example, Yes, No, Satisfactory. Click on the ‘Save’ button to store the question similarly you can add multiple questions to the survey module.

Step 5: Use the ‘Toggle’ key to publish the survey. Employees will fill the survey according to the event you selected. The system will notify you as soon as the survey is published.

Sample Survey Screen:

For any queries, contact [email protected]

4. Survey Export?

Path: Cloud >> Settings >> Survey >> Survey >> Select the three dots and click on export

Step 1: Login to ‘Cloud Portal’, go to ‘Settings’ menu, select ‘Survey’ tab and click on ‘Survey’.

Step 2: Select the ‘3 dots’ on the right corner and click on ‘Export’.

Note- You can find the downloaded survey Excel report in the download section of your system.

Link- https://cloud.pockethrms.com/Settings/Employee/Index?module=Survey&submodule=survey

For any queries, contact [email protected]