❓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.

Step 6: Employees will get the ‘pop-up’ in their ESS portal once it’s live.

For any queries, contact [e-mail]

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 [e-mail]