​✔ Admin credentials

​✔ User rights

Note - Kindly contact your Admin/HR for rights if you are not able to perform the steps below.

A successful organization needs to get their employees on the same page as the management. For that it’s essential to understand what workforce thinks about the present company policies, upcoming changes as well as what issues they face on day to day basis. A survey module helps you to get a clear picture and design a better strategy for maximum effectivity.

How to Add a New Survey?

Pocket HRMS offers an easy to use and helps you to design a quick survey so you get actionable data and insights.

To configure survey module, you need to log into the cloud portal and go to the ‘Settings’ menu from left-hand menu bar. That will take you to the ‘Settings’ page where you need to click on the ‘Survey’ tab followed by ‘Survey’ subtab.

Click on the ‘+ ‘ icon to add a new survey with ease.

A ‘Survey Settings’ pop-up will open where you need to fill in information such as ‘Survey Name’ and a ‘Survey Description’. It will help you give the survey unique identification and define what is this survey is about.

In addition to that the system will allow you to select the ‘Survey Audience’ where you can select the audience according to their department, category, designation, company Id and more. And to define if it ‘Is mandatory’ to fill this survey Simply select ‘Yes’ or ‘No’ radio buttons

You should also specify date range by selecting the ‘Start Date’ and ‘End Date’ for the survey to ensure that employees will be collected in time and you don’t have to wait indefinitely for the data.

In addition to that you get to decide number of days to send reminder so there will not be any delays. Furthermore, Pocket HRMS gives you options to choose a platform where employees will receive their ‘Reminder Notification’.

You can use ‘Event Selection’ drop-down to set event for displaying this notification to the employees. Next, select ‘Survey Type’ as an ‘Internal’ or ‘External’ and click on the ‘Save’ button.

How to add Survey Configurations?

Once you save the survey it will take you to ‘Survey Creator’ page where you can click on the 3 dots for respective survey and click on the ‘Configuration’.

This will take you to ‘Survey Configuration’ pop-up, from the respective drop-down can define ‘Position’ and ‘Logic’ for the progress bar.

You can easily set the ‘Position’ of question and ‘Description Position. Next, you can decide if you want to ‘Show Question Number’ followed by selecting ‘Question Start Index’ from the drop-down.

It is mandatory to add ‘Pages’ in survey configuration. For this click on the ‘Add Pages’ button. Here you can add ‘Title’ and ‘Description’ for the page and click on the ‘Save’ button.

How to add Survey Questions?

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

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.

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.

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.

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:

How to Get Analytics for the Survey?

Click on the ‘Settings’ menu from the left-hand menu bar and go to ‘Survey’ subtab under the ‘Survey’ tab. If you click on the three dots on the survey, you will get option to ‘Export’ as well as ‘Analytics’.



For any queries, contact support@pockethrms.com

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