Engaged Index - Setting Up an Engaged Index Survey [VIDEO]

Introduction

This article provides information on how to set up an Engaged Index Survey. The information is provided in both video and text format. The information can be useful to business units, clients, and support teams alike.

Engaged Index Survey

The Engaged Index Survey is a great way to track employee engagement in your organization and see how it changes over time. The survey setup is very similar to how a custom or template survey is set up, but there are a few minor differences. Watch the video to learn more!

Transcription of the Video

Setting up an engaged index survey is simple:

1. Start by navigating to the survey section in Reward Manager
2. Click on Create a New Survey
3. Click on the first item in the list – Engaged Index Survey

The survey builder will take you step by step through the options:

First – fill in the information about your company on the left. The company name and offerings will populate into the preset questions. As you change these fields, the preview on the right will show you what it looks like. To see what all questions look like, click on the Preview button. Click Continue to move on to the next step.

You can then determine the name and description of your survey. This information will appear on the survey itself, as well as in any emails and notifications for your employees. On the right, choose how you would like your employees to be able to access the survey.

On the next page, you can choose which employees you want included in the survey. You can use all employees currently registered on your platform or specific segment of users. Alternatively, you can upload a user file, containing the employees you want to have access.

Choose when you would like for the survey to start and end. From here, you can also choose if you’d like automatic reminders to go. And if you’d like an automated email with highlights about participation throughout the survey.

On the last page – review the configuration you have set up for the survey so far. Use the edit buttons to go back and make any changes or click Finish to complete the setup. And that’s it – the survey will go out at the date and time you selected.

Platform Insight Reports

Once the survey comes to end, you will be able to see data in the Engaged Index survey dashboard on Platform insights. If you would like the dashboard to store historical data of previous surveys, please open a new Campaign under the existing survey.

To start a new campaign, go to the existing Enagaged Index Survey, click on More options, and then Add a campaign.

If you create a new Engaged Index Survey, the data from the already completed one will not populate in Platform insights and the tile, that compares the results, will stay empty.