Employee Surveys - How To Set Up Polls

Introduction 

This article explains what Polls are, where to find them in Reward Manager, and how to set them up. This information is intended for client admins, who should be able to configure these if they have the right roles and permissions. Please reach out to your Client Success Manager if you need to obtain additional permissions.

About Polls

With the Employee Surveys product, clients can use the Polls feature to collect employee feedback quickly and easily. A poll is a customizable, single choice question which can be hosted on the SmartHub Homepage, layouts and pages.

Creating Polls in Reward Manager

Polls can be created and managed from the Employee Surveys section in Reward Manager. 

1. To find this, navigate to Smart Products and select Employee Surveys from the dropdown:

The Choose survey type page will then appear.

Note: Unless the full Employee Surveys product has been activated, clients will see several survey options greyed out in the Choose a survey window:

Only Polls and eNPS surveys are accessible as free modules in Employee Surveys.

2. Select the Polls survey option.

This will open the Manage surveys page and from there, Polls can be created, edited, activated and de-activated. Results from any active and finished Polls will also be shown here – see the Managing Current and Past Polls section, below.

3. First the question needs to be entered, and must be single choice. 

Clients will see an option to add another question. This can be achieved by enabling the full Employee Surveys product. For more information on the Employee Surveys product, please contact your CSM if you would like details on the product.

4. Next, clients need to enter the Poll Name. 

5. The anonymity can be selected from the two options available: Anonymous or Automatically collect names.

6. Choose whether results should be displayed for all voting employees by turning the toggle Display an anonymised results to users who have responded to on or off. 

7. Set the Start on and End date for the poll.

8. Finally, review the poll under the REVIEW CONFIGURATION tab. Everything can be edited before publishing:

9. After finishing the configuration, you can check the progress of the poll on the Survey Listing page, and go directly to SmartHub to view or complete the poll.

Adding Polls Within a SmartHub Layout

To insert a poll into any SmartHub layout or page:

1. Navigate to Smart Products > SmartHub, in Reward Manager.

2. On the required Layout, select Edit:

This will open SmartHub Builder. 

3. From the left hand menu, click on the FEEDBACK option, and drag-and-drop the Poll tile into the desired position:

4. Once in place, click the Edit button and choose either:

A) Select from existing polls – select from a list of Polls which were created

B) Create new poll - if the poll has not yet been created

A) Select from Existing Poll

Choosing Select from existing poll will show all Polls which were previously created to select from:

B) Create New Poll

Selecting Create new poll will show a new poll screen, as below, where the question and single-choice answer options can be set:

Managing Current and Past Polls

Find a Poll

All current and past Polls can be found in Reward Manager, under Smart Products > Employee Surveys.

The Status column will display whether the survey is Active, Scheduled, Disabled or Finished. 

Edit a Poll

Active Polls can be edited: 

> Select More options, then either Finish or disable:

Delete a Poll

If the poll is disabled and doesn't need to be kept, there will also be an option to delete it from the More options menu. 

Poll Result Reporting

Poll results are shown via a dashboard which is accessed from More options > Results:

The dashboard displays poll results, including the number of people who have responded, distribution channel, start and end date, and a chart showing the breakdown of the answers given. 

Poll results can also be easily exported as a .CSV file, by clicking the Export as CSV button.