Employee Sentiment Overview

WIth the Employee Sentiment feature, you can create and distribute custom surveys to your employees or end users.

Prerequisites

• Windows or macOS devices with the ControlUp for Desktops Agent version 2.14 or higher.
• Devices must have Windows notifications enabled to receive surveys. In Windows, go to Settings > System > Notifications and make sure notifications are turned on and enabled for the SurveyToaster application.
  

General process overview

Follow these steps to get started with User Sentiment surveys.

Step 1 - Create a survey Template

A survey Template defines all the content that a user sees and interacts with when they receive a survey. When you create a survey Template, you create the list of questions in the survey and customize the survey's appearance. The survey Template is not sent to any users until you publish a survey based on that template. Templates are reusable, letting you easily publish multiple surveys based on the same Template. Learn more about survey templates.

To create a survey Template, go to the Templates tab and click Add New Template.

Step 2 - Publish a survey

When you publish a new survey, you select:

• Which survey Template to used
• When and how the survey is sent
• Who receives the survey.

After you publish a survey, it appears in the list of surveys. Learn more about publishing surveys.

To publish the survey, go to the Surveys tab and click Add New Survey.

Step 3 - View survey results

After you publish a survey and users start completing the survey, you can view survey results in the Surveys tab by clicking on the name of a survey.

The Summary tab gives an overview of survey responses, and the Reports tab contains the details for each question in the survey.