Employee Sentiment Overview

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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.
    Enabling Notifications in Windows settings.

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.

Add New Template button on the Templates tab.

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.
Add New Survey button on the Surveys tab.

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.

Summary tab for survey responses.