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Create and manage employee surveys

Create employee surveys in Salesforce, select participants, and review responses. Employees answer eNPS surveys and Smiley Check-Ins from email or the Employee Hub.

Who can use this?

HR teams create and analyze surveys in Salesforce. Employees respond from email or the Employee Hub.

Create an Engagement Survey​

  1. In the flair HR app in Salesforce, open Engagement.
  2. Select Surveys.
  3. Click New Survey.
  4. Complete Survey Name, Introduction, and Deadline.
  5. Click Save. The survey is available for further configuration.
  6. Open the survey, and add questionnaire sections, participants, and result tracking.

A new customized Engagement Survey in flair

Create an eNPS survey or Smiley Check-In​

An eNPS survey asks employees for a score from 0 to 10, commonly based on their likelihood to recommend the company as a workplace. A Smiley Check-In records sentiment with a happy, neutral, or sad face.

  1. In the flair HR app, open Engagement → Surveys.

  2. Click New Survey.

  3. Select the survey type.

  4. Enter the survey name and question.

  5. Choose whether participation is compulsory and whether respondents can comment.

  6. Select a start date and, for a repeating survey, its frequency.

    The settings for a new eNPS survey

  7. Click Next.

  8. Add participants individually or select them by location, department, or team.

    Participant selection for an Engagement Survey

  9. For a location, department, or team selection, click Add Set.

    An employee set added to an Engagement Survey

  10. Click Next, review the preview, and click Save.

    The preview before an Engagement Survey is saved

Edit or disable a survey​

  1. In the flair HR app, open Engagement → Surveys.

  2. Beside the survey, click the arrow.

  3. Select an action:

    ActionWhat it does
    Show ResultsDisplays a summary of responses.
    DisablePauses the survey.
    EditChanges the name, question, frequency, or participants.
    DeleteRemoves the survey from the app.

  4. Complete the selected action.

Analyze survey results​

  1. In the flair HR app, open Engagement → Surveys.
  2. Open the survey. Results appear in chart or list views with respondent comments.
  3. To review a specific period, select a cycle. You can define cycles from Engagement → Cycles.

You can also combine all results or compare how scores change over time.

Respond to an eNPS survey​

The invitation arrives by email and on the Employee Hub Dashboard. Participation can be optional or compulsory, and responses are anonymous.

  1. Open the eNPS survey.
  2. Select a score from 0 to 10, from Not Likely to Very Likely.
  3. Optional: Enter a comment.
  4. Submit the response.

An employee survey with a response and notes

Respond to a Smiley Check-In​

  1. Open the Smiley Check-In from email or the Employee Hub Dashboard.
  2. Select one of the five faces, from Awful to Amazing.
  3. Optional: Enter a comment that explains your choice.
  4. Submit the response.