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Create new survey as a manager

Before setting up and sending the first Motivation survey to your employees, please see Introduction to Emply People Motivation for managers

Click your way through the task

Below you can click your way through the process and get instructions before you use the procedure in Emply People. Click Storylane_Fullscreen_Icon.png in the top right corner to see the click-demo in full-screen. Hit esc to exit full screen.

  1. From the main menu select Engagement and select the Team motivation tab.

    Emply_MainMenu_Engagement_en.png
  2. To create your survey click + New survey or +Send your first survey.

    Emply_Motivation_First_Survey_en.png
  3. Select the type of survey you want to create and send and click Continue.

    Important

    The first survey you send to your team should always be the Motivation profile.

    Following up on how motivation develops can be done with either a new Motivation profile or the shorter Motivation check-in.

    If want to see the questions included in either of the measurements, click Preview.

    Emply_Motivation_Select_Survey_en.png
  4. Select the respondents you want to send the survey to and click Continue.

    Note

    As a manager the list will show only your direct references. If you are an admin, you will be able to see and select all employees.

    You can search employee name, email or employee number. Type at least three characters to see the matches. If you search for one employee, select him/her, then search for another employee and select him/her, both of these will be selected unless you actively deselect them.

    Emply_Motivation_Select_respondents_en.png
  5. Set the start end due dates and time for the survey to filled in, and click Continue.

    Note

    The start date must be in the future and of course before the due date.

    Emply_Motivation_set_schedule_en.png
  6. Prepare the invitation for the employees selected in the respondents step, and click Finalize.

    Important

    We recommend using the pre-made template for the email. Click Choose template select Motivation Factor default invitation. This includes the links. If you don't see the template, ask your admin to grant you access.

    If you prefer to write the invitation text yourself or use a custom template, make sure to include the [motivation.link] as a minimum. This will provide access to the survey for the employee.

    Emply_Motivation_send_invite_en.png
  7. Name you survey before you save it by clicking Schedule survey.

The invitation will sent to all employees selected in the Respondents step on the time and date selected in the Schedule step. The included link to the survey will be available until the time and date selected in the Due date.

In the Team motivation tab you can track the survey, while your employees are responding to it, see Track survey responses as a manager.

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