Setting Up Automated Surveys
Last updated October 28, 2023
Introduction:
In the dynamic world of team management, consistency is key. Automated surveys ensure that you're regularly checking in on your team's wellbeing without the hassle of manual setups. With HAY, setting up automated surveys is a breeze, allowing you to focus on what truly matters: your team. This article will guide you through the process of setting up automated surveys in HAY.
Advantages of Automated Surveys:
- Consistency: Regularly scheduled surveys ensure consistent feedback.
- Time-Saving: Eliminate the need for manual survey creation.
- Higher Engagement: Scheduled reminders can lead to better participation rates.
Step-by-Step Guide to Setting Up Automated Surveys:
- Log in to HAY:
- Access your HAY account and navigate to the main dashboard.
- Navigate to Survey Automation:
- From the menu, select the "Automated Surveys" or similar section.
- Choose a Survey Template:
- Select from pre-existing survey templates or create a custom survey tailored to your team's needs.
- Set the Frequency:
- Decide how often you'd like the survey to be sent out: daily, weekly, monthly, or custom intervals.
- Choose the preferred time for survey distribution.
- Select Respondents:
- Decide whether the survey should be sent to the entire team or specific departments/groups.
- Use the filtering options to refine your respondent list if needed.
- Customize Reminders:
- Set up automated reminders to encourage team members to complete the survey.
- Choose the frequency and timing of reminders.
- Review and Activate:
- Before activating, review your settings to ensure everything is as desired.
- Click on "Activate" or a similar button to start the automated survey process.
- Monitor and Adjust:
- Regularly check the response rates and feedback.
- Make adjustments to the survey or its frequency based on the insights gathered.
Conclusion:
Automated surveys are a game-changer in the realm of team wellbeing. By ensuring regular feedback without manual intervention, HAY empowers team leads to be proactive and responsive. Remember, the key to a successful survey isn't just the questions but the consistency and action taken based on the feedback.