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Create an engagement survey with monday.com

Employee engagement surveys are the most important tool you have for monitoring the health of your organization, and they’re the best way to give employees an avenue for feedback. With monday.com you can simplify the process by creating your survey, collecting the results, and analyzing the data all in one place.

 

By the way-- we also know how important confidentiality is! That's why we recommend that you set up your HR workflow as Private Boards.

 

Schedule your surveys

The first board you will want to create will be used to schedule your surveys. This board should include the name and email address of every employee, as well as their start date and HR representative as a Status Column (more on this next). Your setup should look something like this:

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It’s important that you add new employees to this board as soon as they’re hired. This will ensure that they are surveyed properly, and their opinion is factored.

 

Email Integration

The best integration to set up for this workflow is either the Gmail or Outlook Integration (depending on what service you use). The integration recipe you’ll set up on this board will send out emails based on the employee’s start date. The best recipe: “When date arrives and status is something, send an email to someone.”

You can set up a recipe for several intervals, such as 3 months, 6 months, and 1 year into the employee’s tenure:

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We recommend using a Status Column for the HR representative so that you can customize the email according to the HR representative. This way the message sent is more personal and friendly. And, if the HR representative has a Calendly link (or another sharable calendar to schedule a meeting), they can schedule a follow-up meeting with the employee to discuss. 😄

The email you send will also include a link to the employee engagement survey.

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Which brings us to the next board you’ll want to set up!

 

Setting up your survey

The second board you’ll need is a board for your survey and results. The structure of this board will be the basis of your survey using the Form View.

 

Form View

With Forms powered by monday.com, you can easily set up your survey and send it out to your employees. First, you must build your board to reflect the information you want to collect. We recommend creating several columns and changing the header for each to the question you want to ask your employees.

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Curious about what columns we suggest? We’ve found success with the Status Column, which appears as a dropdown on your survey, and the Rating Column, which can be used to give a score of 1 through 5.

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Notification Automations

Curious to see the results as they roll in? You can set up an automation to notify you every time a survey response is received.

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Analyzing your results

To analyze your results, it’s best to build a dashboard. Dashboards are a great way to see a comparison of different data sets all in one place. Dashboards are composed of widgets. The most important widget you’ll use is the Chart Widget.

 

Chart Widget

The Chart Widget allows you to drill down into the data for greater understanding. Each chart widget can deliver a different insight. Then you can use the dashboard as a way to get a big picture overview of the company-wide sentiment as well as a breakdown by department. This is the best way to identify high-risk populations in a single glance.

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Once you have a clear view of the results of your survey, you can develop an improvement plan to make sure you’re working towards 100% engagement!

 

If you have further questions about how you can build out an effective employee engagement survey for your organization, feel free to reach out to us at [email protected]. We're here 24/7 and happy to help! 😄