Create a Custom Survey as a Manager

The Engagement feature in Trakstar Perform allows managers and administrators to create surveys, check-ins, and polls to measure employee engagement across your organization. Surveys are a great way to gather feedback, understand employee sentiment, and support meaningful conversations with your team.

Note: Engagement is an optional Trakstar Perform feature. If your organization would like to enable it, contact perform@trakstar.com.

The Manager Check-In and Opinion Poll templates are pre-built surveys that you can customize by editing or adding questions. If you'd prefer to build a survey from scratch, use the Custom Survey option.

Create a Survey

Step 1: Enter the survey details

1. Enter a Survey Title.
   • The title is visible to everyone who receives the survey.
2. Enter a Description.
   • The description is only visible to the person creating the survey.

If you're using a Manager Check-In or Opinion Poll, the template's predefined questions are displayed and can be edited.

If you're using a Custom Survey, you'll begin with a blank question that you can customize.

Step 2: Create survey questions

For each question, you can configure the following options:

• Select an Answer Type:
  • Rating scale
  • Comment field
• Choose a 3-point, 5-point, or 10-point rating scale.
• Define the labels for each point on the rating scale.
• (Optional) Include a comment field with rating-scale questions.
• Mark questions as Required or Optional.
• Delete, duplicate, or reorder questions within the survey.

To add another question:

1. Scroll to the bottom of the survey.
2. Select Add Survey Question.

When you're finished creating your survey, select Save & Continue.

Select Respondents

The Respondents step determines who will receive the survey.

Managers can send surveys to:

• Individual direct reports.
• Groups of direct reports.

Note: Managers only have access to their direct reports.

Using groups can simplify reporting and make it easier to analyze survey results.

1. Select the employees or groups that should receive the survey.
2. Select Save & Continue.

Review Survey Settings

The Review page allows you to verify and edit your survey settings before sending it.

It's recommended that you review these settings before scheduling the survey.

You can configure the following:

Schedule

Choose the date and time the survey will be sent.

Recurrence

Configure the survey to repeat on a regular schedule.

Recurring surveys are useful for ongoing manager check-ins, such as sending a survey each week before one-on-one meetings.

Cutoff Date

Specify the date when the survey will stop accepting responses.

Anonymous Responses

Enable anonymous responses if you do not want respondents identified.

Important: Once anonymous responses are enabled, this setting cannot be disabled for that survey.

Anonymous survey results become available only after at least five responses have been submitted.

Email Reminders

When a survey is sent, employees receive an email containing a link to complete it.

You can configure reminder emails for employees who have not yet responded.

Preview and Schedule the Survey

Scroll to the bottom of the Review page to preview the survey before sending it.

When you're ready, select Schedule Survey to send or schedule the survey.