Surveys in Keka HR

 

Keka HR’s Surveys feature empowers organizations to collect valuable feedback and insights from employees, ensuring a better understanding of their needs and opinions. This guide will walk you through the process of creating, managing, and analyzing surveys using Keka HR.

Table of Contents

• Accessing the Surveys Section
• Creating a New Survey
• Survey Templates

• Publishing Options

• Managing Existing Surveys
• Reports

Accessing the Surveys Section

To access the Surveys section in Keka HR, simply log in to your account and navigate to the Org (1) section in the left-hand menu. From there, click on the Engage (2) tab and select Surveys (3) to open the surveys section.

Creating a New Survey

In the Surveys section, click on the 'New Survey' button located on the right side of the screen.

Creating a Survey from Scratch

Name and Description

• Name of the Survey: Enter a name for your survey.
• Description: Provide a brief description or introduction for the survey to inform participants about its purpose.
  
  

• After entering the survey builder, you’ll see a Welcome Message on the start screen. This message serves as an introduction to your survey.
• Click on the Welcome Message to edit it. You can personalize this message to set the tone, explain the purpose of the survey, or provide any necessary instructions.

Adding a New Question:

• Click on the + icon next to New Question.

• A menu with various question types will appear, allowing you to select the format that best suits each question.

Explore Question Types:

Keka offers a variety of question types, each with its own customisation options:

• Short Text: Collect brief, open-ended answers.
• Long Text: Suitable for detailed responses.
• Dropdown: Allows respondents to select one option from a list.
• Single Choice: Present options with radio buttons; only one selection allowed.
• Multi-Select: Enable respondents to select multiple answers.
• Yes/No: Simple binary choice.
• NPS (Net Promoter Score): Measure likelihood to recommend on a scale of 1 to 10.
• Opinion Scale: Customise a scale (e.g., 1-10) with labels for each end of the scale.
• Rating: Allow respondents to rate using stars, hearts or Thumbs up.
• Date: Let respondents pick a specific date from a calendar interface. 

Each question type offers unique settings, such as making it Required or setting a character limit for text responses. For options like Single Choice and Multi-Select, you can add as many response choices as needed.

Configuring and Saving Each Question:

• After selecting the question type and entering the question text, configure any additional settings.
• Click Save Question to add it to your survey.
• Repeat this process for each question you want to include.

Preview Your Survey:

• You can preview the survey by clicking on the eye icon. This will show you how the survey will appear to respondents, allowing you to verify the layout, question order, and overall flow.

Customize the Thank You Message

• After the last question, add a Thank You Message on the End Screen. This message will appear after respondents complete the survey.
• Use this space to thank participants for their time and share any next steps or information on how their feedback will be used.

Publish or Save as Draft

• Publish the Survey:
  • Once all questions and messages are set, review your survey for accuracy.
  • Click Publish to make the survey live and available for responses.

Publish Your Survey

Once you have added questions and customized the survey settings, you’re ready to publish. Keka provides flexibility in how you release surveys, allowing you to choose between one-time and automated surveys.

Publishing Options

Access the Publish Settings:

• From the survey builder or the survey management page, click on the Publish button. A panel will open on the right with publishing options.

Choose the Survey Type:

• One-Time Survey: Select this option if the survey is to be published for a specific duration and will not recur.
• Automated Survey: Choose this if you want the survey to be triggered automatically based on certain events, like an employee’s start date.

Configure Audience and Timing

Select the Audience: You can choose to send the survey to:

1. • Select Groups: Target specific groups or departments within the organisation.
   • Select Employees: Manually choose individual employees to receive the survey.

Set Publish and End Dates (for One-Time Surveys):

1. • Publish On: Select the start date for when the survey will be sent to the audience.
   • End Response Collection On: Specify the closing date after which responses will no longer be accepted.

Automated Survey Triggers (for Automated Surveys):

1. • Trigger Timing: Choose the event that will trigger the survey, such as a specific number of days after an employee’s joining date, promotion, or other events.
   • Response Window: Set the number of days for which the survey will remain open for responses after it’s triggered.

Anonymous Option:

• Toggle Make anonymous if you want to keep responses confidential, ensuring participants’ identities are not visible.

Finalize and Publish

• Save Settings: If you want to save the survey configurations without publishing yet, click Save Settings.
• Publish: When you’re ready, click Publish to launch the survey. Your audience will be notified, and the survey will open for responses based on the configured timing.
  
  

Survey Templates

• If you want to use a ready-made survey, select Choose from templates when starting a new survey. Keka provides templates for common survey types, such as:
  • Employee Satisfaction Survey
  • Net Promoter Score
  • Manager Evaluation Survey
  • Post-Training Survey
• You can Preview each template before using it, and click Use this Template to customise it to your needs.

Managing Existing Surveys

With the new survey experience, you can use the created on filter to access and view past surveys.
 

To access you can easily find past surveys in the dedicated Past Surveys section, which retains the familiar layout you are accustomed to. 

Surveys Dashboard Overview

The Surveys dashboard provides an overview of all ongoing surveys and key metrics:

• Total Responses: The total number of responses received across all surveys.
• In-Progress Surveys: The number of surveys currently active.
• Scheduled Surveys: Surveys that are scheduled to go live at a future date.
• Past Surveys: Surveys that have been completed.

Employee Engagement Chart

The dashboard includes a chart that shows the percentage of employees engaged over different periods. This can also be downloaded in various formats. This helps in understanding engagement trends and the effectiveness of surveys over time.

Active Surveys

View all currently active surveys and their statuses. You can also view responses, clone survey, Extend date, Resume or delete survey.

Edit survey settings or questions if needed.

Past Surveys

Access completed surveys and their results by clicking View Responses. You can also clone the survey if you would like to reuse it. Analyze response data to gain insights and improve future surveys.

Reports

Generate reports to visualize survey data and trends. Use these reports to make data-driven decisions and improve employee engagement.

With Keka’s flexible survey builder, you have the tools to create comprehensive surveys that gather actionable insights. Whether using templates or creating from scratch, the survey feature is designed to help you collect valuable feedback effortlessly. Start creating your first survey today and empower your organization with data-driven decisions!

Thank you for choosing Keka HR!

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