Creating Surveys in Keka HR

Accessing the Surveys Section

1. Log in to your Keka HR account. 
2. From the left menu, go to the Engage section and select Surveys. If this is your first time accessing the Surveys feature, the Surveys dashboard will open as shown below. Click on Get Started to enable survey.

Creating a New Survey

2. Click Build Survey from Scratch or New Survey in the top-right corner to start a new survey.

Creating from Scratch

1. Enter a Survey Name and a short Description to give participants context.

2. After entering the survey builder, you’ll see a Welcome Message on the start screen. This message serves as an introduction to your survey.

3. Click on the Welcome Message to edit it. You can personalise this message to set the tone, explain the purpose of the survey, or provide any necessary instructions.

Adding New Questions

1. Click + New Question to open the question type selector. Available question formats include:

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

Explore Question Types:

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

• Short Text – for quick, open-ended input
• Long Text – for detailed responses
• Dropdown – a single-choice list
• Single Choice – select one option with radio buttons
• Multi-Select – select multiple options
• Yes/No – binary answer
• NPS (Net Promoter Score) – rate likelihood to recommend on a scale of 1–10
• Opinion Scale – customisable labeled scale
• Rating – star, heart, or thumbs-up
• Date – choose from a calendar picker

2. Each question type lets you add response rules, such as required fields or character limits.  For options like Single Choice and Multi-Select, you can add as many response choices as needed.

3. After configuration, click Save Question.

4. Repeat for each question you want to add.

Previewing and Customising Messages

1. Click the eye icon to preview your survey before publishing.

2. Customise the Welcome Message to greet participants and the Thank You Message to close the survey.

Saving or Publishing the Survey

1. Once all questions and messages are set, review your survey for accuracy.
2. Click Configure and Publish to make the survey live and available for responses.

Publishing Options

After building your survey, open the Publish Settings from the builder or the survey list.

Survey Types

1. One-Time Survey: Sent once for a defined duration.

2. Automated Survey: Sent automatically after an event, like an employee’s joining date or promotion.

Setting Audience and Timing

1. Choose recipients by:

• Groups (e.g., departments)
• Specific Employees

2. For One-Time surveys:

• Set a Publish On date.
• Set an End Response Collection On date.

3. For Automated surveys:

• Set a Trigger Timing (e.g., 30 days after joining).
• Define the Response Window (how long it stays open).

Anonymous Responses

1. Toggle Make anonymous to hide participant identities.

2. Click Publish to launch the survey or Save Settings to keep it ready.

Using Survey Templates

1. Instead of building a survey from scratch, you can select a template. When starting a new survey, click Choose from templates.

2. Available templates include:

• Employee Satisfaction Survey
• Net Promoter Score
• Manager Evaluation Survey
• Post-Training Survey

3. Click Preview to see the layout. Use Use this Template to start customising.

Managing Existing Surveys

The Surveys Dashboard shows all your active, past, and scheduled surveys.

Filters and Dashboard Overview

1. Use filters like:

• Created On
• Status
• Type
• Created By

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

3. Dashboard metrics include:

• Total Responses
• In-Progress Surveys
• Scheduled Surveys
• Past Surveys

Employee Engagement Chart

1. Visualise how engaged your workforce is over time. Charts are downloadable for further analysis.

Active and Past Surveys

1. For active surveys, you can:

• View Responses
• Clone
• Extend Date
• Resume
• Delete
• Edit Survey Settings or Questions

2. For past surveys, click View Responses to see results.

Viewing Reports

Reports give insights into employee feedback trends. Use them to improve future surveys and make data-informed HR decisions.

Creating a Survey as a Manager

Managers such as Reporting Managers, Department Heads, and L2 Managers can now independently create and manage team-specific surveys.

Steps to Create

1. Go to Engage  and click on Surveys
2. Click New Survey.
3. Choose to build from scratch or use a template.
4. Add a survey name, description, welcome and thank you messages.
5. Add questions and configure each one.
6. Preview the survey.
7. Choose publishing type and audience.
8. Enable anonymity if needed.
9. Click Publish.
    

Manager-Specific Permissions

• Managers can only see surveys they create.
• Admins retain access to all surveys.
• The interface is similar to the Announcements module.

Tips and Best Practices

• Enable Anonymous Mode to encourage honest responses.
• Use templates to save time and ensure consistency.
• Preview before publishing to ensure everything looks right. 

Next Steps

• Ready to go? Click New Survey in the Engage section.
• Explore templates to get started faster.
• Use reports to evaluate engagement trends and improve participation.

Need help? Reach out to Keka Support or browse related articles in the Help Center.