Custom survey is a tool that allows HR or the admin to create surveys tailored to their needs for assessing frequently occurring concerns and/or event-led repercussions with only a few questions.

Need for custom survey

Every organization, regardless of its employee composition, faces operational and functional hurdles during its day-to-day proceedings. Custom surveys allow the HRs to gain insights about the organization-specific subjects and take appropriate measures.

Here are a couple of examples of the use case of custom surveys:

A custom survey is pivotal to gauge the impact of COVID-19 pandemic on the organization. Despite a functional organization, the employees may be potentially nearing a burn-out due to significant operational changes. In this case, a custom survey would help drill down the departments facing the most issues or the most common subject bothering employees across all departments in the organization.

Similarly, if an organization witnesses a mass epidemic breakout amongst its employees which impacts as much as 50% of the workforce, a custom survey can help reach out to the rest of the employees to gauge their workload and sentiment during such trying times.

Thus, a custom survey is also useful for HRs and admins to get stock of concerns like Work from Home setup, COVID Pulse Check, and Dynamic Work Environment, among several other concerns hampering the progress of the organization.

Outcome of custom survey

A company-wide event drives a custom survey. Therefore, the outcome of the custom survey or the Report Overview summarizes the employee feedback on the concerned event.

The report of the custom survey helps identify the areas for improvement in the organization that may decrease the overall org health. It also highlights the subjects demanding immediate redressal to improve the health of the organization.

Dashboard Page

The custom survey report page gives insights at the manager level and helps identify the actionable concerns based on predefined concerns and functions.

Find your Employee Satisfaction (ESAT)* score in case of templatized custom surveys and know the overall sentiment of the organization.

The Report Overview is the tabular data collated from the responses received in Custom Survey, where all the scores are on a scale of 1-10.

The breakup of the score is accessible by clicking on the manager’s name in the column.

To access the detailed custom report:

Step 1: Click on the desired manager or department’s name in the Report Overview table.

Step 2: You will be redirected to exclusive Report Overview for the concerned department with short text questions and their corresponding scores.

Step 3: Click on the question or concern of your choice to view the complete question in a pop-up with its exact number of responses under the 4-point Likert scale.

Survey result

The custom survey report helps identify the exact areas to improve your ESAT* through an objective and concise survey result. Every attribute or particular is in a range of colors denoting:

Green – Organizations’ core strengths

Amber – Areas that need improvement. Callout areas where employees believe that the organization can improve

Red – Areas that require immediate attention and fixing in the organization

Create your first custom survey with 10xPeople by following this easy step-by-step guide.

10xPeople allows organizations to create a custom survey with ease and offers updated templates for frequently used surveys. Therefore, the admin has two types of surveys to pick from:

1. Templatized Surveys

   10xPeople tool provides template surveys for organizations. These are modelled and curated on subjects and common concerns seen across a majority of organizations.

   Templates for Custom Surveys assist in evaluating a quick check on the organization’s health.

2. Customized Survey

The Custom Survey option allows you to conduct a unique and customized survey with your choice of question set from scratch.

Framing custom survey

The 10xPeople tool allows the admin to frame two types of questions while framing a Custom Survey:

1. 4-point Likert scale question

   A 4-point Likert scale contains 4 options, ranging from Strongly Disagree to Strongly Agree.

2. Qualitative question

   A qualitative question allows the audience to provide detailed feedback from their perspective.

Guides: Jump right in

Follow our handy guides to get started on the basics as quickly as possible:

Step 1: Go to the Survey tab (2nd icon in the left panel).

Step 2: Click on Create Survey from the top-right most corner of the screen.

Step 3: Find the relevant template that you want to roll out or create your own survey by selecting Create Custom Survey option.

Step 4: Select the Create Survey option in the pop-up if the organization hierarchy is correct. If the errors in the hierarchy persist, they must be fixed before you continue the custom survey creation journey. After you fix the hierarchy, you will have to restart the process from Step 1.

Step 5: Select the audience for whom you want to create the survey.

Step 6: Once you have selected the desired audience, press the Continue button to add questions.

Step 7: You can now add custom survey questions by clicking on the + Add a custom question option. In case you chose a template custom survey, you can review the pre-existing questions before adding more to the survey.

Step 8: Add a custom question pop-up that will guide you in selecting the type of questions that you want to ask in the survey. A drop-down menu will give you the choice between a 4-point Likert scale question and a qualitative question.

Step 9: Type your qualitative question and its short text for question in the section below to Add question.

Step 10: Once you have added your particular set of questions, select the Preview & Continue button to preview all the questions in a new pop-up. You can re-arrange the order of the questions or go to Next Step if you’re satisfied. In case you wish to edit a question, you can select the Edit Questions button to go back. After doing the needful, you may again Preview & Continue to the next step.

Step 11: Add Basic Details to differentiate your Custom Survey by giving it a unique name, specifying the date and time for the start and the end of the survey.

Step 12: The Preview & Schedule window* will display the particulars of the survey with the option to edit, in case of dissatisfaction. Once previewed, select the Schedule Survey option to schedule the Custom Survey.

The ESAT score provides attributes for improvement in the organization. It assists in future decision-making by identifying the areas and/or management that require attention.

The factors marked in Red in the custom survey report demanding immediate action. These factors contribute to decreasing employee satisfaction in the organization and thus, require instant redressal.

Identifying the area for improvement

There are two axes to identify the areas for ESAT improvement:

1. Vertical axis

   If any component in the vertical axis of the tabular data in Report Overview is red, it implies that the concern is organization-wide and needs immediate action.

2. Horizontal axis

   If any component in the horizontal axis or along the column of the tabular data is red, it implies that a particular manager’s department is impacting the overall ESAT score of the organization. You can suggest the concerned department or L1 leader take measures to improve ESAT and launch a separate survey to gauge the satisfaction status.

To resolve the issues arising in the organization, HRs might want to speak to other HR leaders to help them arrive at a solution.

After the solution implementation to combat issues in the org, HRs should conduct a fresh custom survey to check whether the scores have improved or not.

1. What is a custom survey?

   A custom survey is a tool that allows HR or the admin to create surveys tailored to their needs for assessing frequently occurring concerns and/or event-led repercussions with only a few questions.

2. When should I use a custom survey?

   HRs must use the custom survey tool to gain insights about org specific changes like the impact of an unprecedented health hazard like COVID-19, or the impact of operational changes like the implementation of work from home structure on the org's overall health.

3. What are the different types of custom surveys?

   There are two types of surveys that are available for the users:

   Templatized surveys

   Customized surveys.

4. How can I create a custom survey?

   Survey tab -> Create survey -> Select template surveys or custom survey option to begin custom survey creation journey.

5. How can I access survey participation report?

   (i) Survey management dashboard -> Participation tab

   (ii) Reports tab on dashboard -> Dropdown menu -> Select survey -> Participation tab.

6. How can I access custom survey report?

   Reports tab on dashboard -> Dashboard tab.

The dashboard in the reports section displays the overall ESAT score and the question page.

Each collated score is in three color codes – green, amber, and red – denoting the severity of responses.

Question score page

The question score page helps HR identify the employee sentiment at an overall level. This score is calculated on the basis of questions asked in the survey.

Besides displaying an overview of the overall employee sentiment, the question score page also details:

1. How well are the participants doing or feeling under every question set in the survey. For instance, in the above image, each column displays the questions asked in the survey and their corresponding overall scores are in the following row.

2. How well a particular L1 leader or manager’s team is doing under each particular in the survey. Admins can also access the overall ESAT score for every department in the organization under the ESAT Score column.

In the above image, Alex, Bethany, and Cindy are the L1 leaders. The first row represents the overall score of all the departments subject to the survey. However, the subsequent rows represent the score of the organization of each manager. You can click on any of the leader’s rows and drill down scores further in their organization.

The report overview table follows a hierarchical display of responses that assists in drilling down particular departments or employees under certain managerial leadership facing issues in the organization.

For instance, in the above report overview, the corporate department has as many as 99 employees reporting to Alex Stein.

Once you click on the corporate department’s profile, you will be led to another report overview with all the team reporting Alex Stein’s org. This report is a hierarchical representation of the org and displays the corresponding responses received by each manager’s org that affect the overall rating for each question asked in the survey.

To drill down further, let’s say you sort the ESAT score in a decreasing order to examine the manager’s org facing the lowest employee satisfaction.

This method re-orders Ashley Richardson’s org on top reflecting the lowest ESAT amongst all.

On clicking Ashley Richardson’s profile, you will again be led to another report overview with particular managers under his leadership contributing to his overall ESAT score.

However, just before the manager’s org report, there will also be a row with direct reports. Direct reports signify the responses of employees directly reporting to that manager, and in this case, people directly reporting to Ashley Richardson. Therefore, direct reports are the representation of all the managers’ sentiments towards the survey who are directly reporting to Ashley.

Finally drilling down to Amni Bass’s org with the lowest ESAT score in the report overview, you will be directed to the root-cause issues causing employee dissatisfaction in the organization for Alex Stein’s corporate department.

A survey participation report gives an overview of the employee participation percentage in the rolled-out survey.

Employee participation is crucial for any survey to determine the accuracy of the organization’s health and for the representation of employee sentiment.

Access the participation report

A participation report is accessible to HR through 2 means:

• Survey management dashboard: Click on the participation of a survey and access the report.

• Reports page: Select the survey from the drop-down menu on the top left corner to open its particulars. Once opened, click on the Participation tab appearing at the top of the page to access the participation report.

Participation report

The participation report gives detailed information about the number of responses collected from selected L1 leaders and managers. The report is only accessible to HR but its selected access can be given to L1 leaders through the Report Access option when the survey has been completed (top right-most corner). In case the survey is in progress, HR cannot share the participation reports with anyone else.

A custom survey report gathers all the reported information in a structured and objective manner to help HRs deduce the concerns arising among employees in the organization.

Survey question score breakdown

10xPeople custom survey tool features three sections in the custom survey report:

1. Overall satisfaction score The overall satisfaction score accounts for the rating for all the subjects in the survey. However, it is only calculated if the user selects one of the template surveys.

   1. ESAT score

   The Employee Satisfaction score is available only if the user uses any of the two template custom surveys made available on the 10xPeople tool, which are:

   (i) WFH Pulse Check (ii) Covid Response Pulse Check

2. Question-wise score

   All the quantitative questions asked in the survey are on a 4-point Likert scale, which is later converted into a 1-10 response scale score in the final report. The custom survey report allows you to examine scores for each of the particulars under different managers, where each column represents a question and each row represents the leader for whom the survey is conducted. HR can further select the desired manager and examine the score-breakdown with respect to the employees reporting to the selected leader.

3. Qualitative feedback

   The qualitative response sheet carries the responses for all the qualitative questions asked in the survey. These responses are on overall and department-wise categories, which are downloadable.