Custom Survey Management

What is a Custom Survey?

A Custom Survey allows HRs and admins to design short, focused surveys tailored to specific needs, events, or challenges within the organization. These are ideal for collecting quick, targeted feedback when a full-scale survey like eNPS is unnecessary.

Why Use a Custom Survey?

Every organization, regardless of size or maturity, encounters unique, evolving challenges like operational shifts, policy changes, crisis management, or employee well-being concerns.

Custom surveys help:

  • Quickly capture employee sentiment on specific issues.

  • Respond to changes or disruptions with data-driven decisions.

  • Improve ESAT (Employee Satisfaction) by identifying and acting on pain points early.

Real-World Use Cases

Well-being & Mental Health Pulse

Surveys to understand stress levels, burnout signals, workload challenges, and overall mental health support needs.

Learning & Development Feedback Survey

Checks how employees perceive current learning initiatives and what skills or programs they’d like to see more of.

Return-to-Office (RTO) Sentiment Survey

Used to capture employee sentiment and preferences regarding hybrid/remote/in-office work policies.

If you want to check the pulse of the entire organization, you can conduct an eNPS survey for accurate results.

Framing a Custom Survey in PeopleCues

You can include two types of questions while creating a custom survey:

  1. 4-Point Likert Scale Questions

Captures responses across four options:

  • Strongly Disagree

  • Disagree

  • Agree

  • Strongly Agree

These are later converted into a 1–10 scale for reporting consistency.

  1. Qualitative (Open-Text) Questions

Allows employees to share detailed feedback in their own words—helpful for gathering nuanced input or anecdotes.

Creating a custom survey

Note: Please ensure that the hierarchy is correct. The tool does not allow the process of survey creation in case of any errors in the hierarchy, like missing managers or cyclic loops.

Step 1: Go to the Survey Management tab and click on the Create Survey option.

Step 2: To create a custom survey, click on the over over the Create Custom Survey option and click on "Use this".

Note: You have the liberty to add or remove questions from the template surveys to tailor the template according to your requirements. You can also rearrange the questions by dragging them in your desired order.

Step 3: Select the audience for whom you want to create the survey. You can select one of the below option:

  • Employee’s full org: Includes all levels under the selected manager (optionally include the manager).

  • Employee’s direct reports: Targets only the direct reports.

  • Custom hierarchy: Upload a list of specific users.

Select the audience for the survey.

Step 4: Once you have selected the desired audience, press the Continue button to add questions.

After selecting the audience, click on Next Step button and subsequently on Continue button.

Step 5: You can now add custom survey questions by clicking on the + Add a custom question option.

You can add custom survey questions from scratch from this window.

Step 6: 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.

Type your qualitative question and its short text for the question in the section below to add the question.

Select the type of question and enter the question that you want to ask with its short text.

Note: When creating custom 4-point Likert scale questions, admins should ensure the statements are framed in a positive tone.

For example, if you're assessing managerial support during a crisis, a well-framed question would be: “My manager has been checking in and offering all necessary support during this situation.” Rather than a negatively framed statement like: “I feel overworked and burdened with little or no support from my manager.”

Step 7: Once you've added your set of questions, click “Preview & Continue” to view them in a pop-up. You can rearrange the order of the questions or proceed to the next step if you're satisfied. If you wish to make changes, click “Edit Questions” to go back, make the necessary edits.

Preview the questions to continue.

Step 8: 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.

Give your survey a unique name and schedule its beginning and end to continue.

Step 9: 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.

Preview all the particulars to schedule the survey.

Note: Under the Communications tab in the Preview & Schedule window, you can preview the survey email communication. The platform will automatically notify and remind non-respondents to complete the survey, helping you ensure higher participation and more accurate results.

PreviousWhat to do next?NextCustom Survey Results

Last updated