Surveys help you gain a deep understanding of your business and the people in it. With surveys, you can understand how your employees feel about their involvement in the company and if your employees are engaged.

Get the most out of Bob

  • Surveys can be sent to your employees while preserving their anonymity. This guarantees that you will get complete, unbiased, empirically validated results.
  • The survey library contains numerous research-based surveys on different aspects of your employee's life: engagement, attribution, enthusiasm, onboarding, training, etc.
  • You have the option to quickly survey your people, with 4-5 questions you can launch in minutes.

How to set up a survey

  1. From the left menu, select Talent > Company surveys.
  2. Click Setup.
  3. Once you have chosen your desired survey, click Start.

    Tip: You can read more about the different surveys by hovering over the survey and clicking Details.

  4. If you select Custom or would like to edit a form with existing questions, click Edit Form to add questions to your survey.
  5. Name your survey with a relevant title.
  6. Select an employee from your company as the sender of the survey email invite.
  7. In Results Anonymity, enter the minimum number of responses required to view each question’s results.
    If the minimum threshold selected is not met, the results will not be visible to maintain anonymity.
  8. Filter your audience by All employees, By condition, or By name.

    Note: If selecting By condition, click Edit and select from the Lifecycle status list and define the condition. If selecting By name, your audience must be more than five employees, otherwise, you might infringe the anonymity factor.

  9. Write your email message.
    This will serve as the body of the email sent to survey recipients.
  10. Select the survey results grouping by employee field conditions.
  11. Click Next in the top right corner.
  12. Select the survey period (in days) to define the number of days you allow your people to complete their answers, then select the number of reminder notifications they should get.

    Note: The reminder will keep reminding the employee until they complete the survey, after which it will stop. Bob will display a quick timeline portraying the period and number of notifications.

  13. Click Next in the top right corner.
  14. Click Launch Survey.
    Your survey will now be saved to your Company Surveys tab and you'll be presented with a short summary of the details prior to launch. You can preview the survey again before launching by clicking Quick Preview.

    Tip: Finished setting up your survey but not ready to launch it? Save your survey and come back to it anytime. When you're ready, from the Actions dropdown menu in the Company Surveys tab, select Launch Survey. Then, click Launch survey to distribute your survey.

To learn about how to launch a company survey, and view and export results, see Manage a company survey.