You can build surveys with a mix of question types — including short answer, multiple choice, and scaled ratings — depending on the data you need. Once created, surveys can be linked to specific jobs, locations, or onboarding stages, and sent automatically or manually.
This helps ensure you’re collecting the right information at the right time, whether it’s applicant screening or internal evaluations.
📌 You need the Create and send surveys permission (in the Surveys group on the Roles screen), plus access to the Surveys feature, to create and send surveys.
Pop-up window when you click the Create survey button. Located in Team Management > Surveys.
Choose a survey type
Go to Team Management › Surveys, then select Create survey.
Under "What kind of survey do you want to create?", select Custom to create your own survey ("Create a unique survey"). Or select Worker lifecycle ("Understand worker sentiment at each stage from new hire to exit"), then choose a template under "What template do you want to start off with?": Onboarding, Pulse, or Exit. These are the details of the four survey types you can use for your team:
Pulse surveys
Pulse surveys help you check how your workers are feeling on a recurring basis
Get anonymous feedback from workers to figure out how you can keep them happy and productive
See how well your General Managers (GMs) are doing at each location
Monitor your progress in changing company culture by observing trends in pulse scores
Onboarding surveys
Onboarding surveys help you figure out how to make your training programs better for new hires.
Focus on the first 90 days of a worker’s time, as it’s the most important period of their employment
Collect feedback from new hires to understand how you can improve the new hire onboarding experience
Compare onboarding processes between departments to see what works best
Exit surveys
Exit surveys will be sent to departing workers to help you figure out why they're leaving and how to make things better for the people still working in the company
Understand the main reasons for worker departures
Get more specific feedback on how work satisfaction can be improved for current workers
Custom surveys
Custom surveys let you create your own survey
You can use it for picking the employee of the month, planning events, or getting quick feedback from your team
Set up your questions
By default, questions are set to Scale rating (1 to 5, from "Strongly disagree" to "Strongly agree"), but you can change them by selecting the ▾ dropdown menu. Here are the different types of questions to choose from.
Scale rating: Ask your employees to rate something on a scale, like from 1 to 5
Multiple choice single-select: Give your employees a list of options to choose from. Each option can be up to 100 characters long, and you can have up to 20 options
Open text: Let your employees write their own answers instead of choosing from a list. The question can be up to 280 characters, and they can write up to 1,000 characters in their answer
eNPS (Pulse and Custom surveys): Measure how likely your employees are to recommend your company as a place to work. They answer on a scale from 0 ("Not at all likely") to 10 ("Extremely likely"). This type of question will have a tooltip to help explain it
Editing or rearranging questions
To remove, duplicate, or reset a question, select the three-dot menu (•••), then choose Remove question, Duplicate question, or Reset question
To make a question mandatory, turn on the mandatory toggle
To move a question around in your survey, just hover your pointer over the question until you see a little icon you can grab. Then, drag the question to where you want it in the list.
To see how your survey looks to respondents, select Preview survey on the Questions step
Set up the survey settings
Survey settings:
Give this survey a name ("What do you want to name this survey?").
(Optional) Add a survey description ("Describe the survey") to provide more information.
Delivery:
Set a Send date.
Pulse or Custom survey: Select a date on the calendar on or after today’s date
Onboarding survey: Choose the number of days after a new hire’s start date to issue the survey: 1, 7, 30, 60, or 90 days (30 is the default)
Exit survey: Set to the employee’s Last day of work
Set a Completion due date.
(Pulse or Custom survey) Turn on Recurrence, then choose a Frequency: Weekly, Monthly, Quarterly, or Annually. The default is Quarterly, which is every 90 days.
Anonymity settings are customizable and you can either turn off anonymity (for less sensitive surveys) or change the anonymity threshold to 3, 5, 10, or 20.
Note: Pulse, Onboarding, and Custom surveys keep responses anonymous by default. This means you can see each person's answers, but only their location and department. The default threshold is 3, which means at least 3 people in a department and location need to have received the survey request for it to remain anonymous. Exit surveys aren't anonymous by default.
Select Next.
Set up your recipients
📌 Recipients depend on the survey type. Onboarding surveys always go to All team members, with no picker. Exit surveys have optional recipients, tied to the offboarding flow in Team Management. For Pulse and Custom surveys, you choose the recipients.
If you added more team members while a Pulse survey is live: if you chose All team members when you created it, newly hired employees are added automatically. If you chose specific people, new hires aren't added automatically, so you'll need to add them yourself. Changes to recipients apply the next time the survey is sent.
In Team members, search for the workers you want to include ("Search workers to include in the survey"), or choose All team members.
Write the request message that will be sent to respondents in the SMS message field (up to 260 characters). Select a merge tag to insert the worker's name, the brand name, the survey link, or the days since their start date.
Select Next.
On the final Review step, select Save.
？How would my team members be notified about the surveys?
Your team members will get a text message asking them to do the survey. If their phone number is invalid or missing, the message goes by email instead. To improve response rates, we'll send three reminders. Reminders will be sent 1, 3, and 10 days after the first message.
Note: Workers have the option to opt out of surveys by replying with "stop".