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.
Pop-up window when you click the Create survey button. Located in Team View > Surveys.
Choose a survey type
In team view, go to Surveys > Create survey.
Select Custom to create a custom survey. Or select Worker lifecycle to use a survey template: 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, 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: 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. They can write up to 1,000 characters
eNPS (Pulse surveys): Measure how likely your employees are to recommend your company as a place to work. They answer on a scale from 0 to 10, where 0 means least likely and 10 means most 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 (•••)
To make a question mandatory, select the mandatory option
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.
Set up the survey settings
Survey settings:
Give this survey a name.
(Optional) Add a survey description 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: Select the number of days after a new hire’s start date to issue the survey
Exit survey: defaulted to the employee’s last day of work
Set a Completion due date.
(Pulse or Custom survey) Set up Recurrence, then Frequency. Recurrence is set to every 90 days but you can issue pulse surveys weekly, monthly or annually.
Anonymity settings are customizable and you can either remove anonymity (for less sensitive surveys) or change the anonymity threshold.
Note: Pulse, Onboarding, and Custom surveys keep responses anonymous. This means you can see each person's answers, but only their location and department. The default for anonymity is set at 3, which means at least 3 people in a department and location need to have received the survey request for it to remain anonymous.
Select Next.
Set up your recipients and preview the survey
📌 For each survey type, you can select recipients. If you add additional team members while a Pulse survey is live, they will be added to the next scheduled Pulse survey.
Select team members.
Customize the request message that will be sent to respondents.
Select Next.
Select Preview survey to see how your survey would look to respondents. Once you’re done, 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. To improve response rates, we'll send three reminders by text. 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".