The article provides a comprehensive guide on creating and configuring a Climate Survey. It explains how to start the process, customize the form with various question types, and details the configuration of Categories to organize the questions. It also covers how to bulk import questions using the importer, ensuring the form is effectively adapted to your needs.
To create a new climate survey, go to the side menu and select "Culture". Then click on "Surveys" and select "Climate". Next, you will find the "Create climate survey" button
You can create a blank survey, reuse a previous survey, or use Buk's template.
First, you must assign a name to the survey. Then, you can configure the following:
1. Survey form
2. General settings
3. Participants
4. Validation
Survey form:
In "Evaluation form" you must configure the questions that employees will have to answer in the climate survey.
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Categories:
You can configure categories to associate single-choice questions, which will allow you to generate result reports by indicators.
To create a new category click on "Configure Categories
Then, click on "New Category" and assign it a name. You can also choose the option "Do not include in the calculation of the overall result" so that the questions associated with this category are not considered in the calculation of the survey results. Once you have created all the categories you need, don't forget to click "Save".
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Questions:
To add questions to the form, click "Add item" and select "Add question".
First you must choose the question type: Single choice, Paragraph, Relative Importance, and NPS.
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Single-choice questions
These questions allow the respondent to select only one answer from a set of alternatives.First, choose the category to which the question will be associated from the list of categories; make sure you have previously created the categories. Then, in "Question title", write the question or statement that employees must answer. You also have the option to add an additional description to the question. Additionally, you can select the "Required answer" option so that employees must answer this question before finishing and submitting the survey.
To assign specific values to each answer option, enter the desired value next to each alternative when creating the single-choice question. That is, in "Answers", enter the options available to the employee. Make sure to enter one option per line and order them from lowest to highest; that is, the first line corresponds to 1, the second to 2, and so on. Keep in mind that these alternatives will be translated into numbers to calculate the survey results. In the example below it would be like this:
1. Never, 2. Almost never, 3. Sometimes, 4. Almost always, 5. Always (Lowest to Highest)
A single-choice question will appear in the form as follows:
To simulate a question with smiley faces, enter the emojis 😊, 😐 and 😞 as answer options in a single-choice question. It would look like this:
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Paragraph questions:
Paragraph questions allow employees to respond with a long text.To create a question of this type, write the question and, if you wish, add an optional description.Additionally, you can select the "Required answer" option so that employees must answer this question before completing and submitting the survey.
At the end of the survey, in the reporting you will be able to use the sentiment analyzer to categorize responses to "Paragraph" type questions using artificial intelligence.
A paragraph question will be displayed in the form as follows:
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Relative importance questions:
Questions of the "Relative Importance" type allow employees to order options according to their preferences.
To create a question of this type, first write the question and, if you wish, add an optional description. You can also select the "Required answer" option so that employees must answer this question before finishing and submitting the survey.
In "Answers", enter the options that employees should order to answer the question.
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In a relative importance question, employees must take the options and drag them to the desired location to order them by importance. This question will be displayed in the form as follows:
This type of question measures what is most prioritized by your employees. Interpretation is based on the hierarchical order.
First place:It is the factor that the team considers "critical" or "essential". It is what you should focus your resources or communication on immediately.
Last place:It does not necessarily mean that it is "bad" or "unimportant", but rather that, compared to the rest, it has the least influence on their current satisfaction.
Clear consensus:If an option is in first place by a wide margin, there is a unanimous need in the team.
Close competition:If the top three places have almost identical scores, it means the team is dealing with multiple priorities at the same time and any action in those three areas will have a positive impact.
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NPS question:
The NPS (Net Promoter Score) question is a metric that measures employees' loyalty to the organization, using a scale from 0 to 10.
To create an NPS question, first write the question and, if you wish, add an optional description. Keep in mind that only one question of this type can be added to the form. You can also select the "Required answer" option so that employees must answer it before finishing and submitting the survey.
The "Minimum value" corresponds to option 0 and the "Maximum value" to option 10; you must assign a representative name to these options.
At the end of the survey you will be able to review the results of this question, where the responses are classified into three categories:- Promoters (scores 9-10): These are employees who are highly satisfied and will likely recommend the company. They contribute to growth through positive word of mouth.
- Passives (scores 7-8): These are satisfied people, but not enough to be considered promoters. They usually do not express enthusiasm or dissatisfaction.
- Detractors (scores 0-6): These are those who are dissatisfied and could harm the company's reputation through negative word of mouth.
The final result is a number that ranges between-100 and 100. It is obtained with the following formula:eNPS = % Promoters - % Detractors
Note: "Passives" (7-8) count toward the total responses, but they neither add to nor subtract from the final index. They act as a buffer.How to interpret the results?
From 0 to 30 (Good):You have a solid base. There are more people promoting the brand than criticizing it.
From 30 to 70 (Excellent):Your culture is a competitive asset. You have a high level of internal "evangelists".
Over 70 (Exceptional):This is a case of very high loyalty.
Below 0 (Alert):You have more "detractors" than "promoters". There is a real risk of turnover and negative climate.
The NPS question will be displayed in the form as follows:
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Customize the form:
You can also add a title that will appear at the start of the survey and a "Paragraph" to include additional comments.
With the "Allow adding comments" option employees will be able to leave comments on single-choice, relative importance, and NPS question types.
Additionally, you can use the "Preview" button to see how the form you have configured will look.
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To finish, you can order the questions you have created by dragging them and placing them in the desired order.
Bulk process on the platform:
You can also add questions to the form in bulk. To do so, click "Add items" and select "Import Questions".
First, click "Download Template" to obtain an Excel file that you must complete with the questions you want to import.
In the file sheet, you will find the "Carga_Preguntas" tab, where you must enter the questions you want to upload. Complete the file columns as follows:
- Category: Category ID (only for single-choice questions; leave the cell blank if not applicable). On the "Información categorías" tab you can find the IDs of the categories to copy and paste; it is important that you create the categories beforehand
- Question: Question statement.
- Type: Paragraph, Relative Importance, Single Choice, NPS. On the "Tipos de pregunta" tab you can find the types to copy and paste since they must be written exactly as they appear there
- Response option 1 / NPS minimum value name: Indicates a response option for Single Choice and Relative Importance types. For NPS, enter the name for value 0.
- Response option 2 / NPS maximum value name: Indicates a response option for Single Choice and Relative Importance types. For NPS, enter the name for value 10.
- ... Additionally, there are 8 remaining columns to enter other response options for Single Choice and Relative Importance questions
Once you have completed the file, save it and upload it by clicking "Select file".
To continue with the Climate Survey settings, click "Save and Continue". At the end, you will be directed to the General settings, where you can adjust the messages associated with the survey and the calculation of results.
🤖 This article was translated using artificial intelligence. View original article.