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Sapling - Surveys

Alice McAnaw
Updated

This is an optional paid add-on. Reach out to accounts@kallidus.com to learn more.

Introduction

Surveys offer a quick way to gather valuable people data and keep a pulse on your team feedback.

 

With this Sapling feature, you can:

  1. Select a survey to assign directly from a Sapling task
  2. Choose from 8 pre-built surveys
  3. Complete the survey from Sapling (in Sapling) or from your email notification
  4. Review survey results under Reports

Survey options

The 8 pre-built survey options are:

  1. 1st Week Check-in
  2. 1st Month Check-in
  3. Organizational Network Analysis
  4. 90 Day check-in
  5. Wellness Survey
  6. Performance Check-in (open)
  7. Performance Check-in (measured)
  8. Exit Survey

Each pre-built survey features 4 types of survey responses:

  1. Likert: radio options with only 1 selection allowed (Strongly Disagree, Disagree, Neutral, Agree, Strongly Agree)
  2. Short Text: alphanumeric text with max 160 characters
  3. Long Text: alphanumeric text with max 2000 characters
  4. Multiple Choice: dropdown of customer-defined options

As you create a survey in Sapling, you'll be able to preview all questions before assigning it.

 

 

How to create a survey

You can automate the surveying process by adding surveys as a task into any Sapling workflow.

 

To add a survey into a workflow, navigate from Administration Tools > Workflows > Add task.

 

In the task window, select the Survey option under Task Content. Select what type of survey you'd like to insert from the dropdown, complete all information and click Save.

 

Once the workflow has been assigned, Sapling will notify your team about the survey both in-app and via an email notification.

 

Your team member can then complete the survey from inside Sapling, or directly from the email notification they received.

 

 

 

Important things to note:

  • Once you create a survey task, you can't switch the task type. For ex: if you start with a survey task, you can't then change it to a general type task.
  • Once you create a survey, you can't change what type of survey it is. For example: if assigned as a 90 day check-in, you can't change it to Wellness type survey.
  • If a task is deleted (survey or not), the task is deleted everywhere – the workflows, team member profiles, and the reports page. You won't be able to create a report with data from a deleted survey.

 

How to create a survey report

To review survey responses, you run a customized report that you can download or schedule to be shared with key stakeholders.

 

To create a new report, navigate from Administration Tools > Reports > Surveys and select “Create Report.” From there, select what overall survey or specific survey questions you’d like to report on, and select any additional fields (like name or company email) you’d like to include as well.

 

 

To learn more about reports, check out this Reporting Basics help article.

 

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