Checklist Emprising
You're about to set up the employee survey in Emprising. To help you get started, you'll find a helpful checklist below. Having trouble figuring it out? Consult the Knowledge Base.
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Have you set the language in which you want to see the results? Note: this does not concern the language in which employees will receive the invitation and questionnaire. You can set this in Step 3.
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Are you inviting employees who are not working in the Netherlands? Then make sure the correct countries are participating in certification.
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Are you conducting the survey in multiple countries? Then enter 'No' to the question ‘Will you upload demographic information for all survey takers?’. This allows you to pre-code the country in which employees are employed. This also makes an additional Survey Method available in Step 5: Global Link. Employees not included in the participant list can then still complete the questionnaire during the response period by using this global link.
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Are you conducting the survey in one country? Then enter Yes' to the question ‘Will you upload demographic information for all survey takers?’.
You don't have to do anything here.
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Demographics: are you conducting the survey in multiple countries and do you want to view the results not only at organizational level, but also at group level (per department or team)? Ensure you have added a demographic so that employees can indicate in which group (department or team) they work. For example, the question, 'Within which organizational unit do you work?'. Then add the corresponding response options. Without this question, results cannot be reported at group level. If the organizational units are divided into departments or teams, you can add an additional question: 'Within which department or team do you work?' Then add the corresponding answer options. Once these questions are added, you can check which demographics you want to pre-code in the Employee Data File (EDF) in Step 4.
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Have you added additional questions? Then make sure the statements are listed under 'Focus Areas & Statements' > 'Uncategorized Statements', multiple choice questions under 'Demographics', and open-ended questions under 'Open-ended Questions'.
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Schedule & Messaging: are the start and end dates and times correct? Please also take note of the time notation of AM and PM.
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Schedule & Messaging: have you filled out a Survey Contact Email?
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Language: have you set the language in which employees should receive the questionnaire? Note: the language where the asterisk is colored is the language displayed at the top of the invitation and reminder(s).
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If you are conducting the survey in multiple languages, are the translations correct? This only applies if you have added additional statements, demographic variables or open-ended questions.
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Have you reviewed the Sample Survey? Do your additional custom questions appear there? Are the Invitation preview and Welcome preview correct?
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Did you do the E-mail check?
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Have you sent the IT checklist to your IT colleagues?
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Are you conducting the survey in one country and do you want to view the results not only at organizational level, but also at group level (by department or team)? Then download the template for the Employee Data File (EDF) and add the necessary columns (e.g. Department or Team) to indicate the organizational unit in which each employee works. The template already contains a number of demographics that you can pre-code. You can remove any demographics you don't want or need to pre-code. If you use the template, you do not need to add additional questions in Step 3 to include the organizational structure in the survey.
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Are you conducting the survey in multiple countries? And have you added demographics in Step 3 to view the results at group level? Then you can check here which demographics you want to pre-code in the Employee Data File (EDF). Next, download the template and fill it out. Once the template is filled, then you can upload the file. Note that you cannot modify the template. The columns in the template must remain as they are, in the correct order and with the correct names. The demographics included in the Employee Data File (EDF) will not automatically appear in the questionnaire, but will be visible in the Design in Step 3.
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By logging into the Preview Survey (found at Step 3) as a specific user, you can verify that the pre-coded questions are indeed not included in the questionnaire. Anonymous users will see these questions due to the availability of a global link alongside personal links for each employee.
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Are there groups with fewer than 5 employees? The results from these groups will not be reported due to their small size. You can choose to merge these groups with another group allowing you to obtain results. Alternatively, you can leave them as they are, but be aware that results from these small groups will not be reported.
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Does the number of invited employees in the list match the number of employees working per country or region? If not, adjust this by clicking 'Edit' under 'Countries/Regions'.
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Are there any red crosses? If so, resolve them first.
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Certification/Recognition: have you checked Eligibilaty?
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Resources: have you taken the E-mail Test?
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Is everything listed correctly? And are all check marks green? Then click on 'Review for launch'.
A pop-up screen will appear. If everything is correct, click 'Approve launch'. Your survey is now ready!