ChartHop for Administrators

Engagement surveys

You can create and implement engagement surveys directly within ChartHop. 

You can set up these surveys for a specific group of employees or everyone in your organization. All survey aspects, including sending and tracking forms, sending reminders, viewing completion, and analyzing data, can be accomplished within one centralized location.

Before you can create a survey, create a form with all the questions that you would like to ask must have been set up in ChartHop by users with Owner or Technical owner access. Learn more.

Access surveys

You can view existing and create new surveys from the Surveys page.

Engagement Surveys

  1. From the left sidebar, select Engagement.
  2. Refine the list in the following ways.
    • Use the Status drop-down list to choose to view only surveys of a certain status.
    • Use the Last modified by drop-down list to view surveys last modified by a particular person.
    • Filter the list by the name of the person who created the surveys.

Move a survey to a review

ChartHop separated Reviews into Performance Reviews and Engagement Surveys. You can move items between the Reviews and Surveys by doing the following:

  1. Go to the Engagement Surveys page
  2. Select the survey that you would like to move
  3. Select Move from the actions list
  4. Confirm the move in the dialog
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