ChartHop for Administrators
Engagement surveys

Create a survey

Users with the Owner, Technical owner, Sensitive data viewer, and Compensation viewer roles can create surveys. However, the sensitivity of the data displayed in the survey itself for participants is controlled by the form and fields used in the survey. Only users with the Owner and Technical owner roles can create forms. Learn more.

To create a new survey:

  1. From the left sidebar, select Engagement.
  2. Select Create survey. The Create Survey dialog displays.
  3. In the Create Survey dialog, enter information for the following fields:
    • Name - Enter the name of the survey cycle.
    • Start date - Select the start date for the survey cycle.
    • End date - Select the end date for the survey cycle.
    • People to include - Filter the people included in the survey (for example, dept: sales). You can add a filter when this survey applies only to a specific category of employees.
    • Description - Enter a description for the survey cycle.
  4. Select Save to save your changes. Your survey displays in the Surveys list as in progress.




Updated 19 Jan 2024
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