--- title: Salpulse Survey Management slug: salpulse-user-guide/salpulse-survey-management docTags: createdAt: 2021-09-14T20:25:26.000Z --- :::hint{type="info"} Note: These functions are only available to your organisation's Salpulse Administrator(s) and Restricted Administrator(s). ::: ## Adding, Removing or Altering Questions The questions in your Salpulse survey have been carefully researched and designed to take the pulse of your culture. If however, you would like to discuss adding, removing or altering any questions in your surveys, this can be accommodated. Please contact [Salple](https://www.salple.com/contact). ## Survey Settings Survey settings are accessed through the ***Surveys*** tab of the [Admin](https://app.salpulse.com/admin) menu item. There, you can manually [send a survey](docId\:vEFT4kUTJ29QOJ5S53CaI), preview the survey before sending it, configure how long the survey is open for and toggle whether a "request a follow up" question is asked in the survey: ![Salpulse culture survey settings screen](https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/6z8c3Na_TdG_qUc0X7BoQ_salpulse-survey-settings.png) ## Send a Survey Before sending a survey: - Make sure you have checked that all [your employees have been added to Salpulse](docId\:vtJy_DJ1JqjOKP_TeyTR_). - Check if you want to [skip this survey](docId\:vEFT4kUTJ29QOJ5S53CaI) for any employees (eg: on parental leave). - Make sure to check all [tags for your employees](docId\:R0_19-Plx6xsTUDXb7TlV). - Select the ***open period*** for the survey (we recommend 2 weeks). - Ensure the ***Follow Ups*** toggle is set, if your organisation has the capacity to follow up individual survey responses (where employees check this tickbox). We recommend this, if possible. When you are ready to send: - From the ***Surveys*** tab in the [Admin](https://app.salpulse.com/admin) menu item, click the ***Send*** link. - In the dialog that opens, you will be asked to type the word ***SEND***, then hit the ***Send Now*** button to confirm. This will then email the invitation to your employees (except any marked as [skip survey](docId\:vEFT4kUTJ29QOJ5S53CaI)) and in every page of the Salpulse app, a link for the user to complete their survey will be displayed. :::hint{type="info"} Note: Each employee's survey link is unique. Do not forward a link to an employee as this will send them the wrong link. ::: ## Restricting Access to Survey Results Once the survey is open, Administrators will be able to see the results as they come in. However, all other employees will not be able to see the results until the survey closes. You can however restrict access the results after the survey closes. While the survey is open, click on the [Pulse](https://app.salpulse.com/pulse) menu item, chose the current survey from the drop down, select the ***Salpulse Survey*** node of the results tree, then click the following toggle: ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/cM_s7Q9xVm78wTTpuQ6KE_image.png" size="70" isUploading="false" width="550" height="45" darkWidth="550" darkHeight="45" position="flex-start" showCaption="false"} See the [Privileges Map](docId\:BSKRJyhudgmrkxfo1u4PI) for a full list of survey results visibility for each class of user. ## Inviting New Employees to an Open Survey After a survey has been sent (but before it closes), if you [add a new employee](docId\:vtJy_DJ1JqjOKP_TeyTR_) to Salpulse, you can (optionally) invite them to participate in the survey. Click on the [Admin](https://app.salpulse.com/admin) menu item, select the ***Users*** tab, click on the ***Surveys*** radio button, then click the ***invite*** link for the new employee. This will send them an email with the survey link. ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/ho39xWoTZaVszdgTU0XBV_invite.png" size="56" width="573" height="231" position="flex-start" alt="Invite new employees to a Salpulse survey" darkWidth="573" darkHeight="231" showCaption="false"} You can send the invitations as a batch, if you have addes lots of employees. Click on the link in the ***Manual Send*** section of the ***Salpulse Survey Settings***: ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/35RB4JTDsGCoT96uSrA4c_image.png" size="58" width="1806" height="342" position="flex-start" alt="Send a Salpulse Organisational Culture Survey" darkWidth="1806" darkHeight="342" showCaption="false"} ## Resending an Employee's Survey Invitation To resend an employee, their survey invitation link, Click on the [Admin](https://app.salpulse.com/admin) menu item, select the ***Users*** tab then tick the ***Surveys*** radio button. Then click on the date in the ***Invited At*** column for that user: ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/7vDHT9AuqAtSJJEyLtClE_surveysresendinginvite.png" size="48" width="945" height="452" position="flex-start" alt="Resending an employee's Salpulse Survey invitation" darkWidth="945" darkHeight="452" showCaption="false"} Then click ***Resend*** in the dialog that pops up. This will email the survey invitation link to that user. ## Skipping an Employee During a Survey Sometimes it is useful to be able to not invite an employee to a survey. For instance if they are on long service or parental leave. Click on the [Admin](https://app.salpulse.com/admin) menu item, select the ***Users*** tab then tick the ***Surveys*** radio button. This will show a list of users. Click the Skip Survey tick box for the appropriate person: ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/V8ibNZJ8Dsmr8az9LuhVn_surveyskip.png" size="68" width="571" height="357" position="flex-start" alt="Skipping an employee during a Salpulse culture survey" darkWidth="571" darkHeight="357" showCaption="false"} This person will be skipped from all future surveys, until unticked. If you untick them while a survey is open, remember to click the ***invite*** link if you then want them to be a part of the current survey. ## Survey Open Period An open period of 1 week means that the survey will close on the evening (AET) of the same day of the next week. An open period of 1 day means that the survey will be open for 1 full day after then end of the trigger day (eg: 1.5 days). Eg: start the survey at 10am Monday, close will be; | **Start on Monday, open for...** | **Closes on** | | -------------------------------- | ----------------- | | 1 day | Tuesday evening | | 2 days | Wednesday evening | | 3 days | Thursday evening | | 4 days | Friday evening | | 5 days | Saturday evening | | 6 days | Sunday evening | | 7 days | Monday evening | ## Survey Reminders Reminders will be sent to employees who haven't started or finished their survey reponses, half way through the survey open period, then again at 10am (AET) on the day the survey is due to close. ## Monitor an Open Survey After sending a survey, you can monitor its progress in two ways. To get a summary of the status of completions, select the survey from the [Pulse](https://app.salpulse.com/pulse) menu item, then select the ***Salpulse Survey*** node: ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/M3IMBl4xssYVTlk49f5PD_surveymonitor1.png" size="58" width="498" height="247" position="flex-start" alt="How to monitor an open Salpulse culture survey" darkWidth="498" darkHeight="247" showCaption="false"} To see a summary of the status for each user, from the ***Users*** tab of the [Admin](https://app.salpulse.com/admin) menu item, click on the ***Surveys*** radio button: ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/E_YVGDgBCLvpdD7cCBhRS_surveymonitor2.png" size="86" width="917" height="619" position="flex-start" alt="Monitoring individual user responses during a Salpulse culture survey" darkWidth="917" darkHeight="619" showCaption="false"} ## Manually Closing a Survey Salpulse will automatically close a survey at the appointed time. If however, you would like to close a survey before then, click the ***Close Now*** link in the [Survey Settings](docId\:vEFT4kUTJ29QOJ5S53CaI). ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/oO9OPtrjisgFCK98YHxVX_image.png" size="58" width="589" height="103" position="flex-start" darkWidth="589" darkHeight="103" showCaption="false"} ## Reopening a Closed Survey After you have closed a survey, it may be appropriate to reopen the survey shortly afterwards for a period of time. You can do this by clicking the ***Reopen*** Survey link in the [Survey Settings](docId\:vEFT4kUTJ29QOJ5S53CaI). ::Image[]{src="https://api.archbee.com/api/optimize/JIBbX60uyU8EEhh2IsyiQ/IwS9ADB163DHGyiUR_Z4p_image.png" size="58" width="1202" height="188" position="flex-start" alt="Reopen a Salpulse survey" darkWidth="1202" darkHeight="188" showCaption="false"} Note: This action does not send any invitations. If you have added employees since the survey was originally sent, you will need to [invite new employees](docId\:vEFT4kUTJ29QOJ5S53CaI). The results will be blended into the original survey results. The date of the survey will remain at the date the survey was originally sent.