Welcome to Teamflect’s survey creation experience for managers! With a simple and guided setup, you can quickly create and launch surveys for your direct reports.
Step 1: Go to the Surveys Section
Log in to Teamflect.
Click on “Surveys” from the main menu, and click on "New Survey".
Step 2: Create a New Survey
Choose how you want to build your survey:
Select a pre-built template: Use an existing survey template.
Select a custom template: Use a custom template that has been created by an admin.
Survey anonymity
If the selected survey template supports anonymity, you can choose whether responses are anonymous.
Anonymous: Managers can see the survey results, but respondents' names are not shown. This is useful when you want employees to provide honest feedback without identifying themselves.
Not anonymous: Managers can see the responses together with the names of the employees who submitted them. This is useful when you need to know who provided specific feedback and may want to follow up with them.
Note: Anonymity is configured as part of the survey template. If you need a new custom template or need to change its anonymity settings, contact your Teamflect administrator.
Manager survey access
Managers can create surveys only when Prevent managers from initiating surveys is turned OFF in Admin Center → Modules → Surveys.
If this setting is turned ON, managers cannot start new surveys. The New Survey option will be unavailable, and only administrators can initiate surveys.
Step 3: Configure Survey Details
Set up the key details for your survey:
Enter a survey name to identify your survey.
Select a question template to define the survey content.
Add respondents by clicking Add my team to include all your direct reports.
Set a due date for completing the survey.
Review the Survey Template Preview to confirm the questions before sending.
Step 4: Review and Launch
Review your questions, recipients, and settings.
Click “Create Survey” to launch the survey.
Your direct reports will receive the survey automatically.
What Happens Next?
You can monitor participation as responses come in.
Survey results help you identify trends, understand concerns, and take meaningful action to support your team.
Beneficial Use Cases
Gather Honest Team Feedback
Run regular surveys to understand engagement, workload, or morale and give your team a consistent voice.
Support Better 1-on-1s & Team Decisions
Use survey insights to prepare for check-ins, coaching conversations, and team planning.
Track Trends Over Time
Recurring surveys help managers spot patterns early and measure improvement across time.
Build a Culture of Open Communication
Consistently asking for feedback shows your team that their opinions matter—and that action follows input.