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How Managers Can Initiate a New Survey for Direct Reports

Create and send surveys to your direct reports in Teamflect to gather feedback, measure engagement, and support your team more effectively.

Written by Danah
Updated over 2 months ago

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

  1. Log in to Teamflect.

  2. Click on “Surveys” from the main menu, and click on "New Survey".

Step 2: Create a New Survey

  1. Choose how you’d like to build your survey:

    • Select a pre-built template, or a custom template.

  • Create a custom survey by adding your own questions. Custom templates can be built in the Admin Center under the Survey Module by selecting Create New Template. You can also configure respondent anonymity here.

Step 3: Configure Survey Details

Set up the key details for your survey:

  1. Enter a survey name to identify your survey.

  2. Select a question template to define the survey content.

  3. Add respondents by clicking Add my team to include all your direct reports.

  4. Set a due date for completing the survey.

  5. Review the Survey Template Preview to confirm the questions before sending.

Step 4: Review and Launch

  1. Review your questions, recipients, and settings.

  2. 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.

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