Teamflect allows you to create survey cycles in the same way you set up review cycles. This enables your organization to gather employee feedback or assess specific issues by designing surveys tailored to evolving needs and use cases. Once created, these surveys can be automated and distributed to employees at regular intervals.
Example scenarios
Employee Engagement Survey
Pulse Survey
Onboarding and Exit Survey
Manager Review
Creating a New Survey Cycle
To create a survey, first go to Teamflect Admin Center by click on Admin Center on the top-right portion of the app or heading over to https://admin.teamflect.com
Find "Modules" on the left navigation bar and click the "Surveys" tab.
Click "Survey Templates"
When the page opens, please click the "+ Create new template" button located at the top of the page.
Template Details: Step 1 of 5
Clicking the button will enable a new survey window to open. In this section, set a title for your template. If you have a description, write it in the description section.
Finally, in this section, choose whether the template can be sent only from the admin center. If this button is enabled, managers won't be able to conduct surveys with this template.
After completing these parts, click "Visibility" to move on to the next step.
Visibility: Step 2 of 5
In this section, you can select whether the survey results will be visible only to Teamflect admins or to managers of employees who completed the surveys and set up notifications to be sent when the survey is complete.
If you select "Responses are visible to Teamflect admins only" as visibility, you can choose not to send notifications or send notifications to Teamflect admins in the notification settings section.
If you select "Responses are visible to survey responders' managers and Teamflect admins" as visibility, you can choose any of the 4 options in the notification settings section.
In addition to the visibility and notification settings, you can conduct 100% anonymous surveys to make sure everyone expresses their opinions without the fear of being identified.
Minimum reporting group: If enabled, in the small box provided, enter the number that determines the minimum reporting group size. Managers with fewer direct reports than this specified number will be affected by this setting and will not have the opportunity to conduct surveys anonymously, resulting in them accessing the survey responses. To learn more about the minimum reporting group function, please refer to this article here.
After completing these parts, continue to the "Survey Questions" step.
Survey Questions: Step 3 of 5
In this section, you must select the question sets that will be included in the survey. For this, please click the "Add question set from library" button. You can create a new question set by using the "Create new question set" button, or you can choose the ones you want from the existing question sets by clicking "Add question set from library".
If you've selected the ''Add question set from library" option, you'll be able to customize the question set however you want. Simply click "add" and then click on "edit" next to selected question set.
Now you can easily change the type of question with options like Freeform, Multiple Choice, Rating, Ranking, Likert Scale, and NPS. It's worth mentioning that you can ask for additional comments and make the questions required if needed.
Additional comments and the NPS voters' names will be visible within the app below each question, as shown below.
After adding or editing the question set, you can move on to the next step, "Summary and Test."
Summary: Step 4 of 5
You will see the summary of the template you have created.
Start & Automate: Step 5 of 5
You will see three scenarios in this section. You can start the survey cycle by selecting the scenario you want.
For detailed information about the scenarios, you can read our article.
Once you are done with all the settings, click "Start" to start the survey.
If you select "Everyone in the company (excluding guest users)" or "Everyone who signed-in to Teamflect so far," you will now have the option to remove people from the cycles and easily manage and view the removed participants.
You will be able to remove users from the cycle by clicking on "remove".
You will be asked to confirm before starting the survey. Once you start the survey, you will not be able to make any changes to the template.
After you start the survey, you will be redirected to the "Survey Cycles" page, where you can see a list of your existing reviews and survey cycles.
Beneficial Use Cases
1. Regular Employee Feedback Collection
When you want ongoing insight into how employees feel (e.g. pulse surveys), you can create survey cycles on a recurring basis to gather feedback and monitor engagement over time.
2. Onboarding & Exit Process Improvement
Use survey cycles to collect thoughts and experiences from new joiners or departing employees. This helps highlight what works well or needs fixing in onboarding or exit workflows.
3. Manager Performance Evaluation
Launch a survey cycle to let team members give feedback on their managers (manager review). With anonymous options, you can encourage honest input while maintaining confidentiality.