This help guide will explain how to configure, access, and use Tanda’s Surveys feature. Please note that this feature is only available for Tanda HR subscribers.

Surveys are a comprehensive solution that makes collecting employee feedback as simple as a few clicks. To access Tanda’s Surveys feature, you will first need to ensure your organisation has signed up for Tanda HR. If not, the feature will be hidden.

From there, simply navigate to HR > Surveys to access the feature.

Once you have navigated to the main surveys page, select + NEW SURVEY in the top right corner to begin creating a new survey. You will see the following screen:

To get started, name your survey, then nominate (via the tick boxes) whether it is active and if it can be assigned during onboarding. If desired, you can also add an optional description, though please be aware that this description will be visible to employees. You can also configure survey responses to be anonymous during this step via the tickbox.

If you expand the 'Notifications' accordion, you can also select who will be notified when the survey is submitted. These notifications are linked to your organisational hierarchy as defined by your Organisation Chart.

To continue, click CREATE NEW SURVEY. You will see the following screen, prompting you to add your survey questions:

To add a question, simply type it in the ‘Question’ input box. You can nominate answers to be of any of the following types via the ‘Answer Type’ dropdown menu:

To add a new independent question, use the blue + ADD QUESTION button, whereas to add a follow-up question, use the + ADD FOLLOW UP QUESTION button. Follow-up questions can be configured to be conditional, meaning they will appear when an answer is/isn’t equal to a particular value. For example:

When adding a question, you can nominate whether it is required or optional using the ‘Required’ tick box. You can also duplicate or delete a question using the respective DUPLICATE and DELETE buttons. Likewise, to add a video URL, add a file or image, or add text, use the appropriate buttons along the side menu.

To add a new section to your survey, use the ADD SECTION button in the top left corner. You will then be prompted to name the section, allowing you to organise your questions into logical sections.

By setting employee access, you can allow staff to take a survey at any time without being assigned the survey.

To set employee access, navigate to the Employee self service tab at the top of the page and select who can access this survey at any time (i.e. they don’t have to be assigned the survey to access and complete it).

Once you are satisfied with your survey questions and settings, you can either schedule your survey to be sent or assign it to be sent immediately.

To schedule a survey, toggle to the ‘When to send’ tab at the top of the page and select + WHEN TO SEND.

You will see the following screen:

Then, nominate how often you want the survey to repeat (monthly, weekly, or not at all), which employees should receive the survey, and the date on which the survey will be sent. If desired, you can set a reminder notification to deploy before the survey is sent by ticking the ‘Should notify before run on date?’ box. Once you are satisfied with these selections, click CREATE.

Once configured, these selections can easily be edited or deleted using the appropriate buttons.

To send a survey immediately, do not configure the 'When to send' tab. Instead, go to HR > Surveys > Assign:

You will see the following screen. Select the desired Teams, Position Titles, and/or Employees to whom you want to send the survey:

Select ASSIGN. This will assign and send the survey immediately.

Employees will receive an email notification when a survey is assigned to them. From there, they will be taken to the mobile app.

They can also access surveys directly in the mobile app via Profile > Surveys:

If a survey has been assigned to an employee (either immediately or from being scheduled), they will see the assigned survey:

If you've created a survey that all employees have access to at any time, employees can click the + TAKE A SURVEY button to see the surveys available for them to take.

If a survey's responses are set as anonymous (learn how to configure responses to be anonymous here), employees will see confirmation of this when completing the survey. For example:

When managers are reviewing the Survey Response Report, respondents will also be listed as 'Anonymous':

Tanda also has custom reports that make tracking survey responses straightforward. To access these, navigate to Reports > HR > Surveys.

Currently, we have released the following survey reports, though please note that this list is non-exhaustive and we regularly add and remove reports:

As the names suggest, the Sent Surveys report allows users to track and analyse sent surveys and their responses, while the Survey Response Report contains detailed information about survey responses.

To learn more about configuring these reports and setting reporting filters, see our Managing Reports help guide.

Some common use cases of the Surveys feature include: