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Return to Work Solutions

ENTERPRISE FEATURE: Return to Work Solutions are only available for English surveys. If you're interested, contact sales. If you already have an Enterprise account, contact your Customer Success Manager.

Return to Work solutions are a way for HR leaders to understand employees’ feelings about working remotely, returning to work, and working in shared spaces.

Start with an editable survey template with guided setup, decide how frequently you want to send the survey out, and access automatically created reports with insights from your results.

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Designing Your Survey

The first thing you’ll do is create your survey in the Design Survey section. Review the survey template and add any customizations you need, using the Genius Assistant to help guide you through the design process.

§ Design the Survey

  1. Log into your SurveyMonkey account.
  2. From My Surveys, find a template in the Recent Surveys section. There are three Return to Work templates:
    • Remote worker engagement
    • Returning to workplace
    • Onsite worker engagement
  3. Click Get started, and look for the Genius Assistant's prompts to help you customize the survey.

The first question in the survey is called the Anchor Question. Responses to the Anchor Question are used as part of the insights available in the Analysis section–you'll see an alert if you try to make changes that invalidate the automatic insights.

You can update the rest of the survey's demographic questions to match your organization's needs.

ë Preview the Survey

Go to the Preview & Score section to make sure everything works the way you expect it to. You can take the survey and make sure the correct message displays based on your answers.

If something doesn't look right, go back to the Design section and make changes.

 

Sending Your Survey

When you're ready to send your survey, you can choose any collector type. For recurring surveys that will get sent to the same group of people, we recommend using the email invitation collector. You can customize the invitation, track who has responded, set automated reminders for people to fill out the survey, and set it up to re-send on specific days and times.

í Add Your Contact List

If you're using the Email Invitation collector, create a contact list to make sure the right people get the survey. This also gives you more control over your recipient list because you can add and remove people as needed.

ì Set Up an Email Invitation

  1. Go to the Collect Responses section of your survey.
  2. Choose Email.
  3. Click Add Contacts.
  4. Click Contacts.
  5. Choose the group you want to send the survey to and click Add.
  6. Customize the subject of your email and click Edit Message to write what you want people to see when they open the invitation.
  7. Click Next.
  8. (Optional) Choose any collector options. If you want people to get a copy of their responses, turn Email Results On.
  9. Click Next.

î Make your Survey Recurring

To automatically send the survey to the same group more than once, select recurring email. Then, choose the time and dates you want the survey to be sent. The actual time that your recurring emails will be sent is determined by the time zone selected in My Account.

When you use a recurring email, it creates a new message and automatically resends the survey to the same group. You'll see the new messages, called occurrences, in the same collector. If you add or remove people from your contact list, new messages will be sent to the most up-to-date list.

 

Analyzing & Sharing Results

Once you’ve collected responses, it’s time to analyze your results. You can filter your data, export your results, and share ready-made dashboards with insights pulled from your responses.

ï Analyzing Your Results

By default, when you go to the Analyze Results section of the survey, we’ll display responses collected since your last invite.

Once you send out your recurring survey, you can find automatically created Saved Views in the left section of the sidebar that correspond with each occurance. Click the name of a View to turn it on or off, and view the responses associated with it.

ñ Creating a Dashboard with Automatic Insights

Results Dashboards are a way to easily share your survey results with others. When you create a Results Dashboard for a Return to Work survey, we use machine learning to show you any statistically significant data in the Insights Summary section at the top of your dashboard.

The Insights Summary may include the following:

  • Trend Chart: high-level trends from the Anchor Question over time. This chart is only available when you use the recurring email collector.
  • Dashboard Insights: Statistically significant differences between demographics you surveyed
  • Benchmarks: Results to your anchor-question compared across other organizations

To create a Results Dashboard:

  1. Make sure you're in the Analyze Results section.
  2. At the top of the page, click View in Dashboard.

You'll find any available automatic insights at the top of the dashboard, followed by charts from up to 20 of your compatible survey questions.

Before you publish and share your dashboard, you can customize the layout by moving around cards, or adding text to give more context to your results.

ó Exporting Your Results

Learn more: Exporting Survey Results

Return to Work solutions are a way for HR leaders to understand employees’ feelings about working remotely, returning to work, and working in shared spaces. Start with an editable survey template with guided setup, decide how frequently you want to send the survey out, and access automatically created reports with insights from your results.

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