Employee engagement

Pulse surveys that turn low scores into a manager conversation

Run an employee engagement pulse survey in steps with Likert matrices per section, an anonymous option and an eNPS slider; scores by department on a results page, and managers asked to follow up on low, non-anonymous scores.

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The problem

The annual survey is too late, and the results go nowhere.

Engagement surveys run once a year, arrive as a slide deck months later, and rarely lead to a conversation with the people who scored low. Anonymous answers are mixed with named ones, so people do not trust them either way.

Results long after anything could change
No follow-up owner for low scores
Unclear what is anonymous and what is not

How UserTasks solves it

Short, regular pulses with a clear anonymous option and a follow-up.

Employees answer a short questionnaire in steps with a progress bar: a Likert matrix per section, an eNPS slider and an overall mood rating. Section scores and an engagement score are worked out in the workflow, a decision table sets the band, and a low score from someone who did not choose to be anonymous becomes a follow-up task for their manager with an action plan. Anonymous answers are only counted.

Likert matrices per section, eNPS Slider, Rating and Rich text
Anonymous answers stored without a name, and never routed to a manager
Action plans as an editable table on the manager's task
Engagement by department and eNPS by round on a results page

Architecture

How the pieces fit

An employee submits the pulse questionnaire. UserTasks scores each section, bands the result with a decision table, saves it, and for low named scores gives the manager a follow-up task with an action plan. A results page charts engagement by department.

Key features

What you will use

In practice

A Likert matrix stores one number per statement

The answer is an object keyed by the statement, so the workflow can average a section with plain expressions.

json

{
  "key": "wellbeing",
  "type": "custom",
  "label": "Wellbeing",
  "custom": {
    "tag": "ut-likert",
    "version": "1.0.0",
    "props": {
      "scale": "agree5",
      "statements": ["I have the energy I need for my work", "I can switch off after work"]
    }
  }
}
// value: { "i_have_the_energy_i_need_for_my_work": 4, "i_can_switch_off_after_work": 2 }

A step of the employee pulse questionnaire with a progress bar and a Likert matrix of agree-disagree statements — One section per step: a Likert matrix with a progress bar, and an anonymous option at the start.

The flow

From pulse to conversation

STEP 1
Employee answers
Likert matrices per section, eNPS slider and mood rating, named or anonymous.
STEP 2
Score and band
Section and engagement scores are calculated and a decision table sets the band.
STEP 3
Manager follows up
Low named scores give the manager a task with the scores and an action plan table.
STEP 4
See the trend
The results page charts engagement by department and eNPS by round.

Ready-made package

Employee pulse survey

A stepped engagement survey with Likert sections, an eNPS slider and mood rating; scores and risk bands are worked out, and named at-risk answers get a manager follow-up with an action plan.

Starts from a form · needs · about 5 minutes to set up · signed, free to install

See the package

Frequently asked questions

How anonymous are anonymous answers?

An anonymous answer is saved without the person's name or manager and never creates a follow-up task. The workflow run still records who submitted the form, as every form submission does, so decide who can see runs and set retention before you promise full anonymity.

Can I change the sections and statements?

Yes, in the form designer. The scores are Set Variable expressions over the Likert answers; update them when you add or rename statements.

Who receives the follow-ups?

The manager the employee names on the form, or the person who installed the package when no manager is given. Change the routing in the designer.