Note: Employee Insights has recently been rebranded to Seer.
Pre-launch step 1: Managing info & Settings
This article will provide a detailed step-by-step walkthrough on how to set up your audience, survey introduction screens, survey confirmation screens, display settings and selecting your scoring system.
Device(s): Desktop, Mobile (to view and/or submit a Seer survey)
Roles / Permissions:
- System Admin: Can create, manage & view insights
- Insights Admin: Can create, manage & view insights
- Insights Manager: Can only view insights
- People Managers: Can view insights for employees reporting into them in the organization (including both direct reports and everyone below them in the organizational structure). A People Manager is any user who has users reporting into them, as defined by the user data passed to us during provisioning. This is not a role you assign within Workvivo.
- General Users: Can take the Seer Survey. (All users with the above roles/permissions can also take the survey).
Note: Seer surveys can only be set up on desktop but participants can take part on both web and mobile.
Availability: Paid add-on, to learn more please reach out to Sales or your Workvivo point-of-contact.
Before you begin building your survey please note that surveys, once live, will contribute to continually updated metrics aligned with survey rounds, as such, there is no testing phase.
A preview of your survey can be done to see the survey from the end user’s perspective when a Survey is scheduled. However, it is best practice to update your survey “information & Settings” (pre-launch step 1) and “Question bank” (pre-launch step 2) before scheduling. When a survey is scheduled, it is assumed you are satisfied with the set up prior to scheduling.
To preview a scheduled survey:
Click on Manage Seer Insights > View All Surveys > Click the menu aligned with your Scheduled Survey > “Preview”.
You can also click “View Questions” to get a quick overview to the specific questions that will be in your upcoming survey.
If you schedule your survey and want changes to be applied to the upcoming scheduled survey, please click "Regenerate".
Changes made to a Scheduled survey need to be regenerated to take effect in the upcoming round, without performing this action all changes will default to the subsequent survey round.
Step 1: Manage your info & Settings
From within your Seer screen click on the “Manage Seer Insights” button.
If it is your first time setting up Seer, clicking “Set Up Seer Insights” will also bring you to the “Manage Seer Insights” screen.
Under the Manage heading, click on “Info & Settings” from the options displayed. This page will enable you to outline your schedule, select your audience and provide survey introduction and confirmation screens.
Scheduling your survey:
Seer is driven by pulse surveys; Surveys that have intermittent rounds.
You must first select the recurrence and duration of your surveys. Simply put, how often do you want your surveys to occur and for how long should they stay open to responses.
The recurrence options are to repeat at regular intervals, select from the following options.
Repeats every:
- 1-8 weeks
- 1- 12 months
Then select what day would be most appropriate for the Survey to be released on.
Repeats on:
- Sunday through Saturday options
How long would you like the Survey to be open for, when it is released.
Survey Duration:
- 1-4 days
- 1-4 weeks
(Min 1 day, Max 4 weeks)
Setting up your Audience:
The Audience section will dictate who can partake in the survey overall.
Later in the process you will be shown how to exclude specific questions from certain segments if desired.
When selecting your audience, you can do this by default, to everyone, or set rules to include or exclude certain cohorts.
You can filter based on the variables:
- Spaces
- Age
- Tenure
-
<Your Teams>
- Options specific to your teams / taxonomies (i.e. Locations, Departments).
A “Total Members” count can be seen when filtering to ensure your selection process is aligned with your expectations if/when filtering.
You can target audience members in a number of ways, using all the members of a selected category (i.e. Everyone). You can further filter members from an inclusion (“who are also members of”) or exclusion (“Exclude anyone in”) perspective.
Organisation “Snapshot” when Survey Launches
Please note a snapshot of the organizational structure is taken when the survey launches. This ensures all results are tied to the employee’s role, team, and manager at that point in time, even if they move teams later or during the survey.
For example: if someone sits in the Product Team during the survey, their results will remain tied to the Product Team for that survey round - even if they move to Sales the following week.
Survey intro screen:
This section will set up how the survey will look at the beginning and within the feed.
There are 3 sections to detail:
- Set up a survey title, and add a translation(s) if needed.
- Intro text, outline the “what and why” of your survey, and add a translation(s) if needed.
- You can also add a video or image
Survey Confirmation Screen
In this section you can detail how you want the survey to look when an employee has completed the survey.
- Input a confirmation screen Title, and add a translation(s) if needed.
- Input a confirmation text, and add a translation(s) if needed.
- Upload a Video (.mp4, .mov) and/or Image (.gif, .png, .jpg, . jpeg, .jfif) if you wish.
- Enable/Disable the Fireworks Animation.
Display settings
In this section you will select how information should be displayed, the scoring system used and minimum report size.
- Input your Organisation Name
- This will be defaulted to your Workvivo platform name unless otherwise specified here.
- Select your Score System: Average or NPS (Net Promoter Score).
-
Average Score
- Average is calculated on a scale from 0-10, 0 being the lowest and 10 being the highest
-
NPS (Net Promoter Score)
- The NPS score is calculated on a scale of -100 to 100, with -100 being the lowest and 100 being the highest.
We calculate the NPS score by subtracting the number of detractors (0-6 on the scale) from the number of promoters (9-10 on the scale), dividing by the total number of responses for that driver, and then multiplying the result by 100.
- Select your Minimum reporting size, this is the smallest number of reports you can filter down to. When selecting this number please consider confidentiality, 5 is the recommended minimum number of reporting size.
For manager insights, if a team has less than the minimum report size selected, the report will not be viewable to the direct Manager in question, to protect confidentiality. However, reports will be viewable by the next Manager higher up the reporting line within the Organisation’s structure.
-
Show Survey question text.
This toggle will allow users interpreting results to view the question asked from within the driver related to the survey round being reviewed.