Overview

The Survey Functions provide a comprehensive suite of tools for creating, managing, and analysing employee assessments and 360-degree feedback surveys. This integrated system enables L&D professionals to gather meaningful insights, track development progress, and measure the effectiveness of training interventions through sophisticated survey capabilities.

Survey Types & Assessment Categories

360-Degree Feedback Surveys

• Multi-source feedback from managers, peers, and direct reports

• Comprehensive competency assessments and behavioural evaluations

• Leadership development and performance improvement focus

• Anonymous and named response options for flexible feedback

Self-Assessment Surveys

• Individual reflection on skills, competencies, and performance

• Goal setting and personal development planning

• Learning needs identification and career aspirations

• Progress tracking and development milestone assessment

Peer Review Assessments

• Collaborative feedback on teamwork and interpersonal skills

• Project-based performance evaluation and contribution assessment

• Team dynamics analysis and collaboration effectiveness

• Cross-functional competency evaluation and knowledge sharing

Learning Needs Analysis Surveys

• Training requirements identification and skills gap analysis

• Learning preferences and delivery method assessment

• Organisational capability mapping and development priorities

• Post-training effectiveness evaluation and impact measurement

Key Features

1. Comprehensive Survey Creation & Management

Advanced Question Builder

• Multiple question types: rating scales, multiple choice, and open text

• AI-powered question generation based on assessment type and focus areas

• Question bank integration for reusable, tested survey components

• Accessibility analysis and inclusive language recommendations

Intelligent Survey Design

• Purpose-driven survey structure with clear learning objectives

• Competency framework integration and skills-based assessments

• Progressive question complexity and logical flow optimisation

• Mobile-responsive design for accessibility across devices

2. Advanced Participant Management System

Flexible Participant Configuration

• Role-based participant assignment (manager, peer, direct report)

• Dynamic participant list management with add/remove capabilities

• Automatic role detection and suggestion based on organisational structure

• Company-wide user directory integration for easy selection

Communication & Engagement

• Customisable email invitations with company branding

• Automated reminder system with configurable nudge schedules

• Progress tracking and completion rate monitoring

• Multi-language support for global organisations

3. Follow-up Surveys & Development Tracking

Longitudinal Development Assessment

• Automated follow-up survey scheduling (30, 60, 180 days)

• Progress comparison and development trajectory analysis

• Training intervention effectiveness measurement

• Same participant pool maintenance for consistent evaluation

Development-Focused Questions

• Pre-configured development tracking questions for skill improvement

• Training application assessment and workplace implementation

• Behaviour change identification and sustainability evaluation

• Goal achievement tracking and progress documentation

4. Comprehensive Analytics & Reporting

Real-Time Dashboard Analytics

• Live response tracking and completion rate monitoring

• Survey status visualisation and progress indicators

• Engagement metrics and participation analysis

• Trend analysis and historical comparison capabilities

AI-Powered Response Analysis

• Automated response summarisation and key insight identification

• Strength and development area analysis with recommendations

• Manager review guidance and conversation starters

• Action plan generation and follow-up activity suggestions

5. Intelligent Question Bank & Reusability

Curated Question Library

• Professionally developed question sets for various competencies

• Industry-standard assessment frameworks and methodologies

• Customisable question templates for organisation-specific needs

• Version control and question effectiveness tracking

Smart Question Enhancement

• AI-powered question improvement suggestions and clarity enhancement

• Bias detection and inclusive language recommendations

• Participant type adaptation for managers, peers, and direct reports

• Cultural sensitivity assessment and global applicability

How It Works

Creating Surveys

1. Navigate to Surveys and click 'New Survey' to start creation

2. Select assessment type and define survey purpose and objectives

3. Choose questions from the question bank or create custom questions

4. Configure participants with appropriate roles and permissions

5. Review settings and launch survey with automated invitations

Managing Responses

• Monitor response rates through real-time dashboard analytics

• Send automated reminders to non-respondents via nudge system

• Track individual completion status and engagement metrics

• Access detailed response data and analytics as surveys complete

Analysing Results

• Generate AI-powered analysis with strengths and development areas

• Create manager review guidance and conversation frameworks

• Export detailed reports and data for further analysis

• Schedule follow-up surveys to track development progress

Data Export & Integration Capabilities

Comprehensive Data Export

• CSV export for statistical analysis and external reporting

• Individual response data with participant role information

• Aggregate data summaries and trend analysis exports

• Privacy-compliant data handling with anonymisation options

Platform Integration

• Learning Needs Analysis integration for training requirement identification

• Phillips ROI evaluation connection for training effectiveness measurement

• Research Hub integration for survey-based insights and recommendations

• Company branding integration for consistent organisational identity

Best Practices

Survey Design Excellence

• Keep surveys focused with clear objectives and reasonable length

• Use validated questions from the question bank when possible

• Ensure questions are accessible and inclusive for all participants

• Test surveys with a small group before full deployment

Participant Engagement

• Communicate survey purpose and expected time commitment clearly

• Provide adequate time for thoughtful responses without pressure

• Send reminders strategically to maintain engagement without annoyance

• Follow up with results sharing and action plan communication

Data Quality & Analysis

• Aim for high response rates through effective communication and follow-up

• Use AI analysis as a starting point for deeper human interpretation

• Consider context and organisational factors when interpreting results

• Plan follow-up actions and development interventions based on findings

Security & Privacy Features

Data Protection & Anonymisation

• Anonymous response options to encourage honest feedback

• Encrypted data storage and secure transmission protocols

• GDPR-compliant data handling and retention policies

• Role-based access controls for sensitive response data

Audit Trail & Compliance

• Complete audit trail for all survey activities and access

• Data retention management with automatic archival capabilities

• Export controls for sensitive organisational information

• Compliance reporting for regulatory and internal audit requirements

Technical Architecture

The Survey Functions are built on a robust technical foundation with real-time data processing, mobile-responsive design, and enterprise-grade security. Integration with the platform's AI capabilities ensures intelligent question generation, response analysis, and actionable insights for continuous improvement.

This guide covers Survey Functions features as of June 2025. All survey data should be handled in accordance with your organisation's data protection policies and applicable privacy regulations.