Select survey items (see this support article for best practices). Your survey admin can access and download OrgAcuity’s library of survey items within the app.
Load your active worker snapshot (i.e., information about your survey recipients). See this support article for important information. Note that this is only needed if you do not have an automated integration configured between your HR system and OrgAcuity.
Create the survey via the guided survey builder.
Launch an internal communications campaign to let people know the survey is coming, why it is being done, and what they can expect after the survey closes (what's in it for them, and why should they take time out of their busy schedules to participate?). This is a critical step, as people may dismiss survey invites as spam if they aren't expecting it.
Select comparisons to make available within the dashboards (internal and external benchmarks).
If applicable, identify and provision access for the super users who need elevated access to results (e.g., program managers or executives who need to see the entire company's results). Note that all managers have access to view their team’s results by default (no action needed).
Post-Launch
Review any sensitive comments and determine how to handle them. Note that by default, no sensitive comments show in the dashboards, so action is required to display them.
Communicate to managers how they can access their dashboards to view results (the URL should be: https://app.orgacuity.com/companyname). Live training may be helpful to them as well.
Utilize the resources under “Action” to understand, communicate, and act on results.
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