---
title: How To Create A Survey
description: Survey
---
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1. [PaidHR Help Centre](https://support.paidhr.com/)
2. [Survey](https://support.paidhr.com/survey)
# How To Create A Survey
## The Survey module allows you to create and distribute surveys to employees across your organisation. There are three types of surveys available:
- **General Surveys** – Surveys that can be assigned to all employees or selected employees.
- **Confirmation Surveys** – Surveys conducted after employees are confirmed in their roles to gather feedback and insights about their onboarding and transition experience.
- **Exit Surveys** – Surveys created for employees who are leaving the organisation to collect feedback on their experience.
Follow the steps below to create a survey.
Step 1: Create a Survey Template
1. Log in to your administrator account.
2. Navigate to **Survey** from the menu.
3. Click **Templates** beside the Survey module.
4. Click **Create Template** at the top-right corner of the page.
### Enter Template Details
On the **Survey Template** page, provide the following information:
- **Survey Type** – Select the type of survey you want to create.
- **Template Name** – Enter a name for the survey template.
- **Description** – Provide a brief description of the survey.
1. Click **Continue**.
Step 2: Add Survey Questions
On the **Template Questions** page:
1. Click the **plus (+) icon** to add a new question.
2. Enter the following details:
- **Question Title** – Enter the survey question.
- **Question Description** – Provide additional context or instructions, if required.
- **Response Type** – Select how respondents will answer the question. Available options include:
- Dropdown
- Textbox
- Rating Scale
- Rating Scale with Textbox
3. Click **Save** to save the question.
4. Repeat the process by clicking the **plus (+) icon** to add additional questions as needed.
Step 3: Complete the Template
Once all questions have been added:
1. Review the survey template and questions.
2. Click **Finish** to save and complete the survey template
Creating and Managing Surveys
Once you have created a survey template, you can create a survey and assign it to employees.
Step 4: Create a Survey
1. Navigate to the **Survey** module.
2. Click **Create Survey**.
### Enter Survey Details
Provide the following information:
- **Survey Title** – Enter a title for the survey.
- **Survey Type** – Select the appropriate survey type:
- **General Survey** – For all employees or selected employees.
- **Confirmation Survey** – For employees who have recently been confirmed in their roles.
- **Exit Survey** – For employees who are leaving the organisation.
- **Template** – Select the survey template that will be used.
- **Is this survey anonymous?**
- Select **Yes** if you do not want employees to know who sent the survey.
- Select **No** if you want employees to know the survey was sent by you.
1. Click **Submit** to create the survey.
Step 5: Manage Surveys
After creating a survey, you can manage it by clicking the **three ellipses (...)** beside the survey.
The following actions are available:
### Preview Survey
Select **Preview** to view the survey exactly as employees will see it. This allows you to review all questions before assigning the survey.
### Edit Survey
Select **Edit** to update any survey details, including the title, template, or survey settings.
### Assign Employees
To assign the survey:
1. Click **Assign Employees**.
2. Select the employees who should complete the survey.
3. You can choose:
- **All Employees**
- **Specific Employees**
4. Multiple employees can be selected at once.
5. Click **Submit** to assign the survey.
Once assigned, employees will receive an email notification inviting them to complete the survey.
### Delete Survey
Select **Delete** to permanently remove the survey from your survey list.
> **Note:** Deleting a survey cannot be undone. Ensure the survey is no longer required before proceeding.
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