Send and Manage Employee Surveys
Caution
This article is currently under revision to include the latest updates and product changes. The finalized version will be published shortly.
This article explains how to use the Employee Survey feature at the organization level to create, schedule, and manage employee surveys using custom forms. It includes role-based permissions, form creation, survey scheduling, delivery, and result tracking.
Overview
The Employee Survey feature enables organizations to send scheduled surveys to employees or service providers. These surveys help gather feedback or insights and are delivered via the MyZen app. Managers can easily configure and view surveys, track their status and analyze responses directly within Zenoti.
Key terms
Survey Form: A reusable form built using the form builder, linked to a survey.
Scheduled: Survey is planned for future delivery.
Live: Survey is currently active and visible to recipients.
Completed: Survey has been filled out and submitted by recipients.
MyZen: Mobile app used by employees or service providers.
Prerequisites
To allow users to manage surveys effectively, ensure the right roles have access to the Employee Survey feature. Learn how to set survey access here.
Create a survey form
Before scheduling a survey, you must create a survey form:
Click Create survey form.
On the Create New Form screen, enter the Name, Code and Description.
Select Employee Survey as the Form Type.
Choose Form Builder in the Create Form Using field.
Set the Status to Active.
Define the Form Validity as required.
Click Save and Proceed.
Note
This form is required before a survey can be created.
Create and schedule a survey
Navigate to Employee > Employee Survey.
Click Create Survey.
Enter the survey name and select a survey form.
Set the schedule date and time, and the expiry date and time.
Select recipients:
All employees of the organization
Employees of selected centers
Specific employees
Communication Channel is set to MyZen Push notification by default.
Click Save.
The survey appears in the list with Scheduled status.
View and track survey status
Each survey displays one of the following statuses:
Scheduled: The survey is created but not yet delivered.
Live: The survey is active and visible to recipients.
Completed: The survey has been submitted by recipients.
You can view and track surveys by navigating to Employee > Employee Survey.
Survey completion via MyZen
Once a survey goes live, recipients receive a notification on the MyZen app.
They can open, complete, and submit the survey within the app.
Upon submission, the survey status updates to Completed.
Considerations
Surveys can only be created at the organization level.
Survey form must be created before creating the survey.
MyZen app is required for recipients to complete the survey.