Surveys allow HR to collect and manage staff feedback on topics such as engagement, induction, and diversity quickly and efficiently.
Key Features
Questions & Answers: Create surveys with any number of user-definable questions and multi-choice responses. Questions can be mandatory and surveys can be anonymous.
Anonymity: Surveys can be configured as anonymous. If set, individual responses are hidden in both the application and reports. Once audience members are invited, anonymity cannot be changed.
Publishing: Surveys are shared with employees via email with a smart link to complete the survey. The anonymity status is made clear to participants.
Data Integrity: Questions and responses can only be deleted before participants are invited.
Streamlining Process: Surveys can be copied for reuse and reset per individual.
Reminders: Send reminder emails to employees who have not yet responded.
Reports: Reports allow analysis of responses. Anonymous survey data is grouped only, and individual responses are not shown.
Pre-configured Surveys
Engagement Survey:
A best-practice survey based on organisational psychology research. Questions can be customised if required. Copy and rename each year. Additional analysis is available in Access Insight.SRA Diversity Questionnaire:
Pre-loaded for legal firms. Other organisations can delete this survey. Questions can be edited if needed. Copy and rename each year.
Survey Administration (HR)
Use the Survey – Details process from the HR menu.
Creating a Staff Survey
Navigate to the surveys process on your menu.
Click New to create a survey.
Enter a name and optional description.
Tick Anonymous if responses should be anonymous.
Click Save.
Creating Questions
After saving the survey, go to the Questions tab.
Click New.
Enter the question text.
Enter the Order number (e.g. 1, 2, 3).
Tick Required if the question must be answered.
Click Save.
Go to the Responses tab to add possible answers.
Creating Question Responses
Click New on the Responses tab.
Enter the response and an Order number.
Click Save & Create Another to add more.
Click Back to Responses to review.
Click Back to Questions to continue setup.
Running a Pilot Survey
Create the survey and invite a small group.
If testing fails, delete responses and update the survey.
If testing passes, clear responses (optional) and invite the full audience.
Inviting Survey Participants
Go to the Audience tab.
Click Add Audience Member(s).
Select employees using the checkboxes.
Click Continue.
HR will receive a system alert once emails are sent.
Removing Survey Participants
Go to the Audience tab.
Tick the box next to the participant(s).
Click Delete.
Sending Reminders to Complete a Survey
Go to the Audience tab.
Tick the box next to non-respondents.
Click Send Reminder.
Viewing Responses
Go to the Audience tab.
Click View Responses next to a participant.
Anonymous surveys will return no data.
Resetting Responses
Go to the Audience tab.
Click into the participant.
Click Reset Responses.
Archiving a Survey
Go to the Details tab.
Tick Archive.
Click Save.
Amending or Deleting an Entire Survey
Delete all participants to allow changes.
To delete completely, select the survey and click Delete.
Confirm deletion.
Copying a Survey
From the survey list, select the survey.
Click Copy Survey.
Rename and edit as needed.
Click Save & Continue.
Responding to a Survey (Self-Service)
Employee receives email with survey link.
Alternatively, log in to self-service and click the survey.
Click Edit to answer in grid view and click Save, then Submit.
Or drill into the first question and click Save & Next through each one.
Click Submit, then Confirm Submit.
Survey Reports
Reports are found in the Surveys category:
Audience Member Responses: View individual responses.
Responses Between Dates: Summarised answers by timeframe, with grouping options:
By Appointment Type
By Category
By Key Levels 1–3
By Location
Responses By: Same reports without date filters.
Survey Responses: View total response percentages.