Help Center

Create a survey

Click Add new in Surveys, give the survey a title, a type and its audience, add your questions, then save it or save and send it at once.

Software
Skileo Human Resources
Who can do this
Business owner, Member
Updated

Create the survey

  1. Open Surveys and click Add new.
  2. In Survey details, fill in:
    • Title: the name your employees see.
    • Type: the kind of survey.
    • Audience: All employees, or one team.
    • Description: what the survey is about, if you want. You can let AI help you write it. See Write with AI.
  3. In Questions, click Add new and write your first question. Add as many as you need. See Add questions to a survey.
  4. Click Save, or Save & Send to send it straight away.

The title, the type and at least one question are required.

After Save, the survey is in the list with Not sent yet. Nobody sees it until you send it. See Send a survey.

Who receives it

  • All employees: every employee of your company, including those who are leaving but have not left yet.
  • A team: only its members. Teams are made in Employees, Teams. See Create and manage teams.

An employee added to the team later also sees the survey and can answer it.

Save it as a template

Switch on Save as template to keep the survey as a model you reuse. It then goes to Survey templates, not to the survey list. See Use survey templates.

Scheduling

The Scheduling section has Repeat survey, with a Frequency and its dates. Skileo saves these settings with the survey, but it doesn’t send the survey again by itself.

To run the same survey again, copy it from the list and send the copy.

Change a survey before sending it

Click the actions button (⋮) on its line, then Edit. Change what you need and click Save.

Once a survey is sent, it can’t be changed.

Common questions

Can I change a survey after sending it?

No. Copy it, change the copy, then send the copy.

Do I have to send the survey now?

No. Click Save. The survey waits in the list until you click Send.

Can I delete a survey?

Yes. Click the actions button (⋮) on its line, then Delete. The survey goes to the Trash, with its answers, and you can restore it from there. See How the trash works in Skileo.