Help Center

How the survey list works

Surveys lists the questionnaires you write for your employees, with who they go to and when they were sent. Filter, search and export it, and send, copy or delete a survey from its line.

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

What a survey is

A survey is a list of questions you send to your employees: to all of them, or to one team. They answer in Skileo, and you read the results as charts.

Open Surveys in the menu of Human Resources, then Surveys again. The same menu holds Survey templates and Question templates. See Use survey templates and Manage question templates.

What you see in the list

Each line shows:

  • Title: click it to open the survey’s preview.
  • Type: the kind of survey.
  • Audience: All employees, or the team that receives it.
  • Created On.
  • Sent On: the date it was sent, or Not sent yet.

The newest surveys come first. Click a column title to sort the list by it. Use the column button to show or hide columns.

Find a survey

  • Click Search and type part of the title.
  • Click Show filters to show only one Type, or only the surveys with the Sent or Not Sent Status.

Export the list

  1. Filter the list if you need to.
  2. Click Export. The window Export table opens.
  3. Tick the columns you want in the file.
  4. Click Confirm.

Skileo downloads a CSV file with the surveys of the list as it is filtered.

What you can do from a line

Click the actions button (⋮) at the end of a line:

  • Edit: change a survey that has not been sent yet.
  • View: open its preview, as your employees will see it.
  • Copy: make a new survey with the same questions, to send it again or change it.
  • View results: once the survey is sent. See Read the results of a survey.
  • Send: send it to its audience. See Send a survey.
  • Delete: the survey goes to the Trash.

The Business owner can also tick several lines, then copy or delete them together from the bar that appears above the list.

Common questions

How do I create a survey?

Click Add new. See Create a survey.

Why can't I edit a survey?

It has been sent. A sent survey can’t change, so that every answer fits the same questions. Copy it and change the copy.

Why don't I see the Export and Add new buttons?

You need permission to change surveys. See Who can see and change surveys.