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How to create an employee retention survey
How to create an employee retention survey

Step-by-step employee retention survey: to understand and improve employee loyalty. Perfect for HR teams aiming for impactful insights.

Updated over a week ago

Employee retention surveys are essential tools for HR teams and agencies, organizational development specialists, and strategic planners. They delve into the reasons employees may choose to stay or leave an organization.

An impactful retention survey explores various areas such as job satisfaction, work-life balance, career development opportunities, and more. It's tailored to each organization's unique HR needs, often including evaluations of compensation, benefits satisfaction, company culture, and team relationships.

Join us in this step-by-step tutorial as we unveil the keys to creating a retention survey that not only retains talent but also bolsters your HR strategies for long-term success.

🧩 Template: This employee engagement survey template asks questions to measure how engaged employees are, identify areas for improvement, and evaluate the organization's culture.

Step 1: Create your formaloo

Start by selecting from over 200 pre-designed templates or create a formaloo from scratch.

In this tutorial, we will go through the steps to creating an employee retention survey from scratch.

To start, click “New Formaloo” and then, you have options to create your survey and forms.

Choose 'Form' or 'Survey', whether you want to create a form or a survey. FormLoo offers various options for creating different types of forms.

If you choose to create a survey, FormLoo will automatically generate a default survey with a results page and charts. You can customize this survey later.

Once the form or survey is created, you can click on 'Edit base' to open the default template.

Here, you can edit the questions, add new ones, or customize the design according to your preferences.

Step 2: Customize your survey

Add a logo, title, and description

Customize your form and make it your own by adding your company logo. A captivating cover image can also make the survey more attractive to respondents.

Choose a concise, descriptive title for your survey that clarifies its purpose to your audience.

In the description area, provide detailed information about the survey. Use engaging language to encourage immediate participation.

Design your survey

Head over to the 'Settings' and open the 'Design' tab in Formaloo. Here, you can select your form style - either 'Classic Form' which displays all questions at once, or 'One Question at a Time' for a step-by-step approach.

Select a Background

Choose an appealing background to make your survey visually engaging, creating an inviting experience for respondents.

Customize with Colors

Use the color palette to add a burst of color to your forms. Make your survey not only functional but also a representation of your organizational aesthetics.

These design choices play a crucial role in enhancing the user experience and ensuring that your survey resonates with your company's branding.

Step 3: Crafting your questions

Design your survey questions. Use Formaloo's field options to ask questions that pinpoint key factors affecting employee retention.

The right questions will provide critical insights and help you develop effective strategies to enhance retention and boost your HR team's success.

Let's review the key fields popular among HR professionals:

Score field

The Score Field is a vital component widely used by HR teams. This field can be customized to feature a 0-10 rating scale, making it perfect for calculating NPS (Net Promoter Score) and other key metrics. The score field can measure various metrics like satisfaction or loyalty levels, agreement, or other quantifiable aspects

Customize a message for minimum and maximum scores to provide guidance.

For example:

CSAT field

The CSAT (Customer Satisfaction Score) is a specialized score field designed to understand employee satisfaction, and experience and is an essential tool to measure their contentment at work.

Using the CSAT Field in your survey provides a direct and user-friendly way to collect valuable feedback. Offers insights that are crucial for enhancing employee experience and workplace satisfaction.

For example:

Long text field

The long text field allows respondents to provide comprehensive, in-depth responses going beyond simple yes/no or even rating scale answers. It gathers rich, qualitative data that can offer a deeper understanding and context.

Long text field gives users the freedom to express their thoughts fully without character limits and enables capturing unique perspectives or detailed experiences, which can be crucial for understanding complex topics like employee retention.

For example:

Step 4: Go live and share your survey

After finishing your survey's content and design in Formaloo, you're ready to publish and share it with your audience.

Use direct links for straightforward sharing or embed codes to integrate the survey into your website.

Select the sharing method that best fits your target audience's preferences and distribute your survey accordingly.

Step 5: Stay updated with email notifications

Keep track of your survey's progress in real time with email notifications. Receive email alerts for each new survey response. Send submitted data to the submitter or send a copy of them to any other department, a specific client, or a manager.

Setting up these notifications ensures you’re always in the loop with the latest survey responses.

Here’s where you can find it:

⭐ Pro tip:

Email templates are a perfect feature to match your audience’s language and preference, ensuring better engagement and streamlined workflow. Check out the following tutorial:

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