Find out how the add-on "Engagement Surveys" work in Haiilo in this article.
Requirements
The three main requirements for Engagement Surveys in Haiilo are:
- License
- Permissions
- Team structure
This means that in order to be able to use the Engagement Surveys in general, it must first be activated for your license.
Then, the users who should use Engagement Surveys as admins need the following permission:
- Company dashboard access
An admin always has access to all content.
Users who are to use Engagement Surveys as a manager only need this authorization:
- Access to dashboard (managers)
A manager has access only to the Engagement Surveys content that is assigned to his team. Who belongs to a manager's team is controlled by the hierarchy imported from the user directory with the "Supervisor" option.
A team structure is required for the Engagement Surveys. For this to exist, Haiilo must be connected to a user directory of the LDAP or Active Directory type and the users must be synchronized from this. In addition, the option "Supervisor" must be set in the sync configuration of the user directory. Only in this way it is known which user belongs to which team and which manager is therefore allowed to view which content.
Note:
This does not currently work with a user directory of the MS Graph or Google Workspace type.
Configuration
Login
The Engagement Surveys are displayed within Haiilo as "Surveys" in the navigation. The login for Haiilo therefore also works as a login for the Engagement Surveys.
When the Engagement Surveys area is opened by the user, they have access to responses, campaigns, feedback, and organization, depending on their permissions.
User synchronization
All active users of your Haiilo are always synchronized automatically and are therefore included in the Engagement Surveys.
Note:
Users who are created as external community members are not synchronized.
All users' profile fields are also synchronized so that the Engagement Surveys content can be filtered based on them.
Languages
The Engagement Surveys add-on offers the following languages to create your own translations for your questions:
- German
- English
- Italian
- Spanish
- French
- Chinese
- Japanese
- Turkish
- Portuguese
- Russian
- Dutch
- Polish
- Romanian
- Slovenian
- Czech
You can clarify which of these you want to use with us during onboarding. If you need a language later on, you can contact us via the service desk.
Channels
To send your campaigns to users, you have several channels to choose from:
- Haiilo Timeline
- Slack
- Microsoft Teams
You can clarify which of these you want to use with us during onboarding. If you need a language later on, you can contact us via the service desk.
Questions, campaigns & feedback
You can of course create your own campaigns and questions, as well as provide feedback on answered questions.
We have explained the individual features in more detail in the respective articles.
FAQ
What is the difference between an admin and a manager?
The difference between admin and manager in this case is that admins can read and write to everything and managers can only read the users they are assigned to.