Administration of Employee Engagement

Engagement Administration

The employee engagement module offers a couple of administrative functions that allow for managing the frequency or cadence of employee pulse surveys and the definition of cohorts of employees for the analytics dashboard.

Pulse Surveys

The PerformYard Employee Engagement and Satisfaction module relies on regularly sending surveys to company employees with questions contributing to scoring engagement, satisfaction, and eNPS scores.  The settings on the Pulse Surveys tab allow you to control if surveys should be sent and how often these surveys should be sent to employees.

Enabling Pulse Surveys

The Enable Pulse Survey toggle controls whether surveys can be sent to employees.    When toggled on, PerformYard will send out surveys according to the preferences for Survey Frequency. When toggled off, PerformYard will not send out surveys.  

Setting the next Survey Date

PerformYard will default to sending the next survey the day after enabling pulse surveys when no prior survey has been sent.  Setting a specific next survey date establishes the first date in the recurrence for the selected survey frequency.  The small schedule preview display will show the expected dates for the next four surveys based on the selected settings.

Controlling the Survey Frequency

The Survey will be sent to employees (all employees) on the frequency selected.  A higher frequency will allow for a better month-over-month comparison of changes in satisfaction and engagement across the company.

Controlling the Frequency of the Factor Questions

In addition to managing the frequency of the surveys, you can also control the frequency of including Satisfaction Factor questions on surveys, potentially electing to capture Factor questions more or less frequently than the eNPS question.

Controlling the Frequency of the eNPS Question 

As with the ability to control the frequency of inclusion of the Factor questions on surveys, you can also control the frequency of the eNPS question, potentially electing to capture eNPS more frequently from employees throughout the year or excluding the eNPS question from all surveys.

Employee Cohorts

A cohort is a group of employees for analysis in the analytics dashboard.  Individual employees can belong to more than one cohort; for example, you may define a cohort of employees on the east coast and a cohort of engineering employees.  An engineer who works on the east coast would potentially be a member of both cohorts.   Cohorts can be defined manually as a fixed list of specific employees, which are called static cohorts, or can be defined as rules based on employee attributes, which are called dynamic cohorts.

Creating a Static Cohort

To create a new static employee cohort, you'll need to provide four pieces of information:

Analytics for New Cohorts

When a new cohort is created, PerformYard will revisit all past surveys answered by the cohort members and associate those survey results with the analytics for the newly created cohort.  This allows an HR Administrator to define cohorts even after surveys have been collected from employees.  Please note that this behavior of revisiting past survey results only applies to new cohorts.  Editing existing cohorts only affects analytics in a go-forward manner (see below.)

Creating a Dynamic Cohort

Dynamic Cohorts, like Static Cohorts, represent a list of employees.  Dynamic Cohorts, however, are based on rules instead of a manually managed list of employees.  PerformYard can automatically keep the list of members for the cohort "up to date" for those employees that match the rules of the Cohort.  For example, an HR administrator might define a cohort that represents all the employees from the East Coast by defining a rule matching employee attributes for location.  Alternatively, an HR Administrator may want to create an employee cohort representing newer employees with a hire date less than 90 days from the day they answered their engagement survey.

To create a new dynamic employee cohort, you'll need to provide four pieces of information:

Editing an Existing Cohort

Cohorts can be edited and modified at any time by selecting Edit from the list of cohorts.

Impact on Analytics of Adding and Removing Members from an Existing Cohort

Historical analytics about the cohort will reflect the cohort's membership when the surveys were answered. Changes to membership of an existing cohort are "go forward" changes.  Any newly added members' survey answers will contribute to the cohort's future scores and will not affect the cohort's past results.