Tips

You can name and plan your survey under "Surveys / Planning". Give the survey a suitable name such as "Employee Survey 2024". For the planned start date, you can enter when you would like to start the survey. The planned end date is the date on which the survey is to be completed. You can change this date as long as the end date has not yet been reached. Make sure that you give your survey participants enough time to complete the survey and remind them of the survey if necessary. Under "Reminder" you can specify when you want to be reminded by email about a started survey. As long as the survey is active, you can also generate a reminder and send it to your participants (see also the tip in "Activation and Administration").

You can personalize the questionnaire under "Surveys / Name of your survey / Questionnaire". You can customize the introductory text for the survey and the individual feedback and enter possible contact points for the survey participants. The dimensions included in the survey are displayed in the "Elements, Dimensions and Questions" section. Dimensions cannot be added or removed from the Inclusion Check. If you are interested in adding Incluscope to your survey, please contact angebot@hmsag.ch for a quote.

In the "Survey Introduction" section you will find a suggested text that will be displayed to survey participants at the beginning of the questionnaire. You are free to use or customize the text. Please note: If you make adjustments, you will also need to adjust the translations. To do this, click on the round icon next to the input field.

In the "Individual Feedback (IFB) and Participant Contacts" section, you can customize the text in the IFB and enter contact information that will be displayed at the end of the IFB. A suggested text is already entered under "Introduction". However, you can customize this and provide the survey participants with your own feedback regarding their results. Please note: If you make adjustments, you must also adjust the translations. To do this, click on the round icon next to the input field. Under "Contact Persons", you can enter one or more contacts and / or contact points for the participants in your survey (e.g., internal HR contact person, external advice centers). These will appear at the end of each survey participant's individual feedback. Remember to provide survey participants with as many different contact channels as possible: e.g., phone number, email address or an anonymous whistleblowing point. See the sample report for an example: www.inclusion-check.ch/en/in-brief #c12111

You can use survey groups to map the structure of your organization. In principle, you can include the entire organization in a survey group. However, if you conduct the survey with different survey groups, you can later generate more detailed evaluations and compare the results of the survey groups using Inclusion-Check PLUS, which is subject to a fee. Evaluations are possible at up to 3 hierarchical levels (e.g., business unit, department, and team level). If you would like evaluations of other hierarchy levels, please contact angebot@hmsag.ch for a quote.

You can create the structure of the survey groups under "Surveys / Your survey / Survey groups". To do this, click on "+ New Group". Give the survey group a name and specify how many people it consists of. If the new group is subordinate to an existing group, drag and drop the groups. It is important that you specify the exact number of people in the group. This determines the maximum number of people who can actually complete the survey in that group. Pay attention to the size of the group: Sending the link to a large number of participants at once can cause problems. We recommend a maximum group size of a few hundred participants.

Under "Surveys / Your survey / Activation and Management" you can use "Preview" to check what your survey looks like. In the same place, you can activate the survey by clicking on the corresponding button.

Use the checkboxes to select the survey groups to which you want to send the invitation. Under "Sending templates", select "Invitation to survey" and the language in which you would like to send the invitation. If you click on "Download", you will receive a zip file with one message file per survey group. Click on the message file of a survey group (an email will open automatically). You are free to customize this message. However, make sure that you do not delete or change the link to the survey. Then send the email to all participants in the corresponding survey group in the respective language. Repeat the previous step until you have sent the invitation to all survey groups.

Select the survey groups to which you would like to send the reminder to participate in the survey by ticking the checkboxes. Under "Sending templates", select "Invitation to survey" and the language in which you would like to send the invitation. If you click on "Download", you will receive a zip file with one message file per survey group. Click on the message file of a survey group (an email will open automatically). You are free to customize the message. However, make sure that you do not delete or change the link to the survey. Then send the email to all participants in the corresponding survey group in the respective language. Repeat the previous step until you have sent the survey completion reminder to all survey groups.