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How to create a custom engagement survey on PayFit

Team engagement is an essential lever for your company's success. To help, PayFit provides tools to create custom engagement surveys whilst guaranteeing the anonymity of your employees' responses.

Larissa Bunea avatar
Written by Larissa Bunea
Updated this week

Only clients under our Premium plan have access to the eNPS survey. HR surveys can only be created from the Administrator space and results are also only visible to Administrators.

How to set up a custom eNPS survey in PayFit

Step 1: Access the survey feature

Go to Performance & Engagement > Surveys

To start a new survey, click Create survey > and you can choose between:

  • Starting from a predefined eNPS template. Guide here

  • Designing your survey entirely from scratch

Step 2: Configure your survey

Go to the Configuration tab to define the parameters:

  • Survey name: Choose a clear name that reflects the objective. Example: "2025 Engagement Survey"

  • Description (optional): Add context if necessary

  • Participants: By default, all employees are included. Participant lists for eNPS cannot be customised to ensure the results remain representative, and the responses remain anonymous.

Scheduling

  • Start date: Define when the survey will be launched

  • Frequency: Choose how often the survey repeats:

    • Every 2 weeks

    • Monthly

    • Every 3 months (recommended)

    • Every 6 months

    • Annually

Step 3: Create your questions

In the Question tab, build your questionnaire: For each question, you can:

  • Formulate the question clearly and precisely and add a description to provide context if necessary.

  • Associate a theme to facilitate results analysis

  • Choose the response type:

    • Scale from 1 to 5 (with customisable labels)

    • Open questions for comments

  • Allow comments to deepen responses whilst preserving anonymity.

Tip: Include a mix of question types to capture both quantitative and qualitative insights.

Step 4: Schedule and launch

  • After finalising your questionnaire, return to the Configuration tab.

  • Check all your survey parameters.

  • Click on Schedule survey to activate sending according to the established calendar.

  • The employees will then receive an email inviting them to respond to the survey from their employee space.

Step 5: Analyse results

Use the provided charts to observe trends and fluctuations in your eNPS scores over time. To analyse your survey results, see this help article: Analysing your engagement survey results on PayFit, available here.

Delete or pause an eNPS survey

To stop a survey, open your active eNPS survey from the dashboard, then click Pause survey or Delete.

  • If you pause the survey, the next iteration will not be sent and your data will be retained. You can reactivate the survey later and maintain continuity of your data.

  • If you delete the survey, it will no longer appear on your dashboard and all information related to that survey will be deleted and lost.

Our recommendation: Select Pause if you want a temporary break, to preserve your engagement data.

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