• Add an employee to the survey
  • Edit employee information 
  • Remove an employee from the survey

Adding an Employee to an Open Survey

If an employee was not included in the employee list for the survey, they can be added to the survey by filling out the Add Employee form.

Emplify Tip: We recommend only including employees who have been with your organization for at least six weeks. This allows them to have context to answer about their work experience when participating in the survey.

1. Go to the Active tab in the Employees section and click the + icon.

2. Complete Step 1 by entering the employee information

In order to create a new employee, a unique phone number and/or email address is required. 

Their first, middle, and last name can also be entered along with the birthdate of the employee. Including the birthdate will allow the employee to be included in the Generation report for the Emplify Survey.

3. Complete Step 2 by entering the organization information 

If your organization uses unique IDs for employees, this can be added in the Employer ID field. 

Listing the Start Date for an employee will include their responses in the Tenure and Hire Cohort reports. You will also want to assign the Group Memberships for the employee. This will include them in the group reports for the Emplify Survey.

4. Complete Step 3 by selecting the employee settings

To add the employee to the survey, make sure to set the Add to Survey option to Yes. This will allow the employee to receive the survey invitation and any survey reminders.

If the employee should have access to view survey results in the Emplify Portal, select the Access to Leader Portal option. Note: If you have reached the leader limit for your product package, this section will be disabled and display the following message, "Leader Limit Reached." To adjust your limit, contact your Customer Success Manager.

You can choose the access level to control what results they can view:

Full Access - Employees with Full Access will see the Emplify Survey results for the entire organization and all SmartPulse responses.
Limited Access - Employees with Limited Access will only see Emplify Survey results and published SmartPulse responses for the groups they have access to. To give an employee Limited Access, select that permission level and choose the groups they should have access to.
Note: Limited Access is not available for all product packages. If your package does not include this functionality, the following message will display, "Limited Access leaders are disabled. Contact your Customer Success Manager for assistance." To add this functionality, contact your CSM.

You can also add or remove permissions to the results at a later date by editing an employee record. Employees who have been given access to the Emplify Leader Portal will receive an email notification.

5. Review the data and click Add

This will create the new employee and add them to the Active employee list.

Edit Employee Information

1. Go to the Employees section of the Emplify Insights Portal.

Employees that are included in the current survey will be on the Active tab.

2. To find a specific employee record, use the magnifying glass icon to search.

You can search for an employee using their name, email, phone, employee ID, or Emplify ID.

3. Click View to open the employee record and make edits.

Changes that take place before the Emplify Survey closes will be included in the survey results.

Remove an employee from the survey

1. Go to the Employees section and search for the employee record on the Active tab.

You can search for an employee using their name, email, phone, employee ID, or Emplify ID.

2. Click View to open the employee record

3. Go to the Employment Status section

The Employment Status allows an employee to be set to the following:

  • Active - Active employees reflect the current employees for an organization. Employees with an Active status will be included in the Emplify Survey unless set to be excluded.
  • On Leave - Employees that are On Leave are still with the organization, but are not currently active. These employees will not be included in the Emplify Survey while they are set to On Leave. When they return to work, they can be set back to Active and will be included in the next Emplify Survey.
  • Terminated Voluntary - Employees that have been set to Terminated Voluntary are no longer with the company because they chose to leave on their own. Terminated Voluntary employees will not be included in the Emplify Survey, but can be restored to Active if they are rehired in the future.
  • Terminated Involuntary - Terminated Involuntary employees are no longer with the organization based on a decision by the organization. These employees will not be included in the Emplify Survey, but can be set to Active again if they are rehired in the future.

To save a status change for an employee, make sure the new status is set, then click CONFIRM.

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