This article is intended for Paychex Flex® Engage users with the following access:
Users with ADMIN Access Level
Steps to Building & Launching a Survey
Log in to your Paychex Flex® Engage Account.
Click on Manage Surveys on the left hand side menu.
Click Add New Survey.
Add a Title to your Survey.
Determine how you will track the Survey Responses.
Non-Anonymous
The name, email and a link to the user profile info will be included with answers for reporting and analysis.Anonymous
The user identity will remain anonymous and only answers will be received as part of reporting and analysis.
Customize the survey with various options and question types.
Click Save when you have completed your draft.
To see the survey you had created, click on the Drafts tab.
Select the three line icon to the far right of the survey.
Select Manage Periods.
You will be brought to the Schedules page for your corresponding survey.
Select Add New Schedule to the right of the screen.
Select if you would like the survey to be a One Time Schedule, Recurring Schedule or Always Active.
Click Next when done selecting the schedule type.
Choose the Participants.
Will you be sending this survey to the Whole Company or to a Custom Group.
Whole Company
Custom Group of People
If you are not sending this survey to the whole company, use the drop down options to select who you are inviting to the survey.
Click Next.
If you would like to add external participants outside of the organization, input their name and email addresses in the corresponding boxes. They will receive an email with a hyperlink when the survey is active.
Click Next.
Review the information on the final screen. If all is correct select Send.