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Employee Survey Checklist Template

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    Did you know 72% of employees feel their performance would improve with more feedback? And yet, only 52% of employees receive regular feedback from their managers. This is where – employee opinion surveys come into play. 

    So, an employee survey, also called an employee engagement survey is a form of employee questionnaire used to collect feedback and ratings and to assess their mood and morale, level of commitment, and accomplishments. HR and management members of an organization generally use employee polls and they are confidential to encourage employees to vote about their positive and negative interactions without reluctance. 

    Why conduct an Employee Survey? 

    There are many reasons behind conducting employee surveys:  

    • Gather Feedback 

    They help gather employee feedback on various aspects of the organization like work environment, company culture, job satisfaction and overall job performance. 

    • Identify Areas of Improvement 

    They help to identify areas where the organization can implement new changes to improve its daily operations, which benefits both the employees and the company. 

    • Increase Employee Engagement 

    They also help the organizations to demonstrate that they care about the employees and are committed to improving their experiences at work, leading to a rise in motivation among employees. 

    • Track Progress 

    They assist in evaluating the effectiveness of initiatives and programs the organization implements over time to improve employee satisfaction and performance. 

    • Promote Transparency 

    They promote transparency and openness in the organization, which can lead to increased trust and loyalty among its employees. 

    Step-by-step Employee Survey Checklist 

    The following steps help in ensuring that the employee engagement survey is effective and produce meaningful results: 

    • Define and Objectives 

    This step helps determine the specific areas or issues that the survey will focus on and what the organization hopes to achieve from the survey. For example, an organization wishes to conduct an employee survey to identify the areas for improvement in their work environment. 

    • Choose the Survey Method 

    In this, decide the type of survey based on the organization and its employee’s needs, such as online surveys, paper surveys, or in-person interviews. For example, an organization with the most remote workers will prefer an online survey. 

    • Design the Survey Questions 

    The designed questions should be clear, concise, and relevant to the survey objectives. They should also be unbiased and neutral to avoid influencing the responses. For example, the employee survey measures employee satisfaction with the benefits package. In that case, employee survey questions might include questions such as “How satisfied are you with your retirement benefits?” 

    • Ensure Confidentiality and Anonymity 

    This step helps ease the candidates to provide honest responses without fear. For example, the answer to an employee survey should be kept confidential and only accessible to authorized personnel. 

    • Plan the Survey Administration 

    This step involves identifying the target audience, determining the sample size, and distributing the survey. The survey distribution should maximize the response rates. For example, if the target audience of an employee survey is all the firm’s employees, then the survey could be distributed via email or an online platform. 

    • Analyze the Results 

    Identifying patterns and trends in the responses and drawing conclusions based on the collected data is done in this step. For example, if the employee survey results reveal that most respondents are dissatisfied with the benefits packages, they might implement new changes. 

    • Develop an Action Plan 

    Developing a plan to address the issues identified and communicating the plan to employees of the firm. For example, if the employee survey revealed that employees are dissatisfied with the company’s benefits package, the organization might consider revising the benefits package or offering additional benefits.

    Sample Employee Survey Checklist 

    Here is a short sample of an employee survey checklist: 

    • Start with defining survey goals. 
    • Identify what factors you are planning to measure through this survey. 
    • Curate a structured framework for the different kinds of surveys, such as: 
    •  Monthly Surveys 
    • Annual Surveys 
    • Engagement Surveys 
    • Pulse Surveys 
    • Determine the survey tools that will be used to conduct these surveys. 
    • Ensure you have the option to keep it anonymous to ensure that employees feel secure while responding.   

    Employee Survey Questions 

    Here are a few survey questions for future employee survey checklists with various types of objectives, 

    Job Satisfaction 

    • Are you satisfied with your job? 
    • What do you enjoy most about your job? 
    • What do you enjoy least about your job? 

    Work Environment 

    • Do you feel comfortable in your work environment? 
    • Is the workplace clean and well-maintained? 
    • Is there adequate lighting and ventilation in your work area? 


    • Do you feel communication is open and transparent in the workplace? 
    • Are you able to communicate easily with your supervisor and colleagues? 
    • Is feedback provided in a constructive manner? 

    Training and development 

    • Have you received adequate training for your job? 
    • Do you feel there are opportunities for professional development in the company? 
    • Are there resources available for you to improve your skills and knowledge? 

    Work-life Balance 

    • Do you feel you have a good work-life balance?  
    • Is there flexibility in your work schedule?  
    • Are you able to take time off when needed? 

    Compensation and Benefits 

    • Are you satisfied with your compensation package? 
    • Do you feel that your benefits are adequate? 
    • Are there opportunities for bonuses or other forms of recognition? 

    Overall Satisfaction 

    • How satisfied are you with your overall employment experience? 
    • Would you recommend the company as a good place to work? 
    • Is there anything that the company could do to improve your experience? 


    Thus, employee surveys can provide valuable insights into a company’s workforce and foster a positive work environment. In addition, following the tips mentioned earlier and creating an employee engagement checklist that is engaging and goal-relevant gives positive results in the long run.


    1.What types of questions should be included in an employee survey checklist? 

    Employee surveys mainly include questions related to employee engagement, job satisfaction, work-life balance, diversity and inclusion, communication and feedback, training and development, benefits, and compensation. 

    2.How often should an employee survey be conducted? 

    An employee survey should be conducted at least once a year, with additional surveys conducted as needed to address specific issues or dynamic changes within the organization. 

    3.How can employee survey feedback be used to improve the workplace? 

    Employee surveys can be used to identify areas of improvement in the workplace, such as addressing employee concerns, improving communication, and implementing changes to improve overall employee satisfaction. 

    4.What are some best practices for conducting employee surveys? 

    Some of the best practices for conducting employee surveys are to define goals, keep them short, ensure anonymity, follow up, communicate results, and take action. 

    5.How can an organization measure the effectiveness of an employee survey checklist? 

    The effectiveness of an employee survey checklist can be measured by analyzing the response rate, identifying areas of improvement, and tracking changes in employee engagement, job satisfaction, and retention.

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