Deploying Your First Survey

With any new platform, the initial stage will almost certainly (not always) go as follows:

• Fiddle around and click a few buttons
• Attempt to perform intended action
• Can't seem to find where to perform action
• Frustration
• Log out

Our team at MultiRater Surveys want to make sure your first survey is deployed with minimal effort and frustration. We want you to focus on the survey content itself, as opposed to all the administration efforts that come with launching and managing the survey process.

Your First Survey

Selecting a Survey Template

Start by browsing through our available templates. We have 8 categories in total, with all template surveys constructed by our Organizational Psychologists, and our Management Consultants.

Hover over each category to identify the types of surveys available - 360, 180 & Pulse - and select the survey that fits your requirements.

4-Step Survey Set Up

Once you've selected a survey template, you will be directed to our Custom Survey Builder. Here, you will have full access to all aspects of the survey: Edit Survey, Select Survey Settings, Select Respondent Groups, Select Respondents.

Step 1: Edit Survey

This is where you'll have access to the survey questionnaire itself. Our platform perceives the questionnaire as follows:

Competency Group --> Individual Questions

Take this opportunity to go through the competencies and questions. If there are any that aren't suitable for your needs, simply hover over the ellipsis and either edit or delete them.

If you would like to add a new Competency Group, simply click on +Add Competency Group and fill out the neccesary details. Be sure to add questions to your new Competency Group with +Add Question.

Remember, all of our survey questionnaires are completely customizable, so take advantage by making alterations to ensure the content fits your exact needs.

MRS TIP* Preview the survey to view it as a survey respondent

Step 2: Select Survey Settings

Once you're happy with the survey questionnaire, the next step is to handle the administrative side of things. Here, you'll have access to four key settings: Survey Settings, Email Notifications, Report Settings, and Admin Settings.

In Survey Settings, you'll want to put in a description that fits the purpose of the survey, insert a survey scale label (1-5), and survey buttons for navigation. If you're using our templates, all the fields are pre-filled.

Arguably the most important part of Step 2, is the Email Notifications section. This is the first interaction for all respondents included in the survey, and as such the message should always be informative, simple, and engaging.

MRS TIP* For 360 and 180 surveys, make sure to have two different templates for SELF and OTHERS. In doing so, you'll be more likely to achieve a 100% response rate.

For Report Settings, the main fields you'll need to take note of are the Report Introduction and Report Summary Page Content. To fully understand how these options impact the reporting, it's best to visualize it here

Survey Admin Settings can be left alone on most occasions as it is the notifications from the system, to the admin user.

Step 3: Select Respondent Groups

Depending on the selected cohort, your respondent groups may differ. As a guide, most 360's will include: Manager, Peer, and Direct Report. However, you can add/remove groups to ensure it reflects the selected cohort.

Step 4: Select Respondents

For the final step, you'll need to have a list of the following ready, for each respondent:

1. First Name
2. Last Name
3. Email Address
4. Respondent Group Allocation

It is then as simple as adding them onto the system

And then allocating them to their groups

Final Step: Dates & Timeframe

The last step is straightfoward, when do you want the survey activated and closed. In between those dates, how often would you like the system to send out auto-reminders? Our suggestions are:

• 2-3 weeks for completion
• 3-day internval for auto-reminders

Get Started

Now that you're equipped with the knowledge to deploy your first survey, log in and get started!