How do I send out a Leadership Survey?(Admins and Managers)

Leadership surveys give teams the opportunity to provide feedback on their managers / supervisors. Managers can commit to improvement initiatives based on the feedback given.

Sending the Leadership Survey

Managers and Admins can send out leadership surveys by following the steps below: 

  1. At the top of the page click on Surveys, and then click on Manage leadership survey
  2.  Click the +Add Survey button in the bottom right corner
  3. Customize the message and select the manager(s) whose direct reports will be receiving the survey
    Screen Shot 2021-05-21 at 15.23.15
  4. You will be able to see how many responses you have received by clicking on Surveys, then clicking on Manage leadership survey.

    You will also see the survey progress on the bottom right-hand side of your Home page. 

    As you can see from the screenshot below, there is an option to resend the Leadership survey to employees who have not completed it, by clicking on Resend surveys

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Please note: Surveys will only be sent to users who have logged into WorkCompass, and in doing so have confirmed their accounts, and authorized WorkCompass to send them emails. 

Survey Questions

Leadership 1Leadership 2

How to view and interpret leadership survey results

After the Managers' direct reports have completed the survey, each direct report is asked to provide a suggestion for any areas in which they rated their Manager lowest.

When the survey closes, Managers will only see three suggestions in total. The survey engine picks the three that cumulatively are rated the lowest by direct reports.

In order to see the results, Managers can click Follow up on your leadership survey on their Home page as highlighted below.

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For customers who are using the new Home dashboard UI, you can click on the badge notification highlighted in the first screenshot below and select the Leadership Survey - Follow Up task (highlighted in the second screenshot):

 

Step 1: Click the badge notification

Step 1

Step 2: Click 'Leadership Survey - Follow up'

Step 2

On the next page, the Manager will be able to commit to the improvement initiatives suggested by their direct reports, or create their own improvement initiatives based on the suggestions their direct reports have provided.

To commit to the improvement initiatives, click the button Commit to these improvements as highlighted below. 

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Once the Manager has committed to the improvement initiatives , they will be brought to the profile page where they can see them under the Current Improvement Initiatives section.

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These improvement initiatives allow you as a Manager to see which areas you are weakest in according to your direct reports, so that you can then commit to working on them.

Viewing Leadership Results from the Insights Area

You can view the overall results from your leadership survey by going to the Leadership Report.