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๐Ÿ“Š Onboarding Guide โ€“ Team Lead: Surveys

This guide explains how you as a team lead can fill in, create, and view the results of surveys.

โ„น๏ธ This article is only relevant if surveys are in use in your organisation.


๐Ÿ“‹ Step 1: Survey overview

Navigate to Surveys in the left menu bar. You have two views available:

My Surveys Here you will find all active surveys that you still need to complete. This is your starting point for open to-dos related to surveys.

All Surveys Here you can see the complete overview of all surveys โ€” planned, active, and completed. You can also see the results of surveys you have access to. Surveys without access rights are still displayed, but the results cannot be viewed.


โœ๏ธ Step 2: Filling in a survey

When a survey is ready for you, you will find it under My Surveys as an open to-do. Click on the survey to open and fill it in.

How to proceed:

  • Answer all questions carefully and honestly

  • At the end you can submit the survey

๐Ÿ’ก You can fill in the survey in your native language โ€” flowit translates automatically if you have set your native language in your profile.


โž• Step 3: Creating a survey

As a team lead, you can independently create surveys for your own team. Click "New Survey" under All Surveys to get started.

What can you configure?

  • Title and description of the survey

  • Questions โ€” select from an existing guideline or create your own

  • Target group โ€” your team or specific people within it

  • Timeframe โ€” start date and end date of the survey

  • Anonymity โ€” whether the survey is anonymous or not


๐Ÿ“Š Step 4: Viewing results

Your own surveys For surveys you have created yourself, you can see the results once the survey is completed and at least 5 responses have been received. You can find the results under All Surveys โ€” click on the relevant survey to view the analysis.

Company-wide surveys If an admin has created a survey for the entire organisation, your access to the results depends on the admin's settings:

  • If the admin has granted access, you will see the results for your team or department

  • If the admin has not granted access, the survey is still visible under All Surveys, but the results cannot be viewed

๐Ÿ’ก Results always show aggregated data โ€” never individual responses. If fewer than 5 responses have been received, no results are shown in order to protect anonymity.


๐Ÿ’ก How do I read survey results correctly?

Survey results are most valuable when interpreted correctly. Here are the key principles:
โ€‹

Look at trends โ€” not just snapshots A single value says little. Patterns only become visible over multiple surveys: Is morale improving? Is there a decline after a change in the team?
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Compare with benchmarks flowit shows you comparison values โ€” internally within the organisation or externally with industry benchmarks. Use this context to understand whether a value is good, average, or critical.
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Take critical values seriously โ€” without jumping to conclusions A low score for "Work Mood" does not automatically mean something is fundamentally wrong. Use the results as a basis for conversation โ€” not as a verdict.
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Communicate results transparently Employees who have filled in a survey want to know what happens with it. Share the key insights with your team โ€” and communicate what measures you are taking as a result.
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๐Ÿ’ก Surveys without follow-up communication quickly lose credibility. The strongest message to your team is: "We heard your feedback โ€” and we are acting on it."

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