Help Center
How can we help?
Guides and answers for getting the most out of CultureMonkey.
Getting Started
New to CultureMonkey? Start here.
- A tour of the dashboard
- Getting help and contacting support
- Glossary of CultureMonkey terms
- How anonymity keeps your feedback safe
- Key concepts every new user should know
- Logging in to CultureMonkey
- Switching views - see CultureMonkey as a manager or sub admin
- Understanding roles in CultureMonkey
Account & Setup
Set up your org, employees, managers and admins.
- Add a single employee
- Add and manage office locations
- Add custom employee attributes
- Add managers to your account
- Business groups and business units
- Control which surveys a sub-admin can access
- Customize the emails CultureMonkey sends around feedback
- Customize your direct and indirect reportee labels
Building Surveys
Create surveys, questions, drivers and templates.
- Add the eNPS question to a survey
- Allow comments on a question
- Brand your survey
- Browse and use survey templates
- Choose the right drivers for your survey
- Clone (duplicate) a survey
- Close, delete, or archive a survey
- Conditional and follow-up questions
Survey Types & Automation
Pulse, lifecycle and automated survey cycles.
- Configure pulse cadence
- Enable, disable and monitor lifecycle stages
- Manage and schedule pulse reminders
- Recurring vs one-time reminders explained
- Set up lifecycle surveys and triggers
- Set up recurring survey automation rules
- Set up your first pulse survey
- Track pulse schedule and participation
Sending & Reminders
Launch surveys and nudge non-responders.
- Create and share survey links and QR codes
- Distribution channels overview
- Identify and follow up with non-responders
- Increase your survey response rate
- Schedule a one-time reminder
- Schedule and send survey invitations
- Send a manual reminder across channels
- Send surveys via email
Reports & Analytics
Read scores, eNPS, heatmaps and trends.
- Batch-export demographic-wise PDFs
- Build custom reports with the Report Builder
- Bulk-generate reports in the Reports Panel
- Compare a heatmap across survey periods
- Compare against industry benchmarks
- Compare against internal benchmarks
- Compare question scores across surveys
- Compare scores across regions
Feedback
Understand comments, sentiment and open text.
- Browse all feedback across your surveys
- Continue and track feedback conversations
- Create an action from a feedback item
- Drill into a theme with Topic Explorer
- Explore AI topics with Comment Analytics
- Filter feedback by sentiment
- Manually edit feedback sentiment
- Search and star feedback
Taking Action
Turn results into action plans that stick.
- Add deadlines and comments to actions
- Assign owners and collaborators to an action
- Browse and use action templates
- Create a new action
- Download an actions report
- See driver-wise action stats
- Update an action's status
- View AI-suggested actions
For Managers
The manager's guide to team results.
- A tour of the manager dashboard
- Access quick survey reports from the side pane
- Compare your team to benchmarks
- Create action plans for your team
- Filter your reports by team or location
- Read your team's headline metrics
- Review your team's feedback sentiment
- Segment managers into performance buckets
Speak Up
Anonymous conversations and whistle-blowing.
- Access the Speak Up portal
- Add case notes and message the reporter
- Assign cases to investigators
- Attach files to a case
- Configure case categories in Speak Up
- Configure roles, access and trust copy
- Enable and configure the Speak Up portal
- How Speak Up protects reporter anonymity
Integrations
Connect HRIS, Slack, Teams and more.
- Configure HRIS field mapping
- Connect an HRIS: overview and supported systems
- Connect BambooHR to CultureMonkey
- Connect Darwinbox to CultureMonkey
- Connect Keka to CultureMonkey
- Connect Microsoft Teams
- Connect Slack
- Connect Workday to CultureMonkey
Security & Privacy
Anonymity, data handling and compliance.
- Anonymity by submission
- Anonymity thresholds explained
- Configure password requirements
- Control what managers can see
- Data privacy and deletion requests
- How anonymity works
- How CultureMonkey secures your data
- Who can see survey responses
For Employees
Answering surveys and your privacy.
- Common questions from survey-takers
- How to access your survey
- Is my feedback anonymous?
- Save and resume your survey
- Take a survey in Slack or Teams
- Take a survey via email or SMS
Troubleshooting & FAQ
Fixes and answers to common questions.
- A survey link isn't working
- Employees aren't receiving survey emails
- Fixing employee import errors
- Frequently asked questions
- HRIS sync isn't updating: how to diagnose it
- Login and SSO problems
- Participation isn't updating
- Report data looks wrong or incomplete
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