All help articles
Every CultureMonkey guide, A to Z. Looking for a topic instead? Browse by section.
219 articlesA
- A survey link isn't workingTroubleshooting & FAQ
- A tour of the dashboardGetting Started
- A tour of the manager dashboardFor Managers
- Access quick survey reports from the side paneFor Managers
- Access the Speak Up portalSpeak Up
- Add a single employeeAccount & Setup
- Add and manage office locationsAccount & Setup
- Add case notes and message the reporterSpeak Up
- Add custom employee attributesAccount & Setup
- Add deadlines and comments to actionsTaking Action
- Add managers to your accountAccount & Setup
- Add the eNPS question to a surveyBuilding Surveys
- Allow comments on a questionBuilding Surveys
- Anonymity by submissionSecurity & Privacy
- Anonymity thresholds explainedSecurity & Privacy
- Assign cases to investigatorsSpeak Up
- Assign owners and collaborators to an actionTaking Action
- Attach files to a caseSpeak Up
B
- Batch-export demographic-wise PDFsReports & Analytics
- Brand your surveyBuilding Surveys
- Browse all feedback across your surveysFeedback
- Browse and use action templatesTaking Action
- Browse and use survey templatesBuilding Surveys
- Build custom reports with the Report BuilderReports & Analytics
- Bulk-generate reports in the Reports PanelReports & Analytics
- Business groups and business unitsAccount & Setup
C
- Choose the right drivers for your surveyBuilding Surveys
- Clone (duplicate) a surveyBuilding Surveys
- Close, delete, or archive a surveyBuilding Surveys
- Common questions from survey-takersFor Employees
- Compare a heatmap across survey periodsReports & Analytics
- Compare against industry benchmarksReports & Analytics
- Compare against internal benchmarksReports & Analytics
- Compare question scores across surveysReports & Analytics
- Compare scores across regionsReports & Analytics
- Compare your team to benchmarksFor Managers
- Conditional and follow-up questionsBuilding Surveys
- Configure case categories in Speak UpSpeak Up
- Configure HRIS field mappingIntegrations
- Configure password requirementsSecurity & Privacy
- Configure pulse cadenceSurvey Types & Automation
- Configure roles, access and trust copySpeak Up
- Connect an HRIS: overview and supported systemsIntegrations
- Connect BambooHR to CultureMonkeyIntegrations
- Connect Darwinbox to CultureMonkeyIntegrations
- Connect Keka to CultureMonkeyIntegrations
- Connect Microsoft TeamsIntegrations
- Connect SlackIntegrations
- Connect Workday to CultureMonkeyIntegrations
- Continue and track feedback conversationsFeedback
- Control what managers can seeSecurity & Privacy
- Control which surveys a sub-admin can accessAccount & Setup
- Create a new actionTaking Action
- Create a survey from scratchBuilding Surveys
- Create action plans for your teamFor Managers
- Create an action from a feedback itemFeedback
- Create and share survey links and QR codesSending & Reminders
- Custom eNPS-style questionsBuilding Surveys
- Customize the emails CultureMonkey sends around feedbackAccount & Setup
- Customize your direct and indirect reportee labelsAccount & Setup
- Customize your survey email templatesAccount & Setup
D
E
- Employees aren't receiving survey emailsTroubleshooting & FAQ
- Enable and configure the Speak Up portalSpeak Up
- Enable PDF and PowerPoint report exportsAccount & Setup
- Enable, disable and monitor lifecycle stagesSurvey Types & Automation
- Exclude specific surveys from your DashboardAccount & Setup
- Explore AI topics with Comment AnalyticsFeedback
- Export a heatmap to ExcelReports & Analytics
- Export a report to PDFReports & Analytics
- Export a report to PowerPointReports & Analytics
- Export comments and free-text responsesReports & Analytics
- Extend or reopen a survey deadlineBuilding Surveys
F
- Filter feedback by sentimentFeedback
- Filter reports by demographic and attributesReports & Analytics
- Filter the dashboard by date rangeReports & Analytics
- Filter your reports by team or locationFor Managers
- Fixing employee import errorsTroubleshooting & FAQ
- Frequently asked questionsTroubleshooting & FAQ
G
- Generate an executive summaryReports & Analytics
- Generate API keys and use the APIIntegrations
- Getting help and contacting supportGetting Started
- Glossary of CultureMonkey termsGetting Started
- Grant guest report accessReports & Analytics
- Grid (matrix) questionsBuilding Surveys
- Group question scores by demographicReports & Analytics
H
- How anonymity keeps your feedback safeGetting Started
- How anonymity worksSecurity & Privacy
- How CultureMonkey secures your dataSecurity & Privacy
- How Speak Up protects reporter anonymitySpeak Up
- How to access your surveyFor Employees
- How to read question scores in a reportReports & Analytics
- HRIS import overview - keep employees in sync automaticallyAccount & Setup
- HRIS sync isn't updating: how to diagnose itTroubleshooting & FAQ
I
- Identify and follow up with non-respondersSending & Reminders
- Identify disengaged employeesReports & Analytics
- Image and emoji answer options for questionsBuilding Surveys
- Import employees from a CSVAccount & Setup
- Import managers from a CSVAccount & Setup
- Increase your survey response rateSending & Reminders
- Integrations overview and the integrations hubIntegrations
- Invite adminsAccount & Setup
- Is my feedback anonymous?For Employees
K
L
M
O
P
R
- Raise an anonymous or identified caseSpeak Up
- Rating scale questionsBuilding Surveys
- Read a heatmap of driver scoresReports & Analytics
- Read free-text responses in a reportReports & Analytics
- Read the admin dashboardReports & Analytics
- Read your team's headline metricsFor Managers
- Recurring vs one-time reminders explainedSurvey Types & Automation
- Reorder questions and sectionsBuilding Surveys
- Report data looks wrong or incompleteTroubleshooting & FAQ
- Required questions and the skip / "not applicable" optionBuilding Surveys
- Restrict what a sub-admin can see with a data scopeAccount & Setup
- Review engagement and eNPS trends over timeReports & Analytics
- Review your team's feedback sentimentFor Managers
S
- Save a survey as a custom templateBuilding Surveys
- Save and resume your surveyFor Employees
- Schedule a one-time reminderSending & Reminders
- Schedule and send survey invitationsSending & Reminders
- Search and star feedbackFeedback
- Section visibility rulesBuilding Surveys
- See driver-wise action statsTaking Action
- Segment managers into performance bucketsFor Managers
- Send a manual reminder across channelsSending & Reminders
- Send survey emails from your own domain (custom SMTP)Account & Setup
- Send surveys via emailSending & Reminders
- Send surveys via Microsoft TeamsSending & Reminders
- Send surveys via SlackSending & Reminders
- Send surveys via SMSSending & Reminders
- Send surveys via WhatsAppSending & Reminders
- Set a survey's basic detailsBuilding Surveys
- Set SLA targets for Speak Up casesSpeak Up
- Set survey anonymityBuilding Surveys
- Set team performance targetsFor Managers
- Set up "View as" so admins can see reports as a managerAccount & Setup
- Set up an SMS provider (Twilio and Infobip)Integrations
- Set up lifecycle surveys and triggersSurvey Types & Automation
- Set up manager-employee relationshipsAccount & Setup
- Set up recurring remindersSending & Reminders
- Set up recurring survey automation rulesSurvey Types & Automation
- Set up SAML single sign-onIntegrations
- Set up WhatsAppIntegrations
- Set up your CultureMonkey accountAccount & Setup
- Set up your first pulse surveySurvey Types & Automation
- Share a report via linkReports & Analytics
- Single-select (single choice) questionsBuilding Surveys
- Start a conversation from a piece of feedbackFeedback
- Submit and view proactive (anytime) feedbackFeedback
- Switching views - see CultureMonkey as a manager or sub adminGetting Started
T
- Take a survey in Slack or TeamsFor Employees
- Take a survey via email or SMSFor Employees
- Teams and sub-teamsAccount & Setup
- The OTP survey form and its fieldsAccount & Setup
- The response threshold for a surveyBuilding Surveys
- Track driver performance over timeReports & Analytics
- Track participation in real timeSending & Reminders
- Track participation rate on the dashboardReports & Analytics
- Track pulse schedule and participationSurvey Types & Automation
- Track your team's drivers over timeFor Managers
- Transition a case through stagesSpeak Up
- Translate a survey into multiple languagesBuilding Surveys
- Translate survey email templates into multiple languagesAccount & Setup
U
- Understand case stagesSpeak Up
- Understand drivers and factorsReports & Analytics
- Understand Manager StatisticsFor Managers
- Understand multi-channel remindersSending & Reminders
- Understand report sectionsReports & Analytics
- Understand sentiment scoresFeedback
- Understand the overall engagement scoreReports & Analytics
- Understanding roles in CultureMonkeyGetting Started
- Understanding the org hierarchyAccount & Setup
- Update an action's statusTaking Action
- Use complex (multi-condition) filtersReports & Analytics
- Use Snapshots for point-in-time dataReports & Analytics
- Use the question libraryBuilding Surveys
V
- View a word cloud of responsesReports & Analytics
- View AI-suggested actionsTaking Action
- View answer distributionReports & Analytics
- View average sentiment by driverFeedback
- View driver-level sentiment in feedbackFeedback
- View eNPS by demographic and over timeReports & Analytics
- View the action Kanban boardTaking Action
- View the action summary reportTaking Action
- View the eNPS breakdownReports & Analytics
- View the participation reportReports & Analytics
- View the report summaryReports & Analytics
- View your direct and indirect reportsFor Managers
- View your team's strengths and focus areasFor Managers
- View, filter and track all casesSpeak Up
W
- What are lifecycle (autopilot) surveys?Survey Types & Automation
- What is a pulse survey?Survey Types & Automation
- What is CultureMonkey?Getting Started
- What is eNPS and how is it calculated?Reports & Analytics
- What is Speak Up?Speak Up
- What's new - release notesTroubleshooting & FAQ
- Who can see survey responsesSecurity & Privacy
- Why can't I see results yet?Troubleshooting & FAQ