All help articles
Every CultureMonkey guide, A to Z. Looking for a topic instead? Browse by section.
243 articlesA
- A manager's guide to acting on your CultureMonkey survey resultsFor Managers
- A survey link isn't workingTroubleshooting & FAQ
- A tour of the CultureMonkey dashboardGetting Started
- A tour of the CultureMonkey manager dashboardFor Managers
- Access quick survey reports from the side paneFor Managers
- Access the CultureMonkey 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 attributes to CultureMonkey candidate recordsCandidate Experience
- Add custom employee attributesAccount & Setup
- Add deadlines and comments to actionsTaking Action
- Add jobs and import them from a CSVCandidate Experience
- Add managers to your accountAccount & Setup
- Add the eNPS question to a CultureMonkey surveyBuilding Surveys
- Allow comments on a questionBuilding Surveys
- Anonymity by submission in CultureMonkeySecurity & Privacy
- Are candidate survey answers anonymous in CultureMonkey?Candidate Experience
- 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 CultureMonkey Report BuilderReports & Analytics
- Bulk-generate reports in the CultureMonkey Reports PanelReports & Analytics
- Business groups and business units in CultureMonkeyAccount & Setup
C
- Candidate Lifecycle Analytics and silent candidatesCandidate Experience
- Candidate Super Admins, Sub Admins and accessCandidate Experience
- Candidate survey channels and languages in CultureMonkeyCandidate Experience
- Candidate survey emails, placeholders and sender settingsCandidate Experience
- 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 CultureMonkey heatmap across survey periodsReports & Analytics
- Compare against industry benchmarks in CultureMonkeyReports & Analytics
- Compare against internal benchmarks in CultureMonkeyReports & Analytics
- Compare question scores across surveysReports & Analytics
- Compare scores across regions in CultureMonkeyReports & Analytics
- Compare your team to benchmarks in CultureMonkeyFor Managers
- Conditional and follow-up questionsBuilding Surveys
- Configure case categories in CultureMonkey Speak UpSpeak Up
- Configure HRIS field mapping in CultureMonkeyIntegrations
- Configure password requirements in CultureMonkeySecurity & Privacy
- Configure pulse cadence in CultureMonkeySurvey Types & Automation
- Configure roles, access and trust copySpeak Up
- Connect an HRIS to CultureMonkey: supported systemsIntegrations
- Connect BambooHR to CultureMonkeyIntegrations
- Connect Darwinbox to CultureMonkeyIntegrations
- Connect Keka to CultureMonkeyIntegrations
- Connect Microsoft Teams to CultureMonkeyIntegrations
- Connect Slack to CultureMonkeyIntegrations
- Connect Workday to CultureMonkeyIntegrations
- Continue and track feedback conversationsFeedback
- Control what managers can see in CultureMonkeySecurity & Privacy
- Control which CultureMonkey 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 CultureMonkey survey links and QR codesSending & Reminders
- CultureMonkey anonymity thresholds explainedSecurity & Privacy
- CultureMonkey integrations overviewIntegrations
- Custom eNPS-style questions in CultureMonkeyBuilding Surveys
- Customize the emails CultureMonkey sends around feedbackAccount & Setup
- Customize your direct and indirect reportee labelsAccount & Setup
- Customize your survey email templatesAccount & Setup
D
- Data privacy and deletion requests in CultureMonkeySecurity & Privacy
- Deactivate or delete an employeeAccount & Setup
- Distribution channels overviewSending & Reminders
- Download an actions reportTaking Action
- Drill down into driver performanceReports & Analytics
- Drill into a theme with CultureMonkey Topic ExplorerFeedback
E
- Employee Lifecycle Analytics: read retention, engagement and at-risk signals by stageSurvey Types & Automation
- Employees aren't receiving survey emailsTroubleshooting & FAQ
- Enable and configure the CultureMonkey Speak Up portalSpeak Up
- Enable PDF and PowerPoint report exports in CultureMonkeyAccount & Setup
- Enable, disable and monitor lifecycle stages in CultureMonkeySurvey Types & Automation
- Exclude specific surveys from your CultureMonkey dashboardAccount & Setup
- Explore AI topics with CultureMonkey Comment AnalyticsFeedback
- Export a CultureMonkey heatmap to ExcelReports & Analytics
- Export a CultureMonkey report to PDFReports & Analytics
- Export a CultureMonkey report to PowerPointReports & Analytics
- Export comments and free-text responses from CultureMonkeyReports & Analytics
- Extend or reopen a survey deadlineBuilding Surveys
F
- Filter feedback by sentimentFeedback
- Filter reports by demographic and attributesReports & Analytics
- Filter the CultureMonkey 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 CultureMonkey API keys and use the APIIntegrations
- Getting help and contacting supportGetting Started
- Glossary of CultureMonkey termsGetting Started
- Grant guest report access in CultureMonkeyReports & Analytics
- Grid (matrix) questionsBuilding Surveys
- Group follow-up questions with sub-driversBuilding Surveys
- Group question scores by demographicReports & Analytics
H
- How action planning works in CultureMonkeyTaking Action
- How anonymity works in CultureMonkeySecurity & Privacy
- How candidate data gets into CultureMonkeyCandidate Experience
- How candidate lifecycle stages and surveys work in CultureMonkeyCandidate Experience
- How candidate NPS is calculated in CultureMonkeyCandidate Experience
- How CultureMonkey handles multiple languagesGetting Started
- How CultureMonkey keeps your feedback anonymousGetting Started
- How CultureMonkey secures your dataSecurity & Privacy
- How CultureMonkey 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 with CultureMonkeyAccount & Setup
- HRIS sync isn't updating in CultureMonkey: 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 candidates from a CSV in CultureMonkeyCandidate Experience
- Import employees from a CSVAccount & Setup
- Import managers from a CSVAccount & Setup
- Increase your survey response rateSending & Reminders
- Invite adminsAccount & Setup
- Is my feedback anonymous in CultureMonkey?For Employees
K
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- Raise an anonymous or identified case in CultureMonkey Speak UpSpeak Up
- Rating scale questionsBuilding Surveys
- Read a CultureMonkey heatmap of driver scoresReports & Analytics
- Read candidate survey reports in CultureMonkeyCandidate Experience
- Read free-text responses in a reportReports & Analytics
- Read the CultureMonkey 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 a sub-admin's data scope in CultureMonkeyAccount & Setup
- Review engagement and eNPS trends in CultureMonkeyReports & 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
- See engagement, eNPS and participation by managerReports & Analytics
- Segment managers into performance bucketsFor Managers
- Send a manual reminder across channelsSending & Reminders
- Send candidates to CultureMonkey with the APICandidate Experience
- Send CultureMonkey survey emails from your own domain (custom SMTP)Account & Setup
- Send CultureMonkey surveys via emailSending & Reminders
- Send CultureMonkey surveys via Microsoft TeamsSending & Reminders
- Send CultureMonkey surveys via SlackSending & Reminders
- Send CultureMonkey surveys via SMSSending & Reminders
- Send CultureMonkey surveys via WhatsAppSending & Reminders
- Set a survey's basic detailsBuilding Surveys
- Set SLA targets for CultureMonkey Speak Up casesSpeak Up
- Set survey anonymity in CultureMonkeyBuilding Surveys
- Set team performance targetsFor Managers
- Set up "View as" in CultureMonkey to see reports as a managerAccount & Setup
- Set up an SMS provider for CultureMonkey (Twilio and Infobip)Integrations
- Set up lifecycle surveys and triggers in CultureMonkeySurvey 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-on for CultureMonkeyIntegrations
- Set up WhatsApp for CultureMonkey surveysIntegrations
- Set up your CultureMonkey accountAccount & Setup
- Set up your first pulse survey in CultureMonkeySurvey 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
- Survey hiring managers when a new hire joinsCandidate Experience
- Switching views - see CultureMonkey as a manager or sub adminGetting Started
T
- Take a CultureMonkey survey via email or SMSFor Employees
- Take a survey in Slack or TeamsFor Employees
- Teams and sub-teamsAccount & Setup
- The CultureMonkey OTP survey form and its fieldsAccount & Setup
- The response threshold for a CultureMonkey surveyBuilding Surveys
- Track driver performance over timeReports & Analytics
- Track participation in real timeSending & Reminders
- Track participation rate on the CultureMonkey dashboardReports & Analytics
- Track pulse schedule and participation in CultureMonkeySurvey Types & Automation
- Track your team's drivers over timeFor Managers
- Transition a case through stagesSpeak Up
- Translate a CultureMonkey survey into multiple languagesBuilding Surveys
- Translate CultureMonkey survey email templatesAccount & Setup
U
- Understand drivers and factorsReports & Analytics
- Understand Manager Statistics in CultureMonkeyFor Managers
- Understand multi-channel remindersSending & Reminders
- Understand report sectionsReports & Analytics
- Understand sentiment scoresFeedback
- Understand Speak Up case stages in CultureMonkeySpeak Up
- Understand the org hierarchy chart in CultureMonkeyAccount & Setup
- Understand the overall engagement scoreReports & Analytics
- Understanding roles in CultureMonkeyGetting Started
- Update an action's statusTaking Action
- Use complex (multi-condition) filtersReports & Analytics
- Use CultureMonkey Snapshots for point-in-time dataReports & Analytics
- Use the candidate heatmap, filters and heatmap settingsCandidate Experience
- Use the CultureMonkey question libraryBuilding Surveys
- Use the Lineage Explorer to compare managersReports & Analytics
V
- View a word cloud of responses in CultureMonkeyReports & 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 time in CultureMonkeyReports & Analytics
- View the action Kanban board in CultureMonkeyTaking Action
- View the action summary reportTaking Action
- View the eNPS breakdown in CultureMonkeyReports & 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 in CultureMonkey?Survey Types & Automation
- What is a pulse survey?Survey Types & Automation
- What is Candidate Experience in CultureMonkey?Candidate Experience
- What is CultureMonkey Speak Up?Speak Up
- What is CultureMonkey?Getting Started
- What is eNPS and how does CultureMonkey calculate it?Reports & Analytics
- What's new - release notesTroubleshooting & FAQ
- Who can see survey responses in CultureMonkeySecurity & Privacy
- Why can't I see results yet?Troubleshooting & FAQ