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Creating a survey

Learn how to create a survey in PI Diagnose, so you can choose a survey template that aligns with the needs of your organization or team.

Updated over 3 months ago

This article applies to all Diagnose users in the PI2 platform.

PI Diagnose lets you select and send surveys to your team or organization, so you can collect candid feedback about the employee experience.

How to create a survey

  1. Select Diagnose from the top navigation bar.

  2. From the Survey Center, click Explore our surveys.

  3. You’ll be presented with a list of survey templates to choose from.

  4. Once you’ve found a template that best fits your needs, click Create survey.

  5. This will generate a survey draft.

  6. The draft autosaves in real time, meaning you’re free to exit (or resume) at any time.

Which survey template should I start with?

Diagnose provides a variety of templates designed to help you measure specific aspects of the employee experience.

Here are a few tips to help you find the right template for your needs:

  • You can filter surveys by one of five categories: job, manager, people, organization, and engagement.

  • A lightning bolt () signifies a pulse survey, which can be completed in 2 minutes or less.

  • Click Preview to view a template before actually drafting it.

If you’re still unsure which template to start with, the Overall Pulse Check is a recommended first step.

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