Team Insights surveys: How they work and how to use them (for admins)

1. Go to People > Performance in Gusto.
   • If you do not see the Performance section, ask your primary admin for the required permission.
2. In the Team Insights section, click Go to Team Insights.
3. Click Get Started.
4. Uncheck any topics or questions you don’t want to include (you must keep at least 3 topics).
5. Click Turn on Surveys.

Survey timing

• If it’s your first survey, it will be sent the Wednesday after you turn it on.
• If you’ve sent surveys before, they’ll follow your existing schedule.
• Employees have 1 week to respond.

After a survey closes:

1. Go to People > Performance.
2. Click Go to Team Insights.
3. Review past surveys and see scores over time.

Once Team Insights is on, you can choose from different preset topics.

Here’s how to pick or update your questions:

1. Go to People > Performance.
2. Click Go to Team Insights.
3. Click Edit questions.
4. Select the topics and questions you want.
   • You can change questions anytime, but you cannot write your own.
5. Click Update Surveys.

Here are the topics you can include and example questions for each:

• Teamwork:
  • People on my team are held accountable for their performance.
  • I feel like I'm part of the team.
  • People on my team have clear roles and responsibilities.
  • The workload is evenly distributed across my team.
• Management:
  • Management clearly communicates business goals and objectives to me.
  • I know what is expected of me in my job.
  • I feel comfortable talking to my manager about issues that come up.
  • I feel that I am well-managed.
• Autonomy & Ownership:
  • My workplace environment is comfortable.
  • I have the tools or equipment I need to do my job well.
  • I have the autonomy to perform my job effectively.
• Recognition & Performance:
  • I believe that work performance is evaluated fairly.
  • I receive recognition from my manager when I do a good job.
  • I get feedback from my manager that helps me get better at my job.
  • When someone is underperforming or not doing their job, management addresses it.
• Learning & Growth:
  • I'm given opportunities to develop my professional career.
  • There are opportunities for me to grow my career at [COMPANY].
  • I understand what I need to do to progress in my career.
• Morale & Retention:
  • How likely do you think [COMPANY] is to succeed?
  • I believe that [COMPANY] is moving in the right direction.
  • [COMPANY] provides better products and services than its competitors.
  • I rarely think about looking for another job.
• Benefits:
  • I'm able to take time off from work when I need to.
  • The benefits offered by [COMPANY] meet my needs.
  • What's one benefit not offered today that you would like to see?

Every month, one question will always be asked:

“I would recommend [Your Company Name] as a great place to work.”

This question helps you track overall employee happiness—kind of like a work Net Promoter Score.

Employees choose from five answers (strongly disagree to strongly agree). They can also leave comments. These answers cannot be exported, and you can not remove this question from the survey.

Want to stop sending surveys?

1. Go to People > Performance.
2. Click Go to Team Insights.
3. On the right side, click Disable Team Insights.
4. Confirm by clicking Disable.

You can turn it back on at any time by following the same steps under "Turn on Team Insights".