Introduction to Health Surveys

When enabled, Health Surveys are sent to employees that are booked into the office at 7 am each day.

How to set up Health Surveys

Go to Settings -> Offices -> three dots next to each office -> Health Controls.

FYI: Health Surveys are controlled at the office level, meaning you can set different Health Surveys for each office.

You can then either use our template health survey, or you can create your own. To view our template click on the three dots -> Preview.

Create your own Health Survey

To create your own click on the three dots -> Customise -> Add Question.

Step 1: Enter your question (eg. have you been abroad in the last 14 days).

Step 2: Select whether a response is required and whether you want to accept multiple answers.

Step 3: Click Add possible answer

Step 4: Enter all possible answers (ie "Yes" and "No")

Select the rules for each question

For each question, you can add a set of rules. The following rules can be applied:

  • Deny entry to the office

  • Notify office managers

Customise Send Time

Once you have created your survey you can customise the send time. You can choose between sending the survey the night before employees are due in the office (at 4 pm, 5 pm or 6 pm). Or the day they are due in the office (at 6 am, 7 am or 8 am).

Health Survey Deadline

If your employees do not complete the survey before they arrive at the office, the office manager will be alerted (the admin set up in Officely).

You can customise the deadline between 8 am and 12 pm.

You can then remind all individuals that have not yet completed the survey by clicking 'Send a reminder'. Click 'Refresh' to keep track of who still hasn't completed the survey after you reminded them.

Enable Health Survey

When you are happy click on the three dots and select Enable.

Extract Health Survey Data

If you want to extract all historical health survey data, including seeing who has and has not been completing the survey, click on the three dots -> Export Data.

How to ask for negative COVID test results or vaccination certificates

Please see these separate articles on asking for COVID test results and vaccination certificates.

Need more help? Here's a step by step video:


Read next: Contact Tracing.


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