Purpose
1.2. Ensure timely, confidential, and actionable input from staff about work environment, safety, management, and operational issues.
1.3. Standardize data capture for structured reporting and regulatory compliance in the energy retail sector.
1.4. Enable regular, automated solicitation and tracking of feedback via preferred digital channels, integrated across workforce management platforms.
Trigger Conditions
2.2. Manual: HR/admin initiation for ad-hoc surveys or safety audits.
2.3. Event-based: Employee milestone, new company policy roll-out, completed training, or after a customer escalation.
Platform Variants
• Feature/Setting: Automatic survey distribution via Microsoft Power Automate using "Send survey" action configured with group/staff emails.
3.2. Google Forms
• Feature/Setting: Pre-set forms triggered via Google Apps Script, "sendForm" API endpoint for batch distribution.
3.3. SurveyMonkey
• Feature/Setting: Automate survey invitations via "Create Collector" API and "Send Reminder" API.
3.4. Typeform
• Feature/Setting: Trigger "Send Invitation" function through Typeform Connect integration with workforce database.
3.5. Qualtrics
• Feature/Setting: Launch survey campaign with "Distributions API" and monitor through "Responses API."
3.6. Slack
• Feature/Setting: "Conversations.postMessage" API for direct feedback request in private HR channels.
3.7. Microsoft Teams
• Feature/Setting: Use "Teams Bot Framework" to deliver adaptive card feedback forms after team meetings.
3.8. Twilio SMS
• Feature/Setting: "Messages" API—automated personalized SMS survey dispatch and collection endpoint.
3.9. Zendesk
• Feature/Setting: "Tickets" API for feedback form distribution after HR ticket resolution.
3.10. Workday
• Feature/Setting: Launch survey post-onboarding using "BusinessProcess" API workflow.
3.11. BambooHR
• Feature/Setting: Automated email survey via "Webhooks" after employee record creation/modification.
3.12. Google Sheets
• Feature/Setting: Automate feedback entry logging with Apps Script "onFormSubmit" trigger.
3.13. Salesforce
• Feature/Setting: "Process Builder" to trigger email feedback tasks post-case closure.
3.14. Freshservice
• Feature/Setting: Feedback form link via "Dispatch Email" automation rule after HR request close.
3.15. Zoho People
• Feature/Setting: "Automate Workflows"—send Pulse Survey to targeted employee segments.
3.16. SAP SuccessFactors
• Feature/Setting: Schedule survey using "Survey Distribution" and automate response imports.
3.17. Mailchimp
• Feature/Setting: Trigger recurring feedback campaign with "Campaigns" API and merge tag for personalization.
3.18. Gmail
• Feature/Setting: Automated email survey dispatch with "Send Email" advanced options for conditional triggers.
3.19. Outlook
• Feature/Setting: Scripted "Send Feedback Request" event after calendar milestone via Microsoft Graph API.
3.20. Asana
• Feature/Setting: Create "Task for Feedback" in HR project board using Asana "Tasks" API post-action event.
3.21. Monday.com
• Feature/Setting: Automated item creation on feedback board via "Create Item" API after employee interaction.
Benefits
4.2. Reduces survey fatigue by targeting relevant employees and optimal timing.
4.3. Centralizes feedback for rapid HR insights and compliance reporting.
4.4. Enhances workplace morale by demonstrating commitment to staff input.
4.5. Supports faster resolution of issues and continuous operational improvement.