Skip to content
  • There are no suggestions because the search field is empty.

How to create and manage a custom survey

How to set up, publish and follow up on a custom survey in Huma

 

Table of Contents

 

 


 

Roles and access

Access Role
Create, manage and view custom surveys and results System role: Surveys
Exclude or include employees from surveys System role: Surveys or User role: Surveys — granted over the relevant groups

 

 

Custom survey

A custom survey lets you collect feedback or input from employees on any topic you define, with your own questions and structure. While eNPS measures a single standardised metric, custom surveys give you complete flexibility.

Custom surveys are useful for a wide range of purposes, from formal HR initiatives to everyday practical needs:

  • Employee engagement — pulse surveys, onboarding feedback or exit surveys
  • Performance and development — gathering input before appraisals or after training
  • Wellbeing — understanding how employees are feeling or what they need
  • Practical input — company trips, office logistics, social events or quick polls

 

You can build your survey manually by adding your own questions, or let the AI help you get started by generating questions based on a description you provide.

 

EN_Surveys in System_2024

 

 

Create a custom survey

  1. Go to the Surveys module
  2. Click "New survey"
  3. Choose "Custom survey"
  4. Fill in a name and optionally an icon
  5. Choose whether responses should be anonymous or not
  6. Click "Continue"
  7. Add your questions (see question types below)
  8. Click "Publish" when you are ready, or save as draft to continue later

 

💡 A custom survey can contain up to 100 questions with up to 100 answer options each.

⚠️ The anonymity setting cannot be changed after the survey has been published.

🤖 Use AI to get started

If you are not sure where to start, you can use the AI feature to generate questions automatically. Describe your desired survey or list your questions separated by line breaks, and the AI will structure them for you.

 

 

 

 

 

Question types

When building your survey, you can choose from the following question types:

Type Description
Text An open-ended question where respondents write a free-text answer
Single select Respondents choose one option from a list
Multiple select Respondents can choose one or more options from a list — you can set a minimum and maximum number of selections
Scale Respondents rate on a numeric scale
Boolean A yes/no question
Section A heading used to divide the survey into sections — not a question type, but useful for structuring longer surveys

 

💡 You can mark individual questions as required, meaning respondents cannot submit the survey without answering them.

 

 

Publish a custom survey

After creating the survey and adding questions, you need to publish it.

Step 1 — Recipients

Choose who should receive the survey:

Option Description
Everyone All employees in the organisation with an active position
Members of groups Employees in specific teams, locations or companies
Individual people Specific named employees

 

 

Step 2 — Scheduling

Choose between a one-time or recurring survey:

Setting One-time Recurring
Start date and time
Survey frequency ✅ Choose from 1 week, 2 weeks, 1 month, 3 months, 6 months or 1 year
Response period ✅ Cannot be longer than the frequency

 

💡 The default response period is 7 days.

 

 

Read the results

Results are displayed in real time as responses come in. For each survey run you can see results broken down per question, including:

  • Charts for scale, single select, multiple select and boolean questions
  • Written responses for text questions
  • Response rate — how many of the recipients have responded

 

💡 For anonymous surveys, a minimum of 5 respondents is required before results are shown, to protect anonymity.

 

EN_honestfeedback_24

 

 

AI Analytics

For completed survey runs with open-ended text questions, you can use AI Analytics to get an automated summary of the responses. The AI identifies key findings and provides recommendations based on the answers.

  1. Open a completed survey run
  2. Click "Analyze" to start the AI analysis
  3. The results show Key Findings and Recommendations based on the text responses

 

💡 AI Analytics is powered by OpenAI. Responses are sent to OpenAI for analysis but are not stored or used for training. The survey's anonymity settings also apply to what is sent for analysis.

🔗 Read more about security, GDPR and privacy for AI Analytics.

 

ENGELSK

 

 

 

Pause and resume a custom survey

You can pause a recurring survey at any time. When paused:

  • The current open run remains open for the rest of its response period
  • All future scheduled runs are cancelled

 

To pause:

  1. Go to the Surveys module and open the survey
  2. Click the three dots in the top right corner
  3. Click "Pause" and confirm
  4. To resume, follow the same steps and click "Resume".

 

💡 Pausing only applies to recurring surveys. One-time surveys cannot be paused.

 

 

Edit or delete a custom survey

You can edit survey questions at any time. If the survey has already been published, changing questions will affect future runs — respondents who have already answered a previous run will see the updated questions in the next run.

To edit questions:

  1. Go to the Surveys module and open the survey
  2. Navigate to the "Questions" tab
  3. Make your changes

 

To edit survey details (name, scheduling):

  1. Click the three dots in the top right corner
  2. Click "Edit details"

 

To delete:

  1. Click the three dots in the top right corner
  2. Click "Delete" and confirm

 

⚠️ Deleting a survey permanently deletes the survey and all its runs and results. This cannot be undone.

 

Screenshot 2026-06-01 at 14.00.16

 

 

Duplicate a custom survey

Duplicating creates a new draft survey with the same questions and settings as the original.

  1. Go to the Surveys module and find the survey you want to duplicate
  2. Click the three dots 
  3. Click "Duplicate"

 

Screenshot 2026-06-01 at 13.29.48

 

 

 

FAQ

Can I copy a respond link to share directly with recipients?

Yes. You can copy a direct respond link for the current active run by clicking "Copy respond link" in the survey. You can find this within the survey and the three dots in the top right corner. Recipients can use this link to go directly to the survey without searching for it in Huma.

 

Can I export survey results to Excel or CSV?

No. Huma does not currently support direct export of raw survey data. You can view and analyse results directly in Huma, or use the AI Analytics feature to get a summary of open-ended responses. If you need to save the results, you can print the results page as a PDF from your browser.

 

Can I change questions after the survey has been published?

Yes. You can edit questions at any time. Changes take effect from the next scheduled run, ongoing runs are not affected.

 

What happens if I change the anonymity setting?

The anonymity setting cannot be changed after a survey has been published. If you need to change it, you must duplicate the survey and set the correct anonymity setting before publishing the duplicate.

 

Can I see individual responses on a non-anonymous survey?

Yes. For non-anonymous surveys you can see which respondent submitted each answer.

 

Where are survey responses stored?

For detailed information about how survey responses are stored in Huma, including how anonymity is protected, see our security and privacy FAQ.

🔗 Read more about security, GDPR and privacy for surveys.