Create your first PSindex survey

The PSindex® survey measures psychological safety across your organization. There’s no form to fill in first: creating a survey drops you straight into a guided setup that carries you to a scheduled send.

Before you start

You need the admin role and the survey feature on your organization. Surveys are org-wide: you add participants by CSV and read results in heatmaps. This is a different engine from 360 batches and individual assessments.

The five steps

Setup is one page. All five steps are visible at once, numbered in a stack. The step you’re on is open; the ones you’ve finished collapse to a one-line summary with an Edit link, so you can always see what you chose.

1. Name your survey — pick something you’ll recognize in a list later, like “Q3 Engineering PSindex”.
2. Add participants — upload your people by CSV. Nothing is added until you review what the file found. See Prepare and upload your participant CSV.
3. Set the dates — when invitations send, when the survey closes, and how often to remind. See Schedule your survey and customize invitations.
4. Decide who sees results — whether leaders see their own downline, and when access opens. See Share survey results.
5. Licenses — one license per invitation, used when invitations send.

Below them sits Advanced options, marked Optional. It holds Hide verbatim comments, the minimum responses a team needs before it gets its own report, and the series this survey belongs to for trend comparisons.

Use Next to move on, and Done on the last step.

Nothing is lost if you stop

Every field saves as you change it. Close the page and come back whenever you like: the survey reopens at the first step you haven’t finished. To throw a survey away before it sends, use Delete draft.

Scheduling is the only moment anything sends

When all five steps are done, select Schedule survey. A Review and schedule panel summarizes the survey, the invite and close dates, who sees results, and the licenses it uses, with an Edit link beside each. No emails go out until you confirm there. Afterward you can still change anything, or stop the send with Cancel send.

Survey statuses

• Not sent — a draft. Edit anything freely.
• Scheduled — dates are set; invitations send automatically on the send date.
• In progress — the survey is live and collecting responses.
• Closed — the close date has passed and responses are locked.

On the send date, every participant gets an email with a personal link. They never see scores: results are for admins and the people you share them with, in the heatmap.