Summary of Features & Professional Services

Workify Summary of Features & Services: Engagement*

The Workify Software includes the following Engagement features:

Access to engagement survey templates: baseline, drill down or eNPS pulse
- Additional question mapping to indicators (i.e. factors)
Access to pulse survey / subject specific templates: reward, diversity and inclusion, employee burnout, COVID Safety, and learning & development, etc.
Ability to support various question types: likert, eNPS, single choice, multi choice, ranking, qualitative, etc.
Real-time Reporting
Access to Advanced Analytics and Dashboard functionality (daily refresh)
Access to Raw Survey Data in Excel (excluding metadata)
Web Mobile and Email Access to Surveys
Ability to edit survey communications
Access to data importing tool at any time within the platform
Shared access to BI dashboards specific for managers (included in full package only)
Hundreds of pre-configured dashboard visualizations
Anonymized survey functionality
DIY Survey builder
Platform PDF single page export
Intelligent survey reminders

*Feature set varies in Quick Start package.

Our client success model serves as an extension of your team, offering the following support packages:

Workify Summary of Professional Services: Engagement (Full and Quick Start)

Workify Engagement: Quick Start Professional Services

Workify Engagement: Full Professional Services

Engagement Survey Support:
- Once and done survey (single survey cycle)
- User data management capabilities
- Support of intelligent surveys reminders
- Single fully-supported survey (engagement or pulse)
- Review and design of survey
- Review and quality assurance of employee data
- Assisted upload of employee user meta data
- Custom survey communication
- Assisted management of survey process (build, launch, reminders, etc)
- Preparation of a single Executive-level deck:
  - Analysis and insights of quantitative data
  - Excel Export of qualitative data (cut by single metadata field of your choosing)
  - Delivery of these reporting deliverables based on standard Workify reporting templates and turnarounds
- Executive insights walkthrough (1 per survey)
Workify U / Training
- One survey management session
- One advanced analytics training session
- One data upload training session
- Unlimited access to online training resources
- Access to Workify Knowledge base

Engagement Strategy:
- Manage and oversee the annual engagement calendar
Engagement Survey Support:
- 4 fully-supported surveys (engagement or pulse)
- Review and design of baseline survey
- Review and quality assurance of employee data
- Assisted upload of employee user meta data
- Ability to update data dimensions post survey launch (1 dimension update per survey)
- Custom survey communication
- Assisted management of survey process (build, launch, reminders, etc)
- Preparation of Executive-level deck:
  - Analysis and insights of quantitative data
  - Excel Export of qualitative data (cut by single metadata field of your choosing)
  - Delivery of these reporting deliverables based on standard Workify reporting templates and turnarounds
- Executive insights walkthrough (1 per survey)
Workify U / Training
- One survey management session
- One advanced analytics training session
- One data upload training session
- Unlimited access to online training resources
- Access to Workify Knowledge base

Workify Summary of Features & Services: Pulse

The Workify Software includes the following Pulse features:

Ability to send unlimited, self service ad-hoc Pulse Surveys via the Survey Builder
Access to survey templates:
- Engagement: baseline, drill down or eNPS pulse
- Pulse specific: reward, diversity and inclusion, employee burnout, COVID Safety, learning & development, etc.
Question mapping to indicators (i.e. factors)
Ability to support various question types: likert, eNPS, single choice, multi choice, ranking, qualitative, etc.
Real-time Reporting
Access to Advanced Analytics and Dashboard functionality (daily refresh)
Access to Raw Survey Data in Excel (excluding metadata)
Web Mobile and Email Access to Surveys
Ability to edit survey communications
Access to data importing tool at any time within the platform
Hundreds of pre-configured dashboard visualizations
Anonymized survey functionality
Platform PDF single page export
Custom survey communications
Intelligent survey reminders

Workify Summary of Professional Services: Pulse

Workify Pulse: Professional Services

Pulse Survey Support:
- Access to Workify support team
- Support to troubleshoot resending survey links, adding participants, etc.
Workify U / Training
- One survey management session
- One advanced analytics training session
- One data upload training session
- Unlimited access to online training resources

Workify Summary of Features & Services: Experience (e.g., New Hire, Exit)

The Workify Software includes the following Experience features:

Access to Workify Standard New Hire and Exit survey templates
Creation of survey template / survey pack
One touch On Demand deployment of lifecycle surveys
Access to Advanced Analytics and Dashboard functionality (daily refresh)
Access to Individual and Aggregate level data for New Hire and Exit responses
Access to Raw Survey Data in Excel
Access to data importing tool at any time within the platform
Web Mobile and Email Access to Surveys
Ability to edit survey communications
Intelligent survey reminders

Workify Summary of Professional Services: New Hire and Exit Surveys

Workify Experience: New Hire Professional Services	Workify Experience: Exit Professional Services
Review and design of New Hire survey questions Creation of survey template / survey pack Training of On Demand survey launch functionality One advanced analytics training session One data upload training session Online training resources (unlimited)	Review and design of Exit survey questions Creation of survey template / survey pack Training of On Demand survey launch functionality One advanced analytics training session One data upload training session Online training resources (unlimited)

Workify Summary of Features & Services: 360 Performance Surveys

The Workify Software includes the following 360 Performance features:

Purchase in bundles (25, 50, 100)
Access to Workify’s standard 360 survey templates (individual, manager, executive)
Creation of survey templates
- Configuration of questions for 3 templates
Support up to 18 questions max
Categories and competency mapping available (if needed)
Segregated manager self-assessment and reviewer group reporting
Client specific advanced analytics dashboard for individual manager reporting
Client specific advanced analytics for aggregate manager reporting
Access to Advanced Analytics and Dashboard functionality (daily refresh)
Web Mobile and Email Access to Surveys
Custom survey communications
Intelligent survey reminders

Workify Summary of Professional Services: 360 Performance Surveys

Workify 360 Performance: Professional Services

Manager 360 survey program development
Access to Workify’s standard 360 survey templates (individual, manager, executive)
Review and design of custom 360 survey
Custom advanced analytics dashboard for individual manager reporting
Custom advanced analytics for aggregate manager reporting
Segregated Manager self-assessment and reviewer group reporting
Development of 360 scorecards
Training (one session per item):
- On Demand survey management
- Advanced analytics
- Data management

Workify Summary of Features & Services: Conversations

The Workify Software includes the following Conversations features:

Anonymous conversation tool for employees to submit real-time feedback
Administrative access to respond to anonymous suggestions
Simple workflow for managing suggestions
Ability for end users to use Workify Conversations via SMS

Workify Summary of Professional Services: Conversations

Workify Conversations: Professional Services

Access to Workify support in launching Conversations tool
Training around admin support of conversations
Ability to support email or sms use of conversations
Set up of admin accounts to manage conversations