Zoios

The groups Zoios creates for you automatically from employee data — which ones they are, and how to update them.

Auto-generated groups

What core categories are (Department, Subdepartment, Team and Reporting line), how they protect anonymity, and why setting your organization up correctly matters.

Core categories and why they matter (BETA)

Manage each employee's status — Active, On leave or Stopped — and control exactly who receives surveys with the new survey delivery settings.

Employee status and survey delivery

What to expect when your existing Dimensions & Segments setup moves into the new Category & Groups — and how to get help reshaping it.

Need help migrating your current setup into Groups?

Understand the filtering dropdown and the difference between 'All' (aggregate — includes child groups) and 'Direct' (single-node — that group only).

Filtering your results: All vs Direct (BETA)

Understand the Group responsible setting — what it means, how access cascades through the hierarchy, and how it relates to platform access.

What is a Group responsible?

A step-by-step guide to building your organizational structure with categories and groups, including how to build your org chart in the hierarchy view.

How to set up your organization in Groups

An introduction to the Groups page — what Groups and Categories are, what they let you do for your organization, and how a person can belong to multiple groups at…

Getting started with Groups

Understand the hierarchy (tree) view — how groups connect into parent-child relationships, and why building it properly powers aggregate filtering and access.

How hierarchies work

This guide outlines our best practises and template for introducing and presenting Zoios internally before sending the first survey.

Introduce Zoios internally

This guides explains how you can set the frequency you'd like, skip a month or build a custom survey schedule.

Manage the Pulse survey frequency and send-out dates

This guide is to help users manage their dimensions and segments.

Managing your segments and dimensions

This guide explains how to manage the contact person who receive strain notifications in cases where employees consent.

Problematic strain contact person

In this guide you'll learn how different types of access and roles works and what different people can see, control and do.

Roles and access control

This guide is to explain the purpose, requirements, practicalities and advantages of our workplace certification.

Certified Happy Workplace™

This guide is explicitly design to inspire you on how to improve response rates in your company to get better data and insights.

Improve response rates

This guide explains how replying to comments works but also provides tips and guidelines for crafting great answers and utilizing this feature.

Replying to comments

This guide covers when people have to answer, how many times they are reminded or things related to answering the survey.

Pulse survey reminders and deadlines

This guide explains how you can easily create complete reporting lines for your organizations - resulting in segments of direct reports as well as indirect reports.

Automatic reporting lines

Groups is a way to build groups for segmentation that you can use to navigate your organization's results and setup.

How to manage employee Groups

This guide walks you through everything you need to set up your account and run your first pulse surveys. Companies that follow these five steps consistently have a successful launch.

Get setup in 5 easy steps

Setting up and managing your organization

Organization admin

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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