Manager Survey Templates

Managers in FeedbackPulse can build and maintain their own survey templates, separate from the company-wide templates that HR Admins manage. This lets every people manager develop a question set that fits their team’s context without waiting for a central template to be created or updated.

For HR and Chiefs of Staff

Manager templates are a practical delegation tool. Rather than fielding requests every time a manager wants to run a team check-in, you can point them to My Templates and let them manage their own question sets. You retain visibility into every survey they launch.

How manager templates differ from company templates

	Manager template	Company template
Created by	An individual Manager	An Admin
Visible to	That Manager only	All Admins and Managers
Scope	Team	Company
Editable by	The Manager who created it, or any Admin	Any Admin
Appears in My Templates	Yes	No

Managers can select company templates when launching a survey, but company templates do not appear on the Manager’s own My Templates page, only their personal team templates do.

Note

Admins have unconditional edit and delete rights over every template in the organization, including a Manager’s personal team templates. Manager templates are private from other Managers, but not from Admins.

How to access My Templates

1. Click Surveys in the left navigation
2. Click My Templates (visible to Managers only)

How to create a manager template

1. Go to Surveys > My Templates
2. Click New Template
3. Choose a template type (see table below)
4. Give the template a name and optional description
5. Add your questions, mixing question types as needed
6. Click Save

The template is saved to your personal library and is immediately available when you create a new Team Survey.

Template types

Type	Typical use
Pulse	Short recurring check-ins (3–5 questions)
Engagement	Broader team sentiment
Leadership	Upward feedback from direct reports
Onboarding	New hire experience within the team
Exit Interview	Departure insights before an employee leaves
eNPS	Team-level Net Promoter Score
Custom	Any use case not covered above

Question types

Type	When to use
Likert (1–5)	Measuring agreement, satisfaction, frequency, or performance
Yes / No	Binary questions with optional follow-up
Open text	Free-form qualitative feedback
eNPS (0–10)	Loyalty and advocacy measurement

Editing and deleting your templates

You can edit or delete any template you created from the My Templates page. Use the three-dot menu (⋯) on a template card to see these options.

Caution

Editing a template does not change any surveys that have already been launched from it. Changes apply only to future surveys you create using that template.

A template that has ever been used by a survey cannot be deleted. If you try to delete it, FeedbackPulse blocks the deletion and tells you the template is in use, so no data is lost. You can still edit it, or stop using it going forward, but the template record remains until every survey that references it is gone.

Rules and constraints

• Manager templates are visible only to the Manager who created them and to Admins. Other Managers cannot see them.
• Managers cannot edit or delete company templates created by Admins.
• There is no limit on the number of team templates a Manager can create.
• A template can only be deleted if no survey has ever used it.

Frequently asked questions

Q: Can I share my template with a colleague or another manager? A: Not currently. Manager templates are private to the creator (other Managers cannot see them). If you want another Manager to use your questions, an Admin can create a company template with the same content, which all Managers can then select.

Q: Can Admins see my team templates? A: Yes. Admins can see the surveys you launch, and they can also edit or delete your personal team templates. Manager templates are private from other Managers, not from Admins.

Q: What happens to my templates if my Manager role is removed? A: Your templates remain in the system, but you will no longer be able to access or launch them. Contact your HR Admin if you believe your role has been changed in error.