Skills Survey via Self Review
Enables top-down data collection using organization-specific skill templates.
The previous Survey feature has been integrated into the Self Review.
The Self Review feature frees you from the risks of inconsistent terminology in self-reporting and missing critical skill information that should be collected.
Publishing a Survey
Create Self Review Survey
Select the Self Review tab from Skills Hub in the upper left of the dashboard to get started.
Upload your survey template
Templates can also be downloaded from the UI. The upload file must be a CSV or a single-sheet .xlsx file. If no errors occur during upload, Creating is “Done!”. The created Survey should be listed with Draft status.
If you find it difficult to create skill templates, our best practices might be helpful. Also we have predefined skill templates for multiple industrial domains that can be imported into Zipteam. Please contact support@zipteam.com for more information.
Publish a Survey
When you click on the created Survey, you can verify that the loaded template has been mapped correctly. Let’s check if the Survey has the expected structure.
Once you’ve confirmed everything, click Publish in the top left, check the confirmation screen, and click Publish again to make your Self-review Survey available for all users in the workspace to respond.
Once published, the survey will appear on every membe’s home dashboard until it’s completed, skipped or closed.
The published Survey will change to Live status.
Managing a Published Survey
Checking a Response Status
You can check response status sequentially from the Response tab.
Edit and Delete a Survey
The following actions can be taken from the ellipsis.
- Rename a Survey
- Exporting Framework(Template)
- Delete a Survey
Deleting operation cannot be undone.
Sharing your Survey
You can invite coworkers through Share to review responses together. Shared users will be able to view the responses.
To download responses, invited users must themselves have Manager or Admin roles.
Closing a Survey
When you have received sufficient responses, or when you want to publish an updated new Survey, you should close the current Survey. End the Survey by clicking Close in the top left of the selected Survey.
This operation cannot be undone.
Exporting a Response
Survey responses can be exported to a CSV file from Response > Download button at any time. If you want to check the progress, you can download it before closing the survey.
You can obtain professional context such as skill usage status and years of experience, as shown in the sample below.
| category_name | skill_name | first_name | last_name | skill_status | experience_period | added_at | |
|---|---|---|---|---|---|---|---|
| Data and analytics | Database design | email_address | Aki | Stewart | Inactive | 1 to 3 years | 05/09/2025 |
| Maintenance | Maintenance Coordination | email_address | Kevin | Murata | Active | 5+ years | 06/18/2025 |
| Product Development | New Product Introduction | email_address | Dash | Nishimura | Active | 1 to 3 years | 06/18/2025 |
| Production Management | Production Planning | email_address | Kevin | Murata | Active | 1 to 3 years | 06/18/2025 |
| Quality Management | Quality System Management | email_address | Kevin | Murata | Active | 5+ years | 06/18/2025 |
| Systems development | Product management | email_address | Malik | Howard | Active | 3 to 5 years | 05/09/2025 |
| Technology management | Release and deployment | email_address | Dash | Nishimura | Inactive | 3 to 5 years | 06/18/2025 |
| User experience | User research | email_address | Kairo | Long | Active | 5+ years | 06/18/2025 |
How to Respond a Survey?
Please refer to this guide for instructions on how to respond to the Survey.