Employee Survey & Work Environment Survey – Results, Pulse Survey & Excel | Word/PDF

Employee survey & workplace environment survey for companies and organizations that want to assess workload, clarity, recovery, collaboration, and support at work. You get editable Word templates, searchable PDF versions, and an Excel register for aggregated results, risk assessments, actions, and actual effectiveness monitoring. The package contains eight basic questions and can be used for both an initial survey and recurring pulse surveys.

Documents for the entire process

Excel for employee survey – nine tabs

Overview, Rounds, Results, Indicators, Risks, Actions, Follow-up, Sources, and Read Me. Formulas calculate, among other things, response rate, aggregated averages, open actions, and incomplete effectiveness monitoring. Results from fewer than five responses are blocked from indicator display. When the number is at least five, an explicit manual approval is also required for display in the indicator overview.

Privacy: The block at five responses is a precautionary measure, not a guarantee of anonymity. Small workgroups, combinations of tasks, survey platform logs, and free text can make individuals identifiable even with larger numbers. Excel is intended for already aggregated data, not individuals' raw responses or sensitive personal data.

How an employee survey is conducted

1. Define purpose, target group, data protection prerequisites, and information for participants.
2. Customize the questions and choose how to collect responses in a secure and appropriate way.
3. Compile only results that can be handled and reported without unauthorized identification.
4. Interpret the results together with other relevant information about working conditions.
5. Conduct an actual and written risk assessment in accordance with workplace environment regulations.
6. Decide on actions with responsibility, deadline, and separate control of achieved effect.
7. Provide feedback on actions and results to employees at an appropriate aggregation level.

Workplace environment law – what is required?

According to AFS 2023:1, Section 11, the employer shall regularly investigate workplace environment conditions and document risk assessments in writing. A survey can be one way to capture workplace environment signals, but is not a prescribed standard form and does not replace other investigations or a reasoned risk assessment.

AFS 2023:2, Chapter 2 covers, among other things, workload, organization of working hours, and abusive treatment. The survey can help you discover areas to investigate and address. However, it does not provide any automatic legal risk classification.

GDPR and employee responses

IMY explains that employers need a valid legal basis for processing personal data. Consent is normally not a suitable legal basis in employment relationships. Provide information on purpose, recipients, handling, and rights according to IMY's guidance. Avoid questions about diagnoses, individual medical conditions, or personal conflict details in the regular response material.

Frequently Asked Questions

Is an employee survey mandatory every year?

No, workplace environment regulations require regular investigations of workplace environment conditions but do not prescribe that all employers must conduct an annual standard survey.

Are responses anonymous when five people have responded?

Not necessarily. Five is an internal block against certain small aggregations. A separate assessment is required for indirect identification and technical data collection.

How is the survey's average calculated in Excel?

The number of valid responses and the sum of the scale responses 1–5 are specified for each theme. Excel calculates the average only when the values are reasonable and the basis does not fall below the block limit. Manual display review is then required.

Is a low survey value automatically a workplace environment risk?

No. The result is an indication. Risks and any serious risks must be assessed based on actual working conditions.

Can I document actions and feedback?

Yes. The package contains documents and registers for action decisions, implementation, responsibility, dates, actual effectiveness monitoring, and feedback.

Are English surveys included?

The five work templates are in Swedish. The English user guide describes how the Swedish files are used.

Related workplace environment templates

Supplement with SAM Workplace Environment Package, safety committee and workplace environment cooperation, allocation of workplace environment tasks, and induction plan for new employees.

Version 1.0 · Source controlled 23 October 2026 · Swedish law · 15 digital files in ZIP.

Related guidance: When introducing a workplace environment survey, it is important to understand how risks are identified and monitored. Read our guide on organizational and social workplace environment (OSA) and use the results as one of several bases in workplace environment work.