Client Returnables for Survey Set Up

Updated July 2026

This page summarises the information council needs to return to Mastertek so the employee survey can be configured, launched and reported correctly.

The returnables cover three setup areas:

  1. Survey promotion, communication and key dates.
  2. Organisation units for survey setup and reporting.
  3. COMPASS portal user access.

[!client-guide] Returnables required from council Please complete the relevant tables below and share them with Mastertek before survey setup is finalised. Download the returnables template to keep everything in one place.

Checklist summary

Complete Returnable Why it is needed
[ ] Confirmed survey introduction wording Required to set up the questionnaire introduction.
[ ] Survey promotion and communication plan Helps Mastertek understand the planned communication rhythm and participation strategy.
[ ] Key project dates Confirms launch, close, reporting and any facilitated completion sessions.
[ ] Organisation hierarchy level labels Confirms the reporting structure and naming conventions used in the survey.
[ ] Full organisation unit list Enables survey work-area selection and reporting hierarchy setup.
[ ] Permanent and casual headcount by organisation unit Supports participation tracking and response-rate monitoring.
[ ] COMPASS portal user list Enables access to survey results to be set up for nominated users.
[ ] Portal access level for each user Ensures users only access results for their assigned organisation unit.

Returnable 1: Survey promotion and setup plan

Please share your survey promotion and communication plan with Mastertek for reference throughout the exercise. At a minimum, the survey introduction wording must be confirmed before survey setup can be completed.

Your Plan Date / Details
Project Planning Session - formal engagement commences TBC
Survey Promotion Kick Off - approximately 2 weeks after planning session TBC
Survey Launch Date TBC
Survey Input Workshops - for hard copy completion, facilitated sessions or other support TBC
Survey Close Date - 2 weeks plus 1 week contingency if required TBC
Survey Report - approximately 3 weeks from close TBC

Survey introduction confirmation

Item Council response
Confirmed survey title
Confirmed survey month/year
Confirmed signatory
Confirmed employee support contact
Final wording approved by
Date approved

See Survey Introduction Wording for example wording.

Returnable 2: Organisation hierarchy level labels

Using the table below, please confirm the labels to be used when referring to the main levels within your organisational hierarchy.

client_id level_number level_label level_description
[Client] 0 Council Whole-of-council organisation level
[Client] 1 Department Major organisational grouping, for example Infrastructure and Operations, Environmental Services or Corporate Services
[Client] 2 Section Operational reporting group, for example Services or Works

Returnable 3: Organisation units for survey setup and reporting

Using the table below, please confirm the full set of organisation units to be referenced for survey setup and reporting.

The survey will ask participants to confirm their work area as part of the demographic question set by selecting from a dropdown list based on the Level 2 organisation units provided by council. Survey results can then also be aggregated according to the hierarchy path confirmed below.

org_unit_name level org_unit_headcount permanent org_unit_headcount casuals hierarchy_path
Council 0 Council
Infrastructure and Operations 1 Council > Infrastructure and Operations
Services 2 Council > Infrastructure and Operations > Services
Works 2 Council > Infrastructure and Operations > Works

Returnable 4: COMPASS portal users

Using the table below, please confirm details for all council staff who require access to employee survey results via the COMPASS portal.

All users will receive an invitation email from Mastertek with details on how to access the portal. Users will only have access to the results for their assigned organisation unit.

org_unit_name level user role email address
Council 0 GM / CEO
Infrastructure and Operations 1 Director
Services 2 Manager 1
Works 2 Manager 2

Final review before submission

  • [ ] Survey introduction wording has been reviewed and approved internally.
  • [ ] Communication and participation plan has been confirmed.
  • [ ] Survey launch, close and reporting dates have been confirmed.
  • [ ] Organisation hierarchy labels are complete.
  • [ ] Organisation unit list includes all relevant work areas.
  • [ ] Headcount data has been checked for accuracy.
  • [ ] Portal user list includes only the users who should receive access.
  • [ ] Portal access levels align with the organisation unit hierarchy.