How Jozlyn from Forward Financing Streamlined Recognition, Employee Surveys, and Engagement with ChangeEngine

In this video, Jozlyn shares how her team reimagined their recognition and feedback workflows using ChangeEngine, moving beyond fragmented tools and manual processes to create a smarter, more streamlined, and more engaging employee experience.

From dynamic recognition forms to AI-powered logic, centralized employee data, and Slack-native polls, Jozlyn walks through practical, real-world use cases that show how People teams can work faster, get better data, and reach employees across different work environments, including non-desk workers and employees without a company email. This is made possible through ChangeEngine’s employee data and HRIS integrations, which allow teams to accurately target and deliver surveys, polls, and forms to the right audiences.

This is a strong example of how modern People leaders think strategically about scale, efficiency, and engagement, and how ChangeEngine’s Listen and Survey capabilities enable organizations to centralize feedback, improve targeting, and capture insights from their entire workforce in one place.

Video Chapters

00:00 Introduction to the Recognition Form Project

Jozlyn explains the need for a single, all-encompassing recognition form to streamline award nominations and reduce friction for employees.

00:14 Streamlining the Nomination Process

By auto-populating nominator information and removing manual steps, her team saves time while improving data quality.

00:24 Advantages of Using ChangeEngine

Why ChangeEngine is cleaner, easier to manage, and more scalable than traditional tools like Google Forms, especially when forms and surveys need to reach employees beyond email.

00:33 Setting Up Smart Logic in Forms

How conditional logic enables more personalized and targeted experiences without added complexity.

00:44 Utilizing AI Features for Efficiency

Jozlyn shares how ChangeEngine’s AI instantly builds forms and logic from simple prompts, dramatically reducing setup time.

01:09 Centralized Management in ChangeEngine

Everything lives in one system: forms, surveys, delivery, and results.

01:21 Integrating Employee Data

Surveys and forms are connected directly to employee data through HRIS integrations, enabling precise targeting across roles, locations, and access types.

01:34 Building Polls and Surveys

How embedded polls and surveys within Moments make it easy to collect quick feedback in the flow of work.

01:41 Increasing Engagement with Slack Integration

Why one-click Slack polls drive higher participation, including for employees who may not regularly check company email.

02:30 Improved Event Participation

The results speak for themselves: higher response rates and stronger participation through intentional, targeted outreach.

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