QuestionPunkQuestionPunk
무료로 시작하기
모든 템플릿

Employee Expense Reporting Experience Survey

Evaluates how easy, fast, and frustration-free your expense reporting process really is for employees who submit and get reimbursed for business costs. Includes an AI follow-up interview that reconstructs a recent real submission to surface exactly where the process breaks down, beyond generic satisfaction scores.

이 템플릿 사용하기템플릿 더 둘러보기

샘플 질문

템플릿에 포함된 내용을 미리 확인해 보세요. 모든 질문은 설문 공개 전에 자유롭게 수정할 수 있습니다.

질문 12개 · 약 7분
Q01
메시지

Hi! We're trying to make expense reporting less painful. This short survey covers how you track and submit business expenses today — about 5 minutes, and your honest answers will directly shape what we fix. Your responses are completely confidential and anonymized.

Q02
객관식필수

In the last 3 months, how often have you submitted an expense report?

  • Not at all
  • Once
  • 2-3 times
  • 4-6 times
  • More than 6 times
Q03
객관식필수

Which method do you primarily use to track and submit your business expenses?

  • Dedicated expense app (e.g., our company tool)
  • Spreadsheet
  • Email + paper receipts
  • Company credit card statement only
  • I ask someone else to submit for me
Q04
의견 척도필수

Overall, how easy is it to submit a complete expense report at your company?

척도: 1 – 7
최소:Very difficult최대:Very easy
Q05
매트릭스필수

Rate how easy or difficult each part of the expense process is for you.

5개 행 × 5개 열
  • Capturing and saving receipts
  • Categorizing expenses correctly
  • Getting reimbursed quickly
  • Understanding what's allowed by policy
  • Using the tool on a phone
열: Very difficult · Difficult · Neutral · Easy · Very easy
Q06
평점 척도필수

How satisfied are you with how quickly you get reimbursed after submitting?

범위: 1 – 5
최소:Very dissatisfied최대:Very satisfied
Q07
숫자

About how many minutes per month do you personally spend on expense-related tasks (logging receipts, filling out reports, chasing approvals)?

Q08
최선·최악 선택형(MaxDiff)필수

If we could only fix a few things about expense reporting, which would matter most and least to you?

  • Faster reimbursement
  • Automatic receipt scanning
  • Clearer, simpler policy rules
  • A better mobile app experience
  • Automatic import from credit card statements
  • Fewer approval steps
  • Real-time visibility into report status
세트별 최선·최악 선택최선:Matters most최악:Matters least
Q09
AI 인터뷰

Walk the respondent through the most recent expense report they actually submitted: what expenses were in it, how long the whole process took from purchase to reimbursement, and where it got stuck or annoying. If they rated any step in the ratings battery as 'difficult' or 'very difficult', probe that step specifically for what exactly went wrong and what would have fixed it. If they said someone else submits for them, ask why they avoid doing it themselves.

Q10
객관식

Which best describes your role?

  • Individual contributor
  • People manager
  • Executive / leadership
  • Finance or accounting team
  • Prefer not to say
Q11
객관식

How often do you typically travel or incur out-of-pocket costs for work?

  • Rarely or never
  • A few times a year
  • Monthly
  • Weekly or more
  • Prefer not to say
Q12
메시지

Thanks for the detailed answers! We'll use this to prioritize fixes to the expense process — faster reimbursements and less busywork are the goal.

포함된 기능

  • AI 후속 질문

    정형화된 설문이 놓치는 세부 내용을, 주관식 답변에 맞춰 AI가 심층 질문으로 끌어냅니다.

  • 주의력 확인 장치

    성의 없는 답변과 저품질 응답자를 걸러내는 내장 안전장치입니다.

  • AI가 작성한 문안

    문구, 질문 순서, 분기 로직까지 AI가 연구 목표에 맞춰 작성합니다.

  • 자동 리포트

    응답이 모이면 주요 주제, 인용문, 이해하기 쉬운 요약이 자동으로 작성됩니다.

다른 서비스와 비교

다른 설문 도구의 가장 유사한 템플릿을 검토했습니다. 그 도구들이 잘하는 점과, 이 템플릿이 한발 더 나아가는 지점을 정리했습니다.

이 템플릿을 선택하는 이유

  • Goes beyond a satisfaction score with an AI follow-up interview that reconstructs a respondent's actual most recent expense submission to pinpoint exactly where the process broke down
  • Combines quantitative measures (opinion scale, matrix ratings, satisfaction rating, numeric time-spent question) with qualitative depth from the AI interview for a fuller picture
  • Uses a MaxDiff exercise to force-rank which fixes matter most, so results translate directly into prioritized action items rather than vague pain-point lists
  • Segments by role and travel/out-of-pocket frequency, so reports can be broken down by employee type rather than treated as one-size-fits-all feedback

Jotform

Create Free Expense Tracking Forms - Expense Tracking Form Templates

This is a template category/collection page rather than a single fielding-ready survey, offering many customizable expense-tracking form layouts. It's aimed at data capture (receipts, amounts, categories) rather than measuring employee experience or process friction. Useful as a starting point for building a form, but requires assembly and doesn't include any interview or experience-scoring component.

잘하는 점

  • Wide variety of customizable form templates to choose from
  • Drag-and-drop form builder with broad field/type options
  • Established, well-known forms platform with integrations

아쉬운 점

  • A form gallery, not a purpose-built experience survey with pre-set questions
  • Static fields only — no adaptive follow-up probing into a specific submission
  • No published methodology or automated quality scoring of responses

SurveySparrow

Free Expense Request Form Template

A ready-to-use template focused on collecting expense reimbursement requests (amounts, categories, receipts) rather than diagnosing the employee experience of the process itself. It fits SurveySparrow's conversational form style but is transactional in intent, not an experience/diagnostic survey. No component reconstructs a specific past submission to find friction points.

잘하는 점

  • Conversational, chat-like form format
  • Pre-built fields tailored to reimbursement requests
  • Fits within SurveySparrow's broader survey/form suite

아쉬운 점

  • Designed for request intake, not for measuring process friction or satisfaction
  • No adaptive AI interview to dig into a real recent submission
  • No task-based or screen-share style verification of the process

SurveyMonkey

Expense Reimbursement Report Survey Template

A dedicated, fielding-ready survey template aimed at gathering feedback on the reimbursement experience, closer in spirit to QuestionPunk's use case. It likely relies on standard closed-ended satisfaction and rating questions rather than reconstructing an actual submission. Backed by SurveyMonkey's established survey infrastructure and reporting.

잘하는 점

  • Purpose-built survey template for reimbursement feedback
  • Backed by mature survey distribution and basic analytics tooling
  • Simple to deploy for a quick pulse check

아쉬운 점

  • Static question set with no adaptive follow-up based on individual answers
  • No mechanism to walk a respondent through their specific last submission
  • No automated per-response quality scoring or transparent AI prompt methodology

Typeform

Expense Claim Form Template

A polished, conversational form template for submitting expense claims, well-suited to Typeform's clean UI and step-by-step flow. It is oriented around processing a claim, not evaluating how easy or frustrating the overall expense process is for employees. There's no diagnostic or interview element to surface systemic breakdowns.

잘하는 점

  • Attractive, one-question-at-a-time conversational UI
  • Easy to customize branching and logic for claim intake
  • Good completion rates typical of Typeform's format

아쉬운 점

  • Built for claim submission, not experience/process diagnosis
  • No AI-driven follow-up interview or voice interview option
  • No built-in scoring of response quality or auto-generated diagnostic reports

설문을 공개할 준비가 되셨나요?

이 템플릿을 편집기에서 열어 보세요. 첫 응답자가 보기 전에 모든 부분을 원하는 대로 바꿀 수 있습니다.

Use this template무료로 시작하기