Case Study: Service Credit Union achieves zero COVID-19 tragedies by daily symptom tracking with SurveyMonkey

How Service Credit Union mitigates COVID-19 risk with daily check-ins

Service Credit Union, a not-for-profit, member-owned financial cooperative with 880 employees and 50 branches (34 in New Hampshire), faced a state mandate in August 2020 to screen all onsite workers daily. The organization needed a fast, secure way to collect and act on health data for about 650 New Hampshire employees across branches and corporate offices; paper forms and verbal screening proved impractical and raised privacy and regulatory (HIPAA) concerns.

Service CU built a 7-question SurveyMonkey Enterprise survey and sent it each morning via SMS and email, embedding the link in existing communications and using logic to stop and alert HR when symptoms were reported, plus automated reports by location and time window. The solution let staff report by 7am and one AVP triage locations by 7:30am, helping avoid closures and maintain safe workplaces — zero COVID tragedies in NH, one hospitalization (recovered), and 93% of employees continuously testing negative over 14 months.

Service Credit Union

May Hatem

Vice President of HR & Training