Employee Experience | XM Community

Employee Experience

Discuss EX product solutions, best practices, & more

529 Topics

DMartin1230
DMartin1230
asked in Employee Lifecycle

Unable to add a user to a project

I have created a new user - brand administrator account - and am trying to add them to a project (Employee Lifecycle) as a participant. I have confirmed that the account I created is valid, active, exists, etc. - when I search to add it manually - it doesn’t appear.  No matter what I do, I cannot locate the account to add it to any of our active projects.  The user needs to be able to be added to a specific project as a participant, then roles changed so they can view certain dashboards for the project.Can anyone explain what I am doing wrong.  I have never had this issue in the past, administer accounts for our organization and have never had an issue.  I have searched through countless articles and feel like I’ve exhausted every option I know to try.Thank you in advance. 

0
DMartin1230
1 day ago
XM_JoshB
Level 3 ●●●
XM_JoshBLevel 3 ●●●
asked in Employee Engagement

You've already compelted this survey error

We are using a common device to survey an offline population. The issue we are running into is this:Once an employee completes the survey, the next employee receives the message: “you’ve already completed this survey”.The only way we have found around this is cumbersome. We have to clear the cache after every survey completion on the device. This is time consuming, and doesn’t work well when trying to survey a large population.We do utilize an authenticator on our survey. Does anyone know if its possible to work in code to auto-clear the cache upon authentication, or some feature in Qualtrics that will fix this issue? We have not been able to figure out a  better solution.

4
MeganZich
Level 4 ●●●●
1 day ago
SewanYun
Level 3 ●●●
SewanYunLevel 3 ●●●
asked in Employee Engagement

Structural equation modeling with ex25

I’m a brand administrator who wants to interpret and utilize EX25 at a more academic and professional level.In Qualtrics ex25, there are 30 total of 5 KPIs and 25 drivers, but there are too many drivers to explain 5 kpi to management only with correlation with 25 drivers, and too heterogeneous drivers to only correlate with high-correlation ones are identified in top 5.Recently, I learned about the structural equation model. I'm thinking about whether EX25 can be structured and explained 

1
IRENDONJLL0
Level 1 ●
1 day ago
IRENDONJLL0
Level 1 ●
IRENDONJLL0Level 1 ●
asked in Employee Engagement

EX 25 MODEL

What would you do if in an EX25 survey the "permanence" variable is barely explained by any of the questions in the model?

0
IRENDONJLL0
Level 1 ●
1 day ago
M
Level 2 ●●
mpjacobsLevel 2 ●●
asked in Employee Engagement

How do I fix a header issue on a participant import?

I’m getting the error message, “Header cannot be empty,” when I am trying to upload my participant file to our project. I feel like I have followed all the steps to prepare the file for upload. Is there something I’m missing? 

1
C
Level 2 ●●
2 days ago
S
ShaylaH
asked in Employee Engagement

Configure a Workflow Email to an Employee Group

In the EX - Employee Engagement Project, I am looking to create a workflow that triggers an email to a particular employee group when a survey response is received. Unfortunately, when I attempt to filter the conditions, task, or email, it does not provide the proper metadata or embedded data that I need to identify the employee group. Does the EX Engagement Project workflows have the ability to filter down to specific metadata? I’d prefer not to create a separate embedded data field, since the field that I need is automatically within the employee file that we’re using. I’d appreciate any assistance or direction, thank you! 

0
S
7 days ago
joshmunson
joshmunson
asked in Employee Lifecycle

Connect Employee Directory Metadata to Employee Suggestion Box

Hello! New EX user here.We are creating an employee suggestion box (the project type is: Survey), to post on our company intranet. Employees will authenticate via SSO in order to leave their confidential feedback.The SSO authenticator works, and it captures the respondent email address. We ideally would like to connect the response to other employee metadata from our Employee Directory (e.g., country, department, etc.), but I cannot seem to find an option for doing so.  I don’t see an option in the authentication step of the survey flow for doing this. “Associate respondent with panel” doesn’t appear to be relevant, but please let me know if I’m mistaken. I’m open to any and all ideas for how to make that connection, from different survey types to custom workflows or other suggestions. We have historically received a high volume of feedback through our suggestion box and would love to bring that into Qualtrics. Thank you in advance!

0
joshmunson
8 days ago
A
Level 1 ●
AdumenciLevel 1 ●
asked in Employee Engagement

Qualtrics has been super glitchy/buggy lately

I don’t know what it is but it feels like the product is actually broken. No matter what I try to do I get an error message. Error this error that. I’ve never seen so many glitches before. I’m trying to create a new project, get an error, try to delete a duplicate project, get an error, try to upload people into a project, get another error, try to build a hierarchy, another error. Then there are other times I don’t even get an error and just a hanging screen that gets stuck for hours and hours with no progress such as when deleting data or deleting a hierarchy. It’s like the whole product is broken now and we are in the midst of our annual big survey and I’ve been putting many hours just dealing with how buggy and glitchy Qualtrics has become. It always had issues here and there but it was never this bad before. Was the entire production team let go or something? 

0
A
Level 1 ●
9 days ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Engagement

Default language for email distribution

Hi Guys!I have an EX survey that i need to distribute in 3 languages (ES, BR-PT. EN), the issue is that some users do not have language code in their metadata or is a code outside from this 3 and I would like for them to get the email in PT-BR but everytime i create the email EN is created as the default language. Is it possible to change this and have PT-BR as the default language for the distribution? 

3
Sachin Nandikol
QPN Level 5 ●●●●●
14 days ago
M
MichalR
asked in Employee Engagement

Building an org hierarchy in an engagement project with imported anonymous responses.

In an engagement project, when uploading anonymous survey responses from an external source, which will be used for a historical comparison, is there a way to build org structure other than upload of a fake participants list?

1
R
Level 3 ●●●
17 days ago
P
Pietro Molon
asked in Employee Lifecycle

Is the hierarchy feature needed to send a survey to a manager?

Dear all,My customer’s need is double:to send a (check-in) survey to a manager as many times a new report starts to work with her/him. to send the survey automatically on a regular basis, after 30, 60, 90 days from the new report’s hire date.Is the hierarchies feature - Employee Engagement projects - needed to address at least the first point or is there an alternative within Lifecycle projects?Is there any solution you might advice me for to address the second point? Thanks and regards,Pietro. 

3
R
Level 3 ●●●
17 days ago
T
Tom_Ad_Ldn
asked in Employee Engagement

How can one use Qualtrics data in an automated newsletter?

Hey, I would like to use the data from Qualtrics attained from individuals branches/regions etc to distribute to the key stakeholders in a weekly newsletter in order to increase overall platform engagement.  Is this feasible? Does anybody have any experience, or indeed the intention to create something similar? Please share any information that you have related to the topic of integrating Qualtrics with a newsletter.  Thank you!

0
T
18 days ago
chackbusch
Level 2 ●●
chackbuschLevel 2 ●●
asked in Employee 360

Add participant portal link to evaluator and dashboard invite in 360 project

Our employees should always start the process from the participant portal. Within the messages of the 360 project, it is possible to add the ThreeSixtyLink piped text. However, it depends on the message type how the link is resolved.For evaluator invite, the piped text includes the direct link to the survey For the dashboard invite and custom messages, the piped text includes something like https://brandId.qualtrics.com/360/?q_ts_id=TS_projectId&brand=brandId&_=1All the participants will have access to the Qualtrics platform via SSO. Our preferred approach would be to always navigate them to the participant portal - also within the evaluator invite. I think the link below would achieve this: https://brandid.qualtrics.com/EX/ParticipantPortal/MyProjects?ThreeSixtyID=TS_projectId&ContextThreeSixtyID=TS_projectIdbrandId and projectId to be replaced with the actual IDs… Did anyone try the same in the past and can confirm?

1
chackbusch
Level 2 ●●
18 days ago
J
jdeady
asked in Employee Engagement

Mapping Org Hierarchy

I am trying to show comparisons in a dashboard for 2 engagement projects. When I am trying to map my hierarchy (2024 hierarchy to 2023), everytime I try and map across names, it breaks the mapping apart. What am I doing wrong? When I press Save and Continue even after mapping one at a time, it never saves my new mappings. Right now, I have 10 unmapped units and I can’t see the dashboard comparisons until they’re all mapped.

2
R
Level 3 ●●●
19 days ago
J
Jai
asked in Employee Lifecycle

Exit feedback, lifecycle survey dashboard disappeared need help with how to bring it back or best solution

Hi,We created the exit feedback from the guided template thinking that the dashboard will populate automatically. However we have no clue if someone has gone and deleted the dashboard by mistake or while created we copied the project and not created from scratch. Now we are in place there is no template to populate the dashboard. We are new to Qualtrics hence not good with dashboard building yet. Is there a way we can import the template to the current project? As we do not want to create the project from scratch as all the API and everything has set up with the help of the consultant.

2
G
21 days ago
JesperAndersen
QPN Level 4 ●●●●
JesperAndersenQPN Level 4 ●●●●
asked in Employee Engagement

See data from one survey while filtering on another survey

I have 2 surveys that are linked in the same dashboard. In both surveys I have a question with a 1 to 5 rating.I would like to have a filter that applies only on data from survey 1, but that allows me to still see data from survey 2.Example: If I select 5, in the filter I will show me data from both surveys, where the user have selected 5 in survey 1.Is this possible?I get that when I set the filter to 5 it will by default only see data from survey 1, but wanted to know if this can somehow still be linked?

1
kgillis
Level 3 ●●●
22 days ago
JuanBotta
Qualtrics Employee
JuanBottaQualtrics Employee
published in EX News

📰 March XM Insider: Employee Experience

What’s New X4 2024 Agenda for Salt Lake City is Now Live!The X4 2024 agenda features 7 tracks, 50+ speakers from world-class brands and mainstage conversations with Michelle Obama, Dwyane Wade, Lindsey Vonn, and more. Plan your X4 experience in Salt Lake City today. See the agenda. Get the Help You Need in the Customer Success HubAll of Qualtrics’ resources are now available all in one place: the Customer Success Hub! The Hub is an always-on, one-stop shop to make it easy for you to manage your license, grow your Qualtrics expertise, connect with your account team, and much more! Access your Hub. AI Impact in the Global Workplace: Qualtrics StudyGlobal study by Qualtrics unveils optimism and concern about AI in the workplace from employees and customers. Balancing tech benefits and human ethics is key. Learn more. Take Your Skills to the Next Level with Qualtrics CertificationsElevate your XM proficiency with Qualtrics Certifications in key experience domains. Master tools, gain recogn

801
IRENDONJLL0
Level 1 ●
23 days ago
ericnelson
ericnelson
asked in Employee Engagement

How do I send multiple surveys to manager of new hires?

Goal: Use Lifecycle Surveys (EX) to automate surveys to managers of new hires. The surveys are used to assess the recruiting process.My Environment: My Directory is auto-populated nightly. Automation is set up on my manager project to pull in managers who recently hired an employee. I have Message Automation set up to send messages weekly. I can't create multiple user profiles for a manager, because manager user profiles are used with our SSO login for dashboard viewing. Use Case 1: I have a survey sent to managers one week before their new hire starts. I want to be able to send the survey to these managers when they've hired a second (or third or fourth) employee at a later date. The Problem: By default. Message Automation only sends messages to participants whose Project Status is Not Complete. So, anyone who has a second new hire will be in one of two scenarios:They completed their previous survey. The Message Automation won't send them a new link because their Project Status is Com

13
P
24 days ago
G
Georgia_WSA
asked in Employee Lifecycle

SMS reminder after Email invitation (Lifecycle)

Hello, I have a partner who would like to send an SMS reminder in their lifecycle survey after an initial email invitation. I saw a community discussion from about 4 years ago asking about this same topic with a response at the time stating that at the time there this was not possible.  In the past 4 years has this enhancement been made or is it still not possible to change distribution method between linked invitations/reminders?

1
G
24 days ago
Dax
Qualtrics Employee
DaxQualtrics Employee
asked in Employee 360

Data is not populating in my report

The data is not populating in the report. I know the data is still there because I can download it as a spreadsheet, but it doesn't show up in the report. What is going on?

8
W
Level 1 ●
25 days ago
M
Level 2 ●●
mpjacobsLevel 2 ●●
asked in Employee Engagement

Creating a new EX project vs. copying an existing project

Hello! We created an EX25 survey in May 2023 and copied the project for two more surveys in August and November 2023. Should we continue that approach since our questions, logic, design, dashboards, etc. are already built (which would help greatly with efficiency!), or should we start from scratch and create a new EX25 project? I’m curious about the risks of copying the project, since that is what we intend to do for our upcoming May survey as the questions, logic, etc. will largely stay the same.Thanks!

2
M
Level 2 ●●
25 days ago
ManfredBM
Level 5 ●●●●●
ManfredBMLevel 5 ●●●●●
asked in Employee Engagement

EX Idea Boards - Access across managers

In EX (Employee Engagement) I can give managers the permission to create idea boards for improvement actions. If I understood the system correctly, every manager creates their own board. Correct? Is there a way (for me as an admin) to get access to those idea boards of all managers and to ideally get a consolidated board with all ideas across all managers? Thanks,Manfred

1
EricCrayon101
Level 4 ●●●●
25 days ago
A
Level 2 ●●
AgnieszkaBLevel 2 ●●
asked in Employee Lifecycle

Pseudonymize responses only for one project under a brand

I’m a brand admin and under the same brand I have a few lifecycle projects. The client wants to anonymized answers only for one of them - Exit survey.Is it possible to do so? I can’t find such option in the Admin tab

1
chackbusch
Level 2 ●●
25 days ago
Q
Level 2 ●●
QS17Level 2 ●●
asked in Employee Engagement

Moving participants from one project to another in EX

Hello Experts, I am looking for a solution, so that I can allow other local admins to fetch one or more participants based on email ids from one project to another. I cannot allow them to import from EX Global directory as it has other data as well.Is there any solution for this issue?

1
Sachin Nandikol
QPN Level 5 ●●●●●
26 days ago
K
Klaudia-K
asked in Employee Lifecycle

Recurring Employee Lifecycle Pulse to same participants on a monthly basis

Hi, we are new to Employee Lifecycle and have set up simple Pulse surveys for designated lists of participants. We want to be able to re-pulse those same participants over time and record the progress of their scores against a timeline. So far have tried to include a month field in the survey itself to distinguish the Reponses but in testing the most recent response overrode the one before. I’m sure people are doing this successfully -  what's the trick? 

1
K
1 month ago

Productivity playlist

Terms & Conditions