Employee Experience | XM Community

Employee Experience

Discuss EX product solutions, best practices, & more

540 Topics

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
1 month 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 ●●
1 month 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 ●●●
1 month 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 ●●●
1 month ago
JuanBotta
Qualtrics Employee
JuanBottaQualtrics Employee
published in EX News

📰 March XM Insider: Employee Experience

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841
IRENDONJLL0
Level 1 ●
1 month 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
1 month 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
1 month 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 ●
1 month 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 ●●
1 month 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 ●●●●
1 month 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 ●●
1 month 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 6 ●●●●●●
1 month 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
2 months ago
A
amandajames2012
asked in Employee Lifecycle

WHY CAN'T EX RESPONSE RATE WIDGET BY FILTERED BY TIME?????

I don’t understand why the EX response rate widget can’t be filtered by time. Makes no sense to me. It is showing response rate for the entire life of the survey. For ongoing surveys like onboarding and exit…seeing a response rate for the life of the survey is not helpful. My internal stakeholders want to know what our response rate was for a certain period of time (i.e. last quarter, last year, etc.) And, they want to see how response rates change over time, so we can evaluate distribution strategies, communication strategies, etc. They also want to be able to see if different populations have higher or lower response rates than others. I can filter the widget by all of my various metadata….but, again can’t see that over time. I’m having to spend all this extra time and energy manually calculating response rates outside of the Qualtrics platform. And, it isn’t an easy task. Because you have to try and merge data from the participant’s tab (which shows if they respondent or not) with t

0
A
2 months ago
E
emily_cs
asked in Employee Engagement

EX - Compare Response Rate Year on Year

Hi Team,I am after some help with displaying response rates in the EX dashboard from a previous year. Our team want to be able to see the different in response rate from 2020 in our 2021 dashboard. The response widgets (participation summary, response rates) do not allow you to add a filter or specify a data source so I'm not able to use this to show our 2020 data. I can also not add it as a benchmark or a comparison as far as I can see. Is there a way to display the 2020 response rate in this dashboard?The only thing i've been able to do so far is a simple table using a count with a filter for 2020 and 2021, so we can compare # of responses but this doesn't allow for a response rate % comparison. ThanksEmily

5
A
2 months ago
H
Level 2 ●●
happychuck77Level 2 ●●
asked in Employee Engagement

Automate dashboard user setup based off the response to a certain question

I am building an internal survey at my company to capture feedback about the technology we use internally. It consists of two questions:A multiple choice question with a dropdown of 50 pieces of tech to choose from (“Which technology solution would you like to provide feedback about?”) A text box question where the survey-taker can give their feedback (“What feedback do you have about this technology solution?”)The problem comes when I try to figure out how to automate dashboard user access based on the response to the first question. For example, if “’Workday” is selected in the first question, then that feedback is visible in a dashboard for John Doe who is in charge of Workday.The only things I read about in Q’s Support pages talk about dashboard user automation based on embedded data only … so is it even possible to automate dashboard user setup based off the response to a certain question? 

0
H
Level 2 ●●
2 months ago
M
madhavd
asked in Employee Engagement

Export hierarchy using API

Is there an endpoint available to either export hierarchy or get response counts per unit/hierarchy? I believe we can download from UI but want to see if there is an option available to programmatically download the results

0
M
2 months ago
S
Level 1 ●
SimonmdLevel 1 ●
asked in Employee Engagement

How many data sources can you have in EX dashboards

Hello community, I cannot read anything specific so hoping someone has the answer. In EX projects, how many data sources (projects) can you map into a dashboard? I’ve seen community message for CX that says as many as you like, but is that the same for EX.  Am I ok with adding upto 16 from different learning feedback surveys?

4
S
Level 1 ●
2 months ago
B
QPN Level 1 ●
BudsarinQPN Level 1 ●
posted in Employee Engagement

EX25の回答率

EX25プロジェクトですが、回答率が何パーセント以上あれば分析可能になりますでしょうか？

1
EricCrayon101
Level 4 ●●●●
2 months ago
YenMejia_Voce
Level 2 ●●
YenMejia_VoceLevel 2 ●●
asked in Employee Engagement

Issue with sms distribution

Dear colleagues from EX,I hope you are well. I am reaching out to inquire if any of you have encountered a situation where, during the distribution of surveys via SMS, the sent history and consumed credits reflect successful transmission, but the message never reaches its intended recipient?I would greatly appreciate your insights and any suggestions on how to address this issue. Is there any additional step that should be taken to ensure that messages are delivered correctly?I look forward to your feedback and appreciate any guidance you can provide.

1
G
2 months ago
A
AshWilson
posted in Employee Engagement

Pulse Survey Scores Trend Lower

Hi everyone, Curious how your company’s Pulse Survey scores compare to your annual survey scores? Do Pulse survey statements tend to score higher or lower on average in your experience and why? Thanks in advance for any input!

2
A
2 months ago
gingersauz
Level 4 ●●●●
gingersauzLevel 4 ●●●●
asked in Employee Engagement

Adding a dashboard delegate

I know how to upload employee/manager info for dashboard delegate access, but is there not a way to do this manually within the hierarchy as well for when we have one off requests?  If there is, can someone point me in the right direction please.

4
G
2 months ago
gingersauz
Level 4 ●●●●
gingersauzLevel 4 ●●●●
asked in Employee Engagement

Can Action Planning Guidance be uploaded?

Does all of the action planning guidance really have to be entered manually??  And if so is there an enhancement in the works to allow for uploads?  It’s a very time-consuming task that I sure hope carries over when the project is copied.

1
G
2 months ago
H
Level 2 ●●
happychuck77Level 2 ●●
asked in Employee Engagement

List of Eligible Users as Dropdown Options

Hi! I am creating an always-on “suggestion box” of sorts where employees can give suggestions to other employees. For this, I envisioned a question like “Please select the employee from the dropdown menu whom you’d like to give a suggestion to.” The issue: The dropdown options need to be a list of all active users in our Qualtrics instance. How do I get this to work? 

3
H
Level 2 ●●
2 months ago
JuanBotta
Qualtrics Employee
JuanBottaQualtrics Employee
published in EX News

Unlock Pseudonymization Benefits - Generally Available Employee Response Pseudonymization

To stay compliant with employee data rules from works councils, or privacy laws such as GDPR, many organizations need to ensure that the processing of survey responses cannot be attributed to an individual employee in order to maintain confidentiality and trust. With Qualtrics' recent release of the EX Pseudonymization tab, organizations can expand their employee listening, while adhering to internal employee data policies and external data privacy regulations.Brands with EX licenses that include Engagement, Lifecycle or Ad Hoc Employee Research can now set a brand-level policy to automatically pseudonymize personal identifying data from employee surveys as soon as it is being collected, such that survey responses can no longer be attributed to an individual employee.   This new capability will help organizations:Mitigate risk associated with GDPR compliance, long-drawn Works Council buy-in, and data security. Reduce total program cost with in-house data analysis, while satisfying data

2161
J
2 months ago

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