Employee Lifecycle | XM Community

Employee Lifecycle

Everything you need to know about the Employee Lifecycle

  • 29 Topics
  • 48 Replies

29 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
2 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
9 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 ●●●
18 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
23 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
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 ●●
27 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
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
1 month ago
EKitch
EKitch
asked in Employee Lifecycle

Hiring Manager Survey

Goal: Allow hiring managers to complete a lifecycle survey multiple times for different requisitions.Case: We have the employee directory built, but will be adding in a second automation to pull in Talent Acquisition data. At the end of each month hiring managers will be asked to complete a survey reporting on the requisitions they had closed. I’m aware of the multiple response functionality in lifecycle surveys and understand that it could be set to trigger when the requisition number changes, but how could we set this up to account for managers who may have had multiple requisitions in month?We are avoiding the generic link as we want to tie their metadata and not ask the manager to remember and enter the details of the requisition number, job title, etc. 

1
TimR
QPN Level 3 ●●●
2 months ago
XM_JoshB
Level 3 ●●●
XM_JoshBLevel 3 ●●●
asked in Employee Lifecycle

Messaging Issue With Lifecycles

Ran into a major issue with my lifecycle surveys this week. I have added metadata fields in the past to employees by utilizing a .CSV with First Name, Last Name, User Name, email and the metadata fields as needs for my dashboard users have changed (adding new business area tags, rehire/new hire fields etc). Last week, I updated our New Hire survey’s date fields (original hire date and latest hire date) as some of our older data did not have the proper format (many were missing the leading zeros which was causing problems with a workflow calculation we use to identify rehires). This week, our system attempted to send a message to ALL of the employees who I had updated metadata in the participant file. When I uploaded my .CSV, the system showed that it had parsed 20k employees, but had not added anyone. I am not sure why their invitation status reset, but Qualtrics is treating them as new participants even though they have all received an invitation and almost all of them already had res

1
XM_JoshB
Level 3 ●●●
2 months ago
ManuF
QPN Level 2 ●●
ManuFQPN Level 2 ●●
asked in Employee Lifecycle

EX participant import automation - empty values

Hi,I have a question on how Qualtrics treats “empty” values for embedded data fields with the EX participant import automation in lifecycle projects.Use case is as follows - onboarding survey, participants are pulled in based on “entry date” value (date = 30 days before today) on a daily basis. Now what we want:If the departure date is before today, then do not add to the survey (in case someone leaves the company within the first month or first 5 months). And possibly also: If the departure is not less than 14 days in the future, then send out a survey (so that employees who are about to leave do not receive an onboarding survey, as they will soon receive an exit survey). Unfortunately, you cannot set a negative condition, right? But if we enter 'less than' instead of 'more than', how will empty departure fields be treated? Would they still be added to the survey (empty = further in the future) or would they not meet the condition?Anybody encountered something like this?Thanks!

0
ManuF
QPN Level 2 ●●
3 months ago
P
Level 1 ●
Paula_Calderon_IZOLevel 1 ●
asked in Employee Lifecycle

Integrate different surveys to have a single Participation Summary" Widget in a EX lifecycle dashboard

Hi Qualtrics Team. For a EX Lifecycle project, we created a single dashboard that integrated 6 different surveys, in the specific case of the Widget “Participation Summary”, it shows information just for one of the surveys. Do you know how can we integrated the results of all the 6 surveys in the widget? there is no too many options to customize this widget and the client need to have only one widget. Thanks,  

2
ElieD
QPN Level 4 ●●●●
3 months ago
XM_JoshB
Level 3 ●●●
XM_JoshBLevel 3 ●●●
asked in Employee Lifecycle

Need More than 20 Filters on Participant File

I am creating an exit survey and need to filter FOR 18 employee term reasons OR exclude over 20 employee term reasons PLUS I need to exclude temps, contractors and interns, certain pay groups and make sure the term date is within a designated time period. I cannot figure out how to combine filters (I tried “AND” and commas) on a single line in the automatic feed for the participant file. I need a way to filter for or exclude multiple codes of a single metadata field so I do not run afoul of the 20 filters rule. Is there a way to make this happen or do I need to generate a workflow that filters for these and creates a new metadata field to filter for? Any advice or information is appreciated. 

1
XM_JoshB
Level 3 ●●●
3 months ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Lifecycle

Table to bring the participants information

Hi I would like to have a table with the participants information in the dashboard, information like name, last name, email and so.i would also like to know if it is possible to have there the information of the users that have not reply. This is an EX proyect 

1
Umang Upadhyay
QPN Level 3 ●●●
3 months ago
D
danellegodinez13
asked in Employee Lifecycle

Has anyone been successful with creating a new Employee Journey Analytics project from scratch ? (2 Engagement, onboarding, exit ) I keep getting error for too many rows

Helo Everyone, I am trying to utilize the creating a new Employee Journey Analytics project from scratch so that i can combine my 2 engagement surveys (2022 & 2024) , my onboarding 90 day and my exit survey (4 total surveys) together to see how our lifecycle data compares to engagement and the EX25 KPI’s. I ran this a few times and I keep getting an error for too many rows. What have others used to set up and did you join data and aggregate also?  I know that joining data and aggregating data are two options and not sure if I'm setting this up correctly.  I used a main demographic “branch” that all surveys have.  below is the model I built and waiting for this to regenerate. Thank you!    

0
D
3 months ago
C
Caroline.Bean
asked in Employee Lifecycle

Lifecycle Surveys: Access to Dashboards NOT results

I am trying to figure out how to give a singular user group the access to view the dashboard tab but not the data & analysis tab. We want to retain anonymity for our employees, but we need a higher level of reporting/dashboards for our HR Personnel.

3
C
4 months ago
Q
Level 2 ●●
QS17Level 2 ●●
asked in Employee Lifecycle

Submit button position in TOC Summary page

Hello QExperts,Can we change the position of Submit button in TOC Conclusion page?Please let me know if there is any solution.

1
rondev
Level 6 ●●●●●●
4 months ago
I
IlyaM
asked in Employee Lifecycle

Response rate multiple responses

Hello! In my survey I allow users to give multiple responses (by changing specific field in Metadata). But when I create a Response Rate Table, I get in “Invited” column not how many times they could have possibly answered, but the number of unique users. Because of that Response rate is more than 100%. How do I get the correct response rate?I use lifecycle survey, so there are no custom metrics. In here it says that I need to “ to update the invited count”. If that’s the solution, than how do I do it? Please helpQtip: When using an Employee Lifecycle project with Multiple Responses enabled, your invited count may look different than expected. When respondents submit multiple responses for a Lifecycle survey, each response is included in the invited count along with the number of participants who are eligible to take the survey. In order for your widget to show new participants that were added, make sure to update the invited count.

3
ArunDubey
QPN Level 8 ●●●●●●●●
4 months ago
bart_blondeel1
Level 2 ●●
bart_blondeel1Level 2 ●●
asked in Employee Lifecycle

How to transfer survey data via API for a Life cycle survey

Hi,I would like to know if there is a way to export the survey responses in an automated way via an API call. We do this for CX survey responses and distributions but is this also possible within EX? Specifically for a lifecycle or an engagement survey where i want to transfer the results into our HR reporting tool. Bart

0
bart_blondeel1
Level 2 ●●
5 months ago
afrerichs
Level 2 ●●
afrerichsLevel 2 ●●
asked in Employee Lifecycle

SMS Distributions and Metadata

Do SMS distributions for Lifecycle surveys have the capability to have metadata attached?  Or are they an open link type survey?

1
EricCrayon101
Level 4 ●●●●
5 months ago
afrerichs
Level 2 ●●
afrerichsLevel 2 ●●
posted in Employee Lifecycle

Lifecycle Messages

Does anyone else seem to get a spinning wheel every time they go to send a new message in Lifecycle projects?  I get a spinning wheel that lasts a very long time and refreshing does nothing.  Just curious if this is a common issue with the new distributions for lifecycle.

2
afrerichs
Level 2 ●●
6 months ago
B
bench
asked in Employee Lifecycle

How to automate the scheduling of survey reminders for EX lifecycle surveys

Based on the new EX Lifecycle emails (https://www.qualtrics.com/support/employee-experience/creating-ee-project/messages-tab/message-automation-el/) functionality, it doesn’t appear to be possible to automate the scheduling and sending of project participation reminders.Previously I could schedule the survey reminder email, how many times the reminder would be sent, and how many days to wait before sending a reminder.All this functionality appears to have been stripped from this upgraded emails distribution tool.Does anyone currently use this on an EX lifecycle project with the legacy email distribution functionality? 

8
ElieD
QPN Level 4 ●●●●
6 months ago
S
ShaylaH
asked in Employee Lifecycle

Automate Reports for Lifecyle Project

Hi all, We are working on building out a dashboard for some of our lifecycle surveys. Our stakeholders would like to have recurring updates of the data.Is there a way to automate the reports that are in the lifecycle project, similar to the functionality in this article: Scheduled Results-Reports Emails (qualtrics.com). This article shows that it is possible for every other XM product, except people. Even if we’re able to automate dashboard invites, with a link to the report template. Something that will ease the administrative burden of sending a report every week for multiple projects.  Thank you in advance!  

2
ElieD
QPN Level 4 ●●●●
6 months ago
P
Level 1 ●
Paula_978Level 1 ●
asked in Employee Lifecycle

EX dashboard - recoding field

Hello!Would anyone know why I am not able to recode a field in an EX dashboard? According to the page linked below, I should be able to import labels for any field that is a Text Set, Multi-Answer Text Set, and Number Set. I can access the labels, and recode them manually, but I don't have the option to import labels via a csv file. Is there any limitation on the type of field in terms of whether it is a survey question, embedded field or metadata?Any help is much appreciated.https://www.qualtrics.com/support/employee-experience/creating-ee-project/dashboards-tab/dashboard-management/dashboard-settings/project-mapper-ee/?parent=p001469#FieldRecodeValues

1
A
Level 5 ●●●●●
6 months ago
L
Level 2 ●●
Livia BLevel 2 ●●
asked in Employee Lifecycle

Lifecycle survey results connectec to Engagement Survey Dashboard

Hi everybody,  I was wondering if anyone has running Lifecycle projects and merges these results in a Dashboard for Engagement Survye?  We would like to try that for our company, so was wondering if there are some tips for that? I am especially interested in metadata of participants from Lifecycle being picked up in the Org Hierarchy of the Engagement Project.  Thank you Livia 

9
L
Level 2 ●●
7 months ago

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