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Employee Engagement

Discuss Employee Engagement solutions, best practices, and more.

  • 403 Topics
  • 784 Replies
403 Topics
C
Colton H
asked in Employee Engagement
How To Filter a Dashboard by Common Topics Across Questions?

Hello, I’m currently working on a dashboard for a recent survey. The survey included two free-response questions: one asking about positive aspects and the other about areas for improvement. To analyze the responses effectively, I created Text iQ topics that are consistent across both questions.However, I’m facing a challenge: I want to filter the page to display only responses that include a specific topic. Currently, I can only filter by one question’s topics. Since respondents often provide pros and cons related to different topics, comparing specific topics becomes tricky. I believe this feature would be valuable in other dashboards as well. Does anyone have suggestions on how to achieve this without filtering each individual widget?

582
G
8 months ago
D
DoubleuAltG
asked in Employee Engagement
Load EX25 Guided Action Plans?

Should I create an idea, or does anyone else have a solution to mass load the EX25 Action Plan Guide tips into their Suggested Actions in their Dashboard? Last admin we had a consultant company so they just typed them all in (painfully). So, I was curious if you could mass load without typing it all in some how?Seems like Qualtrics could pre-load them? Or do they do that if you keep the question linked?

672
gingersauz
Level 4 ●●●●
8 months ago
ManfredBM
Level 5 ●●●●●
ManfredBMLevel 5 ●●●●●
asked in Employee Engagement
EX: Permanently hide whether an employee has participated

Hi,in Qualtrics EX, is there a way to “hide the information” whether an employee has participated in a specific survey? As a standard, I can find this information on the participant tab. Thanks!Manfred

503
ManfredBM
Level 5 ●●●●●
8 months ago
S
sh123
asked in Employee Engagement
Automatic Import from Global Directory Engagement Survey

Hi, This note would fit perfect for my project except that it’s not applicable for Engagement Survey types https://www.qualtrics.com/support/employee-experience/creating-ee-project/participants-tab/participants-ee/participant-import-automation-el/ Get data from Employee Directory > Filter based on criteria > Auto Update Participants list An automation piece can be set to create a workflow which imports file from the SFTP and then loads to the Global directory which is counterintuitive because why have 2 automations to load. Even so, the filter part would be missing. Wouldn’t want to exclude specific accounts every single day manually. Any way to automate this?

260
S
8 months ago
S
Level 1 ●
SimonmdLevel 1 ●
asked in Employee Engagement
Comparison colour pallete

Hello community, Curious to know if anyone has asked the question as a result of confused clients. When using an EX dashboard, scorecard widget and turning on comparisons, the comparison colour scheme red/green is displayed opposite to what is seen to be intuitively. If the comprisons score is higher than the total (favourable bars), then this is shown red, and where the comparison is lower, its green. Personally I find this confusing and contradictory. Is there anyway to reverse the colours so green = positive, favourable and higher, vs red = negative, unfavourable or lower. Curious to hear what others think.Simon

701
K
8 months ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Engagement
Having a filter setted up as default

Hi  I have an EX dashboard that has multiple data sources, i would like for all the users when they open the dashboard the have as default the latest data source in the filters.is this possible?and if so how? Thank you!

614
chackbusch
QPN Level 5 ●●●●●
8 months ago
IsabelPosada_Voce
QPN Level 4 ●●●●
IsabelPosada_VoceQPN Level 4 ●●●●
asked in Employee Engagement
Dev, QA, and production environment in Qualtrics???

Hey there! So, my tech team's asking me to test out integrations with Qualtrics on our employee systems like Success Factors. They're saying I need a Dev, QA, and production environment in Qualtrics. How do you guys handle this? Is it possible to have these environments on an EX license? Thanks!

2312
chackbusch
QPN Level 5 ●●●●●
8 months ago
N
nirwa
asked in Employee Engagement
remind non-respondents to anonymous survey

Can I have reminders sent to non-responders of an anonymous survey? Or do I need to make it confidential? Or does that not work either?That would require having a personal link for each response, without connecting the answers to that link--many e-learning systems have that option, but I am trying to see whether qualtrics does that. Hard to find the information anywhere.So a non-anonymous link with anonymous responses...Niels

1321
chackbusch
QPN Level 5 ●●●●●
8 months ago
chackbusch
QPN Level 5 ●●●●●
chackbuschQPN Level 5 ●●●●●
asked in Employee Engagement
Employee SSO setup in pulse check

We are currently setting up a pulse check as engagement project. Meanwhile, we are also configuring SSO. Now I have few questions on the details of the SSO authenticator in the survey flow. If we do not tick the “Associate respondent with person by field” option, could anyone in the employee directory then access the survey after successful SSO?  Is it possible that the survey can be taken by some employee without prior adding them as participant to the project? If I understood correct, this would be possible if we use the anonymous link, send it from another mailing system than Qualtrics to all employees (so that they do not need to be added to the project) and have the SSO authenticator element without option  “Associate respondent with person by field” ticked. As long as the employee has a contact within the employee directory, it should be possible to start the survey, correct? The contacts in the employee directory do have custom metadata fields such as department. We have enabled

782
chackbusch
QPN Level 5 ●●●●●
8 months ago
ManfredBM
Level 5 ●●●●●
ManfredBMLevel 5 ●●●●●
asked in Employee Engagement
Gauge widget with comparison

Hi,I’ve tried to add a “comparison” to the gauge widgets in Employee Dashboards.I would like to show the value of (let’s say) ‘Overall Engagement’ for the selected organisational unit and show as a comparison the respective value of the entire organisation.  Is there a way to achieve this? After not finding a direct way, I’ve tried to work with manually uploaded benchmarks. But I can only upload benchmarks for individual questions and not for the ‘categories’ (i.e. grouped questions). In the qualtrics documentation it says that this is intended behaviour and that the category scores will automatically be calculated by Qualtrics. But this seems not to be the case: For a gauge widget I can only select ‘individual question benchmarks’ a comparison point.Any idea of how to show such a comparision for a gauge widget in EX? Thanks!Manfred 

310
ManfredBM
Level 5 ●●●●●
9 months ago
gingersauz
Level 4 ●●●●
gingersauzLevel 4 ●●●●
asked in Employee Engagement
EX Dashboard Only Project??

CX has a dashboard only project type that can be created without living inside a specific project. Doesn’t appear as though something like that exists for EX, but I suppose we could create a blank project to mimic the capability.  Has anyone already done this or have an alternative approach? *side note for community admins - why no EX dashboard category to select from?

662
ElieD
QPN Level 4 ●●●●
9 months ago
K
Kento123321
asked in Employee Engagement
ログイン情報の一括管理方法

ダッシュボードの閲覧可能者のログイン情報を管理したいが、ダッシュボード上もしくはその他の方法で確認する方法を教えていただきたいです。

260
K
9 months ago
M
MichelleNLy
posted in Employee Engagement
Exit interviews - send survey link to work and personal email address

We are trying to increase the participation rate for our exit survey. A lot of people check out, and some ignore emails sent to their work to complete the survey simply because they have other priorities. It'd be great to send the survey to both the work and personal email addresses on file, that way once the employee terminates, they still have access to the link from their personal email.

23013
TimR
QPN Level 4 ●●●●
9 months ago
ManuF
QPN Level 2 ●●
ManuFQPN Level 2 ●●
asked in Employee Engagement
Change topic to which action plan relates to later on if action plan was created from question

Hi all, Our client is using action planning for all teams in the organisation - that leads to quite a bit of activity in the platform and unfortunately not all users keep to the guidelines we provided on best practices. So now the situation is that some action plans are not “anchored” to the correct topic - e.g. some users correctly created that action plan “Workshop” as a custom topic, but some also simply clicked on any question in the dashboard and created the action plan under that.  At the moment, I see no way to change the topic an action plan relates to later on - nothing is editable. I also cannot find anything related to this in the documentation.  Anybody have any experience with this?  Thanks!

180
ManuF
QPN Level 2 ●●
9 months ago
EricCrayon101
Level 4 ●●●●
EricCrayon101Level 4 ●●●●
asked in Employee Engagement
Employee Benefits Optimizer (MaxDiff)

Hello everyone, I wanted to see if anyone had any experience with the Employee Benefits Optimizer (MaxDiff) to see if they were running into the same issue our team is running into. We are used to having a participant list within the employee engagement surveys where we could preload participants into taking the survey, but I noticed that MaxDiff does not have that type of ability. This makes it harder for us to track employee's metadata and in need of creating a contact list in order to have embedded data. Is this the only route to go or is there an easier way to perform this? Thank you!

780
EricCrayon101
Level 4 ●●●●
10 months ago
Q
Level 2 ●●
QS17Level 2 ●●
asked in Employee Engagement
Previous button link to first page

Hello All,I have around 30 blocks of question and I have used table of contents but I don't want to use the TOC button as it appears on every page. I just want the previous button of the first page of each block should take me to First block.Eg: If I am at block 5th, it will take me from 5 to 4, I would like to avoid that and move directly to first block. Please can anyone suggest any solution for this.

581
Shashi
Level 8 ●●●●●●●●
10 months ago
S
QPN Level 1 ●
sahanaQPN Level 1 ●
asked in Employee Engagement
EX dashboard Filters

Is it possible to give filter access for only one particular leader in EX employee engagement dashboard?

1139
ArunDubey
QPN Level 8 ●●●●●●●●
10 months ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Engagement
UKG system connection

Hi! Is it possible to connect Qualtrics EX directory with UKG system to create contacts? Can it be done native or using an API?

921
TimR
QPN Level 4 ●●●●
10 months ago
L
Level 2 ●●
Livia BLevel 2 ●●
asked in Employee Engagement
Engagement survey embeded data for participants

HI team,  We conducted a Pulse check in December (ebgagement survey,) and the metadata / embeded data for our participants flows directly from Success Factors to Qualtrics. We had many participants without a manager ID , so we couldnt create the proper Org Hierarchy. Now we made the updates in Success Fcators, they were succesfully sent to Qualtrics, then we pushed the Update Responses with curent metadata but this is not picked up in the participant list. Why is that? Thank you  Livia Barilla

521
TimR
QPN Level 4 ●●●●
10 months ago
K
Level 2 ●●
Krishna PrabhuLevel 2 ●●
posted in Employee Engagement
Qualtrics Platform Essentials + XM Fundamentals Certification

I am planning to appear for Qualtrics Platform Essentials + XM Fundamentals Certification. Please help with the sample questions and tips to pass the exam

710
K
Level 2 ●●
10 months ago
L
Level 1 ●
LaurenR
asked in Employee Engagement
Split TimeOnSite string into FocusedTime and SpentTime

I found on the support pages that the TimeOnSite field is reporting Spent time and Focused time separated by a pipe (|). I have tried many attempts to split this in the survey flow embedded data block, but nothing seems to work. ChatGPT and Bard also suggested to use Java Script in a text question or a calculated field in the survey flow, but those do not seem to be available options on the Qualtrics Employee platform. Has anyone had any luck with trying to separate TimeOnSite into two fields? We would like to use this field in dashboards to report on site intercept stats.Support Page 

704
L
Level 1 ●
11 months ago
Stephanie T
Stephanie T
posted in Employee Engagement
Exporting multiple levels of leadership

Would anyone else find it helpful when looking at their dashboard to be able to see and export a break of a break and see more than one "one level below" per say in the same heat map filter?  We have many Directors, who have multiple managers under them, who have supervisors underneath them, but there isn’t an easy way to view this in the heat map when looking at a whole department or area.

373
XM_JoshB
Level 4 ●●●●
11 months ago
S
QPN Level 1 ●
sahanaQPN Level 1 ●
asked in Employee Engagement
EX-Action plan

Anyone can help me out to create use case scenario of EX-action plan.and what is the end result of action plan and how it works and their benifits in EX. Thanks&Regards,Sahana

190
S
QPN Level 1 ●
11 months ago
N
NoraG
asked in Employee Engagement
Benchmark For Consumer Staples

Hello! This is a long shot. Our company uses the “consumer staples” benchmark for our non-manufacturing employee population in our annual engagement survey. Leadership would like to learn more about this benchmark included: How many companies are included Where are they geographically located Examples of the types of companies/names (probably not possible)I’ve been searching all resources and cannot find any information specific to this particular benchmark. Does anyone know where I can find this or have anything they can point me to? Thanks! 

352
N
11 months ago
A
Anviscardi
asked in Employee Engagement
Customizing colors of survey Items and communications

Hello! I would like to check if there is a way to customize:The text box border color of the authenticator question The text color of the headings in which the possible languages are listed at the beginning of the surveyPlus, I would like to check whether is possible to:Customizing the mail invite, including a picture as background on which is possible to write text (e.g having a picture blue and write the invite on this background) Upload new fonts for the survey and the communicationsThanks a lot! 

743
F
11 months ago

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