Employee Engagement

I want to create a user who can only create a add hoc EX project and copy questions from the library and create micro pulses.i want the following restrictions Have access to create only ad hoc Ex projects. ( i have figured how to do this) User to only access the questions/blocks shared from the Group libraries and restrict the Qualtrics XM certified Question library Have access only to the survey builder and data and analytics section (no dashboards)how can i achieve this? is it possible

is there a option in a EX project to set a seperate from email, from name and reply to email? we can definetly do this in a CX project. 

Hi Everyone.  I’m hoping someone has faced a similar issue, and can help me rectify.  I have been working on an Employee Survey, with a dashboard page showing the action plan summary, which is split down per department.  I’m having as issue because not all of the actions plans seem to be tracking to the dashboard correctly. For example, one of our departments has 10 action plans created, but the dashboard is only showing 4.  I’ve checked the permissions and the metrics for the dashboard and individual who has loaded the action plans onto the system. I did see that some of their action plans are in progress, but at 0%, but this hasn’t been a factor in the past, when counting for the overall actions plans.  Does anyone know how I can fix this issue, without having to do an action plan export and count on Excel?

When I try to share a dashboard with multiple collaborators on our platform, I'm encountering an "Access Denied" error. The specific error message reads "You don't have permission to access 'http:/exbci.col.qualtrics.com/app/manager assist' on this server". The reference for this error is #18.c7fadead. 1732634579.55330980. Additionally, there's a link provided that directs to an error page: https://errors.edgesuite.net/18.c7fadead. 1732634579.55330980.Though the collaborators have been assigned roles that should grant them access, they are still facing this issue. Not certain whether it's a permission restriction on their roles or a server-side setting that's preventing access.  

Is it possible to add another Comparison dropdown (a second one) in a heat map widget?

Hi,I would like to build a workflow,so that after an employee replied to a survey,a field on their employee data in the Employee Directory is updated.In the workflow builder, I can find (multiple) tasks to update fields in the CX Directory,but none of them seem to be able to connect to the EX Directory.Is there any way by which I can achieve this? Thanks,Joyca

i want to set up a logic based authenticator for a EX survey. We want users to use SSO for participants that can authenticate via SSO and if they cant then simply use their email address to authenticate and respond to the survey.  

Regarding Authenticators for either an Engagement project or a Lifecycle project, is it possible to have both an SSO Authentication and a Person Field Authentication (i.e., Email or UniqueID) on for a single survey?The issue I have is the majority of my employees can log in via SSO -- but there is a small portion who don’t have SSO and will need to authenticate in via another method.

Hello Community,I have a specific question about the task "extracting data from an SFTP file." My question is whether Qualtrics can decrypt a file with PGP encryption before I can review the execution history, assuming the PGP encryption option is enabled. Does anyone know if this is possible or if there’s any additional configuration I should consider? I’d appreciate any guidance or experiences you could share.Thanks in advance!

I created a survey template and wanted to them to use this template. Beside using the “Collaborate” option, is there another option I can use?Thank you!

Hi!Does anyone knows if it is possible to connect an intercept with the employee directory or to a participant in a project as it can be done in CX?  

Hi everyone! 😊We’re launching action plans based on our engagement survey, and I’d love to gather some tips and best practices to make these plans as useful as possible. Last time we implemented action plans with this survey, they weren’t very productive, and many users didn’t see any value in them.I want to ensure that we clearly demonstrate how they can use these plans to gain real value. Any suggestions would be greatly appreciated!Thank you! 

I’m working on a survey where we would like to mix display logic and randomization. I understand that mixing display/skip logic and randomization within a block are not allowed using the default randomization. Ideally, what we’d like to do is randomly show one of 2 follow-up items, depending how someone answered a preceding rating item. The rating item has a 5 point Strongly Agree to Strongly Disagree scale. If they answer Strongly Disagree or Disagree, we’d like to show a follow-up item to 50% of participants (we don’t want everyone answering it). So basically, it’s randomly showing a follow-up to a subset of people depending how they answer the rating item. It would be ideal if this could be done within the block. If the item order needs to be changed, we can likely put this at the end. Is this possible with JavaScript or anything else? I haven’t found a clear answer and we don’t have a ton of time to come up with a solution.

Hi, if I distribute a survey via both an Anonymous Link with authentication and Qualtrics mailer, can I still ensure that each participant will still only take the survey once?For example, if someone has completed the survey via the link in their email, when they try the anonymous link and enter their email address will it prevent the person from doing the survey again? And vice versa, if someone has completed the survey via the anonymous link (having had to first authenticate by entering their email address) and then try to complete it using the survey link in their email, will it prevent the person from doing the survey again?Also, is there another way to authenticate the person besides asking them to submit their email address e.g. SSO if they use a work device or something like that?

Hello everyone, I’m part of the Global Talent Management team within my organization and we use surveys that we distribute across our worldwide sites. We provide data to advisors on HR operations, and we want them to access specific dashboards from their Qualtrics accounts. I created new users for the advisors with permissions that should allow them to see dashboards, and I added them in specific roles within the project to allow them to see the data. We use Qualtrics EX  for this. So far, advisors are able to see the dashboard when I provide them with its URL link. However, when they log into their Qualtrics account, they cannot see neither projects nor associated dashboards. As such, they cannot navigate Qualtrics to access what they need, and they have to bypass by using the URL link. We aim to centralize information so they can access all they need from their home page. As anyone ever had a similar problem? I would be glad if some more knowledgeable people could help me pinpoint th

Hi thereI have a question in a survey where people have to rank 4 topics where 1 is strongest and 4 is least strongest. Is there some clever code I can use to force people to only select 1 scale point across the 4 topics.  So we don’t want someone to select scale 1 more than once as an example.  I’m using the EX product due various reasons and EX doesn’t have ranking style question. I am also using the new “Simple Layout” Appreciate any suggestions

Hi all,  hoping to find some insights - maybe somebody had a similar situation. We are running a yearly engagement survey with a parent-child org hierarchy. Now we have the situation, that some teams only have 2-3 people so they would never reach the anonymity threshold of 5. The idea now is to provide a dashboard to the upper managers of these teams (so next level up in hierarchy) with a summarised dashboard for these teams - so e.g. team a (3 people), team b (2 people) = summarised in one dashboard. What would be a good way to go about this? Using filters and lock them on the dashboard? Thanks for sharing!BR 

Hi everyone!We are in the process of creating an Employee Journey program, and we are considering adding four onboarding surveys to gather feedback at different stages of the employee's initial experience with the company.We are planning to conduct onboarding surveys at the following intervals:Onboarding (30 days) Onboarding (60 days) Onboarding (90 days) Onboarding (180 days)I would love to hear from anyone who has experience with similar programs. Specifically, I’m interested in best practices regarding the number of surveys we should implement and how varied they should be.Should these surveys include the same or similar questions, or should they focus on different aspects of the onboarding experience?Any insights or recommendations would be greatly appreciated!Thank you 😌!

Hi, Q. community,I ´m new Q. EX Technology consultant and I have a problem with displaying page filters data on the dashboard.We imported dashboard data translation to six languages. All columns with proper language translation (One of them is Croatian). When I set the platform language to EN, and adding the page filter, I see the dashboard data in Croatian and the same in other platform account languages.It seems as the default language is Croatian instead of the EN. See the mixture of the Croatian and English. When I export the data file there are missing data in Croatian column and in EN column is partially Croatian translations. When I import corrected translation it happens again.Any idea why the import dashboard data translation does not work correctly? Thanks Pavel

HI team, If we decide to use pseudoanonimity for our Brand, it will apply to all the surveys in EX? Or can we also determine if engagement surveys get pseudianinimity and lifecycle not?  Thanks Livia

HI team,  I need to download some engagement type of surveys in QSF, in order to be able to upload them later in a new brand. I checked the support pages. and when I go via Tools option, I dont have the possibility to choose export as QSF, but onlt export as Word. Is there another way to export in QSF? or its not enabled for engagement surveys?  Many thanks Livia B

Hi,I see the following message on my EX dashboard:I am a brand admin, and I am assigned to a Role without any restrictions on this dashboard:What am I still missing to be able to solve the error?I am not a respondent on this project, and I am not in the hierarchy.

Hi all - For an upcoming survey we want to use emailed invitations and an anonymous link on our intranet home page.  The survey flow includes a SSO authenticator that associates the respondent with the participant list.  In initial testing it works as expected - participants can use either the unique link from the invitation email or the anonymous link.  They can also start with one and finish with the other, which is great.Non-participants who successfully authenticate see an error message “this evaluation can no longer be completed” which is confusing.  My question is if that error message can be customized?  I haven’t found an option to do so yet but I’m hoping one of you have, or maybe have an alternative approach.Thanks!!

2 Data source selected to dashboard Main project (2024) Secondary project (2023) Organization hierarchy mapped between projects at the main project (2024) org hierarchy tab Delegation added to main org hierarchy (2024) When data restriction added to dashboard, secondary project data (2023) not shown in dashboard org hierarchy of main project (2024) as all levels below their delegated position If there is no data restriction secondary project data (2023) shown in dashboard

We would like to internally implement some quick pulse check project for a new Qualtrics tenant. The tenant is blank and there is no integration in place. Therefore, the first pulse check is planned to be completelly anonymous. It should be distributed to all our employees. Below are my thoughts on the different packages and I would be interested if you see some better/easier approach to get this started. As base, we might use the EX25 template (or a blank engagement survey) and choose 10-15 questions which make most sense for our organization. We would not include any authenticator in the survey. SSO setup will take place at a later point of time.  We will adjust the dashboard template of EX25 to fit our survey. Breakdowns won’t make sense. Eventually, we could include some org hierarchy or other demographic questions to collect some information but this is still to be decided. One major question is the distribution. So far, we thought to publish the anonymous survey link e.g., via th