Employee Engagement

Hello community,Is there any possibility to use comparison cuts as a page filter in EX Dashboard?The result should be able to show all widget results compared to the selected benchmark. This would simplify the procedure of manually adding comparisons to each individual widget.  Thank you for your consideration

What considerations should I take into account when using dynamic benchmarks on an EE dashboard?

I'm trying to make a widget for a matrix table question but I can only find instructions on the link below. Unfortunately, Field Groups are not available when I go to my dashboard data. What's the best way to go around making widgets for a Matrix table without them?https://www.qualtrics.com/support/vocalize/dashboard-settings-cx/dashboard-data/advanced-fields/field-groups/

Hi, I work at a multinational company, with many Business Units. I would like to know the experience of other users in this topic. How do you manage the access to the platform and particularly the Employee Directory?Our employee voice strategy includes that some of the Surveys are directly managed by a local business unit. They should use the data of employees that are in the directory, but they should not access data of other Business Units' employees. Also, they should not modify data by mistake. Is there anyone with experience on this respect? If not, How would you do it?

Why might a participation rate widget and a participation rate table get damaged when adding filters to the dashboard? It should be noted that the applied filter originally had 9 values and was recoded to 2 values. That is where the issue occurs.

Hi All,I encountered an issue while uploading the EX Dashboard Translations file, specifically the Label file, into Qx. I believe this problem is related to the file type.For example, when I tried uploading the file in .tsv format, it resulted in an error. However, when I changed the file type to .csv (UTF-8), the upload was successful.I would appreciate hearing from anyone who has experienced a similar issue and how they resolved it.

Hi All,I am wondering if you can share any tips / best practice in relation to exporting the Employee Engagement dashboards to pptx format. In my organization there is a big appetite for such functionality, as we had the pptx reports with the previous vendor, and I am exploring what could be done to satisfy this. I can see that exporting dashboards to pptx leads to pretty poor layout and doesn’t really meet the needs. I tried setting up Manager Reports functionality, but it seems it allows only for the very simple widgets, such as Scorecard, but doesn't work with most of the widgets I have on the actual dashboard.The export of dashboard to PDF is what I am aiming at, more or less - but I would need it to be in PPTX and without the page breaks.Do you have any experience / workarounds that you use in your business?

Hello everyone!Is there any way to hide demographic data or organizational hierarchy units in the response rate table widget?I need to display only some of the values for a demographic field within this widget, and there is also a unit from the hierarchy that I do not need to show within the dashboard.Is there any way to achieve this?

Hi Experts,One of our customer has recently tested engagement surveys where we used confidential survey links instead of anonymous surveys and they are concerned with the fact that with confidential surveys responses can be easily identified by managers especially if they have very small teams in dashboards, also the data and analysis tab will show the complete response data by employee name , id etc. Can you folks help us in understanding what is the usual practice that you follow while distributing employee engagement or pulse surveys, do you prefer to keep it anonymous or confidential and how do you ensure that your dashboards are sensitive enough to not allow managers or admins identify employees by their responses?Please advise the best practice and best available solutions.Kind Regards, Manjista

Hi together,is there a possibility to move or copy a whole EX project to another instance? I know that I can ex/import a survey but we have to switch some projects to another instance.I’m no BA at on the “source” instance but on the “target” instance)Thx

I have an Engagement Survey and wanted to know if I am able to do some customizations to my EX dashboard appearance using CSS.

Hi All! I wonder, how do you work with action plans in your organization? Do you find them really helpful tool supporting workflow in your teams? Or or is completing them considered by your colleagues as a boring task🚀Any tips how to make them effective and collaborative? 

Hello community, I hope you are all doing well.I have a question: Is it possible to move the anonymous responses currently part of Unit 1 to Unit 2, following the attached diagram? This would involve modifying the hierarchy metadata. I have already identified the responses in the Data and Analysis section.  Thank you in advance for your help!

I am looking to restrict users from exporting employee comments from my EX Engagement dashboard. The dashboard currently has all comments on a separate page within the dashboard, which includes a Response Ticker widget with verbatims. I need to restrict dashboard users from being able to export just this page or just the Response Ticker widget so that verbatims are not exported with the rest of the dashboard results. Does anyone know of a way to do this?

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.

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.