Employee Experience

Is anyone mapping historical data sources in Engagement projects using the team mapping as opposed to mapping trends by manager? If you are, I would love to hear any learnings from using that approach and if you found a way you could validate the trend accuracy? We’ve had a lot of movement within our organization lately, so I am determining if this feature is the right approach for more accurate trending for our upcoming engagement survey.

We are interested in understanding if and how organizations are incentivizing employees for engagement and/or survey participation. 

Hi *,setting:Survey with test responses. Try to update for the existing responses one exisiting open comment question with values. The import only with uniqueID and open questions was mapped and accepted by the system but at the end I get the message 0 of xxx are updated.I used the export of the data and shorten it to the two cols.Any ideas? Need more info?Thx 

How can I remove the system message “You’ll advance to the next page after you complete each page”? Upon my search, previous threads say to change from using the “simple” layout, (which we’re not anyway) however using the new survey taking experience, changing the layout is not available.   

Help! We’ve recently updated to the ‘New Survey Taking Experience’, which has automatically changed the “next” button to say “next page”. I’ve updated the next button in the look and feel, as well as each survey page settings, and in all previews it appears the way we want it to (just a > ), however in the live survey it appears with “Next page” text. Am I missing something?

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? 

Hi,we have a configured EX dashboard with several questions from the survey.When we now adding questions to the survey they do not show up in the dashboard (data).I know that I can add the new questions question by question in the data source tab.But is there maybe a more “elegant” way to update the dashboard data by refreshing it completely without messing up the whole dashboard??Thx

I thought when I copied another survey engagement project, the dashboard would also copy. Is there another way to copy a dashboard from one survey project to another in EX?

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.

Hi XM Community,I’m working on a scheduled workflow in Qualtrics to load users into the EX Directory. Added a new column to my SFTP file, but it’s not showing up in the “Load Users into EX Directory” task’s source field dropdown. I’ve previewed the file in the SFTP task and re-saved the workflow, but no luck.Has anyone faced this issue or found a workaround to refresh the schema?Appreciate any insights—thanks in advance!

Can you share how the dashboard looks for this project, have you merged more then 2 data sets and what kind of insights you are finding using EX employee journey analytics project.

 Managers are key to unlocking maximum team productivity and engagement, but today managers are overstretched and burned out. Their team may have gotten bigger, their responsibilities have gotten broader, and it's likely they are losing touch with their employees - especially those that work remotely.If managers can’t connect with or build trust or empathy with their team, it is a perfect recipe for disaster including presentism, attrition and low productivity - putting the entire organization at risk.This is why we developed the new Engagement Headlines widget. This new purpose-built dashboard widget provides managers with their own personalized engagement results in an engaging and simple layout, so they know exactly what they're doing well, and what to focus on for improvement. Curated insights automatically point managers toward the right actions, and integration with Idea Boards and Action Planning unlocks collaboration with employees to ensure action plans are aligned to team nee

Hi!I have a EX survey that i would like to distribute randomly every month and that previous users wouldn't retake it in at least 5 months. Do you guys have any ideas of how can i do this? Thanks!😊 

Hello to the community, We have an onboarding survey sent to every new office employee across our organization for which we have built a dashboard. We currently have a participation rate table by country which gives us data on how many people were invited and how many people responded.I would like to filter that information by time periods (e.g. from Jan 1st to March 31st) so we can follow up on our hirings. However, I’ve noticed that data was not showing and read that time filtering was unavailable for participation rate table. Is there a workaround for this? I feel the data is so close to get, I would appreciate any recommendations on what I could do to have the information we need.

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

We’ve recently transitioned to Qualtrics and launched our EX Onboarding and Exit dashboards. We’ve found the filters, in particularly the hierarchical filters, not very user friendly and time consuming. Example: a team member in China wants to filter their report to show only “Beijing”. In the location filter they would like to search “Beijing” or jump to the “city” layer but can’t. Instead the team member needs to select each level of the hierarchical filter until they get to the level needed i.e. Region> sub region> Country> state> city. We’ve had immediate negative feedback on the experience from the HR community (“very basic looking, “needs a search” “Time consuming to not be able to jump the level and having to click through each level”). Has anyone come across a work around or better user experience they can suggest for hierarchical filters?We use these filters for our sup org and location in our onboarding and exit dashboards. We built the the meta data into hierarch

How did your company address potential survey fatigue?Did you limit the amount of surveys a single candidate would receive even if they had applied to multiple positions in a month? Curious if you implemented survey invite limits at the Screen or Interview stage at all. How many questions did you ask at each stage?Also curious if you surveyed Executive candidates, and if the methodology matched the normal invites for ‘regular’ candidates.

How can I customize the “Retake Survey” message?  

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!    

Hello All, Is there any automated solution to export the data without any personal information like Email, First Name, Last Name?

Is there code to change the color of a next and previous button in a survey?

Hello Exper Community Members! I am having an issue with one manager profile and subsequently SOME of his direct reports under him. I have resolved similar issue for manager in another country but just cannot get this one to work. I have tried re-importing by csv file and manually at Global Directory and Project level and just cannot get him to show up in hierarchy. I am wondering if the issue is memory / cache? Thank you for any insights. 

Hi team,  We added a translation of labels in our EX Engagement Dashboard, and it only took partially the name of sources in the translation. Even if we see in the file all translated fields, they dont reflect in the dashboard.We tried uploading the file more times, but it doesnt refresh the data. Is there some advice for this?  Thank you Livia B