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Employee Experience

Discuss EX product solutions, best practices, & more

603 Topics
J
Level 2 ●●
Juan ZapataLevel 2 ●●
asked in Employee Engagement
Unsubscribe button for EX surveys.

Hello everyone,I am working on an engagement survey and need to create a button that allows users to unsubscribe from invitation emails. Is this possible in EX?And if it is possible, is there a way to activate this option only for a specific population?Thank you.

321
chackbusch
QPN Level 5 ●●●●●
3 months ago
Varun Raj Akula
QPN Level 2 ●●
Varun Raj AkulaQPN Level 2 ●●
asked in Employee Engagement
EX Dashboard Translations file Upload

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.

212
J
Level 2 ●●
3 months ago
C
QPN Level 2 ●●
Christi PilutikQPN Level 2 ●●
asked in Employee Engagement
Ensuring everyone is in my org hierarchy

Is there any easy way to find out which engagement survey participants have yet to be mapped into my org hierarchy?

564
J
Level 2 ●●
3 months ago
S
Level 2 ●●
Siva SaiLevel 2 ●●
asked in Employee Engagement
Enabling Org Hierarchy Filter

It says to contact admin to enable Org Hierarchy Filter. What are the steps to be done by Admin to enable Org Hierarchy Filter to the role based users?

2956
Varun Raj Akula
QPN Level 2 ●●
3 months ago
YenMejia_Voce
Level 3 ●●●
YenMejia_VoceLevel 3 ●●●
posted in Employee Engagement
EX Hierarchy considerations

I am gathering the considerations that should be taken into account to build a hierarchy based on levels and parent-child. From your experience, I would like to hear your opinions and recommendations on this matter.

502
Varun Raj Akula
QPN Level 2 ●●
3 months ago
M
Manjista
asked in Employee Engagement
How to restrict a user to view data only for his own hierarchy in Reports and Dashboards

Hello Experts,How can we restrict a user to be able to view data only for his own hierarchy such as his own team/department/division etc while he viewing a report or a dashboard in the Qualtrics instance, he need not have taken an survey himself, for example a manager or a top executive level users?Kind Regards,Manjista

4674
Varun Raj Akula
QPN Level 2 ●●
3 months ago
Vanesa
Level 2 ●●
VanesaLevel 2 ●●
posted in Employee Engagement
Best Practices for Hierarchies

Hi! I am currently creating a Hierarchy and I would love to know what best practices do you have in mind at that point on a project. Kind regards!

562
Aggarwal
Level 3 ●●●
3 months ago
Varun Raj Akula
QPN Level 2 ●●
Varun Raj AkulaQPN Level 2 ●●
asked in Employee Engagement
Duplicate pages in EX Report template

Hi All,I would like to know if there is a way or option to duplicate pages in the Ex offline report template. I haven't found a direct option for this. However, if anyone has any ideas on how I can easily duplicate the pages, please let me know.

111
Aggarwal
Level 3 ●●●
3 months ago
L
Level 2 ●●
Livia BLevel 2 ●●
asked in Employee Engagement
Pseudoanonimize EX projects

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

121
chackbusch
QPN Level 5 ●●●●●
3 months ago
H
Level 2 ●●
happychuck77Level 2 ●●
asked in Employee Engagement
List of Eligible Users as Dropdown Options

Hi! I am creating an always-on “suggestion box” of sorts where employees can give suggestions to other employees. For this, I envisioned a question like “Please select the employee from the dropdown menu whom you’d like to give a suggestion to.” The issue: The dropdown options need to be a list of all active users in our Qualtrics instance. How do I get this to work? 

1006
AlonsoC
Administrator
3 months ago
Ricmarug
Level 5 ●●●●●
RicmarugLevel 5 ●●●●●
asked in Employee 360
Take 360 survey outside the 360 portal

Hello! We are using the 360 project type because we need the automatic reporting that it generates. But we don’t want our participants to use the 360 portal. We would like them to take the survey from a regular browser tab just like they do with Engagement or LifeCycle projects. Is this possible?  FYI, it’s not an actual 360 program. We are just using the 360 project but technically everyone is just taking the self assessment.  Thanks in advance!!

341
chackbusch
QPN Level 5 ●●●●●
3 months ago
ClairJ
Level 4 ●●●●
ClairJLevel 4 ●●●●
asked in Employee 360
Is there a way to export all the unique links generated in the 360?

I would like to share a list of the links for participants' self-assessments with someone, who is inserting them into personalized reminders. Is there a way to export all of them in bulk? I know it's possible on the survey platform, but I can't seem to find this in 360.

1003
chackbusch
QPN Level 5 ●●●●●
3 months ago
chackbusch
QPN Level 5 ●●●●●
chackbuschQPN Level 5 ●●●●●
asked in Employee Engagement
Different response deletion policies per survey type (EX)

We have the requirement to automatically delete responses from the system after a specific number of days. However, the time periods should be different for engagement surveys and 360 feedback. Engagement survey responses should be deleted after 120 days whereas 360 feedback responses should be after 365 days.Unfortunatelly, the default deletion policy does only allow 1 setting per brand. https://www.qualtrics.com/support/survey-platform/sp-administration/data-privacy-tab/data-retention/#SettingUpStill any ideas how we could automate this process?

373
chackbusch
QPN Level 5 ●●●●●
3 months ago
J
Level 1 ●
jrobertsonLevel 1 ●
asked in Employee Engagement
Teams card's not working on mobile for EX Survey

Hello All,I was hoping for some insight. I am trying to use to Team to distribute our Engagement Survey (EX) and it sends out correctly, but in mobile it only sends a card but it doesn’t work. But it will work on the desktop version. 

110
J
Level 1 ●
3 months ago
sergio
QPN Level 2 ●●
sergioQPN Level 2 ●●
asked in Employee Engagement
Is ETX only TI area?

Is ETX only intended for interactions with the IT area, or can it be configured with different areas of the company?

60
sergio
QPN Level 2 ●●
3 months ago
sergio
QPN Level 2 ●●
sergioQPN Level 2 ●●
asked in Employee Engagement
Transactional measurement of internal services ETX

What is the difference in licensing capacity between ETX and EE if the client's need is the transactional measurement of service delivery by the company's internal areas? In other words, each time an interaction is generated between one area and another, a measurement is triggered. Is ETX necessary for this? What should the client consider to achieve this objective?

110
sergio
QPN Level 2 ●●
3 months ago
K
KaitlinM
asked in Employee Engagement
Previous Year Comparison if Anonymity Threshold is not Met

For our manager reporting dashboards, we provide a comparison to their previous year’s survey score. Our anonymity threshold has been set at 5 more responses for all of our EX surveys. One of our widgets is set up to show the most improved survey items from the previous year and the most declined items for the previous year. In a few cases we have managers who have 5 or more responses this year (2024) but they did not receive 5 or more responses for last year (2023). The widget is still showing a list of items for most improved and declined but there is no value listed in the previous year comparison column.Is the widget truly showing the most improved and declined but just won’t show the score/delta because it doesn’t meet the anonymity threshold or is it showing a random selection of items?  

250
K
3 months ago
Vanesa
Level 2 ●●
VanesaLevel 2 ●●
asked in Employee Engagement
Distributing a survey via Teams

Hi everyone!I’m trying to distribute my survey via Microsoft Teams and the preview isn’t working on the app. It takes me to another tab in chrome. How could I do to make it display the survey into the teams app? Anny suggestions?

200
Vanesa
Level 2 ●●
3 months ago
Q
Level 2 ●●
QS17Level 2 ●●
asked in Employee Lifecycle
Calculating tenure in Employee lifecycle

Hello Experts, I wanted to calculate tenure from hire date in employee lifecycle project. I have 25 responses for now which needs to be updated. Also, would like to group them like less than a year, 1 to 2 years, 3 to 4 years etc. Please can anyone help with this issue.  Thank you!

402
Q
Level 2 ●●
3 months ago
craigoliver-walsh
Level 2 ●●
craigoliver-walshLevel 2 ●●
asked in Employee Engagement
Addressing the question of trust and anonymity

Any suggestions or approaches on how can we address and alleviate the concerns of employees who distrust the computer-based survey process (they currently will only entertain using a handwritten survey). Any ideas on ensuring them of their anonymity and the security of their data, given that in this instance all our survey data will handled by a third-party for analysis?

341
chackbusch
QPN Level 5 ●●●●●
3 months ago
chackbusch
QPN Level 5 ●●●●●
chackbuschQPN Level 5 ●●●●●
asked in Employee Engagement
Dashboard design to align unrestricted and restricted pages

I would like to gather your ideas for a dashboard design. Specifically, I aim to create a dashboard for an Employee Engagement project with two distinct pages:All survey results without any filters. Results filtered to display only the data for the own department.The first page is intended for all employees, while the second page is designed to be accessible to department managers, allowing them to view results for their respective departments.If we stick to a single dashboard, I see no feasible way to use "Restrict Data" in the role definition, as this filter would apply to the entire dashboard, including page 1. Instead, each department manager would require a separate role and a dedicated dashboard page, filtered to their specific department (Locked Filter).This approach could result in significant effort if there are many departments, as it would necessitate creating one role and one dashboard page per department.Alternatively, we could display the data for individual departments i

381
chackbusch
QPN Level 5 ●●●●●
3 months ago
D
DaniN
asked in Employee Engagement
Dashboard export to PPTX format / Manager Report Tips

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?

782
D
3 months ago
chackbusch
QPN Level 5 ●●●●●
chackbuschQPN Level 5 ●●●●●
asked in Employee Engagement
Your experience with GDPR in context of employee engagement participants

Don’t be scared about all the text.I would be really happy if you share your experiences in the context of the employee engagement invitation process. We are currently facing some challenge in a customer project in regards to data privacy compliance. The project is about a pulse check (engagement) survey. Originally, the idea was to just take all employee contacts, add them as participant to the project and send the anonymous link via the Qualtrics invite message. The authentication must be ensured with SSO. What’s the challenge? The corporate privacy team complained about the fact that the employee contacts are added as participant to the project without having their consent about this as adding them as participant already means that their contact data is processed. So contacts should only be added as participant if they have actually agreed before to receive an invitation email. In our case it is of course voluntary to actually take the survey. However, this does not matter. It is ab

651
chackbusch
QPN Level 5 ●●●●●
3 months ago
J
QPN Level 2 ●●
jake_dufinetzQPN Level 2 ●●
asked in Employee Engagement
Calculated Metric/Index in EX with Average

I’d like to create an “index” in my EX Engagement survey program where I have an average of 5 of my survey questions (averaging the recode values). Since Engagement surveys do not have the Scoring feature and dashboards do not have custom metrics, is there any other simple way to do this? EX dashboards can do average metrics already based on the survey question recode, but I’m not seeing a way to combine multiple fields into one for an average index.Right now the only option I see is using the survey flow to calculate the average of these 5 questions. This requires 1) using several branching logic sets to identify how many of the 5 questions the user answered, and 2) created a calculated embedded data field to sum up the 5 questions and divide by the number of answered questions identified in part 1.Is there really no easier way to do this using existing tools? I looked at the custom field > formula field in data & analysis, but I don’t think that would work due to needing to ta

542
J
QPN Level 2 ●●
4 months ago
Vanesa
Level 2 ●●
VanesaLevel 2 ●●
asked in Employee Engagement
Dashboards in app

Hi everyone!  I’m having a bit of trouble with a dashboard in the app viewer. When I open the dashboard from web, everything is okay, and the participation rate widgets works correctly, displaying the real information. However, when I log into the app to watch the exact same dashboard, none of the participation widgets shows any information. I have checked the permissions, roles and mobile version and everything is configured correctly. Have you ever had something like this? Do you guys know what else could I check or do?  

242
chackbusch
QPN Level 5 ●●●●●
4 months ago

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