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Employee Lifecycle

Everything you need to know about the Employee Lifecycle

  • 42 Topics
  • 86 Replies
42 Topics
P
Level 2 ●●
Paula_Calderon_IZOLevel 2 ●●
asked in Employee Lifecycle
Unrecognized distributions Lifecycle (EX)

We are facing some questions while implementing a lifecycle (EX) project, we have three surveys associated each one to a financial benefit received by the bank employees, the invites are sent to the employees each time they make a disbursement of one of these benefits. The problem arises in the process of sending these invitations. After one day, the platform stops recognizing the participants to whom the invitation has already been sent, which causes it to indicate that it will send the survey again to all participants, instead of only to the new ones who have joined as project participants. Is there any way through which we can “Mark” the employees to whom we have already sent (even if they haven't replied to the survey) and include this filter as part of the metadata before sending invitations, to avoid this inconvenience

40
P
Level 2 ●●
18 hours ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Lifecycle
SSFF extract job application information

Hi  I am trying to extract candidate information from SSFF, the connection already exists but i can not find any of the recruitment routes to extract the information.Any suggestions regarding this?

30
E
QPN Level 4 ●●●●
1 day ago
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Lifecycle
Survey candidate

Hi everyone,We are planning to send a survey to candidates who were not selected for the hiring process. In order to tailor the survey, we need embedded data about these candidates, such as the position they applied for, their country, and other relevant details. We do not require their contact information. The embedded data we need is available in SuccessFactors, and we are working on creating a connection to access it. However, we're concerned that importing all the candidates might "pollute" the employee directory, as it would include individuals who were not hired. Do you have any suggestions on how we can handle this situation more efficiently, or ideas for managing this data without affecting the employee directory?Thanks in advance for your help! 😊

192
YenMejia_Voce
Level 3 ●●●
2 days ago
V
VannTW
asked in Employee Lifecycle
EmployeeXM Expert Certification: Designing an Onboarding Survey_ Missing Employee Experience Folder

Hello,  I need help. I am in the Training Hub and have created an onboarding survey project as part of EmployeeXM Expert Certification. I am at this task: To import a question from the library, click Import from library within the block. The questions can be found in the Employee Experience folder of the Qualtrics Certified questions. Within the Onboarding folder, click on the folder Introductions - The first week. There you will find all of the questions used throughout this survey. Import all of the questions from the Driver - Training folder However there is no Employee Experience folder. Only Customer Experience and one other. please can some advise how this can be rectified?  Many thanks Trevor

120
V
23 days ago
V
Vikramsairam
asked in Employee Lifecycle
Is there any process to have Stars instead of multiple choices

Hello team,I have requirement to have stars instead of multiple choice for a question.I am working on a life cycle project. Kindly advice me at the earliest.Regards,Vikram.

242
Nam Nguyen
QPN Level 8 ●●●●●●●●
1 month ago
jmborzick
QPN Level 5 ●●●●●
jmborzickQPN Level 5 ●●●●●
asked in Employee Lifecycle
Differentiate between Text or Email Invites

I’m sending  out exit  surveys via a Lifecycle project. I’m sending the invites through Email and SMS. Is there a way to  differentiate the responses to see where a user clicked? 

251
Nam Nguyen
QPN Level 8 ●●●●●●●●
1 month ago
A
Anonymous
asked in Employee Lifecycle
[[Arrises Up]]Who to contact if your Facebook was hacked @@Complete Guide@@

If your Facebook account gets hacked, don't panic! Contact Facebook Support immediately to secure your account and regain access🤗🤗+1-844-906-6234🎡🎡. They will help you retrieve your data and restore your account safely.

520
A
2 months ago
YenMejia_Voce
Level 3 ●●●
YenMejia_VoceLevel 3 ●●●
asked in Employee Lifecycle
Distributions via Teams for EX Projects

Hello everyone,Has anyone worked with distributions via Teams for EX projects? I'm particularly interested in whether this functionality works for Life Cycle projects.I tried following the steps to connect Qualtrics with a Teams user, but I noticed that the option is only available for Engagement projects, not for Life Cycle projects.Has anyone managed to make it work or found any specific documentation on this?Thanks in advance!

363
Nam Nguyen
QPN Level 8 ●●●●●●●●
3 months ago
S
Sergio Reyna
asked in Employee Lifecycle
Is it possible to put an Opt Link for personal email in EX

My company is implementing personal email for onboarding at the first month, thrid month and six month. In my company not all our associates have a corporate mail due to their tasks is not neccessary to have one.For that reason we are using personal email however becuase its a personal email is not mandatory to receive corporate mailing.Im looking to have an opt Link for the personal mail invitation without affecting the other projects so the associate is able to get surveys from othr topics.   

200
S
3 months ago
EKitch
EKitch
asked in Employee Lifecycle
Hiring Manager Survey

Goal: Allow hiring managers to complete a lifecycle survey multiple times for different requisitions.Case: We have the employee directory built, but will be adding in a second automation to pull in Talent Acquisition data. At the end of each month hiring managers will be asked to complete a survey reporting on the requisitions they had closed. I’m aware of the multiple response functionality in lifecycle surveys and understand that it could be set to trigger when the requisition number changes, but how could we set this up to account for managers who may have had multiple requisitions in month?We are avoiding the generic link as we want to tie their metadata and not ask the manager to remember and enter the details of the requisition number, job title, etc. 

1412
tstamper
Level 2 ●●
3 months ago
bart_blondeel1
Level 2 ●●
bart_blondeel1Level 2 ●●
asked in Employee Lifecycle
How to transfer survey data via API for a Life cycle survey

Hi,I would like to know if there is a way to export the survey responses in an automated way via an API call. We do this for CX survey responses and distributions but is this also possible within EX? Specifically for a lifecycle or an engagement survey where i want to transfer the results into our HR reporting tool. Bart

652
bart_blondeel1
Level 2 ●●
3 months ago
E
Emilee_at_Amway
asked in Employee Lifecycle
Lifecycle Participant Import - "OR" function workaround

Hello XM community,I’m looking for guidance on how to build a workaround since EX lifecycle surveys do not allow an “OR” function on the criteria for participant import. We have employee lifecycle surveys set up, however some countries have different criteria than others -- for example, one country wants only employees from a certain work location to receive the surveys. In an ideal world, I’d have my participant import set up with multiple “OR” statements to account for these country differences:IF Country IS IN Japan, United States, ChinaOR IF Country IS IN India AND Work Location IS IN Madurai Does anyone have an idea how I can solve for this? Maybe there is a way to create a metadata field in the Employee Directory? Or set up some other workflow? Thanks in advance!

491
XM_JoshB
Level 4 ●●●●
3 months ago
D
danellegodinez13
asked in Employee Lifecycle
Has anyone been successful with creating a new Employee Journey Analytics project from scratch ? (2 Engagement, onboarding, exit ) I keep getting error for too many rows

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!    

681
XM_JoshB
Level 4 ●●●●
3 months ago
ManuF
ManuF
asked in Employee Lifecycle
EX participant import automation - empty values

Hi,I have a question on how Qualtrics treats “empty” values for embedded data fields with the EX participant import automation in lifecycle projects.Use case is as follows - onboarding survey, participants are pulled in based on “entry date” value (date = 30 days before today) on a daily basis. Now what we want:If the departure date is before today, then do not add to the survey (in case someone leaves the company within the first month or first 5 months). And possibly also: If the departure is not less than 14 days in the future, then send out a survey (so that employees who are about to leave do not receive an onboarding survey, as they will soon receive an exit survey). Unfortunately, you cannot set a negative condition, right? But if we enter 'less than' instead of 'more than', how will empty departure fields be treated? Would they still be added to the survey (empty = further in the future) or would they not meet the condition?Anybody encountered something like this?Thanks!

481
XM_JoshB
Level 4 ●●●●
3 months ago
A
amandajames2012
asked in Employee Lifecycle
WHY CAN'T EX RESPONSE RATE WIDGET BY FILTERED BY TIME?????

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

931
XM_JoshB
Level 4 ●●●●
3 months ago
S
Level 2 ●●
Siva SaiLevel 2 ●●
asked in Employee Lifecycle
I have a field "Hire Date" in my data and now wanted to classify it as "tenure range" for example: less than year, 2-5 years. Any suggestions if the formulas are applicable in dashboards?

I have a field "Hire Date" in my data and now wanted to classify "tenure range" based on the hire date filed for example: less than year, 2-5 years. Any suggestions if the formulas are applicable in dashboards? How to achieve this?

642
XM_JoshB
Level 4 ●●●●
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!

452
Q
Level 2 ●●
4 months ago
Z
zEmma
asked in Employee Lifecycle
Lifecycle Import Automation

After turning on the participant import automation for 2 lifecycle projects last week, there are still no participants being loaded into the project.  I have tried matching the criteria with the directory and ensured that it should be pulling results and the scheduled invitations are “sending” but to no participants because no one is loaded into the project. Has anyone else run into this issue or have any suggestions for things to check?Been disappointed we haven’t reached a resolution sooner, so hoping someone can help!

485
Z
6 months ago
joshmunson
joshmunson
asked in Employee Lifecycle
Connect Employee Directory Metadata to Employee Suggestion Box

Hello! New EX user here.We are creating an employee suggestion box (the project type is: Survey), to post on our company intranet. Employees will authenticate via SSO in order to leave their confidential feedback.The SSO authenticator works, and it captures the respondent email address. We ideally would like to connect the response to other employee metadata from our Employee Directory (e.g., country, department, etc.), but I cannot seem to find an option for doing so.  I don’t see an option in the authentication step of the survey flow for doing this. “Associate respondent with panel” doesn’t appear to be relevant, but please let me know if I’m mistaken. I’m open to any and all ideas for how to make that connection, from different survey types to custom workflows or other suggestions. We have historically received a high volume of feedback through our suggestion box and would love to bring that into Qualtrics. Thank you in advance!

431
chackbusch
QPN Level 5 ●●●●●
6 months ago
DMartin1230
DMartin1230
asked in Employee Lifecycle
Unable to add a user to a project

I have created a new user - brand administrator account - and am trying to add them to a project (Employee Lifecycle) as a participant. I have confirmed that the account I created is valid, active, exists, etc. - when I search to add it manually - it doesn’t appear.  No matter what I do, I cannot locate the account to add it to any of our active projects.  The user needs to be able to be added to a specific project as a participant, then roles changed so they can view certain dashboards for the project.Can anyone explain what I am doing wrong.  I have never had this issue in the past, administer accounts for our organization and have never had an issue.  I have searched through countless articles and feel like I’ve exhausted every option I know to try.Thank you in advance. 

12211
MeganZich
Level 5 ●●●●●
6 months ago
J
Jai
asked in Employee Lifecycle
Exit feedback, lifecycle survey dashboard disappeared need help with how to bring it back or best solution

Hi,We created the exit feedback from the guided template thinking that the dashboard will populate automatically. However we have no clue if someone has gone and deleted the dashboard by mistake or while created we copied the project and not created from scratch. Now we are in place there is no template to populate the dashboard. We are new to Qualtrics hence not good with dashboard building yet. Is there a way we can import the template to the current project? As we do not want to create the project from scratch as all the API and everything has set up with the help of the consultant.

973
J
6 months ago
V
Vikramsairam
asked in Employee Lifecycle
Any possibility to change an Engagement model project to Lifecycle Project?

Hello experts,Greetings.Could anyone suggest the best way to change a project model of Engagement to Lifecycle model.If yes, please help with the process to change? Regards,Vikram.

221
Sachin Nandikol
QPN Level 6 ●●●●●●
6 months ago
P
Level 1 ●
Pietro MolonLevel 1 ●
asked in Employee Lifecycle
Is the hierarchy feature needed to send a survey to a manager?

Dear all,My customer’s need is double:to send a (check-in) survey to a manager as many times a new report starts to work with her/him. to send the survey automatically on a regular basis, after 30, 60, 90 days from the new report’s hire date.Is the hierarchies feature - Employee Engagement projects - needed to address at least the first point or is there an alternative within Lifecycle projects?Is there any solution you might advice me for to address the second point? Thanks and regards,Pietro. 

403
RickB
Level 4 ●●●●
7 months ago
G
Georgia_WSA
asked in Employee Lifecycle
SMS reminder after Email invitation (Lifecycle)

Hello, I have a partner who would like to send an SMS reminder in their lifecycle survey after an initial email invitation. I saw a community discussion from about 4 years ago asking about this same topic with a response at the time stating that at the time there this was not possible.  In the past 4 years has this enhancement been made or is it still not possible to change distribution method between linked invitations/reminders?

341
G
7 months ago
A
Level 2 ●●
AgnieszkaBLevel 2 ●●
asked in Employee Lifecycle
Pseudonymize responses only for one project under a brand

I’m a brand admin and under the same brand I have a few lifecycle projects. The client wants to anonymized answers only for one of them - Exit survey.Is it possible to do so? I can’t find such option in the Admin tab

441
chackbusch
QPN Level 5 ●●●●●
7 months ago

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