Employee Lifecycle

I’m fairly new to Qualtrics and hoping maybe someone else has done something similar.  Is it possible to add a participant to a lifecycle project via a workflow from another source/ Qualtrics survey/ form?  Can someone provide detailed instructions in order to do so?Trying to build a workflow that would work something like the following:HR Manager enters an Employee ID # via Microsoft form or Qualtrics survey notifying of employee intent to term  Workflow immediately picks up Employee ID# from the form or survey and matches to Employee Directory (employees are already populated and do not need to be added) Participant is added to Termination survey (survey set up to email the participant as soon as added) in order to capture their feedback before last day of employment.

I have a EX lifecycle exit survey. Employee will fill survey after that I am triggering the retake link to HR to review answer and show one question to provide answer to this HR question. When HR take the retake survey employee answers are getting disappeared, what should I do to avoid this so I have single entry where i can see both HR and employee answer. Retake link for this survey looks ike https://asml.eu.qualtrics.com/jfe/form/SV_7kjdsnsJKVQ3k?Q_TS_ID=test2kds&Q_TS_RS=Self&Q_TS_PID=${e://Field/Q_TS_PID}&Q_TS_RE_PID=${e://Field/Q_TS_PID}&Q_R_DEL=1&Role=HRBPThis is how my flow looks like first section for Employee also have end of survey in elements …

Hi, I am not sure if anyone can help. I have a Lifecycle Offboarding survey, Qualtrics is also integrated with Success Factors to daily update automatically the EX Directory. In SAP SF - the business rule is configured for termination events with a Timing trigger for the Survey to be sent 21 days before Termination Date. When a New Event termination is added in SF SAP and has this timing, I can see the employee automatically populated in the Qualtrics Participants. Question: if  in SAP SF there are already termination events added before the Qualtrics solution goes live, but the employee termination date is in the next 21 days -- will those employees still get triggered and populated in Qualtrics Participants?My understanding of how this solution works is only when the New Termination event is added in SF SAP -- this is what triggers the business scenario. What is there is a change in the Termination Date? will those employees get picked up as some

Hi Qualtrics Team. For a EX Lifecycle project, we created a single dashboard that integrated 6 different surveys, in the specific case of the Widget “Participation Summary”, it shows information just for one of the surveys. Do you know how can we integrated the results of all the 6 surveys in the widget? there is no too many options to customize this widget and the client need to have only one widget. Thanks,  

We are using the Employee Journey Analytics (EJA) project to map multiple lifecycle programs to a data model and dashboard. We are now trying roll out the dashboard to managers to use the dashboard in the platform to monitor results. While project administrators can access the EJA project and its dashboards via the main “projects” page in the platform, there seems to be no easy way for dashboard viewers (without EJA data model access) to access the embedded dashboards via the platform UI. Instead, the only way to access the dashboard is via a direct link to the dashboard that is shared outside the platform to the user. These users have permissions to view the dashboard based on the user roles setup within the EJA project. The dashboard does not appear in the Manager Assist app > View Results tab which is what I would expect.

Hi Team,We are working on creating a dashboard with 4 onboarding surveys. We want to show the participant trend of the 4 surveys and individual participant summary for each survey.Please let me know how can I achieve this.Thank you.

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

Hello community,I would like to ask for your support in better understanding how dynamic benchmarks are generated in the tool from a technical perspective. Specifically, I have doubts about whether it is possible to generate them using a metadata field like "Business Unit" in lifecycle projects that do not have an active hierarchy.Is this something that can only be achieved through an organizational hierarchy? If so, it would limit its use exclusively to Engagement projects.Additionally, I would love to hear about the use cases you have implemented in similar situations. Any experience or advice would be greatly appreciated.Thank you in advance!

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? 

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.

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.

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.

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?

Hello Everyone,  I wanted to see if any of you have any JSON files you’d be willing to share for candidate experience surveys. I was trying to curate a base topic model to start working off and if anyone wants to share and discuss I’d be happy to share what I’ve come up with as well.   

What kind of analysis you do for onboarding surveys (we have combined dashboard, week 1, month 1, 3 and 6)? What kind of user friendly widget you include, any specific textIQ library and AI feature.

Pulling in Termination Date as a Metadata field for Exit Survey. Haven’t worked with Field Editor too much, but not seeing an option to add a field in Qualtrics to pull out the Year of the Termination Date into it’s own column to use as a filter in my dashboard (“Everyone that has a Termination Date in 2024”).Does the Field Editor have this type of automation capability?

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?

I have 4 onboarding surveys and I want to show response rate of all in combined dashboard. But I am only able to show number of responses. How can we display the participation summary. It is EX lifecycle.  

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! 😊

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.

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? 

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!

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. 

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