Best Practices | Qualtrics Community | Page 1

issues using org units from successfactors

ITR — Fri, 06 Sep 2019 07:12:27 +0000

Is there any inconvenient if I use org units from successfactors? and could I have any issue on next year when mapping?

How do you remove the opt-out link for employees?

mward_333 — Fri, 16 Aug 2019 20:35:23 +0000

I'm sending a one-off (research core) survey to my employee base. How do I remove the opt-out link as I do not want anyone to be able to opt-out of receiving internal employee surveys!? My email message says I have to have one and I can't figure out how to make it disappear or not show up.

Action planning - set up & access

JennyMiller — Tue, 09 Jul 2019 19:17:45 +0000

We are using action planning for the first time this year and I'm running into some issues. We distributed survey results to our leaders through a dashboard this year. All eligible leaders input action plans for their areas. The dashboards and subsequent action plans are attached to the organizational hierarchy.

Our HR business partners (HRBPs) support the leaders in creating the action plans. I would like the HRBPs to be able to see and edit all the action plans. I have given them full access to the dashboard and all the editing and action planning permissions I could find. They can see the action plans through the Action Plan summary tool, but can't make any edits. Any ideas how to give them more access?

Additionally, is there a way to organize the action plans in a semblance of a useful way? I'd like to group them by department or any business unit relevant to our business.

Thank you,
Jenny

Send an email to the recipient and his/her manager once the survey completed

Hemanth_123 — Sun, 28 Jul 2019 13:59:58 +0000

Hi all,

I'm planning to send an employee experience survey to all the team members but wanted to send a Thank You email/Survey Completed email note the recipient and his/her manager confirming that the response recorded. Could you please let me know if there are any options that can serve this purpose for me track the completion rate.

PS: This is a test account created but I have a paid version to try out any such option if it is available in paid version.

Looking forward to hearing from you.

Thanks
Hemanth

Exporting action plans out of EE

JennyMiller — Thu, 20 Jun 2019 19:27:06 +0000

We are using action plans in Qualtrics fort he first time this year. I am interested in exporting all the action plans that have been created in the system in one places (csv file is fine). I'd want to see the title, owner, deadline, and details at the least. Can I do that?

Thanks,
Jenny

Dashboards of survey results

Del_Carter001 — Thu, 20 Jun 2019 19:58:18 +0000

I added a few questions to the Exit Survey template pre-built by Qualtrics. There is a pre-built Qualtrics dashboard. How do I add the results from the questions I added in the survey into the dashboard view? Example: I added 'how satisfied were you with your role'. That question was not part of the original template. I need to see the summary of the responses in the pre-built dashboards.

Response Count

jlee87 — Sat, 01 Jun 2019 23:39:47 +0000

I accidentally deleted a response and then re-imported the response from the data set I had exported earlier and now the response is not showing up on the dashboard. I've tried re-indexing and refreshing the participation count. What do I do?

Has anyone done a survey about how employees feel about their roles & responsibilities?

vwilkison — Mon, 18 Mar 2019 21:05:14 +0000

We recently completed a full company survey and one of the areas of concern for our department was clarity around roles and responsibilities. We would like to dig into that topic in further detail using an anonymous link. Has anyone done something similar to this and would you be willing to share some of your questions?

Duplication of answers entered when running report

DelawareTech — Wed, 27 Feb 2019 16:56:33 +0000

Currently when I enter responses into Qualtrics the quantity amount is doubling. There were only six responses for this course and when the data imports into the report it doubles it. Also, the following fields do not pre-populate into the report: (1) #11, e-mail address field, (2)#13 address, (3) #14 comments/feedback field.

Adding a Research Core survey as a EX dashboard source

MsIreen — Tue, 11 Dec 2018 11:44:59 +0000

Hi guys, is it possible to add a Research Core survey as a EX dashboard source? We have run one of our Pulses there, but it would be nice to have its results showing in the main EX dashboard, as we have had some of the same questions there.
I can see the survey in the list of sources for selection. However, when I select it, i receive the following error:
Unable to add source: due to error: 404 NOT_FOUND

Do you show benchmarking data on your dashboards? If so, where do you get your benchmarking data?

NickMills — Mon, 02 Jul 2018 21:09:03 +0000

I am wondering about the use of benchmarking data on dashboards. Do you show benchmarking results? And if so, where do you get benchmarking data?