How to Use Employee Engagement | Qualtrics Community | Page 1

Looking to create a trivia game

DCMT — Tue, 03 Sep 2019 18:23:09 +0000

Hi, we are looking to create an interactive trivia type game during our Digital Experience this year. We want to be able to show a question, have people answer from their phone, then move on to the next question. At the end of the day we want to take the list of people who answered the most correct and have them be our winners. Does anyone have any ideas on how we could create a trivia type of game like this on Qualtrics?

display logic vs dashboard and action plan feature

ITR — Thu, 05 Sep 2019 14:41:54 +0000

I have one item that would be displayed to the whole popullation except for one organisational unit/level (using display logic). How will this impact to the dashboard if this question belongs to a specific category? I think rol permissions will not be a solution because this specific question will probably be displayed in differents pages within the dashboard. Alternatively, a separate dashboard could be created but I could then be separating them out for action planning reporting. Is there any other alternative?

How to create reports using external data in qualtrics?

santhosh — Wed, 28 Aug 2019 10:23:06 +0000

i want to combine external data and qualtrics data in qualtrics and create reports using both data. Is this possible to do report using external data in qualtrics?

How to activate the Benefit Optimizer?

KristinaP — Mon, 26 Aug 2019 06:41:59 +0000

Hello,

I am trying to create a Benefit Optimizer project in our sandbox (as per the Product Updates training) but can't see the option for this kind of project type. I understand that the template would be under Product Experience projects. We only have EX activated so I was wondering if we need some further permissions or features to be activated?

At the moment when I go to our PX project types I can only see these:

Anyone would know what I should do?

Many thanks in advance,
Kind regards,
Kristina

Option to import participants from directory is missing

Sringling — Mon, 08 Jul 2019 12:00:58 +0000

Hi,

I'd like to import participants into a project from the employee directory using the 3rd option as shown on this screenshot from a training video:

However, this option isn't available in my instance (a sandbox). Is there anything I might be missing to switch this option on? There are definitely employees in the directory.

thanks f ro your help!
Sven

[EX] Updating responses with current metadata

ana_velez_voce — Wed, 26 Jun 2019 21:35:50 +0000

Hi!

I updated responses for a project, but I keep receiving new responses with old metadata. Does anyone know if that update responses with current metadata applies for partial responses as well?

Is it possible to define a maximum period to take a survey for each participant? LifeCycle Project

Andrea_2019 — Mon, 22 Jul 2019 20:27:17 +0000

Hi, I am running my first life cycle project. It is an onboarding survey, that will be sent after 2 weeks being in the company. I would like to make sure that participants only take the survey during their third or fourth week tops. I don't want them to take the survey after that, because then it would not be a survey on their second week.
Is it possible to define that for the project? I only found the nomral expiration dates, but it does not solve my problem, because I would need a different expiration date for each participant, based on their entry date.

Delegating dashboard access

JennyMiller — Fri, 28 Jun 2019 15:25:06 +0000

We used dashboards to share results from our latest survey and input action plans. Some of the leaders want their assistants to input their action plans. Our access is based on the organizational hierarchy. Is there a way to "delegate" the leader's access to the assistant?

Thanks!

Rollup results up to the highest level of organization to be shown to a user on EX dashboard

MarjaLeena — Fri, 17 May 2019 13:30:38 +0000

We'd like to provide our managers with an access to the aggregated EX results in their org hierarchy up to the highest level of the organization. A manager may "locate" at any level of 8-level hierarchy. At CX side there is a possibility to "allow rollup data" when granting Access rights to the dashboard users, but I haven't found anything similar from EX side. Only way I know is to add comparison values in every widget, but it is not a user-friendly way and as the users can be at any level of the org hierarchy and the number of comparisons is fixed, there could be in many cases just empty fields visible. I'd like just to allow a user to select any org unit above his own org unit from the org hierarchy but not any "sister units" at any levels.

Have you faced any similar situations? Have you been able to find some smart solution to do this?

Organizational Hierarchy in Employee Lifecycle Projects?

PSimmons — Tue, 14 May 2019 15:42:23 +0000

Is there anyway to get organizational hierarchies into employee lifecycle projects? Seems like a big miss to have them available in engagement projects but not in lifecycles projects. Any work arounds here?

Are there any mock tests available for Employee engagement certification?

santhosh — Wed, 15 May 2019 07:09:08 +0000

I am planning to take Qualtrics EE Certification exam. Before that i want to know about the mock test for the certification.

Thank you

Video in dashboard

Trav — Fri, 08 Mar 2019 17:46:52 +0000

Is there a way to embed a video in a dashboard?

Include company overall (top unit) comparison

Trav — Wed, 13 Feb 2019 21:53:09 +0000

For reporting dashboards, managers need to be able to see how their scores compare to their parent unit and the company overall (the top unit of the organizational hierarchy).

I added a parent unit comparison by following the steps here. It talks about showing overall data, but doesn't say how to do it. It's certainly not "current unit" or "parent unit".

Using the hierarchy the used as the example, I want Web Design (current unit) to see the roll up data for Digital Marketing (parent unit) AND Company X (overall/top unit).

How do I do this?

2/18/2019: Never mind. I figured it out.

Changing login info for EE participants

MsIreen — Fri, 07 Dec 2018 09:40:42 +0000

Hi,

How do I change login information of the EE participants of the existing and running Engagement survey? Can I just reupload the participants list?

Another thing is whether it is possible to combine the participant into already existing user? We have a couple of employees that came from another company. We have created their user accounts with our company email for the login via SSO purposes. However, they were added to the EE survey with login information from their previous company. When I try to manually modify their login details in the EE project, the changes are not saved.

Employee Directory search results in alphabetical order

MsIreen — Fri, 07 Dec 2018 12:15:30 +0000

Hi guys,

Am I doing something wrong? I am searching for a number of people (a couple of hundreds) based on metadata. I need the search results in alphabetical order, but it gives not all results in order, but every page is sorted in alphabetical order based on i-don't-know-what. Randomly puts one dude starting with A on one page, another one on the second page, etc... Is there a workaround?

Why doesn't historical data appear in comparison in a comparison widget?

MarjaLeena — Tue, 04 Sep 2018 13:18:03 +0000

I have two EE survey projects including data from two points of time. I'd like to see the earlier survey's data as comparison column in a comparison widget in the later survey's dashboard. I have so far done the following (not necessarily in this specific order): 1) Mapped org hierarchies of those two survey projects; 2) Mapped data fields within Project Mapper behind dashboard's settings; 3) Added a comparison for earlier survey in the Comparison Editor (page filters to be included; active org hierarchy with current unit to filter); 4) Added the comparison in the comparison widget. However, the comparison column in the widget doesn't still show any value. Have I missed some steps? What could be a reason for not getting the values visible?

How to move back and forth between blocks with display logics?

ReneeY — Mon, 20 Nov 2017 21:04:01 +0000

My survey have blocks with display logics. When participants meet the logic condition and move to a new block, they will lose the ability to go back to the previous block. Does anyone know of any workarounds to this situation?

Action Planning: Tasks can not be given to all participants

Andrea_M — Fri, 17 Aug 2018 07:20:45 +0000

I'm testing the use of Action plans and it seems that I can't delegate tasks to all of our particpants but Managers only. Is there a way to enable this function for all of the employees? Thanks and best regards, Andrea

Editing Action plans

JennyMiller — Tue, 17 Jul 2018 15:28:51 +0000

Hello,
We are using the Action planning widget to drive action on our engagement results. I inputted all the action plans we have. How I need to go back and make some changes to existing action plans and update their status, however I can't seem to do that. All I can do is add a new plan. How do I delete/change existing plans?

I have checked my permission settings, they are set so I can view all data without any reconstructions across the survey as well as within that specific dashboard.

Thanks,
Jenny

Full Stop when adding Agent Name

Ren187 — Tue, 03 Jul 2018 06:23:04 +0000

Hi all,

I wanted to know if someone has run into this problem when adding an 'Agent Name' field.

Everytime I add 'Agent Name' there is a full stop that appears infront of the text.

Looks like this..

. Agent Name

Can anyone assist me with being able to remove this full stop?

Thank you