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Response Rates Widget (EX)

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Qtip: This page describes functionality dependent on hierarchies, which are only available to Engagement projects. Lifecycle and Ad Hoc Employee Research projects do not have hierarchies. This widget also works in 360 projects, but response rates are calculated differently. See the About section for more information. For more details on each project type, see Types of Employee Experience Projects.

About Response Rates Widgets

The Response Rates widget displays the response rates for your engagement survey. It can also display response rates by participant metadata fields, so you can see a breakdown by department, gender, location, or other information you have preloaded into your participant list.

The Response Rates widget has three unique columns:

    • Invited: The number of participants invited to complete your project. Actual invites do not have to go out for this number to be generated. This is the number of people in your hierarchy listed as respondents. Anonymous responses are not counted.
      Qtip: A respondent is a participant who is expected to answer the survey; all participants are respondents by default. When you upload your participants, you can include a column called Respondent and specify a 0 for participants you don’t want to have to complete the survey, but who might still be in charge of dashboards or validating the org hierarchy. These participants will not be included in the Invited count. You can also specify the individuals who are and aren’t respondents by selecting or deselecting the Is Respondent option in the participant information window.
      Qtip: When using an Employee Lifecycle project with Multiple Responses enabled, your invited count may look different than expected. When respondents submit multiple responses for a Lifecycle survey, each response is included in the invited count along with the number of participants who are eligible to take the survey. In order for your Response Rates widget to show new participants that were added, make sure to update the invited count.
    • Responded: The number of completed responses.
    • Participation Rate: The percentage of those invited who responded. This should be ( Responded / Invited ) x 100.
Qtip: The response rate widget calculates response rates a bit differently for 360 dashboards. Self-evaluations are excluded. Only other types of evaluations (i.e., peers, managers, etc.) are included. You can only filter this widget by relationshipID, not relationship name.

There are two key pieces of information to note about Response Rates widgets:

  1. When recorded responses are anonymous, keep in mind that the expected count that is defined in the org hierarchy is what will be used to calculate the Invited Counts value.
  2. Response Rates widgets can be filtered only by metadata fields and Org Hierarchy filters.
    Qtip: You cannot filter Response Rates widgets by metadata fields that have been recoded. To filter by these fields, you will need to do one of the following:

    • Edit the metadata field values directly in the participant window so they match the recoded values.
    • Add a new metadata field with your recoded values and map the new field into your dashboard.
Attention: If you’ve made changes to your participant list or Org Hierarchy after creating your dashboard, you may need to Update Invited Counts so this widget displays your updated participants.

Field Type Compatibility

Response Rate widgets are compatible with the following field types:

  • Text Set
  • Multi-Answer Text Set
Qtip: Response Rate widgets can add participant metadata fields mapped as either a Text Set or Multi-Answer Text Set. The widget can only be filtered by metadata fields mapped as Multi-Answer Text Sets or by Org Hierarchy filters.

Widget Customization

For basic widget instructions and customization, visit the Widgets Overview support page. Continue reading for widget-specific customization.

The Response Rates widget does not need to have a source or a metric added to function correctly. However, you still have a number of customization options for this widget if you want it to display more than just the response rate.

a response rates widget that is being edited

  1. Hide Overall Results: Enable this option if you’d like to remove the “Overall” results from your widget. If you enable this option, make sure to add Fields so your dashboard viewers have data to look at.
  2. Fields: Metadata fields or a hierarchy can be pulled into the widget by clicking Add Field. Once a field is added, the widget displays the overall response rate for the engagement survey, and then adds a series of rows showing the response rates for the units of the hierarchy or for the values of the metadata field.
    A response rate widget that drills down to show participation rates by unit in a hierarchy

    Qtip: When displaying org hierarchy units or filtering by an org hierarchy unit, the manager of the selected unit will not be included in the invited and responded counts.
  3. Default Sort: The default order of results. Dashboard viewers can adjust the sort by clicking on the headers.