Generating an Ad Hoc Hierarchy (EE)
Suite
Employee Experience
Product
Qualtrics
What's on this page
Qtip: This page describes functionality available to Engagement projects, but not Lifecycle or Ad Hoc Employee Research projects. For more details on each, see Types of Employee Experience Projects.
About Ad Hoc Hierarchies
An Ad Hoc hierarchy is a hierarchy that you build from scratch inside the Employee Engagement platform, without relying on pre-set metadata.
Warning: While this option may seem easier, we recommend that you read up on Parent-Child hierarchies and Level-Based hierarchies to determine if either of those options better fit your organization’s structure. Check out a basic comparison of your options on the Hierarchies Basic Overview page.
Generating an Ad Hoc Hierarchy
Warning: You may have up to 10 hierarchies in a project. Once you reach 7 hierarchies, you will receive a warning that you’re approaching the hierarchy limit. If you have 10 hierarchies, you will not be able to create another without deleting a hierarchy.
Navigate to the Participants tab.
Navigate to the Org Hierarchies section.
Click Create Org Hierarchy.
Type a Name for your hierarchy.
Under Type, select Manually-created hierarchy.
Click Create.
Once your Ad Hoc hierarchy is created, you will use the methods described on the following support pages to build your units and assign your participants from scratch:
FAQs
I've already uploaded my participant file and collected data, but I need to make a change to my hierarchy. How do I do this?
I've already uploaded my participant file and collected data, but I need to make a change to my hierarchy. How do I do this?
All hierarchy units are able to be dragged and dropped. This is one option for editing the hierarchy of your in-progress survey. However, we recommend making changes to your participant file and updating your participant list with that file, rather than manually moving units. Make sure that your participant file has all the columns of metadata used for your hierarchy - this doesn't just mean levels, unique identifiers, and manager IDs, but also fields like Org Unit ID and Org Unit Description, if you initially used them to generate your hierarchy.
What's the maximum number of hierarchies I can have in my project?
What's the maximum number of hierarchies I can have in my project?
You may have up to 10 hierarchies in a project. Once you reach 7 hierarchies, you will receive a warning that you're approaching the hierarchy limit. If you have 10 hierarchies, you will not be able to create any more without deleting a hierarchy.
Can I use the same metadata field to build multiple org hierarchies in the same project?
Can I use the same metadata field to build multiple org hierarchies in the same project?
No, you cannot use the same field to build multiple hierarchies. You can only use a given metadata field to build 1 hierarchy.
If you’d like to use the same field to build multiple hierarchies, you will need to duplicate the field and use the duplicate to build your additional hierarchies. For example, instead of only including the columns UniqueIdentifier and Manager ID with every participant, you can also include columns named EmployeeID2 and ManagerID2, which you'll use to build a second, separate hierarchy.
If you’d like to use the same field to build multiple hierarchies, you will need to duplicate the field and use the duplicate to build your additional hierarchies. For example, instead of only including the columns UniqueIdentifier and Manager ID with every participant, you can also include columns named EmployeeID2 and ManagerID2, which you'll use to build a second, separate hierarchy.
How do I make sure that leading zeroes are included in my CSV/TSV file?
How do I make sure that leading zeroes are included in my CSV/TSV file?
Many spreadsheets will eliminate the leading zeroes in a cell. For example, if you have an employee with the ID "0001435," this will be automatically shortened to "1435." If those leading zeroes are necessary to how your company formats an employee ID, this can create issues when you try to upload information to another system.
Thankfully, there are solutions to ensure your leading zeroes are not removed. If you add this formatting to your file, be careful not to re-open the CSV before importing it to Qualtrics, or you may lose your formatting.
Thankfully, there are solutions to ensure your leading zeroes are not removed. If you add this formatting to your file, be careful not to re-open the CSV before importing it to Qualtrics, or you may lose your formatting.
Can I automate changes to my Engagement org hierarchy?
Can I automate changes to my Engagement org hierarchy?
You cannot automate changes to an individual Engagement project’s participant hierarchy. However, you can automate updates to your employee directory, which allows you to have the most up-to-date info ready for future Engagement projects.
To learn more about automating employee directory changes, see Load Users into EX Directory.
To learn more about automating employee directory changes, see Load Users into EX Directory.
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