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Unit Tools (EE)

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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 Unit Tools

Unit Tools allow you to adjust your units on a unit level. These can be found in the upper right-hand corner of a selected unit when in the Org Hierarchies section of the Participants tab.

Unit Tools button on the upper-right of the Org Hierarchies section

Attention: These tools are used to make small adjustments to existing org hierarchies. They are not intended to be used to build org hierarchies from scratch. For generating org hierarchies, we recommend you create a participant file with all of your org hierarchy information and then upload that file to Qualtrics. See Preparing Your Participant File for Import for more information.


Adjusting Units

Unit Tools expanded with the first 6 options numbered

  1. Split Unit: Splits the selected unit into two. For Level-Based hierarchies, give the new unit a name, choose the manager(s) and direct report(s), and click Split Unit. For Parent-Child hierarchies, give the new unit a name, specify the ManagerID for the unit, choose the manager(s) and direct report(s), and click Split Unit.
    split Unit window
  2. Combine Other Unit Into This Unit: Merges another unit into the selected unit. The selected unit will appear in green. Click on another unit name and click Combine to merge that unit into the selected unit.
    Combine Unit window
  3. Delete Unit: Deletes the selected unit. The unit participants (and their responses) will remain in the hierarchy, however, they will not be a part of a unit.
  4. Flatten Unit: Deletes all units below the selected unit and moves people from the deleted units to the selected unit.
  5. Move Unit: Moves the selected unit to a different position in the hierarchy. This is the same as using drag and drop in the navigation sidebar. The selected unit will appear in green. Click on another unit name and click Move to move the selected unit under your chosen unit. Note that for Level-Based hierarchies, you will be unable to move Level 1 units.
    Move Unit window

    Warning: This manual approach is discouraged because the hierarchy in the Org Hierarchies section and the hierarchy constructed when you imported your participants will be different. If you were to later import your participant list again to update metadata or for some other reason, this could potentially revert the hierarchy to what it was before you made any manual changes. The import must contain all of the metadata fields used to generate the original hierarchy (e.g., EmployeeID, ManagerID, Unit Name, etc.) in order to trigger a hierarchy update. Therefore, Qualtrics recommends that when editing your hierarchy, you should re-import it instead of manually adjusting it. You can find instructions on how to do that in the Adding Participants support page.
  6. Add Unit Below: Creates an additional unit below your selected unit. For Parent-Child hierarchies, give the unit a Name, select a participant to be the Manager, specify the ManagerID (this is usually the Employee ID of the participant selected as Manager), and select Save. For Level-Based hierarchies, give the unit a name in the Level field and select Save.
    Qtip: For Level-Based hierarchies, you will be unable to add units beyond your current levels (e.g., if your hierarchy has two levels, you won’t be able to add a unit under your Level 2 unit).
    Qtip: For Parent-Child Hierarchies, if you select a person who is already in the hierarchy to be the Manager of the new unit, a duplicate entry will be created. To make an existing person the Manager of the new unit, you should Add Unit Below, leave Manager and ManagerID empty, and create the unit. Then, you can Move Unit to move the existing person to the newly created unit and then select Make Manager to make them the Manager of the new unit.

Adjusting Unit Members

Unit Tools expanded with middle 6 options numbered

  1. Add New Person: Adds a new participant to this unit. This is only used if the participant does not exist yet in the project. You will need to specify all the necessary participant information and metadata appropriate for your hierarchy (you can click the plus (+) and minus () signs to add additional metadata fields that are not shown). For more information about what information to include for the new person, visit the Preparing Your Participant File for Import support page.
    Add New Person window
  2. Add Existing Person: Adds a participant that is already in the project into the selected unit. Search for a participant in the project, choose whether they should be a Direct Report or a Manager in the selected unit, and click Add. If the option to Remove person from other units they report to is not checked, then the participant will appear in two units in the hierarchy. Note that their response will not be duplicated, but will be included in the dashboard when filtering down to either of those units.
    Add Existing Person window
  3. Add People From Different Org Hierarchy: If you have another hierarchy added to your project, you can add additional people or units to your selected unit by specifying a hierarchy and locating the units or participants you would like to add. Note that you can select multiple units and/or individuals at a time.
    Add from Org Hierarchy window
  4. Add People By Metadata: Adds participants already in the project into the selected unit based off of metadata. Select the person field and value for your metadata condition. Add additional conditions by selecting the plus and minus signs. When all desired conditions have been added, select Add.
    Qtip: Before selecting add, you can view and verify all individuals that your conditions are filtering for by selecting View [#] People.

    Add People by Metadata window

  5. Edit Unit Metadata: Allows you to change and add unit metadata for the selected unit. While Qualtrics strongly advises against changing existing unit metadata here (instead, re-upload your participant list with the correct unit metadata), you can freely add additional unit metadata, if desired. Metadata fields added here can be used in Advanced Searches in the Participants section.
    Attention: This option only allows you to change metadata that was not used to configure your hierarchy. You will be unable to edit any metadata fields that were used in the generation of your hierarchy.
  6. Export Metadata: Exports the hierarchy unit names and metadata to a CSV file.
    Qtip: This option will only be available for Parent-Child hierarchies.

Adjusting Unit Response Data

Last 3 options of the Unit Tools

  1. Add Responses By Criteria: This option is typically used with single-level Ad Hoc hierarchies when you later want to manually define your units and need to move responses into a newly created unit.
  2. Delete Anonymous Responses: Deletes all anonymous responses from either the selected unit or the selected unit and all of its descendants. Anonymous responses are assigned to a unit by either using an Org Hierarchy question in your survey or a unit is specified when you import anonymous responses (for more information, view the Org Hierarchies Export & Import Options support page).
  3. View Data Access: Will provide a quick overview of all individuals that are able to view data for the selected unit.