Participants Basic Overview (EX)

About the Participants Section

You can manage the people taking your EmployeeXM survey by navigating to the Participants section of the Participants tab. In addition to accessing a number of tools, you can search and edit participants in this section.

Advanced Search

You can search for a desired participant by typing a name or email address into the search bar, or you can make use of the advanced search feature.

1. Navigate to the Participants tab.
   
2. Select the Participants section.
3. Click Advanced Search.
4. Choose from a list of criteria to filter by.
   
5. Fill out your remaining fields.
6. Click the dots and select Insert condition below if you’d like to add more criteria to your search, or Delete to remove criteria.

Once you’ve found the participants you’re interested in, click their names to open their participant information window. Here, you can manage their metadata, manage their permissions, and perform other actions.

Search Criteria

The available criteria are as follows:

• Name or Email, First name, Last name, and Email: Search by a participant’s name or email address.
• Project status: Filter participants by whether they finished the survey or not.
• Respondent: Search participants by whether or not they are respondents. 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.
• Metadata: Search by metadata fields you uploaded with your participants.
• Org Hierarchy Metadata: Search using the metadata specifically used to build the hierarchy. For example, unique ID and manager ID, or levels.
• Org Hierarchy Units: Search by the units of your org hierarchy in an Engagement project.
• Role: Search by role.

Participant Dropdown Options

There is a dropdown menu to the far-right of every participant. When you click this dropdown menu, you are given the following options:

• Login to Dashboard: Proxy login to the participant’s dashboard. If the participant is not set up as a dashboard user (something you can learn more about on our Roles page), there will be nothing to log into.
• Remove participant: Remove this participant from the project.
  Warning: Removing the participant from the project deletes any response they’ve provided. If you want the participant to redo their response, send them a retake survey link instead of removing them and re-adding them.
• Update responses with current metadata: If you’ve made recent changes to the metadata, make sure the response you’ve collected is updated to reflect these metadata changes. This option will not appear if the participant hasn’t responded yet.
• Manage user: Open the participant information window.

Bulk Actions

In addition to the features described above, there are bulk actions you can perform on multiple participants at a time.

Once you select participants, click Bulk actions to see the following options:

• Remove selected participants: Removes all of the selected participants from the project. See Removing Participants for all the ways to delete participants from a project.
  Warning: Removing the participants from the project deletes any responses they’ve provided. If you want the participants to redo their responses, send them a retake survey link instead of removing them and re-adding them.
• Update responses with current metadata: If you’ve updated your participants’ metadata in the participant information window, this option makes that change to reflect in your dashboard.
• Export selected participants: Export a CSV containing first name, last name, unique identifier, and metadata for only the selected participants. See the next section for further details on various export options.

Clicking the topmost box to the left selects all of the participants on a page.

Export Participants

You can download your the project’s participants to a CSV file, complete with metadata columns. This file can act as a sample file you can re-import when you want to update your metadata, or if you want to run a survey with the exact same participants a following year.

This file comes with one custom column named Status that shows whether a participant has completed their response, or if you are still waiting for them to respond.

Export all participants

Make sure you do not have any participants selected. Then click Bulk actions and choose Export list.

Export selected participants

Select the participants you wish to export, select Bulk actions, and then choose Export selected participants.

Export Filtered Participants List

Instead of exporting all the participants in your project at once, you can narrow down who should be included in the export by metadata. This allows you to quickly search your participant list. The export will only include the basic information fields and excludes all other metadata.

1. Make sure you do not have any participants selected.
   
2. Go to Bullk actions.
3. Select Export filtered participants.
4. Select the metadata you want to filter your export by.
   
5. Select the values you want to include. You can select multiple values.
6. Click the dots to either insert another condition below or remove the condition you’ve added.
7. Click Export.

Reimporting Exported Participant Lists

You can import participant lists that have been exported, making updating many participants quick and easy. When reimporting an exported participant list, make sure to remove the columns listed below. These columns represent internal Qualtrics fields. If these columns are included in a participant import, then these fields will be saved as participant metadata. Usually, these fields aren’t useful for reporting purposes, so we recommend removing the columns from your import. The columns to remove are:

• Status: Indicates if the participant has taken the survey.
• User Type: Indicates the user’s user type.
• Last Login: Indicates when the user last logged into Qualtrics

In addition to these fields, your export file will contain the Respondent field. This is used to determine if participants are required to participate in the survey. You can change a participant’s value by changing their value in your participant file. Respondents with a value of TRUE are marked as respondents, while participants with a value of FALSE are not.

Adjusting Columns

Use the dropdown in the header to show and hide columns, such as name, email, status, and whether or not someone is a respondent.

Response Update Banner

Sometimes, a banner may appear at the top of the Participants tab that reads, “Responses are being updated. Some functions won’t be available until this is complete.” This message is to let you know that you will temporarily be prevented from making certain changes, because the system is working on updates you just requested, and does not want you to make conflicting changes. Changes that can make this banner appear include edits to participants or the hierarchies they belong to.

Clicking View progress will show you how much longer until the updates are done and you can resume with full participant-editing functionality again.

Participants Tab Differences

Your Participants tab may differ in appearance from what is described on our support pages for two reasons:

1. Unique identifiers are not enabled in your brand, so your Lifecycle and Engagement projects don’t match the screenshots on this page.
2. You have unique identifiers, but are customizing an Ad Hoc Employee Research project.

The functionality of the Participants tab is exactly the same in the updated interface, but there are a few features that have been moved around. This section will go over key differences so that they’re easier to identify.

Importing participants in ad hoc employee research projects

See more at Importing Ad Hoc Employee Research Participants. Note that if your brand does not have unique identifiers, these steps also match how to upload participants to Lifecycle projects.

Editing multiple participants at a time

The Bulk actions button does not exist in the old user interface. Instead, a similar dropdown on the left can be used to remove selected participants or to update their metadata.

Exporting participants

To export all participants or to export filtered participants, open the Tools menu.

Participant information window

When you click on a participant’s name, you can view more information about them in the participant information window. This differs in appearance in the old interface, but has the same information and actions. Note that the actions dropdown is in the upper-right.

FAQs