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Advanced Questions (EX)

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Attention: Many links on this page link back to pages regarding standard Qualtrics surveys, not just Engagement, Lifecycle, or Ad Hoc Employee Research. Detailed below are the differences you will need to be aware of on each page. While some content may look slightly different when creating your EmployeeXM project, feature functionality remains the same.
Qtip: This page describes functionality available to Engagement, Lifecycle, and Ad Hoc Employee Research projects, with the exception of the Org Hierarchy question, which is only available to Engagement. For more details on each project type, see Types of Employee Experience Projects.

About Advanced Questions

EmployeeXM offers three advanced question types: Timing, Meta Info Question, and Org Hierarchy. The Timing question is a hidden question that can be added on any page of your survey to track and manage the time a participant spends on that page; the Meta Info question is a hidden question that will track and report basic information about your participants, such as their operating system and browser. Both of these questions types are available in standard Qualtrics surveys while the Org Hierarchy question type (a question that allows a participant to find their place in the organization) is only available for Employee Engagement surveys.

The Change Question Type dropdown expanded to reveal Timing, Meta Info, and Org Hierarchy questions

For more information regarding what questions types you should choose and use, visit the Choosing Question Types section of the Employee Engagement Getting Started pages.

Timing

The Timing question type works the exact same way in EmployeeXM as it does in Survey Platform surveys. For more information, visit the Survey Platform’s Timing support page.

Meta Info Question

The Meta Info Question question type works the exact same way in EmployeeXM projects as it does in Survey Platform surveys. For more information, visit the Survey Platform’s Meta Info Question support page.

Org Hierarchy

The Org Hierarchy question type allows a participant to find their place in the organization by either selecting from a hierarchy structure, using a Search box, or both. The hierarchy must be generated first (see the Generating a Parent-Child Hierarchy or Generating a Level-Based Hierarchy pages). This can be useful for large organizations or organizations where the anonymous link and authenticator are used (e.g., when participants do not have email addresses).

Qtip: Remember, hierarchies are only in Engagement, not Lifecycle or Ad Hoc Employee Research. For more details on each, see Types of Employee Experience Projects.

Setting Up an Org Hierarchy Question

Once you add an Org Hierarchy question (see Creating & Editing Questions for instructions on how to create a question), you will have to set two additional settings in the question editing pane.

An Org Hierarchy question with a hierarchy selected for it on the right

  1. Org Hierarchy: You must select a hierarchy to base your question off of. Note that your Org Hierarchy question will not work properly if you have not already generated a hierarchy (see the Generating a Parent-Child Hierarchy or Generating a Level-Based Hierarchy pages) or if you do not specify an Org Hierarchy from the dropdown menu.
  2. Display Options: Choosing Hierarchy will display a series of dropdown menus from which a participant can locate their manager or unit. Choosing Search Box will display a Search box from which a participant can search for their manager or unit. Choosing Both will display both a Search box and a hierarchy; an individual can use either one.
    Qtip: In the Search box, participants will only be able to use their manager’s name or their unit’s name.
  3. Metadata Search Field: If you generated a Parent-Child Hierarchy and selected a metadata field for Org Unit Metadata, then that option will be available to select here. This will let your participants search by this metadata field in addition to searching by org hierarchy unit.
    Example: In this example, we selected the UnitDescription field for out Org Unit Metadata.
    creating a parent child hierarchy and selecting a metadata field for org unit metadata
    You can then select the UnitDescription as the Metadata Search Field, allowing participants to search by this field.
    The metadata search field for an org hierarchy question. the org metadata field is selected

Using the Org Hierarchy Question Type

How the Org Hierarchy selector functions depends on the types of hierarchy it is connected to.

If it is connected to a Parent-Child hierarchy or a Skeleton hierarchy, the participant will often search for their manager’s name.

an org hierarchy question where an employee's name is selected

If it is connected to a Level-Based hierarchy (or a Parent-Child hierarchy with Org Unit Descriptions), the participant will search for or select the unit in which they belong.

an org hierarchy question where a company level is selected

Qtip: This question relies on participants to select the correct manager or unit. It is possible for participants to make a mistake.