Employee Journey Analytics Overview

Suite
Employee Experience
Product
Qualtrics
What's on this page
Qtip: If you are interested in implementation or advisory services for an Employee Journey Analytics Project, reach out to your Technical Success Manager.

About Employee Journey Analytics

Employee Journey Analytics is a project type that allows you to combine existing employee data from multiple projects into a single dataset that can be analyzed. With this dataset you can run analyses across your EX programs to understand how key moments of the employee experience relate to employee engagement, wellbeing, attrition risk, and other key measurements. With an Employee Journey Analytics project you can investigate questions such as:

  • How does the onboarding experience impact employee engagement?
  • How are elements of the employee experience impacting employee attrition?
  • How do key milestones (e.g., returning from leave) impact employee engagement?
Qtip: Text iQ is not available in Employee Journey Analytics projects. Instead, perform text analysis in the projects you’d like to use in your data model.
Attention: Projects created before November 6, 2024 use the old data model and have been placed in an Archived state. You cannot edit, publish, or refresh the data model in archived projects. Previously published data, dashboards, participants, and Stats iQ will continue to be available and operational, however dashboard creation and copying is disabled in archived projects. Archived projects cannot be copied; create a new project instead.
the archived banner at the top of an old EJA or Cross XM project
the archived banner at the top of an old EJA or Cross XM project

Creating an Employee Journey Analytics Project

Select Catalog from the global menu.
Image of global navigation hamburger icon expanded next to xm logo to reveal Catalog option
Image of global navigation hamburger icon expanded next to xm logo to reveal Catalog option
Qtip: A project can also be created from the Projects or Homepage.
Scroll, filter, or search as needed to find the correct project type.
Select Employee Journey Analytics.
selecting an Employee Journey Analytics project from the projects page
selecting an Employee Journey Analytics project from the projects page
Click Get started.
Choose between the following options:
choosing to create a new EJA project or use a guided flow
choosing to create a new EJA project or use a guided flow
Name this project. This should be centered more around a program or initiative that the dashboard fits into, and less around what you want a specific dashboard to report. For example, we called ours “EX Program Insights” because it will encompass all the dashboards we want to compare for our EX Program.
Naming and creating an employee journey analytics project
Naming and creating an employee journey analytics project
Qtip: You can always rename this later!
If desired, add this project to a folder.
Click Create project.

Using a Guided Flow and Preconfigured Dashboard

When creating a new Employee Journey Analytics project, you have the option to use a guided flow. Selecting one of these options will walk you through setting up the project to analyze the impact of onboarding on employee engagement. Once set up is complete you will be taken to a pre-configured dashboard to view your data.

There are currently 2 guided flows:

  • Analyze onboarding’ impact on engagement: This guided flow and pre-configured dashboard helps you analyze the impact of onboarding on engagement. See the linked page for more details on setup.
  • Reduce employee attrition: This guided flow and pre-configured dashboard gives you the tools to uncover the drivers of employee attrition. See the linked page for more details on setup.

Joining Two or More Datasets On Your Own

Creating a custom project gives you the flexibility to analyze any of your existing employee projects. Using a guided flow is currently limited to only looking at onboarding and engagement, while a custom project can combine up to 10 of your existing projects into a single dataset for analysis.

Employee Journey Analytics projects have 2 main components:

Data Model: This is created in the data model tool, which allows you to prepare and join data from EX projects into a single dataset for analysis.
Qtip: When you set up your project with a guided flow, this model will be created for you.
Dashboard: This dashboard pulls together the joined data from different EX projects, allowing you to analyze relationships across projects.
Attention: The data in this dashboard will not be refreshed automatically. See Publishing Your Data Model for more information on refreshing your dataset.

For help getting started on your custom project, visit Creating A Data Model.

Collaborating on an Employee Journey Analytics Project

You can invite other users in your Qualtrics organization to edit the Employee Journey Analytics project with you.

Go to Projects.
Projects being selected from the navigation menu
Projects being selected from the navigation menu
Find your project.
finding project and opening its actions menu
finding project and opening its actions menu
Qtip: You can find Employee Journey Analytics projects by searching your project by name, or filtering for the project type “Dashboards.”
Click the 3 dots.
Select Collaborate.
Search and select the user you want to collaborate with.
new window where you search and add collaborators
new window where you search and add collaborators
Qtip: Users should have permission to use Employee Journey Analytics.
There’s only one level of access: Admin access. Users will be able to edit the project and all related configurations.
Qtip: To only give dashboard access, see Sharing the Dashboard.
To remove a collaborator, change this to Remove this user.
When you’re done, click Save.

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