Qualtrics Platform
Customer Journey Optimizer
XM Discover
Qualtrics Social Connect

Onboarding Journey

About Analyzing Onboarding’s Impact on Engagement

You can combine data from across your Employee Experience program to find how your onboarding program affects your overall employee engagement using Employee Journey Analytics. Analyze onboarding’s impact on engagement is an expert-designed journey that guides you through setup and results in a completed dashboard ready to share with colleagues, preventing you from having to build data models and dashboards from scratch.

Required Projects

To use the onboarding journey, you must have the following projects already built in your account:

A Lifecycle project that is used to collect onboarding feedback.
An Engagement project containing the demographics and questions you’d like to analyze.
- This project must also have a dashboard already built.

Creating the Project

Create an Employee Journey Analytics project, and select Analyze onboarding’s impact on engagement.

Combining Data Sources

Follow these steps to combine your data sources after choosing Analyze onboarding’s impact on engagement when creating your project.

Select a survey from one of your engagement projects.

Qtip: Only Employee Engagement projects will show up in this dropdown.
Select an onboarding survey.
Qtip: Only Employee Lifecycle projects will show up in this dropdown.
Select the time frame for onboarding feedback you want to include. This date will adjust based on the date of the most recent response to the engagement survey you selected.
Select an identifying field from your engagement survey to join your datasets.
Qtip: The guided workflow joins projects with a left outer join.
Select an identifying field from your onboarding survey to join your datasets.
Click Next.
Qtip: Click Continue later to return to the Projects page.

Identifying Key Metrics

After deciding how to combine your data sources, select key metrics you want to analyze in your dashboard.

Select the primary metric used for reporting engagement. This will either be a dashboard category or a survey question.
Select the primary metric used for reporting onboarding. This will either be a dashboard category or a survey question.
Select the onboarding questions that may drive engagement. The questions from your onboarding survey will be automatically selected.
Select demographic fields for filters and deeper analysis. You can select fields from both surveys here.
Click Next.

Generating Your Dataset

After combining data sources and selecting outcome metrics, follow these steps to generate your output dataset.

Review the information you selected in the previous steps.
If everything looks correct, click Finish.
When your dataset is generated you can then view your prebuilt dashboard.

Onboarding Dashboard

This section covers widgets present in the prebuilt onboarding and engagement dashboard. When your dashboard is created it will contain 4 widgets. These widgets visualize the impact of onboarding on engagement, based on the outcome and key driver metrics you previously selected.

While you can customize your journey dashboard, we recommend keeping the prebuilt widgets described below.

Key Performance Indicators

The first two widgets give a sense of the overall onboarding and employee experiences. They display the percentage of favorable responses to the items you selected as your onboarding and engagement Key Performance Indicators (KPIs).

Relationship Between Onboarding & Engagement

The third widget looks at which onboarding items are most closely linked to engagement. This widget displays the favorability of each onboarding item, as well as the correlation of each item with the engagement outcome metric. By default, the items are ranked by impact, and the top 5 most correlated items are shown.

Onboarding & Engagement Outcomes

The fourth widget looks at how onboarding perception compares to engagement across different segments. The widget displays onboarding and engagement outcomes and can be broken out by the key performance indicators.