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Creating a Project (EX)

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About Creating a Project

An EmployeeXM project consists of a survey, participants, and a collection of responses and reports or dashboards. When you create a new project, you can create its associated survey from scratch, from a copy of an existing survey, from a survey saved in your library, or from an imported file.

Types of Employee Experience Projects

When you go to create a project, you’ll notice that there are three kinds of Employee Experience projects to choose from.

  • Engagement: Empower every leader in your organization with insights on the engagement of their workforce, drivers that will have the most impact on employee engagement, and action planning tools to drive improvement. Participants can be organized into a hierarchy that reflects their role in the company. These hierarchies can then be used in dynamic dashboard reporting to filter data automatically based on a participant’s place in that hierarchy.
  • Lifecycle: Continuously measure and act on employee feedback across lifecycle touch points such as onboarding, exit, and promotion. Allows you to automate the invitation and participant upload process.
  • Ad Hoc Employee Research: Perform impromptu research to quickly gauge employee feedback and share it with your team. Ask about benefits offerings, recent employee process changes, or other one-off feedback opportunities. You can even add actions to your workflow to alert the right stakeholders’ of employee feedback, or set up simple dashboards to share with your team.
  • 360 Project: Conduct 360 assessments with flexible form development, real-time reports, and process management. Here, you can establish the relationships between participants evaluating each other and generate individualized reports for each participant.

Differences between project types

EmployeeXM projects have access to similar features, however, no two are exactly the same. This table illustrates core differences between each of the projects.

Engagement Lifecycle Ad Hoc Employee Research 360
Actions tab Yes Yes Yes No
Participants tab Yes Yes Yes Yes
Participants automation No Yes No No
Hierarchies (and related messages, role permissions) Yes No No No
Message automations No Yes No No
Dashboards Yes Yes Yes Yes
Action planning Yes Yes No No
Relationships, subject reports, employees evaluating each other No No No Yes
Employee directory Yes Yes Yes Yes
Library Yes Yes Yes Yes
Administration Yes Yes Yes Yes
Stats iQ Yes No Yes No
Insights Yes No No No

Creating an Employee Experience Project

  1. Select Catalog from the global menu.
    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.
  2. Scroll, filter, or search as needed to find the correct project type. The projects discussed on this support page are generally found under EmployeeXM.
    Filters and search bar along the top of the catalog, chosen project appears as a tile. Once the tile is clicked, a menu opens on the right with a description and a get started button
  3. Select Engagement, 360, Lifecycle, or Ad Hoc Employee Research.
  4. Click Get started.
  5. Type a project name.
    Field for name, folders, then button bottom-right
  6. If desired, add this project to a folder.
  7. Click Create project.

Templates for Employee Experience

Qualtrics has pre-made surveys to offer Employee Experience users, with optimized survey content, invitations, and dashboard templates developed from industry best practices.

When you create a project, select EmployeeXM and scroll to the bottom to see the available projects. Each template will be labeled as such.

Options explicitly labeled as templates

  • Engagement Feedback: Employee Engagement template that measures drivers of employee engagement and enables managers at every level to action and drive improvements. With research-based and validated engagement survey items and pre-configured dashboards from Qualtrics, this template is ideal for annual or biannual employee engagement programs.
  • Exit Feedback: Employee Lifecycle template that measures drivers of employee attrition while also surfacing overall brand sentiment from leaving employees. This template, encompassing a pre-configured survey and dashboard along with messages, is ideal for employee exit feedback measurement.
  • Onboarding FeedbackEmployee Lifecycle template for Employee Onboarding. Helps HR managers measure and improve on the overall onboarding experience and engagement for new employees. The template provides guidance on key metrics to measure as part of onboarding programs, along with Qualtrics’ best-practice survey and dashboard content.
Attention: If you add or delete questions from these templates, update the relevant dashboard widgets to ensure that the changes are reflected there.
Qtip: The metadata we provide you with in these templates are meant to act as examples. We recommend you replace these with metadata from your employee/participant records.

Creating from a Copy

You can also create a duplicate of an EmployeeXM project.

  1. Navigate to the Projects page.
    Navigation menu opened, projects is the second thing listed
  2. Find your Employee Experience project and click the project dropdown menu next to it.
    Dropdown described
  3. Select Copy Project.
  4. Type out a Name for the copy.
    A window with a field for the new survey's name and a Copy Project button
  5. Click Copy Project.
  6. After the page reloads, select the copied project from your projects list to start editing.
Qtip: Creating a project in this way preserves all the survey settings, including survey options and survey flow. Be careful to double check that these settings before you launch your project!

Creating from a File

You can export a QSF file that contains a copy of your EmployeeXM project and upload it into another Qualtrics account.

  1. Navigate to the project you’d like to export a QSF of.
  2. Follow the directions for exporting a survey to a QSF.
  3. Navigate to the account where you’d like to upload the QSF.
  4. Create a new Employee Experience project following the directions in the Creating an Employee Experience Project section.
  5. Once inside the new Employee Experience project, click Tools.
    tools dropdown in the Survey tab indicating Import Survey
  6. Choose Import Survey.
  7. Click Choose File and browse your computer for the correct QSF file.
    The Choose File button on the Import Survey window
  8. Select Employee Experience
  9. Click Import.

Creating from a Library

Qualtrics allows you to save surveys in a library so you can later copy them or reuse their questions. However, while the Create a Project window has the option to create From a Library, this method is for the Survey Platform, not for EmployeeXM projects. Instead, there is another way to copy an EmployeeXM survey from a library.

  1. Navigate to the Library page.
    Choosing library from the top-level navigation in the top-left of every page of the website
  2. Navigate to the Survey Library.
    the copy to library button in the survey library
  3. Click Copy to this Library.
  4. Under Type, select Survey.
    copy to this library window, with numbered fields
  5. Under Source Survey, select the survey you’d like to copy to the library.
  6. Under Destination Folder, choose a folder. If you don’t select one, the project will go to the Uncategorized folder.
  7. Type in a Survey Name.
  8. Click Save.
  9. Navigate to Projects and create an EmployeeXM project by following the directions in the Creating an Employee Experience Project section.
  10. Once inside your new project, click Import from library.
    the Import from library button on the bottom-left of the survey builder
  11. Select the library you saved the survey in.
    window where you select a library
  12. Select Survey Library.
    window where you select a library type
  13. Select the folder you saved the survey in.
    window where you select a category
  14. Select the survey you want to copy content from.
    window where you select a survey
  15. Select the parts of the survey you want to reuse.
    window where you select questions. they are listed to the left and multiple are selected
  16. Click Import [#] Question(s).

Copying surveys in this way does not preserve any of the survey options, survey flow, or other survey settings. Only the selected questions are copied over.

The steps described here are a great option if you have many different project types containing similar questions, because you can copy survey questions from a Survey Platform survey to an engagement survey, and vice versa. However, if you do copy from one project type to another, be aware of question type compatibility. The Survey Platform cannot support an org hierarchy question, and EmployeeXM is only compatible with certain static contentadvanced questions, and standard questions.