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Employee Experience

Discuss EX product solutions, best practices, & more

667 Topics
YenMejia_Voce
QPN Level 4 ●●●●
YenMejia_VoceQPN Level 4 ●●●●
asked in Employee Engagement
Dynamic Header and Footer Based on Metadata

Hello community,Could you please help me validate if there is a way to use a header and footer dynamically based on a specific metadata field, such as "Business Unit"? For example, having a specific header display when a particular value of the metadata is detected.I hope you can assist me with this.Thank you in advance!

351
TomG
Level 8 ●●●●●●●●
YenMejia_Voce
QPN Level 4 ●●●●
YenMejia_VoceQPN Level 4 ●●●●
asked in Employee Lifecycle
Dynamic Benchmarks in Lifecycle Projects

Hello community,I would like to ask for your support in better understanding how dynamic benchmarks are generated in the tool from a technical perspective. Specifically, I have doubts about whether it is possible to generate them using a metadata field like "Business Unit" in lifecycle projects that do not have an active hierarchy.Is this something that can only be achieved through an organizational hierarchy? If so, it would limit its use exclusively to Engagement projects.Additionally, I would love to hear about the use cases you have implemented in similar situations. Any experience or advice would be greatly appreciated.Thank you in advance!

140
YenMejia_Voce
QPN Level 4 ●●●●
M
Level 2 ●●
mpjacobsLevel 2 ●●
asked in Employee Engagement
Editing Next & Back Buttons

My next and back buttons are showing multiple arrows. I’d like to simplify, but I am struggling with my troubleshooting. Has anyone experienced this? 

657
gPandey_715
Level 2 ●●
Q
Level 1 ●
QualtricsNovice2024Level 1 ●
asked in Employee Engagement
How to Manage Survey Sessions for Shared Devices in EX Survey with SSO Authentication?

I’ve created an Employee Experience (EX) survey for one of the companies I work with. The survey provides participants with the option to access it via an anonymous link and authenticate themselves using SSO or their unique identifier.However, we’re encountering a challenge:Many of the staff members will be using shared devices (e.g., tablets or computers) to take the survey. If someone starts the survey, leaves it incomplete, and closes the tab, the device remains authenticated to their session. This creates a problem, as the next person using the same device would inadvertently access the previous person’s session.What we want is a way for users to log out of the survey session so the next participant can authenticate and start their own session securely.Has anyone tackled a similar situation? Is there a way to automatically log out users after a certain action or implement a manual logout option for the survey? Any best practices or workarounds would be greatly appreciated.Thanks in

381
C
Level 5 ●●●●●
M
Level 1 ●
miroslavchobanovLevel 1 ●
asked in Employee Engagement
Updating/Deleting contacts in EX Directory after certain time

Has anyone managed to delete/update contacts in the EX Directory based on certain conditions?My requirement is to update a metadata field of a contact if his TerminationDate is 6 months before today’s date but any similar logic would help. The process has to be automated, it wont be a one-time thing.

434
M
Level 1 ●
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Lifecycle
SSFF extract job application information

Hi  I am trying to extract candidate information from SSFF, the connection already exists but i can not find any of the recruitment routes to extract the information.Any suggestions regarding this?

424
E
QPN Level 4 ●●●●
PeeyushBansal
Level 6 ●●●●●●
PeeyushBansalLevel 6 ●●●●●●
asked in Employee Lifecycle
Combined onboarding dashboard

I have 4 onboarding surveys and I want to show response rate of all in combined dashboard. But I am only able to show number of responses. How can we display the participation summary. It is EX lifecycle.  

574
PeeyushBansal
Level 6 ●●●●●●
M
Level 2 ●●
mpjacobsLevel 2 ●●
asked in Employee Engagement
Is there a more efficient way to edit survey questions?

We are editing our next survey, grouping certain questions together in blocks that align with our company values vs. each question being in an individual block. Dragging the questions to new blocks has proven to be a slow, frustrating process. Is there a quicker way to click and drag the questions? 

396
M
Level 2 ●●
P
Level 2 ●●
Paula_Calderon_IZOLevel 2 ●●
asked in Employee Lifecycle
Integrate different surveys to have a single Participation Summary" Widget in a EX lifecycle dashboard

Hi Qualtrics Team. For a EX Lifecycle project, we created a single dashboard that integrated 6 different surveys, in the specific case of the Widget “Participation Summary”, it shows information just for one of the surveys. Do you know how can we integrated the results of all the 6 surveys in the widget? there is no too many options to customize this widget and the client need to have only one widget. Thanks,  

693
PeeyushBansal
Level 6 ●●●●●●
JuanBotta
Qualtrics Employee
JuanBottaQualtrics Employee
published in Employee Lifecycle
Mastering the Employee Lifecycle: Key to Boosting Engagement and Productivity

Explore the intricate journey of the employee lifecycle from hiring to offboarding with this comprehensive article by Qualtrics.It sheds light on how understanding and managing each stage can significantly enhance engagement and productivity in your organization.Don't miss out on these valuable insights! Check out this article to step-up your management game.#EmployeeEngagement #ProductivityBooster

981
chaloemkhompitoon
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Engagement
Insight explorer

Hi  I am starting using the Insight explorer feature and i would like to know if it is possible to have more than one comment at the same time. I have an EX survey that has multiple open comments questions and i would like to know if there is a way to analyze all of them at the same time to get the general feeling and mean topics of the survey. Thank you!

973
E
QPN Level 4 ●●●●
YenMejia_Voce
QPN Level 4 ●●●●
YenMejia_VoceQPN Level 4 ●●●●
asked in Employee Engagement
Is it possible to retrieve participants' Person ID in advance?

Hi community,I hope you're doing well. I’d like to know if there’s a way to retrieve the Person ID of each participant in advance, either through an API or any other method that allows us to access this information before downloading a project distribution in Employee Experience.As far as I know, the Person ID, which is unique for each employee, is displayed when downloading the project distribution. However, I’m looking for an alternative to extract this information beforehand.I’d appreciate any guidance or suggestions you can share.Thank you in advance!

534
YenMejia_Voce
QPN Level 4 ●●●●
S
Sunothai
posted in Employee Engagement
Employee engagement's manual or guideline for manager

Hi, I am the new user of the Qualtrics planform (employee experience). Our firm has just launched the employee engagement survey, and I am preparing the material to train our manager on how to read the results and do the action plan. If anyone has produced a manual document or handbook, please advise me. Thank you. 

212
Aggarwal
Level 4 ●●●●
JoycaV
QPN Level 4 ●●●●
JoycaVQPN Level 4 ●●●●
asked in Employee Engagement
How to mark a participant as "not repondent"? (only dashboard access)

Hi,I have an EX engagement program, and I want to give some users access to the dashboard.I added them as Participants, but that also enables the flag "Respondent".I can't seem to find way to remove that flag and indicate that they are not a respondent, but just a dashboard viewer.Can anyone help me?

4695
Varun Raj Akula
QPN Level 3 ●●●
J
joan_raventos
asked in Employee Engagement
Dashboard roles - restrict data

Hi everyone,I am trying to create a participant role for some specific users to view only filtered data in the dashboard for an already active survey. I want to filter by a specific field in the employee metadata. I added this field in the Dashboard data settings, added it in the Dashboard as a filter, but the field doesn't show up when using the restrict data option and trying to filter by metadata, in the role creation in participants tab.Any ideas??Thanks!!Joan

4264
Varun Raj Akula
QPN Level 3 ●●●
E
Enrico
asked in Employee Engagement
How to stop the import of Participants into a EmployeeXM project?

Hi,i was importing participants from XM Directory, but after 2 hours is still blocked on the 78%.There's a way to stop the process?Thanks.

241
Varun Raj Akula
QPN Level 3 ●●●
Simonmd14
Level 2 ●●
Simonmd14Level 2 ●●
posted in Employee Engagement
EX participant dashboard page permissions

Current Problem: When you prepare a dashboard for release and leverage roles (within participants) you have options to restrict page permissions. Currently the problem is UI functionality that is laborious to have to select each page and again across your potential numerous roles, one by one.Current Solution (if applicable): I have to select each page 'access' one by one multiple time which is laborious and error prone to miss one as sometimes the selection does not checkPossible Solution:  Reverse the default at this stage so that ALL PAGES are turned on, and you de-select pages that you do not. Intuitively you are more likely to have more pages to turn ON than you are to turn OFF.Purpose / Use Case: EX user experience, UI improvements, efficiency, accuracy, consistency

691
Varun Raj Akula
QPN Level 3 ●●●
M
markacowan
posted in Employee Engagement
Manager ID locked for editing

I have 2 employees who are assigned to the wrong manager ID (everything else is fine) and I want to change them manually however the field is greyed out and I cant change. Any ideas? I don't want to upload a new file.

191
Varun Raj Akula
QPN Level 3 ●●●
G
QPN Level 2 ●●
GuruparanQPN Level 2 ●●
asked in Employee Engagement
Dashboard Data rearrange

Hi,I am trying to rearrange the dashboard data fields in the EX project since my client wants to see certain questions in some particular order. Is there any easy way to do it, rather than drag and drop?

1092
Varun Raj Akula
QPN Level 3 ●●●
E
QPN Level 4 ●●●●
ErikahuerQPN Level 4 ●●●●
asked in Employee Engagement
Text IQ of just one word

Hi! I want to create a topic that just includes the comments that have a "não" and nothing else in the comment, do you guys know if this is possible in any way? Thank you!

953
Nanditha MM
Level 4 ●●●●
K
Kruegs
asked in Employee Engagement
Anyone else dread updating invited count + Updating responses with current meta data?

This process always takes forever and shuts down dashboards in the meantime. Does this have to do with internet? I don’t experience slow internet speeds elsewhere. Anyone else experience this? I’ve had it take 5 seconds, then I’ve had it take 5 hours.   

1831
Varun Raj Akula
QPN Level 3 ●●●
A
Anviscardi
asked in Employee Engagement
Customizing colors of survey Items and communications

Hello! I would like to check if there is a way to customize:The text box border color of the authenticator question The text color of the headings in which the possible languages are listed at the beginning of the surveyPlus, I would like to check whether is possible to:Customizing the mail invite, including a picture as background on which is possible to write text (e.g having a picture blue and write the invite on this background) Upload new fonts for the survey and the communicationsThanks a lot! 

1494
Varun Raj Akula
QPN Level 3 ●●●
YenMejia_Voce
QPN Level 4 ●●●●
YenMejia_VoceQPN Level 4 ●●●●
asked in Employee Engagement
Manual Permissions to dashboards in EE and Lifecycle Projects

In EE and Lifecycle projects, within the participants section, there is an option to manually grant a specific person access to a results dashboard without assigning them to a role. I believe roles are essential for tracking who has access to the dashboard.My question is: if permissions are granted manually, is there any way to identify or record them? This information doesn’t seem to appear when exporting the participant list.

292
Varun Raj Akula
QPN Level 3 ●●●
J
Level 2 ●●
Juan ZapataLevel 2 ●●
asked in Employee Engagement
Know how many leaders have met the anonymity treshold 

Hello,I have a project in EX where we have built a parent-child type hierarchy. Currently, I want to find an easy way to know how many and which leaders have met the anonymity threshold required to view responses from their units.What options do I have?Thank you!

693
Varun Raj Akula
QPN Level 3 ●●●
P
Level 2 ●●
Paula_Calderon_IZOLevel 2 ●●
asked in Employee Lifecycle
Unrecognized distributions Lifecycle (EX)

We are facing some questions while implementing a lifecycle (EX) project, we have three surveys associated each one to a financial benefit received by the bank employees, the invites are sent to the employees each time they make a disbursement of one of these benefits. The problem arises in the process of sending these invitations. After one day, the platform stops recognizing the participants to whom the invitation has already been sent, which causes it to indicate that it will send the survey again to all participants, instead of only to the new ones who have joined as project participants. Is there any way through which we can “Mark” the employees to whom we have already sent (even if they haven't replied to the survey) and include this filter as part of the metadata before sending invitations, to avoid this inconvenience

190
P
Level 2 ●●

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