employee exam

what are the two modes text iQ has?

1 - editing mode when adding/modifying topics 2 - analysis mode - to view visualizations that depict trends in your text iQ data

what must you do to preserve data integrity and avoid incorrect data analysis?

1. align recode values to scales 2. recode values as a progressively increasing or decreasing scale

what can you pipe in values from?

1. answered questions 2. participant information 3. current date and time

what are the components of the Qualtrics library?

1. certified questions - useful as they collect standardized data for easier comparison 2. common categories - select specific questions or groups of questions based on research conducting 3. existing surveys - import content from previous surveys that are saved in your library or existing acct

what are two alternative field type options?

1. checkbox - field that functions like a multiple choice question, allowing the user to select one or more options using check-boxes 2. dropdown - a field that functions like a multiple choice question, allowing the user to select one or more options using a drop-down menu

what are three key things to keep in mind when designing your dashboard for key stakeholders?

1. dashboard objective - targeted purpose 2. data views - how data is presented, and level of detail required 3. data access - restrictions to control what is presented

what are recommended engagement items to include in survey design?

1. engagement 2. job enablement 3. core drivers

what kind of business outcomes does EX improve?

1. improving the customer experience 2. reducing turnover and unwanted attrition 3. improving performance and productivity 4. driving revenue and profitability

what are the four major trends contributing to workforce shift?

1. increased mobility 2. increased connectivity 3. increased competition and more options 4. evolving expectations

what are the five stages of EXM maturity?

1. investigate 2. initiate 3. mobilize 4. scale 5. embed

what are the four methods available to create new variables?

1. manual 2. bucketing 3. formula 4. combine

what are three Field Types for numbers?

1. numeric value is continuous data, from zero to infinity, and can include any number 2. number set is a discrete set of values - typically these will be used with scales, like likert scales from 1-5 3. date - calendar date and time field; data must be recorded in yyyy-mm-dd format

what does metadata consist of?

1. o-data (organizational data): useful to include onboarding data, start date, etc additional variables of data can be used to customize the survey language to the participant's preferred language or generate organizational hierarchies

what are three things that organizations with higher levels of maturity achieve?

1. outperform their peers 2. collect more employee feedback 3. focus more on customer experience

what are some characteristics of the anonymous link?

1. pasted into email or internal website 2. URL never changes 3. no personal identifying info is collected unless specifically requested or an authenticator is used 4. IP address is collected

what are three benefits of sentiment analysis?

1. prioritize action - sentiment analysis allows you to easily filter unread mentions 2. track trends over time - as you make changes to your organization, you will want to see how employees respond 3. watch out for competition

what are three factors to consider when determining how frequently to run your engagement survey?

1. readiness 2. industry innovation 3. response rates

what are some recommended exit metrics?

1. reasons for leaving 2. key drivers of attrition 3. overall company feedback

what are the five stages of employee lifecycle?

1. recruitment 2. onboarding 3. development 4. retention 5. exit

what are the four text field types?

1. text value - one-to-two word open text field, such as name or email address 2. text set - text field that has a specified set of values, such as agree to disagree 3. multi-answer text set - text field that can have more than one text value as an answer, such as "select all that apply" 4. open text - text entry field for long open blocks of text like text comments

what are four things you will gain from using Text iQ?

1. topics respondents care most about 2. emotions associated with each topic 3. quantification of open-ended responses for use in reports, dashboards, and statistical analysis 4. ideas about solutions with text analysis, respondents can define what is most important and you can find unexpected insights

what are four chart types you can create using the simple chart widget?

1. vertical bar 2. horizontal 3. line 4. area

What is a widget? A Widget is the name given to the response data that is mapped to the Dashboard. A widget is the name given to a group of interacting filters that are applied to a Dashboard. A Widget is the name given to the customizable visualizations in the Dashboard.

A Widget is the name given to the customizable visualizations in the Dashboard.

Which of the following is a valid way to add participants to a Role? Include the Role name in the uploaded participant list Assign Roles when distributing invite emails Add a Group by setting up conditions

Add a Group by setting up conditions

For an Engagement survey, you decide to use an anonymous survey to allow anyone to opt in. You also want to ensure the participant's response is placed in your hierarchy. Which option below could you apply to ensure this happens? Add an Org Hierarchy question type to the survey. Add specific metadata for participants. Add people by updating hierarchy units.

Add an Org Hierarchy question type to the survey.

What is the main benefit of the Org Hierarchy question type? Allowing participants to select their position in your organization when using the Anonymous Link Creating a new hierarchy based on question answers Allowing participants to update their position in your organization

Allowing participants to select their position in your organization when using the Anonymous Link

Examine the image below. If the field "Transparency" is checked as sensitive, what does it mean for dashboard viewers?

Any data for Transparency will be hidden from them, unless they have permission to see it.

True or False: In circumstances where the widget-level filter and dashboard filter conflict, the dashboard filter will override the widget-level filter. True False

Any time a global (dashboard-level) filter conflicts with a local (widget-level) filter, the local filter will override the global filter.

Which of the following statements is correct: Delegates must be imported to an Engagement project only after all participants have been added and a parent-child OR level-based hierarchy have been generated. Delegates must be imported to an Engagement project only after all participants have been added and a parent-child AND level-based hierarchy have been generated Delegates must be imported to an Engagement project before adding participants and generating hierarchies.

Delegates must be imported to an Engagement project only after all participants have been added and a parent-child OR level-based hierarchy have been generated.

what does the "scale" phase involve?

EX insights drive key business decisions; organization should focus its efforts on adopting EX measurement principles by creating seamless, embedded, and conversational surveys

what does the "embed" phase involve?

EX is fully embedded in the DNA and operations of the organization; organization should focus on making EX everyone's responsibility by democratizing EX insights, accountability, and action EX is completely decentralized; part of everyone's job

Which two fields are needed in a participant file to generate a Parent-Child hierarchy Employee ID and Org Unit ID Employee ID and Manager ID Manager ID and Org Unit ID Org Unit Description and Org Unit ID

Employee ID and Manager ID

Which of the EmployeeXM project types should be used for collecting feedback while onboarding employees? Employee Lifecycle Employee Engagement

Employee Lifecycle

HR leaders want to make some changes to a dashboard for managers. These changes will take a few hours, but the HR leaders don't want to lock out anyone from seeing the dashboard. What feature should they use to notify dashboard viewers that the dashboard is going through some changes? Enable Dashboard Maintenance Mode Turn OFF Dashboard Exclude Partial Responses from Dashboard Enable Dashboard Edit Mode

Enable Dashboard Maintenance Mode

Which survey should you implement first before any other EX feedback mechanism? Engagement Survey Exit Survey Onboarding Survey

Engagement Survey

Which of the following surveys should be used to measure Key Drivers of Attrition? Engagement Survey Onboarding Survey Exit Survey

Exit Survey

TRUE or FALSE: EX projects allow 2-way SMS surveys. True False

False

True or False: Participant Automation is a feature that is available in both Employee Engagement and Employee Lifecycle projects. True False

False

True or False: Recorded Responses cannot be edited. True False

False

Bubble Chart widgets allow you to report and filter on Text Topics created during the text analysis phase. True False

False Bubble chart widgets are used to compare responses for two different questions or categories based on an assigned breakout. Text Topics are only compatible with Text iQ Bubble Chart widgets.

When importing a Participant File, which columns are always required? First Name, Last Name, Email, Language First Name, Last Name, Email First Name, Email, Unique Identifier First Name, Last Name, Email, Unique Identifier

First Name, Last Name, Email, Unique Identifier

An Engagement project can be activated in different ways. Select the actions that will activate an Engagement project. Select all that apply: Generating a Hierarchy Uploading participants to the project Sending a Participant Invite email Manually activating the project from the My Projects page

Generating a Hierarchy, Sending a Participant Invite email, Manually activating the project from the My Projects page

how do you enable the Back button?

Going to survey options menu

Results from all direct reports and units that report to them within the HR Department

Image

When enabled, what does the Dashboard Setting "Exclude Partial Responses from Dashboard" do? It excludes any responses that were flagged as screen outs from the Dashboard. It excludes complete responses from the Dashboard. It excludes responses that are not marked as "Finished is Equal to True."

It excludes responses that are not marked as "Finished is Equal to True."

If you apply a filter while the dashboard is in editing mode, what happens to the filter applied?

It is set as the default filter value - be sure to disable the dashboard editing prior to using dashboard filters

In an email message, how is the participants' language specified? It cannot be specified. The message must be manually translated into each language and distributed to the each participant respectfully. It is specified by adding the Language metadata field to the participant list and including the relevant language code as the value. It does not need to be specified. It will be based off of their browser language.

It is specified by adding the Language metadata field to the participant list and including the relevant language code as the value.

Which one of these is not a hierarchy type? Manager-Based Parent-Child Level-Based Ad-Hoc

Manager-Based

How is Metadata recorded? Metadata is linked to the participant and recorded automatically with their survey response. By asking the participant specific demographic questions within the survey and tagging this recorded data as Metadata. By adding the Metadata Name as an Embedded Data Field in the Survey Flow.

Metadata is linked to the participant and recorded automatically with their survey response.

When searching for terms or phrases to create your Text Topic, the syntax "AND / & / &&" will: Narrow your search Clarify and combine terms Expand your search

Narrow your search

Do "groups" have any effect on the survey experience itself?

No, they only help with organizing survey flow

Which of the following surveys should be used to measure new hire engagement? Onboarding Survey Exit Survey Engagement Survey

Onboarding

You have recently launched a new Lifecycle project. To reduce manual updates, you have enabled Message Automation so that any time a new participant is added to the project, they will automatically receive a participant invite message. However, your project already has 10 participants. What will happen once you set up Message Automation? 1) Once Message Automation is enabled, only those participants who have not yet received a participant invite will receive one. 2) Only those participants who are added to the project after Message Automation has been set up will receive a participant invite email. 3) All participants in the project will automatically be sent a participant invite email, once the feature has been enabled.

Once Message Automation is enabled, only those participants who have not yet received a participant invite will receive one.

What will happen if you select a field that is not compatible with the widget you are editing? Only compatible fields are available to choose from. The widget body will remain blank. You will get a red warning symbol. All fields are compatible with all widgets; some just aren't very useful.

Only compatible fields are available to choose from.

In order to receive valuable feedback that can be used in Text iQ, what type of text question should be posed to the participant? Open-Ended Closed

Open-ended

Which of the following statements is true about pages in dashboards? Pages reference different data sources. Each page is its own dashboard. Pages allow you to organize widgets in a more viewer-friendly way.

Pages allow you to organize widgets in a more viewer-friendly way.

A good reminder email does which of the following? Select all that apply: Reaffirms confidentiality of the responses Reminds the participant of the survey's purpose Uses a subject line that catches the participant's attention States how long the survey will take to complete

Reaffirms confidentiality of the responses Reminds the participant of the survey's purpose Uses a subject line that catches the participant's attention States how long the survey will take to complete

T/F - the participant file must already be imported in the project before you are able to create a hierarchy

T

What question type is designed to display an introduction or instructions at the beginning of a survey? (Assume that participants will not need to answer a question.) Text/Graphic Text Entry Matrix Table Hot Spot

The Text/Graphic question type allows you to add content to your survey without asking a question.

What is report data restricted based on?

The dashboard data restrictions the user is given to ensure that when users export their reports, they only see relevant data

When scheduling a Dashboard Invite, it says that there are no participants available. Why is this? The time which you have scheduled the email for has passed and the invite has now expired. The Dashboard Invite does not include the login information for the participant. The participants have not been assigned dashboard access.

The participants have not been assigned dashboard access.

What is the purpose of creating Roles? To assign permissions to a group of participants all at once To group participants and then later filter by these groups on your dashboard To specify where employees stand within your organizational structure

To assign permissions to a group of participants all at once

Which of the below statements best defines the purpose of EX Maturity model? To measure employee experiences across an employee's journey in the organization. To inform organizations of the current state of their EX program and guide them towards their next area of focus. To build an experience management project that contains targeted questions about an employee's experience.

To inform organizations of the current state of their EX program and guide them towards their next area of focus.

T/F - the column header must match your newly created benchmark name exactly

True

TRUE or FALSE: When using the Spotlight Insights feature it is possible to generate insights that are specific to an org unit. True False

True

True or False: Say you add two surveys as sources for your dashboard. In an Engagement Summary widget, it will take into account data from both sources. True False

True

True or False: Text Topics can be imported into Text iQ. True False

True

True or False: You can edit recode values at any time without invalidating recorded data. True False

True

When should you use "branches"?

When only certain respondents should see particular Blocks, be directed out of the survey, or be tagged with additional data Branches create pathways in your survey, and are one of the most commonly used elements in the Survey flow

When would you choose to use an Ad-Hoc hierarchy structure? When you need to assign dashboard access efficiently When there are clearly defined direct reporting relationships in your organization When you know the identity of your managers, but not their direct reports

When you know the identity of your managers, but not their direct reports

When would you choose a Level-Based hierarchy structure? When there are clearly defined direct reporting relationships in your organization When there is no clear hierarchy structure you can identify in your organization When your organization is defined by consistent levels

When your organization is defined by consistent levels

You have set up Participant Automation so that any time a new hire joins the company, they are automatically uploaded to your onboarding Lifecycle project. You have set up the automation to run every Thursday. A new employee joins the company on Monday. You manually add this participant to the project. What will happen? You will receive an error message as it is not possible to manually add any new participants to a project when participant automation is set up. You can manually add the participants to the project but it will result in all of the scheduled automatic runs being cancelled. You can manually add the participant to the project on an ad-hoc basis. You cannot manually add the participant to the project. Instead you will have to change the day of the week the automation runs.

You can manually add the participant to the project on an ad-hoc basis.

what is sentiment polarity?

a 0 to 10 score for the polarity of the topic; extremely positive or negative response will score closer to 0

what is an outcome metric?

a measure of progress influenced by drivers, representing a specific intended program result

what is sentiment score?

a score of -10 or +10 for the sentiment of the topic; 0 is a neutral score

what is "legal/DPO"

advises the EX core team on data privacy requirements

what is "reload any previously saved progress upon authentication"

allow respondents to quit the survey and return; survey progress is saved and reloaded when they return and login to the survey

what is "require respondents to authenticate again if they resume their session later"

allow respondents to return at a later stage

what does the formula variable creation do?

allow you to employ math operations with most numeric fields in your dataset - helpful when you want to derive aggregates, differences, or averages within each individual response

what does "show help link" do?

allows dashboard creators to link an external URL; usually to link a web-hosted resource to help participants use the dashboard

what does "allow dashboard export" do?

allows dashboard viewers to export a PDF or image of the dashboard page

what is combine variable creation?

allows you to merge response data from multiple fields into a single value for a new field; similar to the formula method but more applicable for text responses

what is an authenticator used with?

an anonymous link

what is "text sentiment-topic" and what does it do? what are the calculations that come from this analysis recorded as?

analyzes open-ended text while a survey response is in progress; calculations are recorded as embedded data fields how can these calculations be used? in the Survey flow to create dynamic experiences

what does "iterate" mean?

as you collect text data from respondents, it is important to iterate when creating text topics

what is a "comments anonymity threshold"?

can be distinct from anonymity threshold; the number of open-ended text responses needed within a dashboard for it to display

how do you create effective participant invites?

can be sent once you have loaded participants into the project; engagement projects should only have invites sent once the hierarchy has been finalized

what are ad-hoc surveys?

capture just in time employee feedback; capture feedback on organization-wide change, customer-facing initiatives, and internal programs; if you launch a new benefit, you can send out an ad hoc survey to see how your employees are responding to it

what does the workflows tab automate?

certain outcomes in reaction to survey responses or other events - the "run history" tab displays a table of all the previously triggered Workflows once 30 days has passed, the workflows run history is gone

what are simple charts valuable for?

comparing things between different groups or to track changes over time

what does manual variable creation allow you to do?

create a new field and individually tag responses with additional data

what is a single survey called?

data source, which is then split into data fields, which are used to create widgets in your dashboard a field is generally made up of one survey question or a metadata field certain question types like matrix table questions produce multiple fields

what are word clouds only compatible with?

data stored as Open Text field types in the Dashboard Data settings

what are delegates?

delegates are individuals that have unique permissions for accessing data outside of their own hierarchy unit?

what does the table widget allow you to do?

display dashboard data in table format, broken out into rows and columns

what are table widgets

display information in a table; used to visualize numerical data or verbatim txt

what does "show response count on filter bar" do?

display the number of completed survey responses based on the filters applied to the dashboard

chart widgets

display visualization such as bar charts, trends, and pie charts used to report metrics like frequency or average

what does "enable dashboard maintenance mode" do?

displays a written message at the top of each dashboard page to notify viewers changes are being made

what does "exclude partial responses from dashboard" do?

displays only complete responses in the dashboard

what are three different kinds of tasks you can add?

email - send an email notification to someone when a survey response is completed and specified conditions are met integrations - allow you to connect qualtrics with a number of applications to maximize the power of both platforms web services - interact with application programming interfaces to trigger actions; enable you to update, add, or delete contacts from contact lists

what are the two metadata fields needed to generate a parent-child hierarchy?

employee ID and manager ID *org unit ID and org unit description

EE vs EL

employee engagement vs employee lifecycle

what is employee surveying vs EXM?

employee surveying - process of collecting employee experiences across the employee journey exm - discipline of using experience data (x-data) and operational data (o-data) to measure and improve the employee experience; EXM is ongoing that requires dedicated focus

what does "enable off-line report access" allow you to do?

enable off-line report access to make your Report Templates available for export

what does "allow widget export" do?

enables the export of select individual widgets to a CSV or TSV file only simple tables, simple charts, pie charts, and key driver - plot widgets can be exported this way

what allows you to include additional layers to filters and widget breakouts that can improve anonymity in certain use cases?

enhanced anonymity

what is the "steering group"?

establishes EX priorities and provides strategic direction + sign-offs; usually includes HR leadership team and stakeholders

what is an employee lifecycle survey?

event-based measures of employee experience at critical points in the employee lifecycle; they include candidate experience, onboarding, training feedback, and exit surveys

what are the three properties a field has?

field name - name of the field displayed when building widgets field type - the type of data the field holds; data can take on types such as numbers, dates, and text; property determines which widgets are available to use field source - the single question or Metadata field where the data is being populated from

what is "filter pages independently"?

filters you select change only for the page you are on

what are the four required columns that cannot be left blank in the company's database?

firstname, lastname, email, and uniqueidentifier include additional metadata fields for demographic data and org hierarchy metadata

how do you create effective reminder e-mails?

for best results, send one email reminder halfway through, and a final reminder out the day before or the morning of survey close

how is metadata structured?

has two components: field name and values list unique value associated with each participant; structure date fields as ranges

what kind of fields should enhanced anonymity be applied to?

identifiable fields setting - when fields are marked as identifiable, enhanced anonymity is applied and the data from groups that do not meet the threshold will be combined with the next smallest group to protect the identities of the respondents

what is "allow authenticating respondents to retake authenticated section"?

if a respondent authenticates into the survey after submitting a response, selecting this option allows respondents to retake their survey response

what does it mean if text is mixed? neutral?

if text is mixed, it contains both positive and negative sentiment if text is neutral, it is not positive or negative

"dashboard"

if users have access to several dashboards, they will be able to select the other dashboards from the top left drop-down after they log in

what is the bubble chart widget valuable for?

if you want to compare responses for two questions / categories, broken out by another field

what are overall metrics?

include one or more overall metrics - new hire engagement allows you to predict engagement levels over an employees' lifetime 1. new hire engagement 2. job enablement

what are some things engagement programs do?

increase employee productivity and revenue, lower attrition, and create a better customer experience overall

how should each key driver Block function?

introduce the theme with a Text question and then ask a set of core questions using the multiple choice question type and end with an open-ended Text Entry question *you can use Display Logic on the Text Entry question so it is only displayed if more info is needed

what should the format of each key driver block be?

introduce the theme with a text question, ask a set of core questions using the multiple choice question type, and end with an open-ended Text Entry question to give them the option of providing further feedback

what is "people analytics"?

involved in the EX program design and evolutions; build the case for change, produce insights to help inform decisions, and demonstrate the impact of the EX program

what does creating custom variables do?

it adds new fields of data to your dataset - particularly helpful when changes need to be made to a survey after responses have already been collected you can recategorize collected data to better align it with your analysis and reporting needs

what is the anonymous link option?

it allows you to generate a general link to your survey which can then be copied and pasted to the company's internal platform/site; provides employees with the opportunity to opt-in to the survey

what is a demographic breakout?

it allows you to see scores for a single engagement category or item for all groups w/in demographic

what does downloading mailing history allow you to do?

it allows you to view a list of all recipients of a distribution; the history allows you to investigate which specific recipients have started the survey, finished, and which are not receiving the survey invitation

what does the rich content editor widget do?

it displays custom, static text in dashboard instead of mapped data; can be helpful for adding section headers, descriptive info, or special messages

what is piped text used for?

it dynamically updates the text displayed in your survey questions based on who is taking the survey - used to personalize the survey experience

what is the employee directory?

it enables you to track participation, preload employee Metadata, manage employees available for EX projects; master list of all people uploaded into org

what does the "allow respondents to finish later" feature do?

it places a cookie on the browser, storing the answers and respondent's place in the survey - when respondents return to the survey on the same browser, on the same device, and do not delete their browser cookies

what is "max authentication attempt"

it restricts the # of attempts a participant has to enter a valid access code

what does the "investigate" stage involve?

little to no formal employee surveying - focus efforts on building trust and buy-in; recommended that you start with an annual census employee engagement survey

what are conditions?

logic to decide when workflows are triggered; conditional statements apply All or Any to drive filtering criteria; not all events require conditions and the available conditions will depend on the selected event

if your updates affect multiple participants, what should you do?

make edits in the imported CSV file and re-import that file into your proj; must include the unique identifier column in the updated file; you may leave out any participants or metadata columns if values are left empty in your updated file, their current metadata value will be erased

if you create a survey question or Embedded Data field after the dashboard has been generated, you must __ add the new field

manually

what is employee engagement?

measure of someone's attitude at work, how they think, feel and act towards helping their employer meet their goals

what are benefits to running lifecycle surveys?

measuring engagement every year is not giving orgs up to date read; lifecycle surveys allow you to gather insights in the moment and capture more constructive feedback with experience fresh in mind

If the "Show Action Planning" option is enabled in a compatible widget, what will you see appear in the widget? Nothing, unless you already have Action Plans set up on the Action Plans page. An Action Planning column in the widget displaying "Improve" buttons that you can click to add Action Plans to specific survey items. An Action Planning column in the widget displaying the percentage completed for each Action Plan. An Action Planning column in the widget that automatically creates Action Plans for all items in the widget.

n Action Planning column in the widget displaying "Improve" buttons that you can click to add Action Plans to specific survey items.

are you able to recover topics when you delete them?

no

can EX surveys support the NPS question type?

no, they cannot

what is the anonymity threshold?

number of responses required to display data and keep responses anonymous (default value is five responses; must have at least five responses within a dashboard for data to display)

what are recode values?

numeric values assigned to each answer choice in a question; appear in some formats of exported data; recode values can be updated at any time, even after you collect responses; any changes will be updated automatically

what is always-on feedback?

on-demand, continuous, and always available way for employees to provide feedback and raise issues; this is a way for employees to always have a channel to communicate and provide feedback for the organization

what is the most crucial outcome to include in survey design?

onboarding effectiveness, then the survey - it should measure one or more overall metrics such as new hire onboarding experience key drivers - evaluate how effective the onboarding was in different areas of an employees' experience at the company overall score - captures how effective employees' onboarding experience was overall

what are "tasks"?

outcomes that are triggered in response to the event and conditions being met; can add 5 tasks per action to follow up

what is "limit page filters to specific data sources"?

page filters on your dashboard exclude data from certain mapped resources; by default, this option is disabled any page filters on your dashboard will include data for all mapped data sources; enabling will allow you to select which ones you wish to include

what does "prevent multiple survey submissions" do?

people can normally take the survey through the anonymous link as many times as they would like; selecting the prevent multiple prevents participants from submitting more than one response works by using cookies

what is a potential driver?

performance-based metrics that influence the outcome metric

what is a pulse survey?

pulse surveys are a regular, structured, quantitative measure of employee attitudes on a specific topic over time; topics can range from engagement to manager effectiveness to risk culture ie when organizations want to measure engagement more frequently, on a quarterly or monthly basis; similar to engagement surveys but differ in length (shorter) and frequency (more frequent)

what do analysis widgets do?

report engagement data by using statistical concepts like correlation or favorability

what is "IT"

responsible for IT readiness and systems integrations to support the technical setup

what is "communications"?

responsible for creating communications plans, branding and materials to support the program success

where should the text sentiment - topic element be placed?

right after the block where the text entry question is located allows the analysis to take place as soon as possible and provides the option to use these calculated embedded data fields elsewhere

what does the "mobilize" phase involve?

significant measurement of various employee experiences and widespread organizational action on EX insights embrace "continuous improvement" by creating an EX center of excellence; should be agile, can be a (in)formal structure

what are text fields?

text field types are used to map text entry responses or labels of non-text entry questions

what is the "too many failures error text"

text shown if a respondent has failed to log in after using the max number of authentication attempts

what is the best way to update hierarchies?

the best way to update your hierarchy is by updating the hierarchy metadata in your participant file and re-importing it in the Participants tab

when you generate a dashboard, what is automatically the main source of data?

the current survey

what are sentiment labels?

the emotion or feeling behind text; qualtrics will determine the tone behind a collection of text and provide it as: positive, negative, neutral, or mixed

what is pearson's r?

the measure of correlation between a potential driver and the outcome metric showing the strength of their relationship

what is "authentication error text"

the message displayed if the respondent enters an invalid authentication code

why is it important to "tag 80% of your comments"?

the more untagged comments you have, the more unknown you have out there and the more that's missed

what is data mapping?

the process of linking survey data to a dashboard

in order for participants to access the survey through the anonymous link, what must first be activated?

the project

what is "authentication prompt text"

the text displayed on the authenticator login screen

what is a census engagement survey?

the traditional measure of employee engagement, which is typically done on an annual or bi-annual basis; you get to learn the organizational practices that drive engagement

what section lets you customize the look and feel of your dashboard?

theme - allows you to add a logo, color/fonts

where can you go to configure general dashboard settings and adjusting the look and feel?

theme section

what are topics?

themes that are identified in a text response - you can create queries to search responses for keywords to help with identification

what is a multi-rater assessment/360 survey?

these are individual employee-focused assessments that can range from pure self-development to formal performance appraisal

what is an ad hoc hierarchy

these work when you know the identity of your managers, but not direct reports - must include the manager's first name, last name, and e-mail; add the following metadata: org unit ID and parent unit ID

what do static content widgets do?

they add context by adding images or custom text

what do action planning widgets do?

they allow users to create, edit, and manage action plans

what are "workflows"?

they allow you to trigger tasks based on various events - for both the inciting event and resulting task, you have a lot of options, most of which are inside the qualtrics platform; some are outside

what is the "EX core team"?

they are responsible for the successful delivery of the EX program; work with the steering group to define strategic priorities; manage list of standard survey templates, items library, and use cases

what do heat map widgets do?

they provide an efficient way to quickly identify high points and low points across your organization or various demographic groups

what does the bucketing variable creation do?

this method sorts values from an existing variable into new categories or "buckets" - helpful when you decide your data will be more useful as groups to compare against in analysis or when reporting can convert numeric data into categorical data (done by selecting ranges of numbers into groups) or existing categorical data into newly organized categories

what are some benefits of leveraging one of the available EX templates?

this method will save you time and effort/provide best practices/guide you along the process

"only send to users who meet the anonymity threshold"

this option prevents sending a dashboard invite to a user who does not have enough responses to see data in the dashboard

what is the goal of an exit survey?

to gather feedback and data to impact KPIs in other stages; should have about 10 days to complete their exit survey

what do you use engagement widgets for?

to report on participation in your proj and explore favorability scores for questions and categories, including overall engagement score

what does the "initiate" stage involve?

traditional employee surveys in place - adopt "employee-centricity" by introducing universal lifecycle measures like onboarding and exit surveys which experiences does a) the org spend the most money + resources on and b) employees think are the most critical?

if changes are made to your participants or your Org Hierarchy after you've started your dashboard, what do you need to do?

update invited counts

when should you use number fields?

use a number Field Type when the data in a field is exclusively numeric

what is a parent-child hierarchy?

used when org is defined by direct reporting relationships; use this structure when assigning dashboard data permissions so managers only see the results of their direct reports and any units below theirs in the hierarchy.

what is a level-based hierarchy?

used when your org is defined by consistent levels; such as departments with multiple managers within; you can segment your results by the diff levels or departments in your organization to generate a level-based hierarchy, you must include a metadata field for each org level you wish to define

who is the "executive sponsor"?

visible owner of the overall EX program; traditionally the company HRD but more orgs appoint a CXO (chief experience officer)

how can we change survey experience based on sentiment?

we can use the sentiment label value to determine which follow-up question a respondent sees 1 - ensure the follow up question is in a Block located after the Text Sentiment - Topic element in the Survey Flow 2 - add branch logic to the follow up Block; set the logic to display this question only if the following condition is met Sentiment label values are all capitalized so the value needs to be "Negative" and not "negative"

when are branches helpful?

when you need to either show or hide an entire block of questions to respondents based on a condition branches can also be used with other survey flow elements besides blocks of questions branches can only operate with Blocks in this way; create page breaks and do not allow for displaying questions on the same page display logic can only be applied to questions display logic is more precise and can help make customized experiences w/in a Block; has the ability to display or hide a question w/in the same page of a survey

can you map data visualized in a dashboard from one or more surveys?

yes

does deleting a category remove all items from the category?

yes

is it possible to add people to the directory without using a file?

yes - it is a good option when you are adding a small number of employees

can you connect the data between projects for the same questions, metadata fields, or embedded data fields?

yes - it makes comparison between projects easier

can you create a new field that presents data from an existing field in a different way?

yes, but only with survey questions, not Metadata or Embedded Data fields

when new responses come in, do you need to add them to Text iQ?

yes, so they can be included in topics

will automatic mapping save you time by matching similar fields?

yes, unmapped fields will say not mapped

Can you nest any element within a branch?

yes, when you move a branch in the survey flow, all elements nested within it move it - this also applies to deleting a branch; deleting a branch will also delete all elements nested within it

how should you format the list of reasons for leaving?

you should utilize a matrix table question type with a scale going from "not a factor at all" to "major factor" and include an "other" statement at the bottom of the list and "allow text entry" so employees can specify their unique reason for leaving