3. Excel Take-on File

The Excel Take-on file can be used as a template to gather all the information necessary to configure and run an employee survey, including:

• Survey campaign data – client name, logos, survey campaign name, start and end dates.
• Organizational structure – down to the level at which the survey results should be grouped and displayed in the analytics dashboard.
• Employee list – names and emails and optional demographic data of employees to be included in the survey.
• Demographic breakdown – list of demographic categories and the parameters per category.
• Survey model – a breakdown of survey constructs and questions.

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