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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Structuring Employee and Business Unit Data
Prepare an Excel file with employee details (e.g. name, email) and demographic data (e.g. age group, gender) grouped according to a business units hierarchy that reflects your organizational structure.
Finalizing the Survey Model and Survey Questions
Edit the Excel version of the Flow@Work engagement or Inclusion@Work diversity & inclusion survey models as provided in the appropriate Excel Take-on file, or use the Excel template as basis to create your own survey model from scratch.
Preparing the Demographic Data
Edit the Demographic categories and attributes as outlined in the Excel Take-on file so they are ready to be imported.
Tutorial 2: Easy Public Flow@Work Engagement Survey with Business Units
This survey is the same as the super-easy, no-frills Flow@Work engagement survey described in the previous tutorial, but will in addition enable you to view your survey results according to your organizational structure in our advanced analytics dashboard. Survey results will be mapped to business units that you have captured, which will enable you to drill down to identify and isolate issues that matter at business unit level.