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An EmployeeXM project consists of a survey, participants, & a collection of responses và 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 tệp tin.
When you go to lớn create a project, you’ll notice that there are four kinds of Employee Experience projects lớn choose from.
Ad Hoc Employee Research: Persize impromptu retìm kiếm to quickly gauge employee feedbachồng & cốt truyện it with your team. Ask about benefits offerings, recent employee process changes, or other one-off feedbaông xã opportunities. You can even add workflows khổng lồ alert the right stakeholders’ of employee feedbaông chồng, or phối up simple dashboards to cốt truyện with your team.EmployeeXM projects have sầu access lớn 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 | |
Workflows tab | Yes | Yes | Yes | No |
Participants tab | Yes | Yes | Yes | Yes |
Participants automation | No | Yes | No | No |
Org hierarchies | Yes | No | No | No |
Data restrictions | Yes | Yes | No | Yes |
Message automations | No | Yes | No | No |
Dashboards | Yes | Yes | Yes | Yes |
kích hoạt 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 |
For information on creating a project from scratch, see Creating a New Survey Project. When searching for a project type in the Catalog, filter for EmployeeXM lớn find Employee Experience project types. The Employee Experience project types are: Engagement, Lifecycle, Ad Hoc Employee Retìm kiếm, and 360.
cortua.com allows you lớn save surveys in a library so you can later copy them or reuse their questions. However, while the Catalog window has the option lớn create From a Library, this method is for the Survey Platsize, not for EmployeeXM projects. Instead, there is another way lớn copy an EmployeeXM survey from a library.
Click Copy lớn this Library.Under Source Survey, select the survey you’d like lớn copy to the library.Under Destination Folder, choose a folder. If you don’t select one, the project will go to the Uncategorized folder.Type in a Survey Name.Click Save.Click Import <#> Question(s).Copying surveys in this way does not preserve sầu any of the survey options, survey flow, or other survey settings. Only the selected questions are copied over.
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The steps described here are a great option if you have sầu many different project types containing similar questions, because you can copy survey questions from a Survey Platkhung survey to an engagement survey, and vice versa. However, if you vày copy from one project type to lớn another, be aware of question type compatibility. The Survey Platkhung cannot support an org hierarchy question, and EmployeeXM is only compatible with certain static content, advanced questions, and standard questions.
In addition lớn creating a new project from scratch or from your library, you can also use existing projects as a template.
When creating a project in the Catalog, you have the option to copy an existing project. See Creating from a Copy for more information.
You can export a QSF file that contains a copy of your EmployeeXM project and upload it inlớn another cortua.com trương mục. See Creating from a File for more information.
cortua.com has pre-made surveys khổng lồ offer Employee Experience users, with optimized survey nội dung, invitations, and dashboard templates developed from industry best practices.
When you create a project, select EmployeeXM and scroll to the bottom khổng lồ see the available projects. Each template will be labeled as such.