What is the reporting site?
Your Engagement Survey reporting site is where you are able to view your organization's engagement survey data.
How do I access the reporting site?
Once your survey results are available, you'll be able to access the reporting site by logging into your Quantum Workplace account and navigating to the Surveys tab. Click Analytics next to your Engagement Survey to view your data.
What is a user?
A user is someone with access to view survey results in the census survey reporting site.
What are roles?
A role determines what reports are displayed in the reporting site and what demographic data is visible for filtering & slicing. Typically, organizations have both an Admin role (for HR leaders) and a Manager role for people leaders.
Why is assigning a user to a permissions group and a specific branch of the tree required for access?
Assigning a user to a permissions group defines what view managers will see when they login (what reports? What capabilities for filtering data?). Assigning a user to a branch of the tree defines which survey responses they see. Determining both which responses they see and what reports they can view are required to grant a user access to the site.
What is an organization structure? Why is it important?
You can view your organization structure by clicking on the Team Select button on any page of the reporting site. The organization structure is used to assign leaders and managers to their specific team's results. If a leader is assigned to the company overall (the highest branch on the tree), they'll see results for everyone in the company. If a leader is assigned to a branch further down the tree (e.g. marketing department), they will only see results for that branch and any branch that nests under it.
What is a branch and what are branch roll ups? How are they related?
The branches on the organization structure represent specific sets of survey results. Looking at the Marketing branch? Only data with department listed as 'Marketing' will be visible there. Branch roll ups are the phrase we use to describe a certain branch and all the branches that nest under it.
What parts of the reporting site can be turned on and off for users?
Reports, filters, slices, and compare to (benchmark) options.
How does disabling the Comments report for a user role work?
Roles that do have access to the Comments Report will only have visibility to the comments that were made by their team or the teams that roll under their leadership. The comments that are highlighted on the Overview Report will also only be pulled from within that same part of the organization.
Roles that do not have access to the Comments Report will have no visibility to the Comments Report itself and no visibility to any comments on the Overview Report.
Why do you recommend we give our User Roles different permissions settings from last year? We liked our settings last year.
We want to make taking action and improving engagement as simple and straightforward for managers as possible. To do that, we’ve found that limiting the permissions groups to our recommended settings allows managers to focus on what’s important and not get “lost in the data.”
If I'm a division/department based organization structure, why do I have to assign access to the branches one by one?
We won’t make any assumptions about what users you want to grant access to the various teams. By allowing you to assign user access in our system, you have absolute control over who can see what reports.
How do I create users?
Go to Administration (dropdown by your name in top-right corner) > Click New User button > Fill in the necessary information > Click Save User Information.
How do I reset a user's password?
Go to Administration (dropdown by your name in top-right corner) > Find the employee who needs their password reset > Click Resend/Reset Password next to their name. They will be sent an email from the system asking them to reset their password.