The Engagement Levels report, available for Engagement and Engagement Follow-Up surveys, provides macro engagement data at the organizational level.
In this article:
- Overview
- Requirements
- Grant Permissions
- How Engagement Levels are Calculated
- Access the Engagement Levels Report
- Navigate the Engagement Levels Report
This feature is in BETA. We are interested in collecting user feedback to shape its future functionality. Please reach out to your CIM/CSM if you are interested in sharing feedback with our product team.
Overview
The Engagement Levels report, available for Engagement and Engagement Follow-Up surveys, provides macro engagement data at the organizational level.
Admins can use this report to share organizational engagement data with relevant stakeholders and assess how engagement and behavior are impacted by Quantum Workplace usage.
Additional Resources:
Requirements
- Available for Engagement and Engagement Follow-Up surveys that include at least three E9 Engagement Outcome questions
- Of the included E9 questions, there must be one E9 question from each category: Work, Team, and Organization engagement
- Survey questions must use a 6-point agreement scale, with or without the Not Applicable option
- Available to full admins and survey-admin users
Grant Permissions
By default, admins can view the Engagement Levels report.
Non-admin users can be granted permission to view the Engagement Levels report via the survey's Access Settings.
To grant a user access to the Engagement Levels report:
- Click and expand Analytics in the left-hand navigation menu
- Click Surveys & Pulses from the expanded menu
- Click on the survey
- Click Access Settings in the top-right
- Click and navigate to the Access Roles tab
- Click an existing Role or click Add Role to create a new Role
- Click and enable the Assign Access option corresponding to Reporting Access
- For Date of Access and Time of Access, configure the start date and time respectively
- Click and enable Engagement Levels Report
- Click Select Users corresponding to Manage Users in this Role to add and manage the users assigned to the role
- Click Save
Learn more about Access Settings.
How Engagement Levels are Calculated
Engagement Levels are calculated based on the survey participant's average response to the scaled E9 Outcome questions.
For example, in a 6-Pt. Agreement scale, a response of Strongly Agree has a value of 6, whereas a response of Strongly Disagree has a value of 1. The average value of the participant's responses across all of the survey questions determines their Engagement Level.
The survey must include a minimum of three E9 Engagement Outcome scaled questions. Of the three Outcome questions, there must be at least one question from each category: Work, Team, and Organization.
Launching an Engagement survey using Quantum Workplace's Annual Engagement template automatically includes the necessary questions in the survey.
Learn more about Engagement Outcome questions and Quantum Workplace's Engagement Model.
Learn more about Engagement survey best practice questions.
Values for Each Engagement Level
Employees are grouped into an Engagement Level based on the participant's average responses to the survey's E9 Outcome questions.
For an Engagement survey that meets the minimum response threshold, the average value for each Engagement Level is as follows:
- Highly Engaged: 5 - 6
- Moderately Engaged: 4 - 4.9
- Barely Engaged: 3 - 3.9
- Disengaged: 1 - 2.9
If the survey does not meet the minimum response threshold, the Engagement Levels are limited to Highly Engaged and Not Highly Engaged to protect confidentiality. The average values for the two Engagement Levels are as follows:
- Highly Engaged: 5 - 6
- Not Highly Engaged: 1 - 4.9
View Engagement Outcome Questions
To view the Engagement Outcome questions used to calculate the Engagement Levels report:
- Click How are these engagement levels calculated?
- View the list of calculated questions in the sidebar that appears
Engagement Level Visibility Rules (Min-N)
To view the Engagement Levels report and ensure confidentiality is upheld, one of two conditions must be met:
- To view percentages for all four engagement levels:
The minimum response count, as configured in the Confidentiality step of the survey setup, must be met for each of the four engagement levels
- E.g. if the minimum response is set to five, at least five survey participants must fall into each of the four engagement levels
- To view percentages for Highly Engaged and Not Engaged levels:
The minimum response count, as configured in the Confidentiality step of the survey setup, must be met for the Highly Engaged level and the sum of survey participants across Moderately, Barely, and Disengaged must also meet the minimum response count
- E.g. if the minimum response is set to five, at least five survey participants must fall into the Highly Engaged level, and between the Moderately, Barely, and Disengaged levels there must be a minimum of five participants who fall into these three levels
- This two-level view is limited to the organizational level
- When comparing with other surveys, if one survey only qualifies for the two-level view, then all compared surveys display a consolidated two-level view
Access the Engagement Levels Report
The Engagement Levels report is available to admins, and users granted permission.
To access the Engagement Levels report:
- Click and expand Analytics in the left-hand navigation menu
- Click Surveys & Pulses
- Click on the Engagement/Engagement Follow-Up Survey to navigate to the survey analytics
- Click and expand the Reports tab
- Click Engagement Levels
Navigate the Engagement Levels Report
To navigate the Engagement Levels report:
- A. Highly Engaged & Engagement Levels: Quickly see the percentage of Highly Engaged employees as well as the percentage of employees who fall into the other engagement levels
- Click How are these engagement levels calculated? to view the Engagement Outcome questions used to measure employee engagement
- B. Engagement by Levels: View the percentage of employees across different engagement levels in an additional view
Engagement Level Migration Visualization
The interactable Engagement Level Migration Sankey chart visualizes how employee engagement changes over the course of the two selected surveys.
Requirements
- Neither survey can be set to the Anonymous confidentiality setting, learn more about survey confidentiality settings
- Survey responses collected via a shareable link that didn't require an employee to log in are not reflected in the Migration Sankey visualization
- The previous survey, the survey in the left column of the Sankey chart, can not have been launched on the legacy platform
How to Use the Migration Sankey Visualization
To use and understand the Migration visualization, hover over an engagement level, e.g. Moderately Engaged, to highlight how many employees have moved into other engagement levels or continue to remain moderately engaged.
This visualization can help you quickly identify broad trends in employee engagement.
Note: Only survey participants who completed both surveys are reflected in the migration data
If additional surveys are enabled via the Compare To function, click and expand the drop-down to select which survey to compare against.
