Admin users can enable Manager Analytics for any non-automated Survey to give their managers access to survey data for their teams.
You can use manager analytics to give all managers in your organization visibility into the survey result for their downline. Manager analytics is currently only available for single surveys, as opposed to automated surveys (i.e. lifecycle surveys and recurring surveys on any topic).
How to Give your Managers Access to Analytics
To give your managers access to analytics for a particular survey, navigate to Surveys & Pulses within Analytics. Click Analytics next to the survey.
From the top right corner, click the Access Settings button:
From the Access Settings screen, click Manager Analytics: Off in the top right corner.
Once you click Manager Analytics: Off, the below window will appear. From this window, you will make decisions about which reports managers should have access to and when they should receive access.
1. Manager Access Options
Under the Manager Access Options heading , you will select which levels of the organization your managers should have visibility into.
- Downline Only: The Downline Only option gives managers visibility into results for their downline only.
- Downline and Overall: If you want to specify that managers should see the organization's overall results in addition to their downline, keep the default option of Downline and Overall selected. Managers will not be able to slice and filter when viewing data for the organization overall. Most organizations elect to give managers Downline and Overall access to Engagement Surveys. If you're unsure what level of access to give your managers, this default setting is our recommendation.
- Full Upline: If you'd like managers to be able to view team results for every manager in their upline and the overall organization in addition to their downline results (without the ability to slice or filter data the upline and overall data), select Full Upline. Managers will not be able to slice and filter when viewing data for any level of the organization above them or for the organization overall.
2. Specific Report Access
Managers will automatically receive access to the Results, Categories, and Response Rate Reports. If you would like managers to also receive access to the Comments and/or Heatmap reports, check the boxes next to the report(s) you would like to enable. If you give managers access to the Comments report, you can choose to give managers the ability to reply to comments/ open-ended responses and view the replies to comments by checking the box next to Can Reply/ Read Replies.
3. Manager Access Notification
Click into the field below Manager Access and Notification to select a date and time for your managers to receive access to the survey results. If you do not want managers to receive an email notification prompting them to view their results on the Access Date, uncheck the box next to Send Access Notifications. Next to this checkbox, you will see the number of managers who are slated to receive access to survey analytics on the Access Date. You can click on the number of managers who will receive access to download an Excel file of all managers who will receive access and the number of downline reports who completed the survey for each manager. For attributed surveys and for confidential surveys for which managers receive access beyond their downline results, any manager who had at least one downline report invited to take the survey will receive an email notification on the date and time you specify here. For confidential surveys in which managers are set to receive access to their downline data only, only the managers whose teams meet the minimum response threshold (and therefore have survey data to view) will receive this email notification.
4. Schedule and Launch
Once you have made the above decisions, you can click Schedule and Launch at the bottom of the window to save your changes and schedule the date/time that managers will receive access to their results. If you left the box next to "Send Access Notifications" selected, your managers will receive the email notification prompting them to view results at that time.
Note: The options for manager access that you select here will apply to all managers in your organization. At this time there is no option to specify that different managers should receive different reports or different levels of access.
What Your Managers See
On the date and time that you specified that managers should receive access, every manager who had one or more downline reports who were invited to take this survey will receive an email notifying them that their results for the survey are ready to view. The exception to this is that if you specified that managers should receive Downline results only (as opposed to Downline and Overall results or Downline and Upline results), only the managers who meet the minimum response threshold for the survey will receive an email.
Managers who had enough downline reports complete the confidential survey in order to view results will see the following message:
For attributed surveys and for those managers who met the minimum number of responses to view results, clicking View Results will take managers directly to the overview of their survey results:
Managers will be able to view each of the reports (including the Comments and Heat Map reports if you have made these available) by clicking on the corresponding tab.
For confidential surveys, managers who did not have sufficient responses to view results will receive the following email notifying them that they did not meet the minimum number of responses to view results for their team, but still have visibility into the organization's overall results:
Those managers will be taken directly to the Overview report showing summary data for the organization's overall data:
They will be able to view the Results, Categories, and Response Rate reports for the organization overall by clicking on the tab next to each report. They will not be able to slice and filter data for the organization overall.
How to Edit your Manager Analytics Settings
You can edit your Manager Analytics settings by returning to your Survey Analytics and selecting Access Settings followed by Manager Analytics: On.
This will open the Manager Analytics window. You can adjust any settings from the window and click Save Changes to update your settings. Or, if you need to disable Manager Analytics for this survey click Disable Manager Analytics in the bottom left corner.