You can share the results of your survey with all or selected users.
Owners of the survey and super-admins will always be able to see all results and modify the visibility for other people. You can define the owners of your survey under 'Survey Settings' (gear icon) > 'Basics.'
To share all results of your survey with all participants automatically, select 'All employees results' under 'Survey participants' (under 'Surveys' > click on the survey in question > 'Settings' icon > 'Visibility').
Granular visibility rights
If you wish to have more granular control over the visibility of your results, you can define visibility for all participants, managers, team leads, HRBPs. You can also add specific rules for users, roles, contributor types, teams, levels, custom attributes, age groups or genders. To do so, please navigate to the 'Visibility' tab in your survey.
You can edit the visibility settings for all groups, except 'Survey owners; Super admins'. The available options are:
- All employee results
- Specific employee results
- Only their own results
Further, you can select the checkbox 'Include users that did not participate in this survey'. By default, only users who participated in this survey and match the above criteria get access. If this setting is enabled, the visibility for this selected group will also apply to employees who were not invited to participate and thus didn't participate in this survey. See the section 'Allow visibility to a non-participant of a survey'.
You can select the checkbox 'Settings from this visibility group overwrite other matching visibility groups'. Please note: This setting makes a group 'exclusive' and its visibility will take priority over any other group where same members might belong. If an employee matches multiple 'exclusive' groups, the exclusive group latest in the list will take priority.
When the 'Specific employee results' option is chosen, you can filter to select which employees' results should be visible. You can choose from:
- Dynamic filters:
- Teams which group members are part of
- Teams which group members are leading
- Direct and indirect reports of the group member
- People group member is responsible for (ex: HRBP)
- Teams
- Levels
- Custom attributes
- Users
- Age groups
- Gender
Please note: If you choose that specific employees' results should be visible, a checkbox 'Also use current demographic data for granting access' will appear. By default, access is granted based on user demographic data at the time of answering the survey. If you enable this option, then group members will see results from both historic and current user demographic data.
Then, decide which result views are available (you can choose as many or none as you'd like). If you are the owner, you will see all views. Compare the tabs you see in the analytics section to the options available in the 'Analytics views' section. By choosing the view, you are allowing that group to see that specific view. Some of the examples are the Heatmap, Comments, and the List view.
In addition to the views, you can also decide which demographic filters should be available. This allows users with access to group and see, for example, the aggregated results of members of a specific team, location, or direct reports of a specific manager.
Lastly, you can decide what benchmark data should be available. There is a company-wide benchmark (i.e., comparing a team's responses to the company average) and a benchmark of comparable, external companies.
Please note: (Survey) admins or HRBPs can filter by any manager, while everybody else can only filter by people below themselves in the reporting line.
Survey visibility works with the logic 'AND.' Therefore, if you select different visibility for separate categories that an employee satisfies, they would have the visibility of both sections.
Save your settings to activate your changes.
Allow visibility to a non-participant of a survey
If you have an employee, who did not participate in a specific survey, yet you wish to provide them the visibility of the results, please enable the checkbox 'Include users that did not participate in this survey'.
Please note: only the non-participants that match the visibility group will see the survey in the survey list and can see relevant analytics. This means if you select this setting for visibility for managers, then only manager non-participants will have access to this survey. All the other non-participants, that do not belong to the group 'Managers', will not be able to view the results of the survey.
What if a user has two 2 roles from different categories?
-
User is a manager and HRBP
- If a user is part of two different categories (e.g. a manager and an HRBP), then they would see filters available to both groups. For example, if HRBPs have access to comments, and managers have access to the Heatmap, then the user who satisfies both roles would have access to the heatmap and comments. This provides the means to create more granular visibility rights for each role.
-
User is a manager but also in another team with custom rights
- If there is a user who satisfies criteria for multiple rules (e.g. manager and Customer Success team, where there is a custom rule for in the settings), then the user would also have combined visibility of both rule. For example, if managers have access to the comments of all teams and the customer success team has access to all results of their team, then the user would have access to all comments from all teams as well as all results of the Customer success team.
-
User is an HRBP but a custom rule exists for the specific user
- If HRBP's have access to all results, but the specific user has a custom rule that only allows them access to the heatmap, then they will only have access to the Heatmap and any rules pertaining to HRBP visibility rights will be ignored for that specific user. In this way, if a custom rule is provided for a specific user, these rules will override rules pertaining to their other role.