The purpose of this article is to guide you through the process of uploading participants for a Clima survey, either manually or in bulk. It also covers how to validate that groups meet the display criterion of at least 4 responses to protect anonymity. Additionally, it provides instructions for moving participants between subareas or creating new groups if necessary.
Once you have configured the survey form and reviewed the general settings, and clicked "Save and Continue", you will be redirected to the Participants section. Here you can upload the list of employees to whom you will send the Clima survey
Antes de cargar participantes a la encuesta, revisa los siguientes artículos para aprender a crear la encuesta, configurar el formulario y revisar las configuraciones generales:
I. How to create a Clima survey?: Form
II. How to create a Clima survey?: General settings
You can upload participants manually or in bulk. To do so, click "Add participants" and select the upload method you prefer.
Manual participant upload:
To upload participants manually, select the employees from the "Select participants" tab. You can use the columns to filter the employees or the filter from the top icon. Once you have selected the participants, click "Add Selection". We recommend increasing the number of displayed records to view all participants on a single page.
After selecting the employees, you will find them in the "Selected participants" tab. To finish the process, click "Save and Continue". You will be automatically taken to the Validation section.
Bulk participant upload:
To import participants in bulk, you must use an Excel file provided as a template. Through this importer you can upload the survey participants while creating the custom reporting structure. Keep in mind that the display of these will be subject to meeting the 4-response criterion. Before downloading the file, select the depth of the Clima groups with which the template will be downloaded.
In the Excel file, fill in the rows with the employees' information, including their ID numbers, and the division, area, and subareas they belong to. Remember that when assigning subareas or Clima groups, you will be looking for or creating those groups. Therefore, any difference in the names may result in the creation of different reports.
Validation:
After uploading participants using either method, you will be taken to the "Validation" section. In this section, you should review whether the subareas or groups meet the display criterion. This criterion states that to obtain results for a specific subarea or group, you must have at least 4 responses; otherwise, you will not be able to view the results to protect participants' anonymity.
On the "Groups" tab, you will find the "Subareas" table, where you can review the number of participants in each group. In the "Display criterion" column, you can verify whether each group meets the required criterion. Additionally, you can use the "Area details" tab to review the information through the organizational chart
If any group or area does not meet the criterion, you can move participants from one subarea to another or create new groups from the "Participants" section. These changes are only for the purposes of the survey and will not affect the information in employees' profiles or the organization's organizational chart.
To move participants, click on "Move participant" in the "Actions" column and select the group to which the participant will be moved. You can also make a multiple selection and, from the "Actions" button, move several participants to the desired subarea.
You can also create new groups to move participants who do not meet the criterion. To do so, select the employees and, from the "Actions" button, choose "Create new group". Assign a name to the new group and choose whether it will depend on an existing area using the "Create from an existing vertical" option, selecting the level and the area name, or if you want to create a completely new area using the "Create from a new vertical" option
After making the modifications, you can review the changes in "Subareas". Groups or subareas that are left empty after moving participants will be removed from the survey once it has started.
To finish the configurations, click 'Save and Continue'. And that's it! You are now ready to start the survey and allow employees to begin responding.
If you delete or deactivate a participant before they respond, they will not be counted in the participation calculation or in the display of results. If the participant has already responded and is then deactivated, their response will remain and will be counted in the calculation.
🤖 This article was translated using artificial intelligence. View original article.