Manage Participants

Everything you need to know about managing your employee information.

• Overview
• Create Demographics
• SFTP Census File Automation
• SFTP Manual Census File Upload
• How to Manually Import & Export Participant Census Files
• Census File Specs & Requirements
• Demographic Conversions
• Automated Demographic Conversions
• Assign Participants to Your Surveys
• Send Individual Survey Invitations
• Override Report Demographics
• Updating Participant Demographics for Future Responses
• Unassign Participant From a Survey
• Survey Assigned Date Report
• Archive/Restore Participants
• HRIS Change Process - Same Employee IDs
• Delete Participants in Bulk
• HRIS Change Process - New Employee IDs