Demographics are important to get the most out of your feedback and breakdown your results into actionable pieces.
Before adding participants to a survey, you need to set up the demographics you want included in the platform. You should consider how you want to report and share results to know which demographics should be included.
Below are suggested demographics you may consider adding:
Adding Your Demographics
Select set up demographics in the PEOPLE tab. here you'll see three types of demographics; default, automated, and other.
Default demographics such as employee id, phone, email, and language are pre-generated in the platform and do not display in reporting. These fields are used for connecting employees to the correct surveys and contacting those employees to participant in your surveys.
Automated demographics are system-generated and linked to platform-specific calculations used for trigger events and reporting. Age calculation, age groupings, tenure calculation, tenure groupings, and generation are automatically calculated and coded in the platform if you have data imported into the corresponding date fields (birth date, hire date, and term date).
If you are conducting an Engagement survey using our validated survey template, engagement index will auto populate for reporting. The intention to stay demographic will auto populate if a survey includes the library question “I plan to be here 1 year from now”.
If you are running an onboarding survey using the library question "Are you onboarding from in the office or virtually?", the remote or in office demographic will auto populate based on responses to that question.
Other demographics are any employee fields you want to add from your system into the platform that can be used in reporting. To add demographics click + add an item. A new row will display for you to enter the applicable fields.
Custom Name: Enter the name of your demographic. This is the name that will show in your reporting platform. This must match exactly to the column name in your import file when uploading participants.
Type: Choose the option that best fits the field.
- String: This is the most common selection. Demographic items for this type can accept any combination of letters, numbers, and symbols.
- Date: Demographic items for this type support dates only.
- Number: Demographic items for this type support numbers only.
Display in report will default to ON (blue) which means the demographic group is available in reporting. If the toggle is set to OFF (grey) it will not be available in reporting. This can be updated at any time.
Active status will default to ON (blue) which means the demographic group is available to view in the manage participants table and in reporting. If the toggle is set to OFF (grey), it will no longer be available to add to or shown in reporting and can no longer be used in future data collection. This can be updated at any time.
Conversion: Occasionally, demographics you want included in reporting are not available directly in your employee list. For example, you may want region available as a reporting demographic, but your participant file only includes location. You can set up a conversion that uses the information provided in the location demographic to create information in the region demographic.
- Example: Locations of Denver, Las Angeles, and Reno would convert to West within the region demographic.
Review this article for more information on demographic conversions.
Click save when finished.
Modifying Demographic Names
Demographic column header names in your employee files need to match exactly to the custom name of the demographics for the import to be successful.
You can modify the custom name of any demographic to fit the naming convention used in your employee census file. To do this, locate the custom name column for the demographic you need to rename. Update the demographic name and save.