Sharing Results

Before you dive into sharing your results, here are a few things to consider.

1. Who needs to see the data? You must determine who needs to see the data and what data they should have access to. Consider who needs to be aware of results (Leadership, HR) and who will be responsible for taking action based on survey results (Management, Department Heads, etc.).
   
   
2. Who has enough data available to see? As much as you might want all managers to see their data, depending on your organization size and/or structure, you may not have enough data per manager to distribute. So, the question is, what level has enough data to see results? (VPs, Directors, Department Leaders, Managers, etc.).
   
   
3. How will you share the data? Now that you know who needs to see survey results and who has enough data to view, it is time to decide how you want to share results with them.
   1. Platform Access: As a best practice, you can provide anyone with access to the platform as long as they have enough data to view. You have the ability to provide them with access to all results or access to only their area of responsibility. For example, the HR team may need access to all survey results while managers may only need access to results from their departments. You can view more articles on creating users here.
   2. Push Reports: If you don't want to provide leaders with access to the platform, you can create reports for them that are automatically sent from the platform on a set cadence. Learn more about creating these reports here.
   3. Printed Reports: If you don't want to provide certain leaders with platform access and push reports are not an option, as a platform administrator you have access to download reports. You can download and print reports for others to review. This is not an ideal option but may be necessary in some instances.
4. Set Expectations - It is important that the person receiving the results (platform access or reports) has proper expectations set around what they have access to see and what they should and shouldn't do with it. Some are just being kept up to date and others are expected to build action plans. Be clear on what the expectation for each person is.

• • For those with platform access, make sure that each user has push reports set up (Dashboard Report, Comment Report). This will ensure the user is kept up to date on results even if they don’t log in weekly.
  • Red flag reports should be sent to someone with authority to utilize and work the list (Compliance Team, HR, etc.). View our red flag report article for more information on setting up this report.
  • Rehire potential reports should be sent to someone with authority to utilize and work the list (Recruiter, etc.). View our rehire report article for more information on setting up this report.

• • For those with platform access, ensure that each user has a push report set up to monitor participation on a daily or weekly basis while the survey is running.
  • Communicate survey end dates to users and when they are expected to have reviewed their results and action plans created.