The information that is gathered through answering survey questions is displayed in groups in order to be able to provide insights that help to fully understand organizational dynamics.
Although the information can be consulted in groups to discover patterns, the information of each person is always stored on the user itself, therefore if a group is deleted the responses provided by the users are not lost.
⚠️ If you delete a group, the evolution of that group can’t be recovered.
💡 It is possible to archive a group in case that you are no longer using the group, but you want to keep the historical data for further analysis.
How to create a new group at any time
To create a new group it is necessary to follow the steps below:
- Go to your Team section and click on Groups.
- Next, click on the Add new group button. Next add your group name and select a group category from the available options on the drop down menu: Team, Location, Department, Region or Others.
💡 We recommend you to always select a category that represents the group as this category can be used to filter your data.
- Decide if you would like to create a Public group that will be visible by all administrators or a Private group that will only be visible by you.
⚠️ By default only administrators with full access permissions can create public groups. See here the type of administrators permissions.
- Choose if you would like to create a Static group in which you will be adding the people that will be part of it manually or a Dynamic group in which the people will be added automatically attending to the specified criteria.
- Once all these group parameters have been set up, click on the Continue button to finalize to create your new group.
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Finally, it is time to add people within the group, that will be done differently depending of the group type selected:
- Static group: When creating this type of group, the people can be added either one by one through the dropdown selector that appears under the Add people to the group section or on bulk by pasting all the people’s email in the window that will appear when click on the Other options to add people button.
- Dynamic group: Once the group is created, the system will invite you to set up the criteria for the group selecting one or more employee attributes. Once ready, click on the Save button.
Now your new group will be fully created and will start gathering the data of all the people within it from that moment.
How to visualize historical data of a group
On some occasions, such as when a new group is created containing people that have already participated in surveys or when there is a team or department restructuring, we want to review the current status of those people.
To request the recalculation of the history of a group, follow the next steps:
- Go to your Team section and click on Groups.
- Select the group that you would like to recalculate the history and click on the three dots icon. Next, click on the Recalculate the history button that will appear.
- Next, read carefully which implies to request the recalculation as the change will be reflected in the group mood map, eNPS, metrics, messages and participation. When ready, click on the Request a re-calculation button.
A request will be sent to our team to review the group in order to ensure that the recalculation protects the anonymity of the participants. Once the recalculation of the historical data of the group is launched, you will have the information available on your account in the next 72 hours.