Who can use this feature?
Available on:
All Culture Amp subscriptions that include Engagement or Effectiveness (Manager or Team Effectiveness surveys only)
People who are to be included in an attributed survey done over a specific timeframe (snapshot survey) can be managed on the Participants page. For Onboard and Exit Surveys, these are kept open for a long time and are continuous, so a different process is followed, see Issuing and Exit or Onboard Survey to an Individual.
All people to be included must first be loaded into Culture Amp as a user, see Import Users. By default, no-one is included in a survey, so selecting survey participants is required before a survey can be launched.
Adding people after a survey has launched is also possible. You cannot de-select people from the survey's participants page once the survey has launched, so think carefully about who should be included. You could consider removing people like the President or CEO, any new hires, any interns or contractors, any people who have indicated they are leaving, people away on leave, etc.
Add everyone to the survey
Click the Edit Survey button for a specific survey on your Surveys page
Click the Participants tab
Click Select All button
Add people who started after a certain date to a survey
Click the Edit Survey button for a specific survey on your Surveys page
Click the Participants tab
Click in the date field and select a cut-off date (used to ensure only people who started before this date are included)
Add groups of people to a survey
Click the Edit Survey button for a specific survey on your Surveys page
Click the Participants tab
Click the All People drop-down box and select the demographic group required (the page will update the list of possible participants into groups)
Click Select All button to include everyone in that group, or
Expand the group by clicking anywhere in the grey-colored heading, and un-tick any people you want to exclude
Repeat selecting people from different groups
Selecting participants using the drop-down for demographic groups can be done several times, using different demographic groups. The list of people selected increases. If you want to remove all your selections and start again, just click All People in the drop-down and the Deselect All button.
Add specific people to a survey
Click the Edit Survey button for a specific survey on your Surveys page
Click the Participants tab
Click Select All button and un-tick people you want to exclude, or
Click individual names (you can click a person's name to view their personal details and demographics if you re an Account Administrator), or
Enter partial names in the search box to locate people in the list, and select individually
Bulk upload participants to a survey
If you have a large number of participants to add, you can use the Import participants button to upload them in bulk. For detailed instructions on how to import participants, please see our article on How to import engagement survey participants in bulk.
Exclusions
People who have a Start Date in the future cannot be added to surveys until their Start Date has passed.
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