What can I learn from this page? | How to update demographics using the account demographics editor |
Who is this guide for? | Account Admins |
Overview
The demographics that are pre-loaded against users as part of the Import Users process can be maintained using the Account Demographics Editor page. This is handy if you want to edit the spelling or name of a demographic that is still being used. You can also maintain the demographic values (available as drop-downs), such as changing the name of a Department, or adding a new manager to the list. If you need to change the demographics assigned to specific users, you still need to edit the user details, or do another Import Users process.
NOTE: When a department demographic is updated, any Department goals in Performance under that demographic are not carried over with the update and require will manual recreation.
To maintain account level demographics
Click the Settings button on your Surveys page
Click the Account Demographics tab
Click the add demographic link at the top of the page to create a new demographic, or
Click the pencil icon to edit a specific demographic, including the Answer Details (values) or
Click the trash can icon to remove a demographic
All changes apply to surveys in Draft status. Surveys that are Live, Closed or Archived are not impacted if the demographics were used in those surveys.
FAQS
What if I delete a demographic by accident and need this restored?
Demographics can be restored. Deleted demographics will be automatically restored by an import, but only if:
the titles of the demographics are exactly the same as the deleted ones
andone or more demographic values have changed for one or more employees
Note that when a demographic is restored, it is restored with ALL the existing values, plus any new ones they have added. It will not result in ONLY the new values being available.