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Welcome to the Survey HR Business Partner Role
Welcome to the Survey HR Business Partner Role

An Introduction to the Survey HR Business Partner Role. Learn how to assign report viewers, bulk export reports, and preview report data.

Jessie Walsh avatar
Written by Jessie Walsh
Updated over a week ago

What can I learn from this page?

An introduction to the Survey HR Business Partner Role. Learn how to assign report viewers, bulk export reports, and preview report data.

Who is this guide for?

Survey HR Business Partner

Welcome to the Survey HR Business Partner role! As a Survey HR Business Partner, you can manage report viewers for existing survey reports, bulk export reports, and even preview report data.

Once you've been assigned this role, keep an eye on your inbox for an email with a link to set a password for your Culture Amp account (if it's your first time logging in). For guidance on accessing the platform, check out our support guide here: Logging into Culture Amp.

Now let's talk permissions. Here's a quick rundown of what you can and can't do:

Permission

Allowed

Manage and update employee data

Create surveys

Participate in surveys

✔️

Manage and update surveys

Create and share reports

Manage report viewers

✔️

Add report owners

✔️

Access report data

✔️

Preview report notifications

✔️

Bulk export reports

✔️

Bulk import report sharing permissions

Access raw data

How to Access Survey Reports

Once you're logged in, head over to the Feedback > Surveys tab to review the list of surveys. Click the Share Reports icon to view the existing reports.


Giving Access to Reports

To assign report viewers, follow these steps:

  1. Go to the Surveys Sharing page.

  2. Click the drop-down arrow next to the report name to expand the list of reports.

  3. Click the person icon to add viewers.

  4. Choose the users you'd like to add as viewers by typing their names or pasting in their email addresses.

  5. To include all participants from the report as viewers, click Add participants.

  6. As an optional step, you can designate a report viewer as the owner by clicking the ellipsis (...) and choosing Make Report Owner.

  7. Click Save to update.

Quick heads up! The steps above show you how to assign viewers to reports, but remember, this role doesn't let you share reports. If you need to share reports, reach out to another Admin internally—likely to be someone from your HR team—who has the necessary permissions. For more details, refer to our roles and permissions guide.


Preview Reports

To preview reports directly in the platform, add yourself as a report viewer. Once added, you can preview report data by clicking the eye icon next to the report name. If you prefer not to assign yourself this permission, you can still preview the report data by bulk exporting the reports.


📚 Get to Know the Resources Available to You

Start by diving into our educational resources, which include live training sessions and on-demand learning materials. Explore Culture Amp Training (CAT) to learn at your own pace, and don't forget to browse through our help center for our helpful how-to articles.


🤝 Join the Community!

Here at Culture Amp, we like to call ourselves People Geeks. A People Geek is someone who is dedicated to enabling people and passionate about the power of employee feedback. Now that you’re an admin, you’re welcome to join our community to connect with other people geeks like yourself. Visit Culture First to get started.

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