Uploading your participant file
Once you’re ready with your Excel panel file, you can upload to a survey.
First, go to the 'Panel Tab' in and click ‘Select panel file', select your file, and click ‘Upload file’:
Once it has loaded, the ‘Configure panel upload’ box will appear with a preview of your data headers. Select whether your Excel file contains employee data or not then click ‘Next’:
Mapping your data headers
Next, you need to map your data headers from your participant file to the data headers in the database.
To do so, select the correlating header from the drop-down menu for each field.
Some fields, such as ‘Preferred language’, may not be relevant to your data. Choose ‘Not Applicable’ in this instance.
Once you’re happy with your selections, click ‘Next’:
Demographic data columns
Note: If you’re uploading a panel file containing employee data but no demographic data, you do not need to do this step.
If your participant file contains demographic data, such as Department or Length of Service, etc, you need partake in an additional step to set these up as ‘Variables’ within the question structure.
After you have mapped your employee data and clicked ‘Next’, you will see your variables in a column on the left (in the example below: Function Job Role and Gender). You can choose to add the variables as 'Survey-Specific' or 'Global' :
Select a reporting section for your variables
You can now select where you would like your variables to appear within your question structure. The system will default to 'variables' if you are using a PI survey template:
Once you have selected where you would like your variables to sit within the question structure, you can click next. Once you have imported your panel file the variables will appear in the 'Variables' reporting section within the 'Structure Tab':
Click 'next' to move onto the organogram set up.
Defining ‘Organogram’ hierarchy
The final step is to define an Organogram hierarchy if you are including this.
First, click ‘Define new ‘Organogram’ hierarchy’:
A pop-up window will appear, prompting you to add your ‘Hierarchy name’, for example, “People Insight Organogram” Next, select the ‘Top-level field’ of your organisational data, for example “Function”, then choose the ‘Child field’, for example, “Job Role”. You can also add additional child fields by clicking ‘Add child level.
Once you’re done, click ‘Save’.
Check that the hierarchy has been produced correctly by reviewing it under the ‘Hierarchy name’ heading. Click ‘Finish’ once you are happy.
Viewing your organogram filters
Once you have saved your organogram, you will be able to use the filter in your results dashboard, once your responses are all in and your survey is closed:
