Below are the main aspects to consider before launching an experience survey:

✅ Define the survey's objective and duration

Before launching the survey, it's essential to clearly define the goal you aim to achieve with this process and how long the survey will remain active.

✅ Update payroll data

To obtain the best possible analysis from the survey, all collaborator information and fields must be complete and up to date. The survey result analytics are based on the payroll data current on the survey's launch day. Subsequent changes to collaborator information will not be considered.

Key fields to update:

• Hire date (used to calculate tenure)

• Date of birth (used to calculate age)

• Direct manager

• Department (departments must be created in Humand and assigned in bulk)

• Updated and complete segmentations

✅ Check participant attributes

During the survey creation process, you can validate the number of collaborators (or users in Humand) missing certain fields or segmentation attributes. While it's not mandatory to have all fields complete, ensuring the attributes you wish to analyze are up to date and not missing is beneficial.

✅ Assign/review direct managers

The direct manager's information is crucial for tracking participation and comparing results across different hierarchical levels.

✅ Age and tenure segmentations

If you want to view the results taking into account the age range and tenure of the employee, these are calculated automatically using the date of birth and date of hire data.