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Categories (EX)

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Qtip: This page describes functionality available to Engagement, Lifecycle, Ad Hoc Employee Research, Pulse, and 360 projects. For more details on each, see Types of Employee Experience Projects.

About Categories

Qtip: A maximum of 100 statements can be added to each category.

Imagine your employee survey asks your participants to rate your company on concepts related to integrity. You’d like to combine all these questions together into one integrity score to display on your dashboard, but how? By using categories, you can group different sets of questions and metadata together for aggregate reporting.

You can manage your categories by going to the Settings and selecting the Categories section along the left.

the gear settings button at the top of a dashboard

the categories section of dashboard settings

Qtip: Categories work differently in 360 dashboards than other EX dashboards. See Categories in 360 Dashboards for more information.
Qtip: If some items in a category don’t meet the response threshold or don’t have any responses, the category score is calculated without those items. Viewing all category scores allows managers to see the general themes in their results and understand where they are doing well and where they can improve, but the focus should be on item-level scores and trends, as those are more actionable. In contrast, within Comparisons category scores are hidden if items are missing.

Creating Categories

  1. Click Assign Category.
    clicking assign category and then new category
  2. Select New Category.
  3. Assign a Category Name.
    naming and saving the category
  4. Click Save.

Managing Categories

  1. Click Manage Categories.
    clicking manage categories
  2. Click and drag the reorder icon next to each category to change the order that these categories appear when you load them into widgets.
  3. Click the gray X next to a category to delete it.
  4. Rename a category by typing in the field.
  5. Click Add to create a new category.
  6. Click Save when you’re finished with your changes.

Qtip: Have a lot of questions and metadata? Use the search function to narrow down which statements you want to manage. By clicking Filter, you can even choose to only view and manage statements belonging to a certain category.

the filter at the top of the categories page

Assigning Categories

  1. Click directly on each of the questions or metadata you wish to add to a category, or click Select All to highlight all questions and metadata.
    choosing questions to assign to a category

    Qtip: Only Number Set field types are compatible with categories.
  2. Click Assign Category.
    choosing a category to assign
  3. Select a category to assign the chosen statements to.

Once you assign a category to a statement, it will appear to the right of that statement. If you hover over the category name, an X will appear. Clicking this will remove the category from that statement.

hovering over a category to remove it

You can assign as many categories as you want to any given statement.

Qtip: Are there statements in your category that are reverse-coded? Check out our Scale Settings page to figure out how to set this up.

Categories in 360 Dashboards

Qtip: The information in this section is only relevant for 360 dashboards.

For 360 dashboards, dashboard categories function differently. Categories are created by setting up scoring in your 360 survey. You can then choose these scoring categories as metrics in your dashboard widgets.

If your categories are up to date in your dashboard, then no action is needed from you in the Categories tab.
the categories page in a 360 dashboard with the categories already updated

However, if your scoring categories have been edited since the dashboard was created, you will have a few options:
the categories section of a 360 dashboard when the categories need to be updated

  1. Click the categories editor in the survey builder hyperlink to be brought to the scoring categories editor.
  2. Click Update categories to refresh the categories in your dashboard. Note that this will cause your dataset to update and the dashboard will be unavailable while it updates.

Widget Compatibility

The only widgets that are NOT compatible with categories are the following:

Categories tend to behave a lot like Number Set fields when it comes to widget compatibility. Categories can be pulled into any of the widgets not listed above, either as the main field or as an additional metric. Categories cannot be used in page filters or widget filters.

The scorecard widget only displays data from categories and will not work if you do not have any set up.

FAQ