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Pseudonymization Policy (EX)

About Pseudonymization Policy

The EX Pseudonymization tab allows you to enable default pseudonymization policy for the entire brand. A pseudonymization policy allows you to obfuscate personal identifying data from EX responses in real time, such that survey responses can no longer be attributed to a specific employee within the platform.

Attention: This is a feature only available to Brand Administrators, and is not included in every license. Please contact your XM Success Representative or your Account Team for access.

Attention: The purpose of the EX Pseudonymization feature is to enable an organization to pseudonymize data. In limited circumstances, it may be necessary for an organization to re-identify the individuals from whom data is collected. If you want to re-identify pseudonymized data, your Brand Administrator must contact the Qualtrics Support team.

Qtip: This feature is only available for Employee Engagement, Employee Lifecycle, Ad Hoc Employee Research, and Pulse projects. 360 is not supported.

Setting Up Pseudonymization Policy

Attention: When you turn on the pseudonymization policy, only projects activated afterward will be affected. See Pseudonymization for Existing Projects to learn more.

1. Open Admin from the navigation menu.
2. Go to Data Privacy.

Select Retention policy.
Click EX Pseudonymization Policies.
Select Automatically pseudonymize responses.
Attention: After enabling this setting, data from the default fields will be removed from survey responses by default. Additionally, you can select fields to pseudonymize. Default fields cannot be de-selected. Pseudonymized data will no longer be available, therefore it cannot be aggregated and viewed dashboards.
Click Save changes.

Attention: Pseudonymization of fields does not affect the participants tab, including org hierarchies, or messages tab.

With pseudonymization enabled, users will not be able to see the data for the following fields by default:

Unique Identifier
Participant’s First Name
Participant’s Last Name
Email

Qtip: To know whether participants have completed the survey with pseudonymization turned on, use the Status column in the Participants tab.

The status column in the participants tab of an EX project

Pseudonymization for Existing Projects

When you turn on the pseudonymization policy, only projects activated afterward will be affected. Projects activated before enabling the policy will not be pseudonymized automatically. Also, projects that were activated then deactivated before the policy was turned on will not be pseudonymized (even if they’re reactivated after the policy is enabled). Follow these steps to pseudonymize existing projects.

Navigate to the Non-pseudonymized tab in the EX Pseudonymization Policies section of the Retention Policy settings.
Select the projects you would like to pseudonymize.
Click Pseudonymize.

Qtip: You can select up to 10 projects to be pseudonymized at one time.

Select Additional Fields to Pseudonymize

Once the pseudonymization policy is enabled, data from the default fields will be removed automaticaly. To pseudonymize additional fields, click Select fields to pseudonymize.

Select the Location Fields tab to pseudonymize location data. Be sure to keep at least one location field unselected in order to access benchmarking data.

Select the Additional fields tab to select other fields to pseudonymize. Use the search bar to search for any participant metadata fields present in the employee directory.

Exempting Projects from Pseudonymization Policy

Attention: These steps must be completed before activating the project. If a project has been activated, it cannot be added to the exemption list. To add an activated project to the exemption list, you will need to create a copy of the project and add it to the exemption list before activating it.

Open Admin from the navigation menu.
Go to Data Privacy.
Select EX Pseudonymization.
Click Add an exemption.
Select the project(s) you would like to exempt from the pseudonymization policy.
Click Continue.
Confirm your exemptions, then click Continue.
Click Close.