Employee Experience Journeys

About Employee Experience Journeys

There are many types of employee journeys, and studying them can help you understand what areas to target in order to improve your employees’ overall experience. With Qualtrics Journeys, you can split the journeys you’re interested in into different stages (or milestones), and see how each is performing.

Example: Here is a basic employee lifecycle journey. This widget shows the average rating for employee engagement in each stage, from a scale of 1-5.

This page will cover best practices for using journey features with the Employee Experience product line. These best practices cover every step, from the surveys’ first creation, to data reporting.

Step 1: Defining an Employee Journey

1. Go to the Journeys page.
   
2. Create a new journey.
3. Name your journey.
   
4. Do not select a metric.
   Qtip: These metrics are specialized for customer experience research, but they are not a required field. If you select a metric, you’ll need to create a new journey from scratch.
5. Add all of your stages. Make sure they’re in chronological order.
   
6. Save your changes.

Step 2: Creating Milestone Surveys

Choosing Project Types

Employee Experience comes with a few different project types suited to experience research. One of the benefits of these projects is the participant list, which can link data back to a larger employee directory and, in some cases, help keep responses organized by employee structure, for reporting.

While journey data is technically compatible with many project types, we recommend using:

• Ad Hoc Employee Research
• Lifecycle

Ad Hoc Employee Research is designed for exactly its name: any employee research you want to conduct that doesn’t easily fit into a box. Lifecycle projects, on the other hand, often capture the exact moments you want to cover in your employee journeys, such as onboarding and exit.

Survey Structure

Once you’ve chosen your project types, it’s time to create your surveys.

1. Create a separate project for each stage.
   

   Example: We created a Lifecycle project for each of the following:

   • Onboarding
   • Quarterly Review
   • Promotion
   • Exit
2. Add the same outcome metric to each of your projects.
   Qtip: See Outcomes for information on creating an effective outcome metric.
3. Set up the stage data in each project.

Step 3: Setting Up Dashboards

You can set up your dashboard and its data inside any of the stage projects you created.

1. Select one of your stage surveys.
2. Go to the Dashboards tab.
3. Create a dashboard.
4. Follow these steps to map your dashboard data.

Once you finish these steps, you can create a journey chart widget.

You can also use other widgets to create deeper reports into each stage of the journey, just as you would any other data.

Example: Next to this journey chart, this dashboard shows how the onboarding stage performs on other engagement criteria.

Other Optional Ideas

Using Categories as Outcome Metrics

Categories are a commonly used feature in employee projects. Categories allow you to aggregate many related questions into a common theme. So long as you have the same set of questions in each of your stage surveys, using categories can be a great way to customize your journey chart’s outcome metric and show the impact of each milestone in your employee journey.

Using Employee Journey Analytics for the Dashboard

Employee Journey Analytics is a special project type that can bring data from other existing projects into one big dashboard. As you can guess from the name, Employee Journey Analytics is another way to analyze employee journeys. If you’re interested in creating journey analyses different from what we’ve described on this page, you can try out some of the guided flows. These will help you build dynamic projects step-by-step, complete with premade dashboards.

Employee Journey Analytics has a unique way of mapping data called the data modeler. The modeler can do everything the mapper can, but with a different interface, and with more advanced functionality. For example, you aggregate data and create joins.

Thus, you can either use prebuilt project setups, or build Employee Journey Analytics from scratch. If you make your own custom Employee Journey Analytics dashboard, you can use it to report on the data we’ve described on this page.

Employee Journey Analytics dashboards can use journey charts.