You can share the results of your survey with all or selected users.
Owners of the survey and super-admins will always be able to see all results and modify the visibility for other people. You can define the owners of your survey under 'Survey Settings' (gear icon) > 'Basics.'
To share all results of your survey with all participants automatically, select 'All employees results' under 'Survey participants' (under 'Surveys' > click on the survey in question > 'Settings' icon > 'Visibility').
Granular visibility rights
If you wish to have more granular control over the visibility of your results, you can define visibility for all participants, managers, team leads, HRBPs. You can also add specific rules for users, roles, contributor types, teams, levels, custom attributes, age groups or genders. To do so, please navigate to the 'Visibility' tab in your survey.
You can edit the visibility settings for all groups, except 'Survey owners; Super admins'. The available options are:
- All employee results
- Specific employee results
- Only their own results
Further, you can select the checkbox 'Include users that did not participate in this survey'. By default, only users who participated in this survey and match the above criteria get access. If this setting is enabled, the visibility for this selected group will also apply to employees who were not invited to participate and thus didn't participate in this survey. See the section 'Allow visibility to a non-participant of a survey'.
You can select the checkbox 'Settings from this visibility group overwrite other matching visibility groups'. Please note: This setting makes a group 'exclusive' and its visibility will take priority over any other group where same members might belong. If an employee matches multiple 'exclusive' groups, the exclusive group latest in the list will take priority.
When the 'Specific employee results' option is chosen, you can filter to select which employees' results should be visible. You can choose from:
- Dynamic filters:
- Teams which group members are part of
- Teams which group members are leading
- Direct and indirect reports of the group member
- People group member is responsible for (ex: HRBP)
- Locations
- Teams
- Levels
- Custom attributes
- Users
- Age groups
- Gender
Visibility preview
More on dynamic filters
1. Teams which group members are part of
Users see results from teams listed in their Leapsome profile.
- Use case: A user on the “Sales”, “Internal Associates” and “Venture Building” team can see results for these teams
- Be sure to list all teams in the user's profile that you would like them to have visibility to within the survey if using this option, as well as allow these teams to be shown within the survey analytics within the manage team settings of these teams.
2. Teams which group members are leading
Users see results from teams they are manually designated as a lead of (even if the team isn’t listed in their profile and they aren’t a manager).
- Use case: A senior leader needs visibility into a team they oversee but don’t directly manage. Ann can see the product and engineering team even though she is not on that team or managing anyone on that team.
- This is manual assignment in Leapsome, you’d need to remember to update this and if Ann truly isn’t the product and engineering lead it can be confusing.
3. Direct and indirect reports of the group member
The standard manager view—users see their downline based on the org chart.
- Use case: A person sees data for all their direct reports and their reports' teams. Fully automated via the integration.
- The least manual work and most automated, but wouldn’t include visibility for employees if they are not in the reporting line
4. People the group member is responsible for (e.g., HRBP role)
Users see results for assigned teams or individuals, regardless of org structure. Set manually in user profiles.
- Use case: An HRBP/person needs access to multiple departments, without being in their reporting line.
- Manual assignment, and these employees are not technically HRBPs
5. Manual custom access
For edge cases, users can be given visibility into specific teams or people, bypassing filters.
- Use case: A one-off grant of access to a team without modifying roles or org data.
- Creating an access role for each person takes time
Please note: If you choose that specific employees' results should be visible, a checkbox 'Also use current demographic data for granting access' will appear. By default, access is granted based on user demographic data at the time of answering the survey. If you enable this option, then group members will see results from both historic and current user demographic data.
Then, decide which result views are available (you can choose as many or none as you'd like). If you are the owner, you will see all views. Compare the tabs you see in the analytics section to the options available in the 'Analytics views' section. By choosing the view, you are allowing that group to see that specific view. Some of the examples are the Heatmap, Comments, and the List view.
In addition to the views, you can also decide which demographic filters should be available. This allows users with access to group and see, for example, the aggregated results of members of a specific team, location, or direct reports of a specific manager.
Lastly, you can decide what benchmark data should be available. There is a company-wide benchmark (i.e., comparing a team's responses to the company average) and a benchmark of comparable, external companies.
Please note: (Survey) admins or HRBPs can filter by any manager, while everybody else can only filter by people below themselves in the reporting line.
Survey visibility works with the logic 'AND.' Therefore, if you select different visibility for separate categories that an employee satisfies, they would have the visibility of both sections.
Save your settings to activate your changes.
Allow visibility to a non-participant of a survey
If you have an employee, who did not participate in a specific survey, yet you wish to provide them the visibility of the results, please enable the checkbox 'Include users that did not participate in this survey'.
Please note: only the non-participants that match the visibility group will see the survey in the survey list and can see relevant analytics. This means if you select this setting for visibility for managers, then only manager non-participants will have access to this survey. All the other non-participants, that do not belong to the group 'Managers', will not be able to view the results of the survey.
What if a user has multiple roles from different categories?
If a user matches rules from multiple categories (ie. Manager and HRBP), that user will see a combination of all rules that are visible to them. Therefore if Managers only have visibility to their own results, and HRBP's have visibility to all results, the user user who is both a manager and HRBP will see all results including their own.