At the start of any survey project, the design of the employee list is essential to perform an effective analysis of the engagement results.
Amélio allows you to segment the results for all of the following groups:
Employee Manager;
Department;
Job Title;
Office or location;
Age group;
Number of years of service;
Employee level (e.g. executive vs. management vs. hourly employee).
To take full advantage of these segments, adequate data is required.
1️⃣ Import a list of employees from an HRIS or an internal document
To add an employee list to the platform, please complete the import document below in the current format.
All fields are optional, except for the email address. Remember, however, that the more details you have about the employees, the better the analysis will be.
Once you have completed the import file, please forward it to [email protected] so that we can import the employees into your account.
Details on the import fields
Employee ID. Corresponds to the employee number determined within the organization. Used exclusively as a unique ID, as described below. In other words, if each employee has an email address that is not subject to change, this column is optional. If employees email address are subject to change, it is best to fill in this column and enter the employee number as the unique ID.
Phone number. Corresponds to the employee's phone number to be filled in exclusively if you wish to send engagement surveys by SMS.
Job title. Corresponds to the employee's function. For example: marketing strategist. It is recommended to use generic and non-generic job titles to better group employees.
Department. Corresponds to the employee's department. For example: Marketing.
Manager. Corresponds to the employee's immediate superior. Two methods are possible to identify the manager of an employee:
Indicate the first and last name of the manager. For example: John Smith
Enter the email address of the manager. For example: [email protected]
Note: It is recommended that you use the manager's email address rather than the full name, as this avoids employee misallocation when more than one manager has the same name.
Role/Permission. Corresponds to the access rights of the employee. The permissions related to each role can be defined for each client. The default permissions are :
Employee: If the company uses the feedback or suggestion modules, the employee has access to the platform for these modules, but does not have access to the results. If the company does not use these modules, the employee receives the survey by email and has no profile to complete.
Manager: The user has access to the mobilization results for their team and sub-teams reporting to them. However, the user cannot see the results for the entire company.
HR Employee: The user has access to company-wide results and account administration functions.
Company Administrator: The user has the same access as HR employees, plus access to platform billing.
Employee level. This segment is used mainly in large companies. Some companies will use, for example, CC1, CC2, CC3 and etc. Others will use, for example, employee, manager, executive, etc.
Location. Corresponds to the employee's office to differentiate between work locations. For example: Montreal office or Toronto office.
Date of birth and date of hire. These fields must be completed in date format (YYYY-MM-DD / 1961-03-04).
Language. The employee will receive the survey emails in their preferred language. They will also be able to access the survey in that same language.
2️⃣ Custom Demographic Attributes
By adding columns to your employee list, you can create up to 6 more demographic attributes that allow you to segment your results more effectively based on your organizational structure.
Here are two questions you can ask yourself to assess whether there are other relevant attributes to add:
Are there any at-risk groups that you would like to target and analyze that are not currently segmented through the existing attributes?
Are there any other elements of your organizational structure that are not represented in the current attributes?
Here are some relevant examples:
Employment status: casual, permanent, temporary, seasonal...
Work schedule: full time, part time...
Work modes: hybrid, face-to-face, telecommuting, on-call...
3️⃣ Unique ID
For each Amélio account, a unique ID is designated during the first steps of implementation.
This identifier indicates the mandatory data to be entered when creating an employee profile and that allows to distinguish each profile.
You can consult this information from the left menu by clicking on Admin, then Company details. The unique ID by default will be the email address.
email address
employee ID
If you have any questions, please contact us at [email protected]