My Effectory for coordinators
Everything you need to help you set up, manage, and monitor your surveys.
Project settings
Employee data
- HR system integration
- Before the data upload: What you need to know
- Preparing your employee data for import
- Editing employee data with an HRIS integration
- Importing your employee data into My Effectory
- Matching your employee data in My Effectory
- Reviewing your data before importing
- Updating your employee data manually in My Effectory
- Updating your employee data by importing a new file
- Employee data updates in existing surveys
- Warnings during your data upload
- Errors in your Employees overview
- Language codes for your employee data file
- Data segmentation
- Date formats in your employee data
- Gender mapping in your employee data
- HR system integration: FAQ
- What are 'Circular Loops' in My Effectory, and how do they occur?
Group structures
Coordinators & access rights
- Coordinator roles in My Effectory
- Results Release settings
- Results Access settings
- Updating your coordinators in bulk via Excel
- Coordinator suggestions on survey level
- Platform permissions per coordinator role
- How to automate linking coordinators
- Linking group coordinators manually
- Email notifications sent to coordinators
Creating a survey
Managing a running survey
Survey results
- How to use the results dashboard
- Where can I see the results for my team or organization?
- Results: Understanding and interpreting survey scores
- Results dashboard: Overview
- Results dashboard: Themes
- Results dashboard: Topics & ideas
- Results dashboard: Open answers
- Results dashboard: Scores
- Results dashboard: Action planner
- Results dashboard: Reports
- Correlations Report
- Results: One-pager
- Results: eNPS
- Effectory Public API
- Understanding the difference between Top 2 Box and Average Scores
Question library
- Introduction: The Question Library
- Understanding the Difference Between Topics and Themes
- Available Question Types in the Question Library
- How to create effective custom questions in 3 steps
- How to create a questionnaire for your survey in My Effectory
- How to add custom questions to your library
- How to adjust existing custom questions
- How to change a variable in questions