Process for Setting Up the Engagement Survey from the Second Time Onward

Please update the department and respondent information to reflect the latest organization chart in preparation for the next Organizational Engagement Survey.

Step 1: Check Your System Environment

Please confirm whether there have been any changes to your company's network environment since the last survey.
Email delivery issues or errors may occur due to "email server settings" or "communication restrictions." Please consult with your IT administrator if necessary.
Details: Operating Environment

Step 2: Start Preparing for Implementation

To begin preparing for the next survey, click the "Start Preparation " button.
Clicking this button allows you to register the organization and attribute information for the next survey without changing the labels of organizations and attributes in the already published survey results.
Any changes made to organization or attribute information after starting preparation will be reflected in the results screen of the next survey.
You can configure this under "Admin" ▶ "Engagement Survey Implementation Settings."

⚠ Caution : Impact on Focus Surveys

If you have a Focus Survey configured, be sure to click the "Start Preparation " button after the response period has started.
Clicking this button will make it impossible to conduct a Focus Survey for past Organizational Engagement Surveys.
Focus Surveys that have already started will continue as planned, but any that have not yet started will be automatically deleted.

<Detailed Specifications>

Screens Where Changes to Organization/Attribute Settings Are Reflected

Even if you change organization or attribute settings after clicking the "Start Preparing for Implementation" button, the labels of organizations and attributes in past data will generally not be updated on the admin interface.
However, changes will be reflected in the following setting screens:

• View Permissions Settings
  If view permissions are granted to an action plan manager in the permission settings, they will be able to view the published survey results. Therefore, updated organization and attribute information will be reflected on this settings screen.
  Newly added organizations and attributes will also appear on the Permission Settings screen.
  You can grant view permissions to those organizations and attributes, but they will only be displayed on the Results Screen after the survey results have been published.
  
  
• Department Administrator Settings
  Department administrator permissions are granted for the organizations and attributes registered in the admin interface. Therefore, changes to organization and attribute information will be reflected in the settings screen.

Step 3: Register Organizations

If there have been changes to the organizational structure, please update the organization information based on the latest organization chart.

You can configure this under "Admin" ▶ "Organization Settings."

Operation Manual

• Organization bulk settings: registration, editing, and deletion
  *If Organization information is being managed across multiple services,
  please refer to "Common admin help site: Organization bulk settings: registration, editing, and deletion"
  
  
• Organization Bulk Settings:(2nd and subsequent times): Edit the Organization list file
  *If Organization information is being managed across multiple services,
  please refer to "Common admin help site: Organization Bulk Settings:(2nd and subsequent times): Edit the Organization list file"

Step 4: Register Attributes

If there have been changes to respondent attributes such as job titles or employment types, please update the attribute items.

You can configure this under "Admin" ▶ "Attribute Settings."

Operation Manual

• Attribute bulk settings: registration, editing, and deletion
  *If Attribute information is being managed across multiple services,
  please refer to "Common admin help site: Attribute bulk settings: registration, editing, and deletion"
  
  
• Attribute bulk settings (2nd and subsequent times): Edit the attribute list file
  *If Attribute information is being managed across multiple services,
  please refer to "Common admin help site: Attribute bulk settings (2nd and subsequent times): Edit the attribute list file"

Step 5: Register Respondents

If there have been department transfers, resignations, or new hires, please update the respondent information.

You can configure this under "Admin" ▶ "User Settings."

Operation Manual

• User Bulk Settings: registration, editing, and deletion
  *If User information is being managed across multiple services,
  please refer to "Common admin help site: User Bulk Settings: registration, editing, and deletion"
  
  
• Bulk User Settings: Create a User List File
  *If User information is being managed across multiple services,
  please refer to "Common admin help site: Bulk User Settings: Create a User List File"
  
  

Step 6: Register Implementation Overview

Register the implementation details, such as the survey response period and any additional questions.
The information you set here will be reflected in notification emails and on the respondent interface.

You can configure this under "Admin" ▶ "Engagement Survey Implementation Settings."

Operation Manual: Implementation Details Registration

Step 7: Confirm Implementation Details

Once all settings are complete, verify that the survey has been properly prepared.
If everything is correct, the survey preparation is complete.

Operation Manual: Confirm implementation details