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Quality check of the organisation

If you are done with the organisational structure updates, please follow the instructions below to perform a quality check in the platform yourself:

 

Part 1: The Organisation View (the view on the left-hand side showing the group hierarchy) ✅

  1. Make sure that all summaries (blue coloured  groups) and teams (pink coloured groups) has managers assigned to them. You can filter by the “Manager” column to display teams or summaries with  missing managers: 

    - Simply click on the three dots next to the “Manager” column header, select “Blanks” and confirm the setting.

  2. Check if there are any empty summaries or teams. We are only asking you to review them to ensure that no employees have been missed in those teams.

    To find empty teams, you can similarly filter by the “User Count” column and select the option “0”. The summaries or teams without employees will then be displayed. 

It is fine if you wish to keep empty groups, if you want to preserve historic results, though our recommendation is to keep your organisational structure as identical to how your real organisation looks like as possible.

 

Part 2: The Employee View (the view on the right-hand side showing the users) ✅

  1. Check deactivated users. Deactivated users will not receive the survey, and if they are managers, they will not be able to log in to the platform. You can filter by the “Status” column and update if needed. 

  2. Check users excluded from surveys: There may be employees who were excluded from the survey during the previous survey period, and they will remain excluded unless you actively choose to include them again. If they are managers, they will still be able to log in to the platform. You can check this by filtering by the “Excluded from surveys” column and update if needed.

    The CEO/highest assigned manager (the manager for the top group) should always be excluded, as this manager does not have their own manager.

  3. Check users missing background information. You can find these by filtering any of the background information columns.

  4. If you are using the “Organisation” attribute, which can be used as help text in organisational structures with multiple subsidiaries, check employees missing this information. You can find these by filtering by the “Organisation” column and updating those with missing information.

 

Here, you can read more about excluded vs. inactive users: 📌 What is the difference between "excluded from surveys" and "active"/"deactivated"?