Setting your People Leaders
If you populate the People Leader field in your participant library, it can be used to give leaders automatic access to view their team's survey results.
To use the People Leader field you must have participant identifiers (IDs) in your library. This ensures there are no duplicates and the automated access will work if you have people in your library with the same name or contact details.
💡 What is a participant ID? Most CRM's and the majority of HR/payroll systems will assign a person's system record with a unique identifier such as an employee number, customer number, membership ID etc. Using a unique ID helps ensure AskYourTeam can differentiate between participants that might have the same name, and helps when updating a participant's email, mobile number, or name, should someone get married.
Set the People Leader in the library
- Find the People Leader column in the Participant Library and select the cell you want to update.
- Search for the participant's leader by name.
- Select the People Leader to populate the cell.
Import the People Leader into the library
- Use the AskYourTeam Participant Import Template or the export of your library data.
- Add a column with the heading People Leader.
- Populate that column with the leaders' participant ID's. If you already have a column with leader's names that you use in reporting you can do a 'vlookup' on that column to make a new column with IDs. Learn more about the vlookup function in Excel.
Check your People Leader field is set up to support automated permissions
There are a few checks you need to do to support automated permissions:
- You cannot set the participant as their own leader. If you have anyone without a leader (like a CEO), leave their people leader blank. They can still be given permission to see survey results.
- People leader must not be one of the participant's direct or indirect reports. Imagine a traditional organisational hierarchy where the CEO sits at the top. Reporting lines must then flow downward in a linear way.