Set up Custom Survey Groups

Setting up Custom Survey Groups

For anonymity purposes, to see survey results of a group of employees, you'll need at least 3 people - but let's say you want to see survey results for a specific group, and there aren't enough employees in that group to do so. Lattice allows you to create custom fields to help combine different groups together that may be too small to meet this threshold.

For example, let's say the Sales and Marketing departments each have 2 employees. You might want to group those departments together, so you're able to see the new group's survey results.

Note: Survey Groups need to be created before a survey is launched for the field to be pulled into results. 

Create a Survey Group

1. Navigate to the Admin page found at the bottom of the discovery navigation.
2. Enter the People section in the secondary navigation and select Fields.
3. Click Create field.
4. Fill out the Create new field pop-out.
   Choose Multiple Choice > Name the custom field > Select the visibility > Enter the survey group names under Options, i.e., "Sales and Marketing" > Repeat for other survey groups > Click the Add field button.
5. Assign employees your new custom field in the employees' profiles or CSV upload.
   Go into the employee's profile and choose the survey group from the Survey Group field dropdown.
   Alternatively, you can download your company CSV to fill out the new field and then re-upload it to the Employees page.
6. Run your survey and then filter your results by your custom field.