Diagnose upgrade support guide

The legacy Diagnose experience let you dig deep into the causes of engagement with our Employee Experience (“XP”) Survey. The XP is back in PI2, of course—but what if you want to monitor engagement more frequently than just once or twice a year?

We’ve heard this feedback from many of our Diagnose clients, and are pleased to share that we’ve added pulse surveys to the experience! At launch, you’ll have access to five mini-surveys that can be completed in 5 minutes or less, plus an “overall pulse” survey that takes 10 minutes. 

These surveys—which range in topic from job satisfaction to team trust—let you get focused feedback in a particular area of the employee experience. Use them in combination with the XP to follow up on critical areas of disengagement or track improvements over time.

We hope these pulse surveys will help you get the feedback you need, whenever you need it.

With PI2, we wanted to give you even more ways to interact with survey data and uncover engagement trends. To that end, we’re excited to share several new analysis tools available to you:

• Use the Overview page to dig into high-level engagement trends. New to PI2, you can now view survey data over time. See how engagement is trending with each new report, so you can see where you’re improving fastest or slowest.
• Use the Heatmap page to view survey data at the team level for teams with five or more responses. See where engagement is strongest or weakest at a glance, so you can prioritize your action plan accordingly.

We have even more analysis tools planned for the future.

Ever find yourself sifting through past XP surveys, struggling to find the exact one you need? We’ve redesigned the entire Diagnose experience to make creating, sending, and managing surveys a breeze.

You now have a “Survey Center,” which lets you manage all created surveys at a glance. Quickly sort by title, survey date, number of responses, and status (e.g., draft, scheduled, live). You’ll also be able to browse our list of surveys, preview question items, and schedule survey dates.

Note: All your historical XP data will be available to view in PI2 via PDF download. Feel free to download a backup of your data prior to upgrading, but it’s not necessary to do so.

Once you’ve received survey responses, you can review the data using a dedicated Analysis tab for each survey. Here, you’ll see overall trends based on five scores—Engagement, Job, Manager, People, and Organization—and be able to explore your greatest engagement strengths and caution areas.

In the legacy experience, XP Survey results were presented both via an Organization Report and via individual Team Reports for teams of 5 or more. 

As a PI2 early adopter, you will only be able to view organization-wide XP results to start. But Team Reports are coming! We’ll have more to share in the coming months.

In the interim, we encourage you to send our new pulse surveys—including the Overall Pulse, which acts as a shorter-form XP survey—to individual teams whenever you wish to measure or act on team-level engagement insights.

Our pulse surveys were developed by our Science team, and have been tested and validated for their ability to measure employee engagement. 

“We developed our pulse surveys to target specific aspects of the employee experience (job, manager, etc.) so that organizations can understand what specifically they can change to increase employee engagement,” said Dana Pollet, PhD, Manager of Product Science at PI. “We brainstormed the entire nomological network of what would fall under each category and then had our internal teams vote on which topics we felt would be most impactful and relevant for businesses and employees today.

“Once we decided on which topics to measure, our Science, Product, and Content teams collaborated to write questions that would accurately reflect each construct. We established a pool of over 200 items measuring these constructs, then refined, tested, and analyzed these items to determine which had the strongest item statistics and which were the most strongly linked to engagement. This research also allowed us to establish benchmarks that are based on a sample of 1,000 working adults in the U.S.”

Diagnose admins and organization admins have unrestricted access to all Diagnose features. They can create surveys, edit all existing surveys, and view all survey results. Learn about Diagnose access levels.

Diagnose admins, organization admins, and full users are permitted to view all survey results. Limited users, by contrast, are not permitted to view survey results.

To restrict someone’s ability to view survey results, set their access level to limited.