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Update employee details in a past survey
Update employee details in a past survey

Update manager assignments plus filter details such as Team, Location, Department etc within a recent survey

Lauren Rolfe avatar
Written by Lauren Rolfe
Updated over 5 months ago

The Re-sync feature allows administrators to update the details within an open or closed survey. This is especially useful if someone is in the wrong team, location, department, and/or if someone is assigned to the wrong manager.

Some common examples of where you would use the Re-sync feature:

  • Someone's results are contributing to the wrong team.

  • You want to add a new filter to breakdown the results in an additional way.

  • You want to update manager access to the results.

Exercise caution using the Re-sync button:

  • This button updates all of your survey settings to match the information currently stored in your People table.

  • This means that all changes you've made in your People table since opening the survey will be updated within results including manager assignments and filter options.

Update the survey details to match your People table

1. Click on the People tab.

2. Click Edit against the person's record you want to change and adjust accordingly e.g. choose different filter options, change the managers who have access to their results in the 'Reports to' box.

3. Click Save.

4. Go to the Surveys menu.

5. Underneath the Status heading, click on the 'i' icon next to the survey.

6. Click the orange Re-Sync button - a message will pop up asking if you are sure you'd like to re-sync, as this action will update all details in the survey to match the details in the People table.

7. Click Re-sync.

8. Refresh the page - the details and results shown on your Heatmap and Dashboard, will update to match your People table.

Please note, this action will update the details in the current survey only. All groupings within other surveys will be locked in. We do not recommend re-syncing to older surveys, and suggest only re-syncing to surveys run very recently.

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