PUBLIC

Document Version: 2H 2021 – 2022-01-21

Integrating SAP SuccessFactors with Qualtrics

© 2021 SAP SE or an SAP affiliate company. All rights reserved.

THE BEST RUN

Content

1 Change History. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5

2 Integrating SAP SuccessFactors with Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7

3 List of SAP SuccessFactors Modules That Can Use Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9

4 Overview of Steps to Set Up Qualtrics in SAP SuccessFactors. . . . . . . . . . . . . . . . . . . . . . . . . . . . 13

5 Adding Your Qualtrics License and Account Information. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .15

6 Creating Your Projects in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 16

7 Setting Up Permissions Before Upgrade Center . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 18

8 Enabling Qualtrics from the Upgrade Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .19

9 Changing the Qualtrics Tenant URL in the Upgrade Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21

10 When to Enable or Disable Qualtrics in the Platform Feature Settings. . . . . . . . . . . . . . . . . . . . . . 23

11 Qualtrics and the SAP SuccessFactors Configuration Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24

12 Enabling Qualtrics After an Instance Refresh. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25

13 Configuring the Qualtrics Business Scenario in the Integration Center. . . . . . . . . . . . . . . . . . . . . 26

14 Upgrading Qualtrics Business Scenarios. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 30

15 Configuring Employee Directory Import Automations in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . 32

16 Setting Up PGP Encryption for the SFTP File. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 34

17 Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors. . . . . . . . . . . . . . . . 36

18 Setting Up Single Sign-On for Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 39

19 Data Protection and Privacy in SAP SuccessFactors Integrations with Qualtrics. . . . . . . . . . . . . . 42

20 Proxy Behavior with Qualtrics Integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 43

21 Enabling Locales and Translations in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .44

22 Enabling Mobile Surveys for Performance Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .46

23 Configuring Surveys to Prevent Repeated Displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .47

24 Using Multiple SAP SuccessFactors Environments with Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . 48

Integrating SAP SuccessFactors with Qualtrics

2 PUBLIC Content
25 Using Roles in Qualtrics Intercepts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 50

26 Settings for Email Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 52

26.1 Creating Outbound OAuth Configurations for Qualtrics APIs. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 53
26.2 Creating a Business Rule for Employee Central Email Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .54
26.3 Changing the Timing for an Email Survey Event. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 56

27 The Manage Qualtrics Integrations Feature in the Admin Center. . . . . . . . . . . . . . . . . . . . . . . . . . 57

27.1 Finding ID Information for Surveys in Qualtrics. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 58
27.2 Creating a New Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 59
27.3 Editing a Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 62
27.4 Disabling a Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 63
27.5 Deleting a Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 64
27.6 Restoring an Inactive Qualtrics Integration. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65
27.7 Restoring a Business Rule in Email Survey Integrations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 65

28 Qualtrics In-App Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67

28.1 In-App Surveys for Award Nominations. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 67
28.2 In-App Surveys for Compensation Form Completion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 68
28.3 In-App Surveys for Continuous Performance Management. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 69
28.4 In-App Surveys for Employee Central Global Benefits for New Hires, Rehires, and Open Enrollment
. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 71
28.5 In-App Surveys for Employee Central Service Center. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 72
28.6 In-App Surveys for Mentoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .72
28.7 In-App Surveys for Performance Reviews. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 73
28.8 In-App Surveys for Recruiting for Application Submissions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 76

29 Qualtrics Email Surveys. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78

29.1 Employee Central. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Email Surveys for Add Global Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 78
Email Surveys for Change in Employee Department. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 80
Email Surveys for Change in Job Classification. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 81
Email Surveys for Change in Job Title. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 82
Email Surveys for Change in Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 83
Email Surveys for Employee Hire. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 84
Email Surveys for Employee Termination. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 85
Email Surveys for Employee Rehire. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 87
Email Surveys for End Global Assignment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 88
Email Surveys for First Time Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 89
Email Surveys for Individual Contributor to Manager. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .90
Email Surveys for Job Transfers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 91
Email Surveys for Long Term Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .93
Email Surveys for Manager to Individual Contributor. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 94

Integrating SAP SuccessFactors with Qualtrics

Content PUBLIC 3
 Email Surveys for New Concurrent Employment. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 95
Email Surveys for Short Term Disability. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 96
29.2 Email Surveys for Mentoring. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 97
29.3 Email Surveys for Offboarding. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 98
29.4 Email Surveys for Onboarding for Internal Hires. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .99
29.5 Email Surveys for Onboarding for New Hires. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .101

30 Adding a Feedback Tab to Recruiting Career Site Pages. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 103

31 Showing a Qualtrics Survey Card on the Home Page. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .105

Integrating SAP SuccessFactors with Qualtrics

4 PUBLIC Content
1 Change History

Learn about changes to the documentation for Integrating SAP SuccessFactors with Qualtrics in recent releases.

2H 2021

Type of Change Description More Info

Changed The current business scenarios include Configuring the Qualtrics Business Sce­
the Read Access Logging field. Instruc­ nario in the Integration Center [page
tions have been updated to reflect this 26]
change. Upgrading Qualtrics Business Scenarios
[page 30]

Added In-app survey integrations for Compensa­ Using Roles in Qualtrics Intercepts [page
tion and Performance Management now 50]
allow the use of routing roles.

Changed New integrations no longer require you to Finding ID Information for Surveys in
specify intercept URL and intercept ID in­ Qualtrics [page 58]
formation that you had to obtain from
within Qualtrics code.

Added New email survey integrations are availa­ Email Surveys for Change in Employee
ble for the following features in Employee Department [page 80]
Central: Email Surveys for Change in Job Classifi­
● Change in Employee Department cation [page 81]
● Change in Job Classificaiton Email Surveys for Change in Job Title
● Change in Job Title [page 82]
● Job Transfers Email Surveys for Job Transfers [page
91]

Added A new email survey integration is available Email Surveys for Onboarding for Inter­
for internal hires. nal Hires [page 99]

Added A new in-app survey integration is availa­ In-App Surveys for Continuous Perform­
ble for Continuous Performance Manage­ ance Management [page 69]
ment.

Integrating SAP SuccessFactors with Qualtrics

Change History PUBLIC 5
Type of Change Description More Info

Changed The behavior of the In-App and Email sur­ Assigning Role-Based Permissions to
vey tabs in Manage Qualtrics Integrations Use Qualtrics with SAP SuccessFactors
has changed so that administrators with­ [page 36]
out permission to access them will simply
not see the tabs. Previously, they were no­
tified that access was denied.

Reference to assigning non-admin users

with View permission has been removed,
since users didn't have access to the Man­
age Qualtrics Integrations page and thus
didn't have access to the survey tabs.

1H 2021

Type of Change Description More Info

Added Information has been added to clearly ex­ Email Surveys for New Concurrent Em­
plain the two types of user IDs (host and
ployment [page 95]
home) used in Employee Central email
surveys that involve two concurrent em­ Email Surveys for Add Global Assign­
ployments. ment [page 78]

Email Surveys for End Global Assign­

ment [page 88]

Added Qualtrics now offers a Candidate Experi­ In-App Surveys for Recruiting for Appli­
ence program that provides a more robust
cation Submissions [page 76]
set of information for recruiting-related
surveys. Adding a Feedback Tab to Recruiting Ca­
reer Site Pages [page 103]

Changed The path to Outbound OAuth Configura­ Creating Outbound OAuth Configura­
tions has changed, from Admin Center tions for Qualtrics APIs [page 53]

Integration Center Security Center

Outbound OAuth Configurations to
Admin Center Security Center
Outbound OAuth Configurations . This
change now also requires setting a new
role-based permission setting.

Added An example has been added to clearly ex­ Proxy Behavior with Qualtrics Integra­
plain the various view/edit scenarios when tions [page 43]
logging in as a proxy with different permis­
sions.

Integrating SAP SuccessFactors with Qualtrics

6 PUBLIC Change History
2 Integrating SAP SuccessFactors with
Qualtrics

By integrating your SAP SuccessFactors system with Qualtrics, you can add feedback opportunities on SAP
SuccessFactors pages for your employees.

This guide is designed to help you configure your SAP SuccessFactors system to recognize and work with your
Qualtrics projects, so that you can incorporate creatives into specific pages within your SAP SuccessFactors
modules.

Considerations

● All the development and analysis of your surveys are done in your Qualtrics account, rather than in your SAP
SuccessFactors system.
● All SAP SuccessFactors integrations are considered Employee Experience scenarios with Qualtrics, including
feedback from external candidates when they apply for a job.

 Note

A more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics
through its separately licensed Candidate Experience program.

Basic Qualtrics Terms

The following are some basic Qualtrics terms to help you as you begin to create a project.

Term Description

XM The Qualtrics Experience Management platform.

EmployeeXM A Qualtrics project type that specializes in researching the em­

ployee experience. SAP SuccessFactors uses EmployeeXM.

Website / App Feedback for EmployeeXM The category of feedback for the projects that you use with
SAP SuccessFactors in-app surveys.

Lifecycle The category of feedback for the projects you use for SAP Suc­
cessFactors email surveys.

Survey An electronic form that investigates the opinions or experience

of a group of people by asking them questions.

Integrating SAP SuccessFactors with Qualtrics

Integrating SAP SuccessFactors with Qualtrics PUBLIC 7
Term Description

Creative A graphic meant to act as an advertisement, announcement,

or other attention-grabber, the creative is what appears on
your SAP SuccessFactors page. The creative includes a link,
which typically takes you to the actual survey. Examples in­
clude windows that pop over a page, or feedback tabs that ap­
pear in the corner of a page.

Intercept An intercept consists of rules that you set up to specify the

conditions under which someone sees a creative. The intercept
is also where you set the target.

Target The link text or button on a creative, that typically points to a

survey. Where it goes is determined in the intercept.

Integration An SAP SuccessFactors term that refers to the following:

● SAP SuccessFactors-Qualtrics integration – the initial

configuration that sets up the connection for SAP Suc­
cessFactors and Qualtrics to work together.
● Survey integration – connects a survey you create in Qual­
trics, with a page in SAP SuccessFactors where you want
the creative to appear, or to an event about which you
want to send an email survey.

Related Information

Key Terms for Website Feedback (Qualtrics.com)

List of SAP SuccessFactors Modules That Can Use Qualtrics [page 9]

Integrating SAP SuccessFactors with Qualtrics

8 PUBLIC Integrating SAP SuccessFactors with Qualtrics
3 List of SAP SuccessFactors Modules That
Can Use Qualtrics

The list of SAP SuccessFactors modules in which you can set up Qualtrics feedback opportunities.

Modules

Component or Feature
Product Area Group Survey Type Description More Information

Benefits Global Benefits In-App Survey Displays a feedback op­ In-App Surveys for Em­
portunity for employees ployee Central Global
after they successfully Benefits for New Hires,
enroll in a benefit during Rehires, and Open En­
an Open Enrollment pe­ rollment [page 71]
riod.

Compensation Compensation Form In-App Survey Displays a feedback op­ In-App Surveys for
portunity for Compen­ Compensation Form
sation for managers af­ Completion [page 68]
ter they complete a
compensation form.

Employee Central Add Global Assignment Email Survey Sends email to employ­ Email Surveys for Add
ees for feedback when Global Assignment
they are given a global [page 78]
assignment.

Employee Central Change in Department Email Survey Sends email to employ­

ees for feedback when
they change depart­
ments.

Employee Central Change in Job Classifi­ Email Survey Sends email to employ­
cation ees for feedback when
their job classification
changes.

Employee Central Change in Job Title Email Survey Sends email to employ­
ees for feedback when
their job title changes.

Employee Central Change in Manager Email Survey Sends email to new em­ Email Surveys for
ployees for feedback to Change in Manager
find out what they [page 83]
thought a change in
their manager.

Employee Central Concurrent Employ­ Email Survey Sends email to employ­ Email Surveys for New
ment ees for feedback when Concurrent Employ­
they're assigned to con­ ment [page 95]
current employment.

Integrating SAP SuccessFactors with Qualtrics

List of SAP SuccessFactors Modules That Can Use Qualtrics PUBLIC 9
 Component or Feature
Product Area Group Survey Type Description More Information

Employee Central Employee Central Serv­ In-App Survey Employee Central Serv­ In-App Surveys for Em­
ice Center ice Center, when service ployee Central Service
tickets are resolved or Center [page 72]
closed.

Employee Central Employee Hire Email Survey Sends email to new em­ Email Surveys for Em­
ployees for feedback to ployee Hire [page 84]
find out how they're do­
ing with their new job.

Employee Central Employee Long Term Email Survey Sends email for feed­ Email Surveys for Long
Disability back when an employee
Term Disability [page
is absent due to a long-
93]
term disability.

Employee Central Employee Rehire Email Survey Sends email to employ­ Email Surveys for Em­
ees for feedback after ployee Rehire [page
they're rehired. 87]

Employee Central Employee Short Term Email Survey Sends email for feed­ Email Surveys for Short
Disability back when an employee
Term Disability [page
is absent due to a short-
96]
term disability.

Employee Central Employee Termination Email Survey Sends email to employ­ Email Surveys for Em­
ees for feedback before ployee Termination
they leave the organiza­ [page 85]
tion.

Employee Central End Global Assignment Email Survey Sends email to employ­ Email Surveys for End
ees for feedback to find Global Assignment
out what they thought [page 88]
about their experience
with their global assign­
ment.

Employee Central First Time Manager Email Survey Sends email to new em­ Email Surveys for First
ployees for feedback to Time Manager [page
find out how they're do­ 89]
ing as a first­time man­
ager.

Employee Central Individual Contributor Email Survey Sends email to manag­ Email Surveys for Indi­
to Manager ers for feedback when vidual Contributor to
individual contributors Manager [page 90]
become a manager with
direct reports.

Employee Central Job Transfer Email Survey Sends email to employ­

ees for feedback when
they transfer jobs.

Integrating SAP SuccessFactors with Qualtrics

10 PUBLIC List of SAP SuccessFactors Modules That Can Use Qualtrics
 Component or Feature
Product Area Group Survey Type Description More Information

Employee Central Manager to Individual Email Survey Sends email to manag­ Email Surveys for Man­
Contributor ers for feedback when ager to Individual Con­
they become an individ­ tributor [page 94]
ual contributor and no
longer have direct re­
ports.

Learning Learning It's possible to use the This is a customized

Learning History Con­ solution that can be
nector to send Learning provided by SAP Inno­
course data in a CSV file vative Business Solu­
to Qualtrics. This tions (ISBO). Reach out
method allows you to to your SAP Services
launch Qualtrics sur­ contact for assistance.
veys so that you can get
feedback about your
SAP SuccessFactors
Learning programs and
training effectiveness.

Mentoring Mentoring Email Survey Sends email to employ­ Email Surveys for Men­
ees for feedback to find toring [page 97]
out what they think
about having partici­
pated in the mentoring
program, when the
mentoring relationship
is ended by the other in­
dividual before the
completion of the men­
toring program.

Mentoring Mentoring In-App Survey Displays a feedback op­ In-App Surveys for
portunity for Mentoring Mentoring [page 72]
after employees choose
to end their relationship
with their mentor or
mentee before the pro­
gram is completed.

Onboarding Crossboarding Email Survey Sends email to employ­

ees for feedback to find
out what they thoughta
about their crossboard­
ing experience.

Onboarding Offboarding Email Survey Sends email to employ­ Email Surveys for Off­
ees for feedback when boarding [page 98]
you set up an offboard­
ing process for them to
leave the company.

Integrating SAP SuccessFactors with Qualtrics

List of SAP SuccessFactors Modules That Can Use Qualtrics PUBLIC 11
 Component or Feature
Product Area Group Survey Type Description More Information

Onboarding Onboarding Email Survey Sends email to employ­ Email Surveys for On­
ees for feedback to find boarding for New Hires
out what they thought [page 101]
about their onboarding
experience.

Performance and Goals Performance Review In-App Survey Displays a feedback op­ In-App Surveys for Per­
portunity for specific formance Reviews
route steps in the per­ [page 73]
formance review proc­
ess.

Platform Home Page Show a Qualtrics survey Showing a Qualtrics

card on the SAP Suc­ Survey Card on the
cessFactors Home Home Page [page 105]
Page.

Recruiting Career Sites Insert JavaScript code Adding a Feedback Tab

in Career Site Builder to to Recruiting Career
add Qualtrics feedback Site Pages [page 103]
tabs in career site pa­
ges.

Recruiting Job Applications In-App Survey Displays a feedback op­ In-App Surveys for Re­
portunity in a Recruiting cruiting for Application
career site for candi­ Submissions [page 76]
dates after they suc­
cessfully submit an ap­
plication.

Reward and Recogni­ Award Nomination In-App Survey Displays a feedback op­ In-App Surveys for
tion portunity after employ­ Award Nominations
ees complete an award [page 67]
nomination form.

Related Information

Adding a Feedback Tab to Recruiting Career Site Pages [page 103]

In-App Surveys for Recruiting for Application Submissions [page 76]
In-App Surveys for Performance Reviews [page 73]

Integrating SAP SuccessFactors with Qualtrics

12 PUBLIC List of SAP SuccessFactors Modules That Can Use Qualtrics
4 Overview of Steps to Set Up Qualtrics in
SAP SuccessFactors

The process of setting up your integration involves configuring both your SAP SuccessFactors and Qualtrics
accounts.

You begin by getting your Qualtrics license. After you complete your configuration, you can start adding Qualtrics
feedback opportunities to your SAP SuccessFactors pages.

Once you’ve created your integration, your Qualtrics creative is visible and ready for users. You can go to your
Qualtrics account at any time to view reports and analytics.

Integrating SAP SuccessFactors with Qualtrics

Overview of Steps to Set Up Qualtrics in SAP SuccessFactors PUBLIC 13
● Adding Your Qualtrics License and Account Information [page 15]
● Setting Up Permissions Before Upgrade Center [page 18]
● Creating Your Projects in Qualtrics [page 16]
● Enabling Qualtrics from the Upgrade Center [page 19]
● Configuring the Qualtrics Business Scenario in the Integration Center [page 26]
● Configuring Employee Directory Import Automations in Qualtrics [page 32]
● Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 36]
● Settings for Email Surveys [page 52]
● Setting Up Single Sign-On for Qualtrics [page 39]
● The Manage Qualtrics Integrations Feature in the Admin Center [page 57]

Integrating SAP SuccessFactors with Qualtrics

14 PUBLIC Overview of Steps to Set Up Qualtrics in SAP SuccessFactors
5 Adding Your Qualtrics License and Account
Information

Your first step in setting up an integration between SAP SuccessFactors and Qualtrics is to obtain a license, an
administrator login, and customer tenant URL from Qualtrics.

Procedure

1. Contact Qualtrics to obtain your Qualtrics Employee Experience (EmployeeXM) license.

 Note

A more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics
through its separately licensed Candidate Experience program.

Let your Qualtrics representative know that you're an SAP SuccessFactors customer, and that you plan to use
Qualtrics with your SAP SuccessFactors system.
2. Obtain a Qualtrics administrator account that is associated with your Qualtrics license. Get this Qualtrics
account when you get your license; it should serve as the main Qualtrics administrator account you use to set
up your projects at Qualtrics.
3. Get your account­specific customer tenant URL that Qualtrics assigns to you; you need to provide it when you
install the Qualtrics feature in the Upgrade Center.

Next Steps

You can set up your permissions before you run the Upgrade Center. You can also start creating your projects in
Qualtrics.

Related Information

Qualtrics Employee Experience (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Adding Your Qualtrics License and Account Information PUBLIC 15
6 Creating Your Projects in Qualtrics

Start creating your projects in Qualtrics so that you can begin to set up feedback opportunities in your SAP
SuccessFactors system as soon as you're done configuring your SAP SuccessFactors-QualtricsQualtrics
integration.

Prerequisites

You have a Qualtrics Employee Experience license, which includes your Qualtrics administrator account and your
customer tenant URL.

 Note

A more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics through its
separately licensed Candidate Experience program.

Context

All the Qualtrics projects you create to use in SAP SuccessFactors fall under the EmployeeXM (Employee
Experience) category of Website and app feedback for in-app surveys and Lifecycle for email surveys.

Once you have your Qualtrics account, you can start creating your projects there even before you complete your
SAP SuccessFactors-Qualtrics integration. You can then set up your Qualtrics feedback opportunities in your SAP
SuccessFactors pages as soon as you finish setting up your configuration.

Procedure

1. Go to the Qualtrics.com Web site and log in with your administrator account.
2. Set up the feedback survey.
3. Determine how to distribute the survey, and who the participants are.
4. Configure your dashboards.
5. Decide how your visitors are prompted for feedback.
6. Configure and deploy your project.

Integrating SAP SuccessFactors with Qualtrics

16 PUBLIC Creating Your Projects in Qualtrics
Results

You've successfully created a project in Qualtrics, and it's now ready for use with SAP SuccessFactors.

Next Steps

Finish integrating Qualtrics with your SAP SuccessFactors system.

Related Information

Website / App Feedback for Employee XM (Qualtrics.com)

Getting Started with Employee Lifecycle
List of SAP SuccessFactors Modules That Can Use Qualtrics [page 9]

Integrating SAP SuccessFactors with Qualtrics

Creating Your Projects in Qualtrics PUBLIC 17
7 Setting Up Permissions Before Upgrade
Center

Set up permissions for those role-based permissions required to run Upgrade Center and Integration Center.

Prerequisites

You're logged in as the RBP Admin.

Procedure

1. Go to Admin Center Tools Manage Permission Roles .

2. Set up the following role-based permissions:

Who is this Permis­

Module sion for? Permission Location Permission Name Description

Administration Admin Manage Integration Access to Business Allows the administra­

Tools Scenarios tor to access the Qual­
trics integration busi­
ness scenario.

Administration Admin Manage Integration Access to Integration Allows the administra­

Tools Center tor to access the Inte­
gration Center.

Results

You’re now ready to start your installation process in the Upgrade Center.

Related Information

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 36]
Role-Based Permissions for Business Scenario
Using Role-Based Permissions

Integrating SAP SuccessFactors with Qualtrics

18 PUBLIC Setting Up Permissions Before Upgrade Center
8 Enabling Qualtrics from the Upgrade
Center

Enable Qualtrics from the Upgrade Center, so that you can complete the implementation process to get Qualtrics
to work in your SAP SuccessFactors system.

Prerequisites

● You have a Qualtrics license and know your Qualtrics tenant URL.
● Upgrade Center has been enabled in the instance.

Procedure

1. In the SAP SuccessFactors Admin Center, go to Upgrade Center Optional Upgrades Qualtrics Employee
Experience and select Learn More & Upgrade Now.

You see Qualtrics Employee Experience, with the following text:

Obtain a Qualtrics Employee Experience license before you run this
upgrade. With your Qualtrics license, you can create Qualtrics
feedback opportunities for your SAP SuccessFactors HXM Suite users.

Before you enable this feature, log in to your Qualtrics account to

obtain the Qualtrics URL associated with your license. You'll be
providing this URL in the confirmation dialog when you choose Upgrade Now.

After you run the upgrade, you activate and configure a Qualtrics
business scenario specific to your needs, and this forms an integration
between SAP SuccessFactors and Qualtrics. This integration transmits
a set of fixed fields and mappings that you keep intact; all you need
to do is specify the destination and scheduling settings.

This business scenario creates an Admin Center option that lets you
manage how you integrate Qualtrics feedback opportunities into your
SAP SuccessFactors system.

You can undo this upgrade within 30 days.

If you don't see this option, make sure you've assigned the necessary role-based permissions for business
scenarios and the Upgrade Center.
2. Select Upgrade Now.

The Enter Qualtrics Server URL dialog appears with the following text:
Enter the Qualtrics URL that you want to associate with your
SAP SuccessFactors tenant, then select Validate.

https://<tenant_URL>.qualtrics.com.

Integrating SAP SuccessFactors with Qualtrics

Enabling Qualtrics from the Upgrade Center PUBLIC 19
 Select Submit to accept. Select Cancel if the URL is not
valid, or you want to cancel the upgrade.

The Submit and Cancel buttons aren't enabled unless the URL you enter is valid.
3. Enter your tenant URL in this dialog, then select Validate.

Option Description

The URL is valid if you see: The URL is valid. Select Submit to Select Submit.
continue the upgrade.
The URL is not valid if you see: The URL you entered isn't Verify that you've entered the correct URL
valid. Enter the Qualtrics URL associated with your and select Validate again, or cancel the
Qualtrics license and try again, or select Cancel to upgrade.
cancel the upgrade.

4. Select Yes to confirm and proceed.

You see a confirmation message similar to the following:

Go to the Qualtrics integration definition business scenario
specific to your needs and activate it, then configure your
destination and scheduling settings.

After you finish running the business scenario, go to Qualtrics

to set up your employee directory import automation.

You then return to SAP SuccessFactors to finish setting up the

rest of your role-based permissions.

After these steps, you’re ready to work in the Manage Qualtrics

Integrations page.

Results

You've now completed the implementation process to enable Qualtrics to work with your SAP SuccessFactors
system.

Next Steps

You're now ready to set up a Qualtrics business scenario in the Integration Center to configure and schedule the
export of user data to Qualtrics.

Integrating SAP SuccessFactors with Qualtrics

20 PUBLIC Enabling Qualtrics from the Upgrade Center
9 Changing the Qualtrics Tenant URL in the
Upgrade Center

You can change the URL associated with your Qualtrics account.

Context

All the survey integrations you create between SAP SuccessFactors and Qualtrics rely on the tenant URL that you
provide at the time that you run Qualtrics Employee Experience in the Upgrade Center.

If you need to change this tenant URL, you can do so within 30 days of enabling Qualtrics Employee Experience in
the Upgrade Center. The process involves simply undoing the upgrade and running it again with a different URL.

 Note

If it's been longer than 30 days since you enabled Qualtrics Employee Experience using your previous Qualtrics
URL, the Upgrade Center prohibits you from undoing the upgrade, which means that you can't change the URL.
If this happens, go to Platform Feature Settings from the Admin Center, and select Enable Qualtrics Feature. This
allows you to run Qualtrics Employee Experience again, so that you can enter your new Qualtrics tenant URL.

Procedure

1. In the Admin Center, go to Upgrade Center Completed Upgrades and search for Qualtrics Employee
Experience in the list.
2. Choose Undo from the Actions column on the right.

The current status changes from Feature Enabled to  Undo - Successful.

3. Select Qualtrics Employee Experience to restart a new upgrade process.
4. In the Qualtrics Employee Experience dialog, select Upgrade Now.

The Enter Qualtrics Server URL dialog appears with the following text:
Enter the Qualtrics URL that you want to associate with your
SAP SuccessFactors tenant, then select Validate.

https://<tenant_URL>.qualtrics.com.

Select Submit to accept. Select Cancel if the URL is not

valid, or you want to cancel the upgrade.

The Submit and Cancel buttons aren't enabled unless the URL you enter is valid.
5. Enter your updated tenant URL in this dialog, then select Validate.

Integrating SAP SuccessFactors with Qualtrics

Changing the Qualtrics Tenant URL in the Upgrade Center PUBLIC 21
 Option Description

The URL is valid if you see: The URL is valid. Select Submit to Select Submit.
continue the upgrade.
The URL is not valid if you see: The URL you entered isn't Verify that you've entered the correct URL
valid. Enter the Qualtrics URL associated with your and select Validate again, or cancel the
Qualtrics license and try again, or select Cancel to upgrade.
cancel the upgrade.

6. Select Yes to confirm and proceed.

The upgrade process completes, with your new tenant Qualtrics URL associated with your SAP SuccessFactors
account.

Integrating SAP SuccessFactors with Qualtrics

22 PUBLIC Changing the Qualtrics Tenant URL in the Upgrade Center
10 When to Enable or Disable Qualtrics in the
Platform Feature Settings

The Platform Feature Setttings in the Admin Center gives you the ability to enable or disable your Qualtrics
integration with SAP SuccessFactors.

The Enable Qualtrics Feature field, located in Admin Center Platform Feature Setttings , is used in the
following situations:

● When you perform an instance refresh – select Enable Qualtrics Feature to re-enable your Qualtrics integration.
● If you installed the Qualtrics feature from the Upgrade Center over 30 days ago and you now want to disable it
from your SAP SuccessFactors system entirely – unselect Enable Qualtrics Feature.
● If you installed the Qualtrics feature from the Upgrade Center then uninstalled it through the Upgrade Center
or disabled it by unselecting Enable Qualtrics Feature and you now want the feature available again – select
Enable Qualtrics Feature.

Integrating SAP SuccessFactors with Qualtrics

When to Enable or Disable Qualtrics in the Platform Feature Settings PUBLIC 23
11 Qualtrics and the SAP SuccessFactors
Configuration Center

Don't use the Qualtrics option in the Configuration Center to copy your Qualtrics settings.

The View Configurations tab in the SAP SuccessFactors Configuration Center (which you access at Admin Center
Configuration Center ) includes two options: Download Mode, and Transport Mode

 Caution

Although the Configuration Center includes Qualtrics options, they aren't supported. For example, don't copy
your Qualtrics settings from one instance to another. These settings alone aren't enough to set up the Qualtrics
feature.

The Qualtrics options in the Configuration Area field are:

● Download Mode – this option downloads a compressed set of XML with your configuration settings. This XML
files, however, are not used to configure or implement your Qualtrics integration.
● Transport Mode – includes Qualtrics as an option, but is not supported.

Related Information

Exporting SAP SuccessFactors Application Configurations Using Configuration Center (Using the Configuration
Center guide)

Integrating SAP SuccessFactors with Qualtrics

24 PUBLIC Qualtrics and the SAP SuccessFactors Configuration Center
12 Enabling Qualtrics After an Instance
Refresh

The instance refresh process (typically used to move from a Preview to Production environment) automatically
disables the Manage Qualtrics Integration feature in the target instance to prevent your system from immediately
starting up Qualtrics surveys before you're ready for them to begin.

Prerequisites

If you created any email surveys in Manage Qualtrics Integrations using Intelligent Services events, the instance
refresh process disables all of them automatically. For this reason, make sure you note which email surveys you
want to reactivate after the refresh is finished.

Context

 Note

The only scenario in which there are no actions for you to take, is if the Qualtrics feature isn’t enabled in either
target or source instances.

Procedure

1. In the target instance after the instance refresh, go to Admin Center Platform Feature Setttings in the
target instance and enable the Enable Qualtrics Feature option.

Manage Qualtrics Integrations is available as an option in the Admin Center.

2. In the target instance, go to Admin Center Manage Qualtrics Integrations Email Surveys to re-enable
email survey integrations.

All email surveys are automatically disabled; select the email survey integrations you want to re-enable.

3. In the target instance, go to Admin Center Manage Qualtrics Integrations In-App Surveys to verify that
all your settings for your in-app survey integrations look OK.

In-app surveys aren’t automatically disabled during the instance refresh process. Instead, they retain the same
active and inactive settings as you had in the source instance.

Integrating SAP SuccessFactors with Qualtrics

Enabling Qualtrics After an Instance Refresh PUBLIC 25
13 Configuring the Qualtrics Business
Scenario in the Integration Center

Run a business scenario in the SAP SuccessFactors Integration Center to set up a schedule to submit your
employee data from SAP SuccessFactors to a secure file transfer protocol (SFTP) server, so that the data can be
sent to Qualtrics.

Prerequisites

● Qualtrics is installed through the Upgrade Center.

● You have an SFTP server to which you send your employee data.

Context

A complete integration of your system involves a two-part process. The first is to run this business scenario, which
compiles your employee data into a CSV-format file that's sent to an SFTP server. The second part involves
configuring Qualtrics to automatically import this employee data from the SFTP server into the Qualtrics employee
directory for your account.

This SAP SuccessFactors-Qualtrics business scenario integration differs from a Qualtrics survey integration:

● A business scenario integration – is a one-time configuration that creates a bridge between your SAP
SuccessFactors and Qualtrics accounts to maintain synchronized employee data.
● A survey integration – connects surveys you create in Qualtrics, with either an SAP SuccessFactors page
where you want the surveys' creative to appear, or with Intelligent Services events that trigger an email survey.
You control both of these types of Qualtrics survey integrations from the Manage Qualtrics Integrations page in
the SAP SuccessFactors Admin Center.

 Caution

In addition to the required fields — user ID, first name, last name, and email address — the CSV template file
includes additional fields such as department, division, location, role, and so on.

Any data in these additional fields become stored in Qualtrics. If you don't want to send this extra information
to Qualtrics in the CSV file, remove the optional fields from the template.

Do not use the email address as the unique identifier for the Qualtrics employee directory. Use only the user ID,
which is already included as part of your business scenario configuration.

 Recommendation

To minimize data volume and performance-related issues, read audit logging for OData API reads is disabled by
default. For this reason, don't transfer any sensitive data to Qualtrics. If you inadvertently (or must) send

Integrating SAP SuccessFactors with Qualtrics

26 PUBLIC Configuring the Qualtrics Business Scenario in the Integration Center
 sensitive data through a user data export to Qualtrics, open a support ticket to turn on read audit logging at the
tenant level, where logging is enabled for everything.

Procedure

1. Go to the SAP SuccessFactors Integration Center.

Option Description

If you just completed installing Qualtrics from the Upgrade Select Business Scenarios from the dialog. The
Center and you're still at the confirmation dialog: Business Scenarios page appears in a new browser win­
dow.

If you exited the Upgrade Center after the installation: Go to Admin Center Business Scenarios .

You see a scenario called Qualtrics Integration Definition - Basic User Export to SFTP in your list of integrations.

 Note

If you have Employee Central, the name of the business scenario you see is Qualtrics Integration Definition -
EC User Export to SFTP.

If you don't see this scenario, you might not have installed Qualtrics Employee Experience in the Upgrade
Center, or you might not have enabled the role-based permissions for business scenarios and the Integration
Center. If you performed the upgrade successfully and you still can't find the scenario, contact Product
Support.

2. In the Qualtrics Integration Definition - Basic User Export to SFTP business scenario, move the slider to On in
the Active column.
3. Select OK when you see a confirmation similar to Are you sure you want to configure this
scenario?

You see a message similar to Scenario activated successfully, and you see a page with integration
definition details.
4. View — but don't modify — the prepopulated details that appear in the page with integration definitions, and
select Next.

Field Name Description of Fields You Don't Modify

Integration Name Qualtrics Integration Definition - Basic User Export to SFTP

Description "This uses secure file transfer protocol to export your SAP SuccessFactors user data
(UserID, First Name, Last Name, and Email fields) to Qualtrics so that you can enable online
surveys for your users."

Read Access Logging This field is automatically enabled by default, and allows you to monitor the exchange of
sensitive data.

Output file type CSV

File delimeter Blank

Header type Simple Header

Integrating SAP SuccessFactors with Qualtrics

Configuring the Qualtrics Business Scenario in the Integration Center PUBLIC 27
 Field Name Description of Fields You Don't Modify

Footer type No Footer

Use double quotes This check box is grayed out and can't be selected.

Ignore double quotes for null This check box is grayed out and can't be selected.
values

The Configure Fields page appears, and begins to populate the page with a table consisting of a list of your
employees.

5. Select Next after the Configure Fields page finishes showing the table of your employees.

You don't need to add or change anything in the Configure Fields page; the table contains your employees' user
IDs, first names, last names, and email addresses. This data is transferred to Qualtrics so that Qualtrics knows
who your employees are, allowing Qualtrics to provide better reporting on feedback data, even though
participant information is anonymous to you.

The Filter and Sort page appears.

6. In the Filter and Sort page, select Next.

You don't need to configure anything on this page.

The Destination Settings page appears.

7. Complete the following fields in the Single Destination section of the Destination Settings page, then select
Next.

 Note

You can continue to the next screen without completing these required fields, but the final integration
command doesn't proceed until you provide this information.

Required Fields Information You Provide

SFTP Server Host Address The address of your secure FTP server where your CSV file goes.

Port Keep the default value of "22".

SFTP User Name The account name for the user from your organization accessing the SFTP server host — typi­
cally your SAP SuccessFactors administrator.

SFTP Password The SFTP user's password.

The Destination Settings page includes additional fields:

Optional Fields Description

Authentication Key (Don't modify) The field is already populated with No Key Authentication.

File Name Prefix (Don't modify) The field is already populated with EMPLOYEE_EXPORT.

Data Suffix Format (Don't modify) The field is already populated with None.

File Extension (Don't modify) The field is blank.

File Folder By default, the file is transferred to the root directory (/) of your SFTP server host.

You can ignore the Multiple Destinations and Advanced Settings sections for now.

You'll be returning to this page to complete the Advanced Settings section to add PGP encryption information
later.

Integrating SAP SuccessFactors with Qualtrics

28 PUBLIC Configuring the Qualtrics Business Scenario in the Integration Center
 The Scheduling page appears, with the scheduling option showing as Suspended/Not Scheduled.

8. Decide when to run the integration, then select the scheduling option field:

Option Description

To run the integration once: Choose Once, then select Next.

(Recommended) To send the employee infor­ Choose Hourly, Daily, Weekly, Monthly, or Yearly, then select Set
mation through SFTP on a regular schedule: Schedule.

When you choose this option, the following fields appear:

○ Start Time
○ Ending On
○ Email To

 Recommendation

Set up a regular schedule — optimally daily — to ensure that Qualtrics always has your most current
employee data that reflects changes due to new hires, terminations, and so on.

The Review and Run page appears.

9. Save these settings after you verify that all your configuration information is correct in the Review and Run
page, then select Run Now.

If your settings are incomplete, an error message tells you what fields you're missing.

Results

You've successfully completed the first part of your SAP SuccessFactors-Qualtrics integration by running the
business scenario to set up a regularly scheduled transfer of employee data to your SFTP server.

Next Steps

You're now ready for the second part of your integration: Configure Employee Directory Import Automations on
Qualtrics to sync your employee data from SAP SuccessFactors to the Qualtrics employee directory on a regular
schedule.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 57]
Configuring Business Scenarios
Integration Center

Integrating SAP SuccessFactors with Qualtrics

Configuring the Qualtrics Business Scenario in the Integration Center PUBLIC 29
14 Upgrading Qualtrics Business Scenarios

If you already have an SAP SuccessFactors-Qualtrics integration, verify that you're using the current Qualtrics
business scenario.

Context

If you have an existing SAP SuccessFactors-Qualtrics integration, it may be configured with a legacy business
scenario that uses some outdated settings. These steps show you how to find out whether you need to update your
business scenario, as well as how to replace it with an updated, current version.

Procedure

1. Go to Admin Center Business Scenarios .

Option Description

You see SAP Qualtrics Integration This particular business scenario is out of date. Rather than upgrading it, you need
Definition - User Export to SFTP with to delete it.
the following settings:
○ Active is set to ON  Caution
○ Status displays Saved
You can't retrieve this legacy business scenario after you delete it it. Take note of
any particular settings you configured in it in case you want to apply them to the
updated business scenario.

To delete this business scenario, choose the (Delete Integration) icon and confirm
the deletion.

In its place, you see Qualtrics Integration Definition - Basic User Export to SFTP (or
Qualtrics Integration Definition - EC User Export to SFTP if you use Employee Cen­
tral), which you then install.

You can enable and configure this new business scenario by moving the slider in the
Active column to ON. Selecting OK in the confirmation dialog that appears, immedi­
ately takes you into the business scenario's configuration pages. Follow the steps in
Configuring the Qualtrics Business Scenario in the Integration Center to complete the
integration.

You see either Qualtrics Integration

Look at the icons in the Actions column for the business scenario:
Definition - Basic User Export to
SFTP or Qualtrics Integration ○ If the  down arrow icon is grayed out, SAP SuccessFactors-Qualtrics integra­
Definition - EC User Export to SFTP tion is using the most current business scenario, and you don't have any addi­
with the following settings:
tional steps to perform.
○ Active is set to ON

Integrating SAP SuccessFactors with Qualtrics

30 PUBLIC Upgrading Qualtrics Business Scenarios
 Option Description

○ Status displays Saved

○ If the  icon interactive and displays Upgrade when you hover over it, this
means the business scenario is out of date. The business scenario continues to
work, but until you perform the upgrade, the Read Access Logging setting is un­
available.
Select the icon to upgrade the business scenario and confirm the upgrade.
The business scenario automatically opens to the Options screen, and you can
navigate through the screens to make sure the settings are correct. The up­
grade completes only when you save the scenario.

You see either Qualtrics Integration Your system does not yet have an SAP SuccessFactors-Qualtrics integration. Use the
Definition - Basic User Export to steps described in Configuring the Qualtrics Business Scenario in the Integration
SFTP or Qualtrics Integration Center.
Definition - EC User Export to SFTP
with the following settings:
○ Active is set to OFF

2. In the row that lists SAP Qualtrics Integration Definition - User Export to SFTP in Business Scenarios, choose the
 (Delete Integration) icon.

The Delete Integration confirmation dialog appears.

3. Select Yes in the confirmation dialog.

The Success dialog appears.

Results

You now see Qualtrics Integration Definition - Basic User Export to SFTP (or Qualtrics Integration Definition - EC User
Export to SFTP if you use Employee Central) in Business Scenarios.

Next Steps

Enable and configure this new business scenario by moving the slider in the Active column to ON. Selecting OK in
the confirmation dialog that appears, immediately takes you into the business scenario's configuration pages.
Follow the steps in Configuring the Qualtrics Business Scenario in the Integration Center to complete the
integration.

Related Information

Configuring the Qualtrics Business Scenario in the Integration Center [page 26]

Integrating SAP SuccessFactors with Qualtrics

Upgrading Qualtrics Business Scenarios PUBLIC 31
15 Configuring Employee Directory Import
Automations in Qualtrics

After you set up a regularly scheduled transfer of your employee data from SAP SuccessFactors to your SFTP
server, configure your Qualtrics settings so that your employee data is then imported from your SFTP server into
the Qualtrics employee directory for your account.

Prerequisites

You performed the first part of your SAP SuccessFactors-Qualtrics integration by running the Integration Center
business scenario to set up a regularly scheduled transfer of your employee data to your SFTP server.

Context

Qualtrics uses an employee directory to provide reports that contain more details from your employee feedback,
even though personal information is anonymized and your employees aren't identified in your reports.

The person who sets up the configuration of the Qualtrics employee directory — such as your SAP SuccessFactors
administrator — needs know the location of, and have access to, your SFTP server.

All the steps you perform to configure your Qualtrics employee directory, such as specifying your SFTP server and
setting up a regular schedule, are described in Employee Directory Import Automations (EX) at the Qualtrics Web
site.

 Recommendation

To minimize data volume and performance-related issues, read audit logging for OData API reads is disabled by
default. For this reason, don't transfer any sensitive data to Qualtrics. If you inadvertently (or must) send
sensitive data through a user data export to Qualtrics, open a support ticket to turn on read audit logging at the
tenant level, where logging is enabled for everything.

Procedure

1. Log in to your Qualtrics administrator account.

2. In the Automations tab of your Qualtrics directory, start configuring your Employee Directory Import
Automations settings.
3. In the Select Import File section, choose Yes for the question Do you plan to encrypt the files before upload?
4. Select Continue, then choose Download our Public Key.

The Qualtrics public PGP key, pgppublickey.asc, is downloaded to your machine immediately.

Integrating SAP SuccessFactors with Qualtrics

32 PUBLIC Configuring Employee Directory Import Automations in Qualtrics
5. Continue performing the rest of your Employee Directory Import Automations configurations.

Results

You've now completed the Qualtrics side of your SAP SuccessFactors-Qualtrics integration.

Next Steps

Set up PGP encryption for your SFTP file with the public PGP key you just downloaded.

Related Information

Qualtrics Employee Directory Import Automations (EX) (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Configuring Employee Directory Import Automations in Qualtrics PUBLIC 33
16 Setting Up PGP Encryption for the SFTP
File

Apply the public PGP key you got from Qualtrics to your business scenario so that your SFTP file is encrypted.

Prerequisites

You've set up Employee Directory Import Automations in your Qualtrics account, specifying that you wanted to
encrypt the data, and downloaded the Qualtrics PGP key.

You have role-based permission access to import a key in PGP Key Management.

Context

 Recommendation

Although it's possible to run your SAP Qualtrics Integration Definition - User Export to SFTP business scenario
without encrypting your data, you should configure PGP encryption to increase the security of personnel
information.

Procedure

1. Return to your SAP SuccessFactors, then in the Admin Center, go to PGP Key Management.
2. In PGP Key Management, select the  Import a Key button.
3. Select the pgppublickey.asc Qualtrics public PGP key that you just downloaded, then specify
Qualtrics_PGP as its file name.
4. Go to Business Scenarios and select SAP Qualtrics Integration Definition - User Export to SFTP to edit.
5. In the business scenario, go to the Destination Settings page.
6. In the Advanced Settings section, select the pulldown list for the File Encryption field and choose
Qualtrics_PGP, then choose Next.
7. Bypass the Scheduling page then select Run now in the Review and Run page.

Results

You've now completed your SAP SuccessFactors-Qualtrics integration.

Integrating SAP SuccessFactors with Qualtrics

34 PUBLIC Setting Up PGP Encryption for the SFTP File
Next Steps

Set up role-based permissions for your users so they can access the Manage Qualtrics Integrations page in the SAP
SuccessFactors Admin Center, where you create Qualtrics survey integrations.

 Note

A Qualtrics survey integration is different from this business scenario integration you performed. The business
scenario created a bridge between your SAP SuccessFactors and Qualtrics accounts to maintain synchronized
employee data. Survey integrations connect intercepts you create in Qualtrics projects, with pages in SAP
SuccessFactors where you want creatives to appear.

Related Information

Step 3: PGP Encryption in Employee Directory Import Automations (EX) (Qualttrics.com)

Integrating SAP SuccessFactors with Qualtrics

Setting Up PGP Encryption for the SFTP File PUBLIC 35
17 Assigning Role-Based Permissions to Use
Qualtrics with SAP SuccessFactors

Set up role-based permissions required to use Qualtrics with SAP SuccessFactors.

Prerequisites

You're logged in as the RBP Admin.

Procedure

1. Go to Admin Center Tools Manage Permission Roles .

2. Set up the following role-based permissions:

Who is this Permis­

Module sion for? Permission Location Permission Name Description

Administration Admin Admin Center Access Qualtrics Allows administrators

Permissions Integration to access the Manage
Qualtrics Integrations
page in the Admin
Center.

Administration Admin, User Admin Center View Qualtrics Home Allows users to see a
Permissions Page Link link to Qualtrics Web
site from the SAP Suc­
cessFactors main navi­
gation menu.

Integrating SAP SuccessFactors with Qualtrics

36 PUBLIC Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors
 Who is this Permis­
Module sion for? Permission Location Permission Name Description

Administration Admin Miscellaneous QualtricsProjectAndSit Allows admins to ac­

Permissions eData cess the In-App Survey
tab in the Manage
Qualtrics Integrations
page in the Admin
Center.

Assign administrators
with Edit permission.

 Note
The In-App Survey
tab isn't visible to
admins who don't
have Edit per­
mission for Qual­
tricsProjectAndSi­
teData.

Administration Admin Miscellaneous QualtricsEmailSurveyD Allows admins to ac­

Permissions ata cess the Email Survey
tab in the Manage
Qualtrics Integrations
page in the Admin
Center.

Assign administrators
with Edit permission.

 Note
The Email Survey
tab isn't visible to
admins who don't
have Edit per­
mission for Qual­
tricsEmailSurvey­
Data.

Administration Admin Metadata Framework Configure Business Enables the ability to

Rules create, edit, and exe­
cute business rules
that are used by some
email survey integra­
tions.

Intelligent Services Admin Intelligent Services Event Center Allows a user to enable
Tools Intelligent Services.

Integrating SAP SuccessFactors with Qualtrics

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors PUBLIC 37
Related Information

Setting Up Permissions Before Upgrade Center [page 18]

Using Role-Based Permissions

Integrating SAP SuccessFactors with Qualtrics

38 PUBLIC Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors
18 Setting Up Single Sign-On for Qualtrics

You can set up single sign-on (SSO) for Qualtrics as you can for SAP SuccessFactors, so that going to the Qualtrics
Web site from SAP SuccessFactors automatically logs you in and takes you to your Qualtrics account.

Prerequisites

● The transfer of employee data using SFTP through the business scenario has been established, and the import
automation of the Qualtrics employee directory has been configured.

 Caution

Do not use the email address as the unique identifier for the Qualtrics employee directory. Use only the
user ID, which is already included as part of your business scenario configuration.

● Role-based permissions have been assigned.

● You have access to Provisioning.

 Remember

As a customer, you don't have access to Provisioning. To complete tasks in Provisioning, contact your
implementation partner. If you're no longer working with an implementation partner, contact Product
Support.

Context

Follow these steps if you want to set up SAP SuccessFactors as Identity Provider (IDP) and Qualtrics as your
service provider.

 Restriction

Identity Authentication service as an IDP is not supported for Qualtrics.

When you set up single sign-on for Qualtrics with this method, users are automatically logged in to their Qualtrics
accounts when they select the Qualtrics Web site link from the main SAP SuccessFactors navigation menu.

 Note

Logging out of SAP SuccessFactors doesn’t automatically log users out of Qualtrics.

Integrating SAP SuccessFactors with Qualtrics

Setting Up Single Sign-On for Qualtrics PUBLIC 39
Procedure

1. Go to the following URL to get the IDP metadata from your SAP SuccessFactors system, where:

○ <instance_URL> – is your SAP SuccessFactors system URL.

○ <companyID> – is your SAP SuccessFactors company ID.

http://<instance_URL>/idp/samlmetadata?company=<companyID>

If the browser asks you what you want to do with the metadata, save the file.
2. Begin to fill out the SSO Implementation form at the Qualtrics Web site.

This form asks you to provide details such as contact information, Qualtrics license information, technical
configuration details, and additional configuration settings.
3. Submit your saved metadata file in the section of the SSO Implementation form that lets you upload it.

Optionally, you can email the metadata file to Qualtrics support.

If Qualtrics needs the attributes that are sent through SAML, you can obtain this information by installing a
SAML tracer browser plug-in to capture the SAML response.

4. In Provisioning, go to Service Provide Settings Authorized SP Assertion Consumer Service Settings .

5. In the Authorized SP Assertion Consumer Service Settings page, enter and save the following values, where
<qualtrics_datacenter> is the name of the data center the organization set up on Qualtrics:

Field Name Value

Assertion Consumer https://<qualtrics_datacenter>.qualtrics.com/login/v1/sso/saml2/

Service default-sp/sf/idp-init/sso/
SP Mapping Key Although you can use any value for this key, consider using an easy-to-identify term such as
qualtrics or qualtricsintegration.

The resulting URL should look like the following:

https://<qualtrics_datacenter>.qualtrics.com/login/v1/sso/saml2/default-sp/sf/
idp-init/sso/qualtricsintegration

Users are now recognized when they go to the Qualtrics Web site.

From within the SAP SuccessFactors Web application, users can get to the Qualtrics Web site by selecting
Qualtrics from the main navigation menu (the menu that they can access in the top left of the screen). This
opens a new browser window to their Qualtrics account landing page so that they can work in Qualtrics
simultaneous to their work in the Admin Center.

Related Information

Single Sign-On (SSO) Basic Overview (Qualtrics.com)

Assigning Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 36]
SSO Implementation Form (Qualtrics.com)
SAP Note 2912495

Integrating SAP SuccessFactors with Qualtrics

40 PUBLIC Setting Up Single Sign-On for Qualtrics
SAP Note 2707993

Integrating SAP SuccessFactors with Qualtrics

Setting Up Single Sign-On for Qualtrics PUBLIC 41
19 Data Protection and Privacy in SAP
SuccessFactors Integrations with Qualtrics

The entire SAP SuccessFactors HXM Suite includes comprehensive data protection and privacy features, and
encompasses those modules in which you can have a Qualtrics integration.

The following are some data protection and privacy features that are pertinent to SAP SuccessFactors integrations
with Qualtrics.

For more information about data protection and privacy in your SAP SuccessFactors system, see Setting Up and
Using Data Protection and Privacy on the SAP Help Portal.

SAP SuccessFactors Secure File Transfer Protocol (SFTP) Purge Policy

The process of integrating SAP SuccessFactors to Qualtrics includes the transmitting of employee data from SAP
SuccessFactors to Qualtrics through a secure FTP. See SAP Knowledge Base Article 2620488 for the most up-to-
date information on our SFTP purge policy.

Qualtrics GDPR Compliance

For information on Qualtrics data protection and privacy compliance, see Qualtrics & GDPR Compliance.

Related Information

Setting Up and Using Data Protection and Privacy

SAP Knowledge Base Article 2620488 - SuccessFactors SFTP service Purge Policy update
Qualtrics & GDPR Compliance (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

42 PUBLIC Data Protection and Privacy in SAP SuccessFactors Integrations with Qualtrics
20 Proxy Behavior with Qualtrics Integrations

The behavior of a user logged in as a proxy when accessing Qualtrics-related activities differs depending on what
the user is doing.

● If you're logged in as a proxy of an SAP SuccessFactors administrator, you can go to the Manage Qualtrics
Integrations page in the Admin Center and perform all of the available actions with Qualtrics integrations.
● You can't take a Qualtrics survey as an end user when you're logged in as a proxy in SAP SuccessFactors. That
is, you can't take a survey that was meant for the person you're proxying.

The following table provides example scenarios what you can see and do based on what account you're logging in
as:

● User adminb1 – has all permissions enabled, including to Admin Center, Qualtrics objects, admin pages, and so
on.
● User adminb2 – has all permissions enabled, including to Admin Center, Qualtrics objects, admin pages, and
so on.
● User 233 – only has permission to access Admin Center, and nothing else.
● User 455 – only has permission to access Admin Center, and nothing else.

Who You Log In As Who You Proxy In As Result

adminb1, with permissions enabled 233, with access only to Admin Center Manage Qualtrics Integrations is not visi­
ble.

233, with access only to Admin Center adminb1, with permissions enabled Manage Qualtrics Integrations is visible.
Integrations can be changed and saved.

adminb1, with permissions enabled adminb2, with permissions enabled Manage Qualtrics Integrations is visible.
Integrations can be changed and saved.

233, with access only to Admin Center 455, with access only to Admin Center Manage Qualtrics Integrations is not visi­
ble.

Integrating SAP SuccessFactors with Qualtrics

Proxy Behavior with Qualtrics Integrations PUBLIC 43
21 Enabling Locales and Translations in
Qualtrics

You can provide participants with an option to take surveys in additional languages.

Context

Participants can only see Qualtrics surveys in those languages for which you provide a translation. For example, if
you provide a survey in English and Spanish, participants can't view the survey in German, regardless of which of
the following methods they use.

 Note

SAP SuccessFactors Recruiting – the languages you enable in Manage Recruiting Languages in the SAP
SuccessFactors Admin Center are not synchronized to the languages that you see in the pulldown list of your
Qualtrics survey. In addition, even if you have multiple locales set up in Career Site Builder, you still need to
provide a translation for those languages in Qualtrics order for them to be available to survey participants.

Procedure

Translate your survey into additional languages in Qualtrics.

After you've translated your survey, participants have two methods by which to view it in a different language:

Method Description

Automatic language detection When participants start the survey, Qualtrics checks their
browser settings to see which language they use to browse the
Internet:
○ If your survey exists in the language the participants are
using, the survey automatically displays in that language,
and there's no additional action for them to perform.
○ If your survey doesn't exist in the language the partici­
pants are using, the survey displays in the default lan­
guage.

Integrating SAP SuccessFactors with Qualtrics

44 PUBLIC Enabling Locales and Translations in Qualtrics
 Method Description

Participant language selection If participants want to take your survey in a language other
than the default language, they can select a different language
from a dropdown menu on the top right of the survey. This
menu displays all the language selections that you provided
translations for.

For example, if you translated your English language survey

into German and Spanish, the menu shows English, German,
and Spanish.

Related Information

Translate Survey (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Enabling Locales and Translations in Qualtrics PUBLIC 45
22 Enabling Mobile Surveys for Performance
Reviews

Enable this setting to configure Qualtrics survey integrations for performance reviews in the native SAP
SuccessFactors Mobile app, so that participants see a mobile-friendly version of an in-app survey for performance
reviews.

Procedure

1. Log in to your Qualtrics account, and configure your Qualtrics survey settings for mobile optimization.

2. Return to SAP SuccessFactors, and go to Mobile Settings Manage Qualtrics Integrations from the Admin
Center.

3. Select and expand Module Talent , then select Performance Review.

Results

You have now enabled mobile surveys in Manage Qualtrics Integrations for performance reviews.

Next Steps

You can now go to the Manage Qualtrics Integrations page to create Qualtrics integrations for performance reviews
on Mobile.

Related Information

In-App Surveys for Performance Reviews [page 73]

Mobile Survey Optimization (Qualtrics.com)
Mobile Deployment Guide

Integrating SAP SuccessFactors with Qualtrics

46 PUBLIC Enabling Mobile Surveys for Performance Reviews
23 Configuring Surveys to Prevent Repeated
Displays

Configure settings for Qualtrics surveys to prevent the same survey from appearing more than once.

Context

Qualtrics offers two methods for preventing a survey from appearing more than once. The method you choose
depends on the experience you want the participants to have.

Procedure

● Prevent a survey from displaying a second time regardless of whether the participant takes the survey or
not.

For this scenario, you use the Repeated display prevention option, which places a cookie on the browser to
prevent the repeated display of a survey popup. This setting also allows you to set a time duration before the
popup appears again.

In this example, an employee or manager who chooses No thanks wouldn’t see the survey request again for the
duration you specify (such as an hour, a week, and so on).
● Prevent a survey from displaying a second time only after a participant takes the survey.

For this scenario, you create a survey condition that associates display logic to your intercept. You can then
configure the condition such that participants continue to see a survey popup until they take the survey. Once
the survey is taken, the popup goes away and doesn't reappear.

In this example, managers who choose No thanks for a survey popup after the first form in a multistep process
(such as for performance reviews), would continue to see survey popups in the subsequent steps. In this case,
the survey popups continue to appear until the managers take and complete the survey.

Related Information

Repeated Display Prevention & Cookie Domain (Qualtrics.com)

Qualtrics Survey: To Set a Qualtrics Survey Condition (Qualtrics.com)

Integrating SAP SuccessFactors with Qualtrics

Configuring Surveys to Prevent Repeated Displays PUBLIC 47
24 Using Multiple SAP SuccessFactors
Environments with Qualtrics

Consider the following if you have multiple environments in SAP SuccessFactors that you want to use with your
Qualtrics account, as well as the impact that performing an instance refresh has.

Context

With a standard Qualtrics license, your organization is assigned a single Qualtrics tenant. Qualtrics tests and
certifies this tenant, then purges all the tenant's test data before promoting it to a productive tenant that can then
be integrated with your SAP SuccessFactors Production tenant.

Without a separate test environment in Qualtrics to run tests against, you could encounter some issues. For
example, you could introduce duplicate employee data into the Qualtrics employee directory for your account
(which could happen by importing user data from test environments).

In addition, there’s no tool in Qualtrics that allows you to copy configurations between brands.

Such issues could impact you if you refresh an instance within the SAP SuccessFactors HXM Suite, because the
Instance Refresh tool copies the following information from the source to target instance automatically:

● The Qualtrics URL.

● If the Upgrade Center is enabled in the target instance, the Upgrade to Enable Qualtrics Employee Experience
feature in the Upgrade Center in your source instance.
● Configuration data (MDF) for all (in-app and email) survey integrations.
● All integrations defined in the Integration Center are copied from the source to the target instance.
● All survey integrations (both in-app and email) in the Manage Qualtrics Integrations page are copied from the
source to the target instance regardless of whether they're active or not in the source instance. To prevent
active survey integrations from appearing in SAP SuccessFactors module pages or sending email surveys,
disable their integrations in Manage Qualtrics Integrations.

Even after an instance refresh, however, the target instance retains the following settings:

● Destination Settings and Source Settings configurations in the Integration Center aren’t copied to the target
instance after a refresh.
● Security Center is restored with the same configuration that was available before a refresh in the target
instance.

 Note

Existing scheduled jobs related to the Integration Center (such as the regularly scheduled transfer of employee
data to the Qualtrics employee directory) are deleted.

Integrating SAP SuccessFactors with Qualtrics

48 PUBLIC Using Multiple SAP SuccessFactors Environments with Qualtrics
The following are suggestions if you want to run some tests using a nonproduction environment:

Procedure

● For an additional cost, obtain a sandbox tenant from Qualtrics. A sandbox tenant lets you run tests in a
separate tenant without impacting your main Qualtrics space.
● Create the following test environment:

○ To test from your SAP SuccessFactors Preview environment, create test projects in your Qualtrics account
in which to create your Qualtrics surveys.
○ Avoid syncing your entire set of user data from your SAP SuccessFactors Preview environment to
Qualtrics. This way, you have less data that needs to be cleaned up (performing a bulk deletion) after
you're done testing. Alternatively, consider assigning a prefix or suffix of "test" to all test user IDs.

Related Information

Things to Know Before Refreshing the Target Instance

Instance Refresh

Integrating SAP SuccessFactors with Qualtrics

Using Multiple SAP SuccessFactors Environments with Qualtrics PUBLIC 49
25 Using Roles in Qualtrics Intercepts

Some modules allow you to use roles with your Qualtrics intercepts so that you can specify who an in-app survey
displays for.

Prerequisites

● You have a Website / App Feedback project in your Qualtrics account, and created the survey and popup
creative.
● You've read Embedded Data at Qualtrics.com and understand how to use embedded data in your survey.

Context

The role setting gives you more control over who you target at the recipient of the survey. For example, an employee
could only see the survey as a manager, but not as an individual.

You can specify routing roles for your Qualtrics intercepts in the following SAP SuccessFactors modules:

● Compensation
● Performance and Goals

Configure settings in your Qualtrics account for your intercepts to recognize routing roles.

Procedure

1. Create your routing roles for your module using the following roles that Qualtrics recognizes:

○ E – employee
○ EA – employee's second manager
○ EH – employee's HR manager
○ EHM – manager of employee's HR manager
○ EM – employee's manager
○ EP – all employee's matrix managers
○ EX – employee's first matrix manager
○ O – originator
○ OM – originator's manager
○ U – specific user

Some role identifiers are repeatable. For example, EMM (employee's second-level manager), EMMM
(employee's third-level manager), and so on.

Integrating SAP SuccessFactors with Qualtrics

50 PUBLIC Using Roles in Qualtrics Intercepts
 2. Log in to your Qualtrics.com account and specify the following Embedded data values for your Website / App
Feedback project:

○ HTML on Site as the field

○ sfQualtrics_surveyRoleID as the value
3. Create the embedded data element in your survey's survey flow.

For example, you can create a branch that shows your survey's manager­specific questions only if you set
sfQualtrics_surveyRoleID to EM (the employee's manager).

Results

You’ve now instructed your Qualtrics intercept to recognize routing roles in your SAP SuccessFactors modules.

 Note

You don't need to make any changes to your SAP SuccessFactors integration settings in Manage Qualtrics
Integrations to specify or configure any routing roles.

Related Information

Embedded Data (Qualtrics.com)

In-App Surveys for Compensation Form Completion [page 68]
In-App Surveys for Performance Reviews [page 73]
Roles (Implementing Performance Management v12 Acceleration)
Creating Route Maps (Implementing Compensation)

Integrating SAP SuccessFactors with Qualtrics

Using Roles in Qualtrics Intercepts PUBLIC 51
26 Settings for Email Surveys

You can configure your system to email employee engagement survey opportunities when specific events are
triggered in the Intelligent Services Center, and manage these in the Manage Qualtrics Integrations page in the
Admin Center.

Manage Qualtrics Integrations in the Admin Center includes an Email Surveys tab, which allows you to create
integrations between Intelligent Services events for SAP SuccessFactors features and Qualtrics, so that your
employees receive email surveys for specific events.

The Email Surveys tab in Manage Qualtrics Integrations requires additional configurations after you complete your
SAP SuccessFactors-Qualtrics integration:

● A Qualtrics Employee Experience license for your organization, which allows you to create Lifecycle projects. A
more robust set of capabilities specific to recruiting-related campaigns is available from Qualtrics through its
separately licensed Candidate Experience program.
● A Qualtrics survey that you want to email, designed specifically for the SAP SuccessFactors module and
feature you're interested in.
● Intelligent Services, enabled for your SAP SuccessFactors system.
● The configurations necessary for the SAP SuccessFactors-Qualtrics integration, including the configuration of
the SAP Qualtrics Integration Definition - User Export to SFTP business scenario in the Integration Center.
● An outbound OAuth configuration. This is a required field in the email survey integration form, and you can use
the same configuration for all of your email survey integrations.
● For Employee Central email survey integrations, a business rule to associate in the email survey integration
form.

 Note

If you see an error similar to the following when your email integration triggers an Intelligent Services event for
the first time, it may mean that the SAP SuccessFactors API hasn't been turned on for your Qualtrics account:
Http Error response code 403 with response state text:
Forbidden ; Click text to download payload for further details

{"meta":{"requestId":"af619e8d-bd8a-404f-aefc-ef93210d9881",
"httpStatus":"403 - Forbidden","error":{"errorCode":"PPE_4",
"errorMessage":"User does not have access to this resource."}}}
If this happens, contact Product Support to request the enablement of the configuration on Qualtrics, or create
a Qualtrics request for component XM-EX-EE.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 57]
Getting Started with Employee Lifecycle (Qualtrics.com)
Setting Up Message Automation (Qualtrics.com)
Setting Up Intelligent Services

Integrating SAP SuccessFactors with Qualtrics

52 PUBLIC Settings for Email Surveys
Integration Center
SAP Note 3034405

26.1 Creating Outbound OAuth Configurations for Qualtrics

APIs

Set up a configuration to authorize SAP SuccessFactors to send data to Qualtrics so that you can create email
survey integrations in Manage Qualtrics Integrations.

Prerequisites

The following role-based permission is enabled: Manage Security Center Access to OAuth Configurations
(View) .

Context

You only need to create one outbound OAuth configuration to send email surveys. When you already create one,
you can specify it for all of your email survey integrations.

Procedure

1. From the SAP SuccessFactors Admin Center, go to Security Center and select Outbound OAuth
Configurations.
2. From the bottom left of the page, select Add.
3. In the OAuth 2.0 Settings page, fill out the following fields (obtaining some of the information from your
Qualtrics account settings):
○ Configuration Name – (required) provide a unique name, such as "QualtricsOAuth."
○ Description – (optional) add a description.
○ OAuth Type – choose OAuth 2.0 from the menu.
○ Grant Type – choose Client_Credentials from the menu.
○ Client ID – (required) obtain this long string from your Qualtrics account settings.
○ Client Secret – (required) obtain from your Qualtrics account settings. The data is masked when you enter
it in this field.
○ Token URL – (required) obtain from your Qualtrics account settings.
○ Token Method – choose POST.

For more information about OAuth Authentication and Qualtrics, see Security and OAuth at Qualtrics.com.

Integrating SAP SuccessFactors with Qualtrics

Settings for Email Surveys PUBLIC 53
4. Select Save.

Related Information

Security and OAuth (Qualtrics.com)

26.2 Creating a Business Rule for Employee Central Email

Surveys

Create a business rule that you can associate with Employee Central email surveys.

Prerequisites

You have role-based permission access to Configure Business Rules.

Context

When you create a new Qualtrics integration for an email survey in Manage Qualtrics Integrations, one of the fields
you need to specify is Rule Configuration. This means that you need to have the rule before you create your email
survey integration.

Although the rule can be specific to each individual Employee Central event, what matters is that you have a rule to
associate to the event. If you want, you can create one rule that applies to all your Employee Central events.

Procedure

1. From the Admin Center, go to Configure Business Rules and select the  add button.
2. Expand Intelligent Services Center (ISC) and select Intelligent Services Center Rule for Job Information.
3. Enter the following in the Intelligent Services Center Rule for Job Information form that appears on the top right
of the page:

Option Description

Rule Name Enter a name for the rule. You can have it refer to the rule setting, or the Employee Central event you plan to
use this rule for.

Integrating SAP SuccessFactors with Qualtrics

54 PUBLIC Settings for Email Surveys
 Option Description

 Note
If you're creating a business rule for an email survey for Change in Employee Department, use
SF_QUALTRICS_INT_EMP_DEPT_CHANGE.

Rule ID Enter a unique ID for the rule.

Start Date Choose a start date for this rule.

Description Enter a description in this optional field.

4. Select Continue.

The rule's detail page appears.

5. Create your condition in the If field.

 Example

This example creates a rule that restricts the event to a specific country/region by selecting: Job
Information Company Country is equal to Value United States (USA).

This example creates a rule that restricts the event to a specific business unit by selecting: Job
Information Business Unit is equal to Value Products (PRODS).

6. Select Save to save your rule.

Results

You've now created a rule you can use when creating an email survey integration in Manage Qualtrics Integrations.

Related Information

Implementing Business Rules in SAP SuccessFactors

Integrating SAP SuccessFactors with Qualtrics

Settings for Email Surveys PUBLIC 55
26.3 Changing the Timing for an Email Survey Event

Change the default timing of an Intelligent Services event when you want to control when your employees receive
their email surveys.

Prerequisites

You already set up an email survey integration.

Context

By default, an integration you set up through Intelligent Services is triggered as soon as the event is published, with
your employees receiving their email surveys soon thereafter. This should be fine in most cases, but for some
situations, such as when you want to send a survey to an employee who tendered a resignation (where you don't
want the email to go out right away, but closer to the last day of employment), you want to be able to change the
timing of when Qualtrics is notified of the event.

Procedure

1. In the Admin Center, go to Intelligent Services Center and open the event associated with your email survey.

The event name should be similar to the value you specify in the Event Area field in your email survey
integration. For example, the Intelligent Services event for End Global Assignment is Employee Central: End
Global Assignment.
2. Select Predefined_Default_Flow in the left column.
3. On the row listing the Qualtrics integration name in the main screen, choose the  (dropdown) arrow in the
TIMING column.

Timing fields appear.

4. Change the value to the timing you want for Intelligent Services to send a notification about the event, such as
10 days before effective date.

5. Select Actions Save flow flow to save the settings for the integration.

Integrating SAP SuccessFactors with Qualtrics

56 PUBLIC Settings for Email Surveys
27 The Manage Qualtrics Integrations Feature
in the Admin Center

The Manage Qualtrics Integrations page allows you to create, edit, delete, and archive your Qualtrics integrations
with various SAP SuccessFactors modules.

You can access the Manage Qualtrics Integrations page in the SAP SuccessFactors Admin Center after you've
completed your SAP SuccessFactors-Qualtrics integration, and have the appropriate role-based permissions. The
page is the primary way you maintain and organize your relationships between SAP SuccessFactors and Qualtrics
projects.

The pages you can add integrations to are based on what SAP SuccessFactors modules you use, and you can have
one active Qualtrics integration per SAP SuccessFactors page or template. You can have multiple integrations for
multiple pages or templates, but not multiple integrations for a single page or template.

The Manage Qualtrics Integrations page supports two types of integrations:

● In-app surveys – integrations that allow you to insert a creative within a module in SAP SuccessFactors, so that
participants can choose to select the link to take the survey.
● Email surveys – integrations that use the occurrence of specific events in the Intelligent Services Center to
trigger the distribution of surveys to participants through email.

 Note

A Qualtrics survey integration is different from the SAP SuccessFactors-Qualtrics business scenario integration
you set up in the Integration Center. The business scenario created a bridge between your SAP SuccessFactors
and Qualtrics accounts to maintain synchronized employee data. A survey integration connects a survey you
create in Qualtrics, with a page in SAP SuccessFactors where you want the creative to appear.

Related Information

Qualtrics In-App Surveys [page 67]

Qualtrics Email Surveys [page 78]
Configuring the Qualtrics Business Scenario in the Integration Center [page 26]

Integrating SAP SuccessFactors with Qualtrics

The Manage Qualtrics Integrations Feature in the Admin Center PUBLIC 57
27.1 Finding ID Information for Surveys in Qualtrics

Creating a survey integration requires identifying information from your Qualtrics project.

Prerequisites

You have a Qualtrics Employee Experience project that includes an intercept, creative, and survey — and you have
access to it with your Qualtrics admin account, for the following:

● In-app surveys – a Qualtrics Website and app feedback project

● Email surveys – a Qualtrics Lifecycle project

Procedure

1. Log in to your Qualtrics account.

2. Obtain ID information for your survey.

Option Description

In-App Obtain the following IDs from your Website / App Feedback project. In the project's Intercepts tab, select …
Surveys Copy intercept IDs , then copy the following:
○ Brand ID – used when creating both web and mobile integrations.
○ Project ID – used when creating both web and mobile integrations.
○ Intercept ID – used when creating mobile integrations.

Email Sur­ Obtain the Project ID from your Lifecycle project:

veys 1. Select your profile icon from the top right of the page, and choose Account Settings from the pulldown list.
The User Settings page appears.
2. Select the Qualtrics IDs tab to see a list of your Qualtrics IDs.
3. Find the survey for your Lifecycle project in the Surveys table, and select the corresponding unique ID
code in the right column that starts with SV_.
4. Save this ID. This is your email survey's Project ID.

Results

You now have the ID information you need to complete the Add New Integration form in Manage Qualtrics
Integrations.

Integrating SAP SuccessFactors with Qualtrics

58 PUBLIC The Manage Qualtrics Integrations Feature in the Admin Center
27.2 Creating a New Qualtrics Integration

Use the Manage Qualtrics Integrations page to create an integration between your existing Qualtrics project and an
SAP SuccessFactors event, or page, template, or step within a page.

Prerequisites

● You have the appropriate role-based permission to access Manage Qualtrics Integrations. Refer to Assigning
Role-Based Permissions to Use Qualtrics with SAP SuccessFactors [page 36].
● Qualtrics is enabled and integrated with your SAP SuccessFactors system, and you have a Qualtrics project
that includes a survey. For in-app survey integrations, you also have a Qualtrics intercept and creative.
● You've obtained from your Qualtrics project or survey the relevant identifying information needed in the Add
New Integration dialog. Refer to Finding ID Information for Surveys in Qualtrics [page 58].
● For email survey integrations, you have an OAuth configuration. Refer to Creating Outbound OAuth
Configurations for Qualtrics APIs [page 53].
● For Employee Central email survey integrations, you have a business rule specific to the survey. Refer to
Creating a Business Rule for Employee Central Email Surveys [page 54].
● For in-app survey integrations for Performance, you have the necessary templates, including route maps that
are already configured.

Context

You can only have one active integration per page, template, or page step. You see an error message if you try to
create an integration for a page (or template) that already has an active integration. To resolve this issue, archive or
delete the active integration to allow the creation of a new one.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations , and select the appropriate tab based on the type of
integration you’re creating:

Option Description

IN-APP SURVEYS Integrations that allow you to insert a creative within a module in SAP SuccessFactors, so that partici­
pants can choose to select the link to take the survey.

EMAIL SURVEYS Integrations that use the occurrence of specific events in the Intelligent Services Center to trigger the
distribution of surveys to participants through email.

2. Select  Create New Integration.

The Add New Integration dialog appears.

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3. In the Add New Integration dialog, enter an Integration Name.

The name must be unique, and up to 128 characters long. You can use letters (uppercase and lowercase),
numbers, and spaces.
4. From the Product Area field's dropdown list, choose the area in which you want to add the Qualtrics integration.
5. If you're creating an in-app survey, complete the rest of these fields in the Add New Integration dialog, then
select Add.

Option Description

Page Choose the page within the product area for the integration. The selections in the dropdown list change
based on which product area you choose.

You can only have one active integration per page. If you want to use the same page for a different project,
disable the first integration.

Template This field appears if your product area's page uses templates.

You can only have one active integration per template. If you want to use the same template for a different
project, disable the first integration.

Step This field appears if your product area's page has individual steps.

You can only have one active integration per step. If you want to use the same step for a different project,
disable the first integration.

Integration for This checkbox is selected by default, and designates a desktop browser for the intercept. You can unselect
Web it if your product area supports — and you're only interested in — creating an integration for mobile.

Brand ID The Brand ID is located in the Intercepts tab for your project's Website / App Feedback page in your Qual­
trics account. From there, go to ... Copy intercept IDs to select and copy the Brand ID field.

Project ID The Project ID is located in the Intercepts tab for your project's Website / App Feedback page in your Qual­
trics account. From there, go to ... Copy intercept IDs to select and copy the Project ID field.

Integration for This optional field, which appears only when you select a module that supports it, specifies that you want
Mobile to display the intercept on a mobile device.

You can enable both this option as well as Integration for Web for the same integration instead of creating
two separate integrations.

You can enable this option without enabling Integration for Web if you plan on deploying your integration
only on a mobile device.

 Note
To use this option, configure your Qualtrics intercept for mobile devices.

Brand ID The Brand ID for mobile, which is typically the same as for web integrations, is located in the Intercepts tab
(Mobile) for your project's Website / App Feedback page in your Qualtrics account. From there, go to ... Copy
intercept IDs to select and copy the Brand ID field.

Project ID The Project ID for mobile, which is typically the same as for web integrations, is located in the Intercepts
(Mobile) tab for your project's Website / App Feedback page in your Qualtrics account. From there, go to ...
Copy intercept IDs to select and copy the Project ID field.

Intercept ID The Intercept ID is required for mobile integrations, and is located in the Intercepts tab for your project's
(Mobile) Website / App Feedback page in your Qualtrics account. From there, go to ... Copy intercept IDs to
select and copy the Intercept ID field.

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6. If you're creating an email survey, complete the rest of these fields in the Add New Integration dialog, then
select Add.

Option Description

Event Name Select the Intelligent Services event for this integration.

Survey Recipient This field shows the recipient of the survey.

Business Scenario This field shows the name of the business scenario for this integration.
Name

OAuth Configuration Select the appropriate configuration for this configuration. If this field is blank, create an OAuth con­
figuration in the Security Center for connecting to Qualtrics.

Rule Configuration This field only appears if your event requires a business rule. Select the rule associated with this
event. If the field is blank or there's no rule associated with this event, create one in Configure
Business Rules.

Project ID The Project ID is the unique code associated with your project in the Qualtrics IDs page in your Qual­
trics account.

 Note
The value in this field is not the same as the Project ID you specify for your in-app survey inte­
grations.

You see a message similar to You've successfully created a new integration.

Results

You're back in the Manage Qualtrics Integrations page, and your newly created integration now appears on the list
of integrations in the respective survey type. For in-app surveys, the Qualtrics creative now appears on the page (or
template) you specified in your integration, and is visible to persons who visit the page.

Next Steps

You can edit, delete, or disable your integration at any time. You can also go to your Qualtrics account to view
reports from feedback results.

Some email surveys also require you to change the timing of when your employees get their email surveys.

Related Information

Finding ID Information for Surveys in Qualtrics [page 58]

Creating Outbound OAuth Configurations for Qualtrics APIs [page 53]
Creating a Business Rule for Employee Central Email Surveys [page 54]
Changing the Timing for an Email Survey Event [page 56]

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27.3 Editing a Qualtrics Integration

Use the Manage Qualtrics Integrations page to edit an active integration to change its name, and the Qualtrics
identifying fields associated with the integration.

Context

You can edit, delete, or archive an active integration at any time.

The purpose of editing an integration is to allow you to change the name of the integration, or the intercept
information for the integration; it's not meant for you to reuse an integration. For example, you might decide to
rename an integration before you archive it, by adding the year that you used it.

When you edit an existing integration, the product area, page, and template fields are read-only on the Edit
Integration dialog. If you want to change these read-only fields, create a new integration instead.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the integration you want to edit, and click anywhere on the line that it's on.

The Edit Integration dialog appears.

3. Change any or all of these fields, then select Save:

Option Description

For in-app surveys ○ Integration Name

○ Integration for Web
○ Brand ID
○ Project ID
○ Integration for Mobile
○ Brand ID (Mobile)
○ Project ID (Mobile)
○ Intercept ID (Mobile)

For email surveys ○ Integration Name

○ OAuth Configuration
○ Rule Configuration
○ Project ID

A number of fields in the Edit Integration dialog are read-only. In in-app surveys, those fields are Product Area,
Page, Template, and Step fields. The Template and Step fields only appears if your module and page use
templates or page steps, respectively. In email surveys, they are Product Area, Event Name, Survey Recipient,
and Business Scenario Name.

You see a message similar to You've successfully edited an integration.

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Results

You're back in the Manage Qualtrics Integrations page. If you changed the intercept, the page where you specified
your integration now shows your new creative.

27.4 Disabling a Qualtrics Integration

Use the Manage Qualtrics Integrations page to disable an active integration when it's ready to be retired, and you
don't need to display its creative on your product area's page anymore.

Context

You can edit, delete, or disable an active integration at any time.

When you disable an integration, the creative that the intercept calls no longer appears on your product area's
designated page, template, or page step. The intercept converts to read-only and you can't change the property of
any of the fields. Your only options for a disabled integration are to leave it in its inactive state, delete it altogether,
or re-active it through a restoration. The benefits of keeping it disabled are that you still see it in your list of
integrations (and thus have a record of it), and you can see what its configurations are.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the integration you want to disable, and click anywhere on the line that it's on.

The Edit Integration dialog appears.

3. In the bottom-right corner of the dialog, select Disable.

You see a message asking you to confirm that you want to disable the integration.
4. Select OK to confirm, or Cancel.

The integration is disabled if you proceeded with the confirmation.

Results

The integration you disabled appears on your list of integrations in the Manage Qualtrics Integrations page, with its
status now displaying as Inactive. When you select it from the list, the read-only View Archived Integration page
appears.

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27.5 Deleting a Qualtrics Integration

Use the Manage Qualtrics Integrations page to delete an active or archived integration.

Context

You can edit, delete, or archive an active integration at any time.

 Caution

Make sure that you want to delete the integration. You can't reverse the process to restore the integration, you
can't retrieve an integration once you delete it, and there are no logs to see if the integration existed.

 Note

Deleting an integration isn't the same as deleting the intercept itself. This delete process removes the
connection between your product area's page (or template) and your Qualtrics intercept so that the creative no
longer appears on the SAP SuccessFactors page. This process doesn't delete the survey or its results from your
Qualtrics account.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the integration you want to delete, and click anywhere on the line that it's on.

The Edit Integration dialog appears. If you selected an archived integration, you see a read-only page called
View Archived Integration.
3. In the bottom-left corner of the dialog, select Delete.

You see a message asking you to confirm that you want to delete the integration.
4. Select Confirm.

The integration is deleted, and no longer appears in your list of Qualtrics integrations on the Manage Qualtrics
Integrations page.

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27.6 Restoring an Inactive Qualtrics Integration

Use the Manage Qualtrics Integrations page to restore an inactive integration when you want to display its creative
on your product area's page.

Procedure

1. Go to Admin Center Manage Qualtrics Integrations .

2. Find the inactive integration you want to restore, and select the line that it's on.

The Edit Integration dialog appears.

3. In the bottom-right corner of the dialog, select Restore.

You see a message asking you to confirm that you want to reactivate the integration.

Instead of a confirmation, you could see a message similar to the following:

You can't restore this integration because it lost its association
with a required field. To reuse this integration, specify the
same settings in a new integration instead.

The message means that a value for a required field lost its association to the integration or was deleted.

Your options are to delete it or keep it in its inactive state. Instead of restoring the integration, create a new one
altogether using the same settings you used to set up your initial integration.
4. Select OK to confirm, or Cancel.

The integration is restored if you proceeded with the confirmation.

If there’s already an integration for the same category (such as the same event for email surveys), you see a
message similar to You can't reuse the integration because an event only supports one
active integration at a time, and the restoration doesn't happen.

If you still want to restore this integration, you have to disable or delete the active integration first.

27.7 Restoring a Business Rule in Email Survey Integrations

Restore a business rule when it loses its association with an email survey integration.

Context

There are two circumstances in which your email survey integration stops working due to a problem with a
business rule. When this happens, you see a message similar to the following in Manage Qualtrics Integrations for
the affected email survey integration:

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Missing rule. If the Rule Configuration field shows a rule, refresh
the integration by saving it again to reconnect the rule to the integration.
If there's no rule, create a new one in Configure Business Rules, then
return here to specify the new rule in the Rule Configuration field.

 Note

An Employee Central email survey integration stops working if it loses its association with a rule:

● If the rule is removed from the flow in the associated business scenario.
● If the rule is deleted from the system.

Procedure

1. Select the affected email survey integration in Manage Qualtrics Integrations.

The Edit Integration dialog appears.

2. View the Rule Configuration field.

What you do next depends on whether you see a rule listed in the Rule Configuration field.
3. If you see a rule in the field, make a minor change to your integration that the system interprets as an edit
action (such as adding, then deleting a space in the integration name), then select Update.

The error message appeared because the rule still exists, but it lost its connection to your email survey
integration. Updating your integration simply refreshes its settings, including re-establishing the connection to
the rule.
4. If the Rule Configuration field is blank, you need to create a business rule again.

This condition occurs when the rule is deleted from the system altogether.

a. Go to Configure Business Rules and create a business rule for the Employee Central event.
b. Return to Manage Qualtrics Integrations and select the integration.
c. In the Edit Integration dialog, select the newly created rule in the Rule Configuration pulldown list.
d. Select Update to save the integration.

Results

You should no longer see an error message for the integration in Manage Qualtrics Integrations, and your email
survey integration should now work.

Related Information

Implementing Business Rules in SAP SuccessFactors

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28 Qualtrics In-App Surveys

You can configure Qualtrics feedback capabilities to collect responses through a survey accessible from within SAP
SuccessFactors modules, and manage the integrations in Manage Qualtrics Integrations in the SAP SuccessFactors
Admin Center.

Configure business scenarios and Intelligent Services to create integrations that allow you to send email surveys to
participants based on specific triggering events.

Before you can create in-app survey integrations in the Manage Qualtrics Integrations page, you need the following:

● You have a Qualtrics Employee Experience license, or optionally, a Candidate Experience license for recruiting-
related campaigns.
● You have a Qualtrics Website and app feedback survey that you want your employees to participate in,
designed specifically for the SAP SuccessFactors module and feature you're interested in.
● You've completed the SAP SuccessFactors-Qualtrics integration, which includes configuring the SAP Qualtrics
Integration Definition - User Export to SFTP business scenario.

Once your system is configured, you can use Manage Qualtrics Integrations to create in-app survey integrations.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 57]

28.1 In-App Surveys for Award Nominations

Use the Manage Qualtrics Integrations page in the Admin Center to create an integration between your Qualtrics
survey and Rewarding's Spot Award Nomination application so that you can get feedback from them after they
complete an award nomination form about what they thought about the reward submission process.

Survey Details

The creative appears for employees as a pop-up dialog after they successfully assign a Spot Award to a peer from
the Rewarding home page.

Alternatively, you can configure your Qualtrics intercept settings to embed the creative directly on the Spot Award
Success Dialog (instead of as a pop-up) by going to the Advanced Options page for your intercept in Qualtrics and
configuring the following settings, then save:

● Open Target in Current Window – located in the Display Options section, select this option.

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● Creative Insertion Point – located in the Action Set Sample Rate section. Enter QualtricsIntercept to
provide a label for the div ID field.

 Note

This integration is not available for the SAP SuccessFactors Mobile app.

Integration Settings

Use the following fields in the Add New Integration dialog to create an integration for award nominations:

Fields Values

Product Area Rewarding

Page Spot Award Nomination

Program Name Choose the awards you want to create the integration for. You
may choose multiple selections from the dropdown list.

Related Information

Reward and Recognition: Spot Awards

28.2 In-App Surveys for Compensation Form Completion

Use the Manage Qualtrics Integrations page in the Admin Center to create an integration between your Qualtrics
survey and the SAP SuccessFactors Compensation so that you can get feedback from your managers after they
complete a compensation form.

Survey Details

Steps
Specifying template and steps in a Qualtrics integration to SAP SuccessFactors for Compensation forms allows you
to display a feedback opportunity after specific steps in the Compensation Form Completion process.

You can choose multiple steps for the same integration, and the values that appear in the Step field are based on
the steps you have in your template. These can be single role, iterative, and collaboration steps.

You can also have more than one active integration, as long as an individual step isn't used in more than one
integration.

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If a step includes multiple roles, you can use the same survey for all roles in that step.

The creative appears for managers after they successfully complete a compensation form.

Roles
You can use roles to configure Qualtrics intercept for performance reviews so that you can specify who a survey
displays for based on the routing roles you set up.

Integration Settings

Use the following fields in the Add New Integration dialog to create an integration:

Fields Values

Product Area Rewarding

Page Compensation and Variable Pay

Related Information

Using Roles in Qualtrics Intercepts [page 50]

Implementing Compensation

28.3 In-App Surveys for Continuous Performance Management

Use the Manage Qualtrics Integrations page in the Admin Center to create an integration between your Qualtrics
survey and SAP SuccessFactors Continuous Performance Management so that you can get periodic feedback after
employees have captured meeting notes for their 1:1.

Survey Details

● The Survey Frequency field in the survey integration lets you specify how often a creative appears for
employees, from 1 to 365 days.
● Creatives appear on an employee's My Activities page after that employee chooses Save and Finish to save the
notes and close the Continuous Performance meeting.
● Only the subject of the meeting who saves the meeting can see the survey. The survey isn't visible to the other
person in the meeting, or to a proxy user who logs in as the subject.
● If there's no meeting history, the survey displays immediately after the employee's first meeting regardless of
frequency setting.

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  Note

The survey doesn't display on the My Activities page if the employee chooses not to save the meeting, or if the
meeting is saved by the manager instead.

 Example

The following are examples of how the Survey Frequency works when you set its value to 10 days, so that the
survey displays to the employee when a meeting is captured 10 days after the previous captured meeting.

Scenario 1 – After one meeting, the employee doesn't capture the next meeting until 30 days later. In this
scenario, the survey displays after that second meeting that was captured 30 days later. This happens because
although the survey frequency is set to 10 days, the second meeting was the first time the employee captured a
meeting again.

Scenario 2 – An employee captures a meeting on July 8. Four days later on July 12, you create a new
integration that's designed to start displaying a survey every 10 days. The date on which that employee sees a
survey depends on when the next meeting is captured:

● If the employee captures a meeting on or before July 18, that employee doesn't see a survey until the
following meeting, because it's been less than 10 days before the July 8 meeting.
● If the employee captures a meeting on or after July 19, that employee does see a survey, because it's been
10 days (or longer) since the July 8 meeting.

Integration Settings

Use the following fields in the Add New Integration dialog to create an integration:

Fields Values

Product Area Select Talent from the dropdown list.

Page Select Continuous Performance Management from the drop­

down list.

Survey Frequency A numeric value that represents how often the survey will ap­
pear. Valid values are 1 through 356.

Related Information

Finding ID Information for Surveys in Qualtrics [page 58]

Operating Continuous Performance Management

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28.4 In-App Surveys for Employee Central Global Benefits for
New Hires, Rehires, and Open Enrollment

Use the Manage Qualtrics Integrations page to create a Qualtrics integration for Benefits to add a feedback
opportunity on a screen that appears after your employees successfully enroll in a benefit during a new hire, rehire,
or open enrollment period.

Survey Details

The creative appears for employees after they successfully submit a benefit selection from Benefits Open
Enrollment , in the following flow:

1. After making benefit selections, the employee selects the (cart) icon and chooses Enroll. The Terms and
Conditions dialog appears.
2. The employee agrees to the terms and selects Confirm. The confirmation dialog appears.
3. The employee selects Confirm. The Qualtrics survey request dialog appears. Choosing Provide Feedback takes
the employee to the survey.

Integration Settings

The following fields in the Add New Integration dialog are specific to creating an integration for Benefits.

Fields Values

Product Area Benefits

Pages New Hire, Rehire and Open Enrollment

Related Information

Creating a New Qualtrics Integration [page 59]

Finding ID Information for Surveys in Qualtrics [page 58]
Repeated Display Prevention & Cookie Domain (Qualtrics.com)
Implementing and Configuring Global Benefits in Employee Central

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28.5 In-App Surveys for Employee Central Service Center

Use the Manage Qualtrics Integrations page to create a Qualtrics integration for Employee Central Service Center
to add a feedback opportunity on a screen that appears after the service tickets your employees file are
successfully resolved or closed.

Survey Details

The creative appears for employees after they successfully close a Service Center ticket.

Integration Settings

The following fields in the Add New Integration dialog are specific to creating an integration for Employee Central
Service Center.

Fields Values

Product Area Employee Central Service Center

Pages Close HR Ticket

Related Information

Implementing Employee Central Service Center

28.6 In-App Surveys for Mentoring

Use the Manage Qualtrics Integrations page to create a Qualtrics integration for Mentoring to add a feedback
opportunity on a screen that appears after employees choose to end their relationship with their mentor or mentee
before the program is completed.

Survey Details

 Note

Mentoring program owners can gather feedback from both mentors and mentees: employees who are ending
the relationship see a pop-up survey (the method described in this topic) in their Mentoring page directly after

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 they have ended the relationship, while the employees for whom the relationship was ended receive an email
survey if an email survey integration is created for the event "End a Mentoring Relationship."

Set up the in-app survey for Mentoring Relationship Ends in conjunction with the email survey. You can then get
feedback from both the employee who's ending the relationship, as well as the employee for whom the relationship
was ended. For example, a mentee who feels that the mentor is a mismatch, chooses to end the relationship before
the program is over. In this scenario, the mentee sees the in-app survey right away, while the mentor receives a
separate survey in email form.

The creative appears for employees after they end their relationship with their mentor by choosing the End
Mentoring option with their mentor in Development Mentoring .

Integration Settings

The following fields in the Add New Integration dialog are specific to creating an integration for Benefits.

Fields Values

Product Area Talent

Pages View As Mentor/Mentee

Related Information

Email Surveys for Mentoring [page 97]

Mentoring (SAP SuccessFactors Succession and Development)

28.7 In-App Surveys for Performance Reviews

The Manage Qualtrics Integrations page allows you to create a Qualtrics integration to add feedback opportunities
after individual steps in a performance review template.

Survey Details

Steps
Specifying named steps in a Qualtrics integration to SAP SuccessFactors for performance reviews allows you to
display a feedback opportunity after specific steps in the performance review process.

● You can choose multiple steps for the same integration, and the values that appear in the Step field are based
on the steps you have in your template. These can be single role, iterative, and collaboration steps.

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● You can also have more than one active integration, as long as an individual step isn't used in more than one.
● If a step includes multiple roles, you can use the same survey for all roles in that step.

For example, if a performance review template contains three steps (employee assessment, manager assessment,
and employee signature), you can create an integration that displays a creative after both the employee and
manager assessment steps, then create a second integration that displays a creative after the employee signature
step. Since all three of your steps are now used in integrations (that is, a survey creative appears after all three of
your steps), you can't create any additional active integrations for this template.

Roles

You can use roles to configure Qualtrics intercept for performance reviews so that you can specify who a survey
displays for based on the routing roles you set up.

Survey Triggering Behavior

When a survey is triggered depends on the scenario:

● For single role and iterative steps, the survey is triggered when an evaluator sends the form to the next step.
● For a collaboration step that has an exit user, the survey is triggered when the exit user sends the form to the
next step.
● For a collaboration step that has no exit user, the survey is triggered when each evaluator in a collaboration
step finalizes the form.
● The survey doesn't trigger when an evaluator sends the form to another evaluator in the current iterative step.
The same survey doesn't trigger repeatedly if an evaluator has already completed the survey once. For
example, managers who complete a survey for one employee will not be asked to complete the same survey for
the rest of their direct reports.
● The survey doesn’t trigger when sending the form to a previous step, or if it's rejected from the signature step.
The same survey triggers again if employees send their performance review forms back to their managers a
second time. To prevent them from seeing the survey popup dialog again, you can configure your Qualtrics
settings in the intercept's Repeated display prevention option.
● Whether a Qualtrics integration for Performance will work after a route map step ID is modified depends on the
situation:
○ If a performance review form has already been launched, changing the configuration of the route map has
no effect, and the survey integration ignores the change.
○ If the form has not yet launched, it has yet sync with the related Qualtrics integration. In this case,
deactivate the integration and create a new one with the updated step value.

Integration Settings

The following fields in the Add New Integration dialog are specific to creating an integration for Performance.

Fields Values

Product Area Select Talent from the dropdown list.

Page Select Performance review form page from the dropdown list.

Template Select a performance review-related template.

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 Fields Values

Step The field appears after you select a template that includes
steps. A dropdown list displays all the named steps in your
template. You can choose multiple steps.

Integration for Mobile Qualtrics survey on Mobile is only supported for Employee Sig­
nature step A, and no other steps on Performance Forms.

Capturing User Information

By itself, performance review surveys are completed and sent to Qualtrics anonymously, without the transmission
of identifying information about the participant. In order to improve the depth of analysis in your survey reports,
you need set up an authenticator so that the survey-taking process automatically logs your participants in. Setting
up an authenticator allows the collected responses to be connected to your participant list. For general information
on this authentication process, see the Authenticator Standard Authenticator section of the Survey Flow (EE
& EL) page at the Qualtrics Web site.

 Note

To use an SSO authenticator for your survey flow specifically, follow the detailed instructions in SSO
Authenticators, also in Survey Flow (EE & EL). When you do, make sure you apply these configurations:

● For the SSO Type field, always select Shibboleth

● Place the Branch on Successful Authentication step at the beginning of your survey flow. This ensures that
your employees are associated to all subsequent questions in the survey.

Related Information

Setting Up Single Sign-On for Qualtrics [page 39]

Survey Flow (EE & EL) > Authenticator (Qualtrics.com)
Enabling Mobile Surveys for Performance Reviews [page 46]
Creating a New Qualtrics Integration [page 59]
Finding ID Information for Surveys in Qualtrics [page 58]
Using Roles in Qualtrics Intercepts [page 50]
Performance Management v12 Acceleration
SSO Authenticators (Qualtrics.com)
Repeated Display Prevention & Cookie Domain (Qualtrics.com)

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28.8 In-App Surveys for Recruiting for Application
Submissions

Use the Manage Qualtrics Integrations page in the Admin Center to create an integration between your Qualtrics
survey and the SAP SuccessFactors Recruiting application submission confirmation page so that you can find out
what your job applicants thought about the application experience.

Survey Details

You need to have a career site using Career Site Builder.

 Note

You can improve your candidate's experience by using the purpose-build, preconfigured Candidate Experience
program from Qualtrics, which provides a robust set of capabilities specific to your recruiting-related
campaigns.

Existing recruiting-related in-app surveys you created using Employee Experience will continue to work. If you
purchase a license for the Candidate Experience program, you'd then retire your existing SAP SuccessFactors
Recruiting surveys and create new ones in the Candidate Experience.

You can create these integrations both for internal as well as external applicants, which means you can ask different
questions for these two groups.

If your career site is set up for Mobile Apply, non-Mobile Apply, as well as Mobile Apply using Internal Career Site,
your integration automatically works in these environments, and there are no additional steps for the Qualtrics
creatives to appear.

 Note

The steps you take to create an integration for external candidates is the same as for internal candidates
(employees). However, because your SAP SuccessFactors configuration doesn't send the personal information
about your external candidates in the employee data SFTP file, you might not be able to perform the same level
of deep analysis for external candidates as you can for internal candidates.

The creative appears in the form of a pop-up in a Recruiting career site when a candidate successfully submits an
application.

Alternatively, you can configure your Qualtrics intercept settings to embed the creative directly on the thank-you
page (instead of as a pop-up) by going to the Advanced Options page for your intercept in Qualtrics and configuring
the following settings, then save:

● Open Target in Current Window – located in the Display Options section, select this option.
● Creative Insertion Point – located in the Action Set Sample Rate section. Enter QualtricsEmbeddedSurvey to
provide a label for the div ID field.

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Integration Settings

The following fields in the Add New Integration dialog are specific to creating an integration for Recruiting.

Fields Description

Product Area Choose Recruiting from the dropdown list.

Page Choose the type of applicant:

● External application submission page

● Internal application submission page

Related Information

Creating a New Qualtrics Integration [page 59]

Finding ID Information for Surveys in Qualtrics [page 58]
Setting Up and Maintaining SAP SuccessFactors Recruiting
Creating a New Qualtrics Integration [page 59]
Setting Up and Maintaining SAP SuccessFactors Recruiting

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29 Qualtrics Email Surveys

Email survey integrations allow you to collect survey responses through email for SAP SuccessFactors modules,
and manage the integrations in Manage Qualtrics Integrations in the SAP SuccessFactors Admin Center.

The Email Surveys tab in Manage Qualtrics Integrations requires additional configurations after you complete your
SAP SuccessFactors-Qualtrics integration.

Related Information

The Manage Qualtrics Integrations Feature in the Admin Center [page 57]
Settings for Email Surveys [page 52]
Setting Up Intelligent Services
Setting Up Message Automation (Qualtrics.com)

29.1 Employee Central

29.1.1 Email Surveys for Add Global Assignment

This integration sends email to employees to obtain feedback when they are given a global assignment.

Integration Details

Administrators or managers can send an employee on a global assignment to another organization. These
instructions allow you to send surveys through email to such employees when they're assigned to a new global
assignment, so that you can obtain feedback about how they feel about the process.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule you
for this email survey before you create the integration in Manage Qualtrics Integrations.

SAP SuccessFactors maintains two user IDs — the Home ID and Host ID — to track an employee's Global
Assignment status. When you create a Global Assignment integration for an email survey, the employee export FTP
file sends both Home and Host user IDs to Qualtrics, which then recognizes and correctly associates them with the
employee's global assignment.

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78 PUBLIC Qualtrics Email Surveys
When a new Global Assignment event is raised, the Host user ID of the employee automatically sent from the
Integration Center to Qualtrics to trigger the email survey.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Add Global Assignment from the dropdown

list.

Survey Recipient The field is populated with Employee. Don't change this
value.

Business Scenario Name This is a read-only field displays For example, you can
trigger automated[Employee Central]
Qualtrics: Add Global Assignment for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Creating a Business Rule for Employee Central Email Surveys [page 54]
Restoring a Business Rule in Email Survey Integrations [page 65]
Implementing and Configuring Global Assignments in Employee Central
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

Integrating SAP SuccessFactors with Qualtrics

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29.1.2 Email Surveys for Change in Employee Department

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out how they feel
about a change in their department.

Integration Details

Perform the following tasks before you create a Change in Employee Department email survey integration:

● Integration Service Registration Center – register your tenant at a common gateway for integration services
to securely store such information as client credentials and endpoint URL. Refer to Integration Service
Registration Center in the Admin Center guide for RBP information and instructions.
● Business rule – you need to create a business rule called SF_QUALTRICS_INT_EMP_DEPT_CHANGE. The rule
appears in the Business Rule field as a read-only value.

For sample questions, refer to the Survey Library, which you can access from within your Qualtrics project.

 Note

If you can't see Change in Employee Department in the event dropdown list, contact Product Support to
request that the "EAS_QUALTRICS_PublishTopicToDEBToggle_1624294849" feature toggle be enabled.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Change in Employee Department from the

dropdown list.

Survey Recipient This field displays the read-only value Employee.

Business Rule This field displays the read-only value

SF_QUALTRICS_INT_EMP_DEPT_CHANGE.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Creating a Business Rule for Employee Central Email Surveys [page 54]

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80 PUBLIC Qualtrics Email Surveys
Integration Service Registration Center (Admin Center guide)
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.3 Email Surveys for Change in Job Classification

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out how they feel
about their change in job classification.

Integration Details

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Change in Job Classification from the

dropdown list.

Survey Recipient This field displays the read-only value Employee.

Business Scenario Name For this event, this read-only field displays [Employee
Central] Qualtrics: Change in Job
Classification.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Integrating SAP SuccessFactors with Qualtrics

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Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.4 Email Surveys for Change in Job Title

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out how they feel
about their change in job title.

Integration Details

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Change in Job Title from the dropdown list.

Survey Recipient This field displays the read-only value Employee.

Business Scenario Name This is a read-only field displays [Employee Central]

Qualtrics: Email Survey After Job Title
Change for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Integrating SAP SuccessFactors with Qualtrics

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 Fields Description

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.5 Email Surveys for Change in Manager

This integration sends email to new employees to obtain feedback through a Qualtrics survey to find out what they
thought a change in their manager.

Integration Details

The email survey for Employee Central Change in Manager can help you find out more about how your employees
felt about their former manager. For example, how satisfied were they with their manager's ability to assess
employee performance? How satisfied were they with the feedback they got from their manager? How well did they
get along with their manager? Finding out what employees think as they start their new job in your organization
helps you make appropriate corrections or adjustments to the work environment.

For more sample questions, access the Survey Library, which you can access from within your Qualtrics project.
The library contains sample employee exit interview, and employee satisfaction questions, both of which may be
appropriate for your survey.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

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Fields Description

Event Area Choose Change in Manager from the dropdown list.

Survey Recipient The field is populated with Employee. Don't change this
value.

Business Scenario Name This is a read-only field displays [Employee Central]

Qualtrics: Manager Change for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Creating a Business Rule for Employee Central Email Surveys [page 54]
Restoring a Business Rule in Email Survey Integrations [page 65]
Managing Employment in Employee Central
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.6 Email Surveys for Employee Hire

This integration sends email to new employees to obtain feedback through a Qualtrics survey to find out how
they're doing with their new job.

Integration Details

For example, you can trigger automated check-in surveys after an employee start date to ask employees how
they're doing 30 days, 60 days, and 90 days into the role.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integrating SAP SuccessFactors with Qualtrics

84 PUBLIC Qualtrics Email Surveys
Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Employee Hire from the dropdown list.

Survey Recipient The field is populated with Employee. Don't change this
value.

Business Scenario Name This is a read-only field displays [Employee Central]

Qualtrics: New Hire for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Changing the Timing for an Email Survey Event [page 56]

Creating a Business Rule for Employee Central Email Surveys [page 54]
Restoring a Business Rule in Email Survey Integrations [page 65]
Managing Employment in Employee Central
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.7 Email Surveys for Employee Termination

This integration sends email to employees to obtain feedback through a Qualtrics survey before they leave the
organization.

Integration Details

The email survey for Employee Central Employee Termination can help you find out more about how your
employees felt about their jobs. For example, did the employees find the work challenging? How safe or unsafe was

Integrating SAP SuccessFactors with Qualtrics

Qualtrics Email Surveys PUBLIC 85
the working environment? Did they get along with their coworkers or their managers? Being able to find out why an
employee leaves is an important way to improve your organization and make appropriate corrections or
adjustments to the work environment.

For more sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.
Otherwise, your employee gets an email survey as soon as the event is published in Intelligent Services, instead of a
few days before their last day of employment. To do this, you need to edit your event in the Intelligent Services
Center to change its timing. For example, if your employee's last date is September 30, you want your employee to
receive the email survey on September 20, 10 days before the last day.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Employee Termination from the dropdown list.

Survey Recipient The field is populated with Employee. Don't change this
value.

Business Scenario Name This is a read-only field displays [Employee Central]

Qualtrics: Exit Survey for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Changing the Timing for an Email Survey Event [page 56]

Creating a Business Rule for Employee Central Email Surveys [page 54]

Integrating SAP SuccessFactors with Qualtrics

86 PUBLIC Qualtrics Email Surveys
Restoring a Business Rule in Email Survey Integrations [page 65]
Managing Employment in Employee Central
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.8 Email Surveys for Employee Rehire

This integration sends email to employees who are rehired, to obtain feedback through a Qualtrics survey to find
out how they feel about the rehiring process.

Integration Details

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Employee Rehire from the dropdown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Employee Central]

Qualtrics: Rehire.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

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Qualtrics Email Surveys PUBLIC 87
Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.9 Email Surveys for End Global Assignment

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out what they
thought about their experience with their global assignment.

Integration Details

Administrators or managers can send an employee on a global assignment to another organization. These
instructions allow you to send surveys through email to such employees when they've completed their global
assignments, so that you can obtain feedback about the global assignment process.

Organizations could ask questions such as "How was your global assignment experience?" or "Do you feel like
you're bringing added experience back to your original job?"

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule you
for this email survey before you create the integration in Manage Qualtrics Integrations.

SAP SuccessFactors maintains two user IDs — the Home ID and Host ID — to track an employee's Global
Assignment status. When you create a Global Assignment integration for an email survey, the employee export FTP
file sends both Home and Host user IDs to Qualtrics, which then recognizes and correctly associates them with the
employee's global assignment.

When a new Global Assignment event is raised, the Host user ID of the employee automatically sent from the
Integration Center to Qualtrics to trigger the email survey.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose End Global Assignment from the dropdown

list.

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88 PUBLIC Qualtrics Email Surveys
 Fields Description

Survey Recipient The field is populated with Employee. Don't change this
value.

Business Scenario Name This is a read-only field displays for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Creating a Business Rule for Employee Central Email Surveys [page 54]
Restoring a Business Rule in Email Survey Integrations [page 65]
Implementing and Configuring Global Assignments in Employee Central
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.10 Email Surveys for First Time Manager

This integration sends email to new employees to obtain feedback through a Qualtrics survey to find out how
they're doing as a first­time manager.

Integration Details

For example, you can trigger automated check-in surveys after an employee's status change to a mangaer, to ask
them how they're doing 30 days, 60 days, and 90 days into the role.

After you create your integration, change the timing of when this event is triggered by Intelligent Services.

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integrating SAP SuccessFactors with Qualtrics

Qualtrics Email Surveys PUBLIC 89
Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose First Time Manager from the dropdown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Employee Central]

Qualtrics: First Time Manager.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.11 Email Surveys for Individual Contributor to Manager

This integration sends email to managers to obtain feedback through a Qualtrics survey when individual
contributors become a manager with direct reports.

Integration Details

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

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Manage Qualtrics Integrations Settings for Individual Contributor to Manager
Use the following fields when creating an integration for individual contributors to managers.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Name Choose Individual Contributor to Manager from

the dropdown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Employee Central]

Qualtrics: Individual Contributor to
Manager.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.12 Email Surveys for Job Transfers

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out how they feel
about their job transfer.

Integration Details

For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

Integrating SAP SuccessFactors with Qualtrics

Qualtrics Email Surveys PUBLIC 91
  Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Job Transfer from the dropdown list.

Survey Recipient The field is populated with Employee. Don't change this
value.

Business Scenario Name This is a read-only field displays [Employee Central]

Qualtrics: Email Survey for Job Transfers
for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

Integrating SAP SuccessFactors with Qualtrics

92 PUBLIC Qualtrics Email Surveys
29.1.13 Email Surveys for Long Term Disability

This integration sends email to obtain feedback through a Qualtrics survey when an employee is absent due to a
long-term disability.

Integration Details

For example, you can ask employees how they rate the long-term disability program. For sample questions, access
the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Use the following fields when creating an integration for long-term disability.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Employee Long Term Disability from the

dropdown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Employee Central]

Qualtrics: Employee Long Term Disability.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

Integrating SAP SuccessFactors with Qualtrics

Qualtrics Email Surveys PUBLIC 93
29.1.14 Email Surveys for Manager to Individual Contributor

This integration sends email to managers to obtain feedback through a Qualtrics survey when they become an
individual contributor and no longer have direct reports.

Integration Details

This integration gives you the opportunity to ask your employees how they feel about the transition process from
manager to individual contributor, or why they made this decision. For sample questions, access the Survey
Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Name Choose Manager to Individual Contributor from

the dropdown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Employee Central]

Qualtrics: Manager to Individual
Contributor.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Integrating SAP SuccessFactors with Qualtrics

94 PUBLIC Qualtrics Email Surveys
Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.15 Email Surveys for New Concurrent Employment

This integration sends email to employees to obtain feedback through a Qualtrics survey when they're assigned to
concurrent employment.

Integration Details

The email survey for Employee Central New Concurrent Employment can help you find out more about how your
employees feel about getting secondary employment in addition to their main employment.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

SAP SuccessFactors maintains two user IDs — the Home ID and Host ID — to track an employee's Concurrent
Employment status. When you create a Concurrent Employment integration for an email survey, the employee
export FTP file sends both Home and Host user IDs to Qualtrics, which then recognizes and correctly associates
them with the employee's concurrent employment.

When a new Concurrent Employment event is raised, the Host user ID of the employee automatically sent from the
Integration Center to Qualtrics to trigger the email survey.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose New Concurrent Employment from the drop­

down list.

Survey Recipient The field is populated with Employee. Don't change this
value.

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Fields Description

Business Scenario Name This is a read-only field displays [Employee Central]

Qualtrics: New Concurrent Employment for this
event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Creating a Business Rule for Employee Central Email Surveys [page 54]
Restoring a Business Rule in Email Survey Integrations [page 65]
Implementing and Configuring Concurrent Employment in Employee Central
Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.1.16 Email Surveys for Short Term Disability

This integration sends email to obtain feedback through a Qualtrics survey when an employee is absent due to a
short-term disability.

Integration Details

For example, you can ask your employees how they feel about your organization's short-term disability program.
For sample questions, access the Survey Library, which you can access from within your Qualtrics project.

 Remember

Employee Central email survey integrations require a business rule. Make sure you have an appropriate rule for
this email survey before you create the integration in Manage Qualtrics Integrations.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Integrating SAP SuccessFactors with Qualtrics

96 PUBLIC Qualtrics Email Surveys
 Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Employee Central from the dropdown list.

Event Area Choose Employee Short Term Disability from the

dropdown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Employee Central]

Qualtrics: Employee Short Term Disability.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing and Managing the Employment Lifecycle (from Hiring to Termination) in Employee Central

29.2 Email Surveys for Mentoring

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out what they think
about having participated in the mentoring program, when the mentoring relationship is ended by the other
individual before the completion of the mentoring program.

Integration Details

 Note

Mentoring program owners can gather feedback from both mentors and mentees: Employees who are ending
the relationship see a pop-up survey in their Mentoring page directly after they’ve ended the relationship, while
the employees for whom the relationship was ended receive an email survey (the method described in this
topic).

Set up the in-app survey for Mentoring Relationship Ends in conjunction with the email survey. You can then get
feedback from both the employee who's ending the relationship, as well as the employee for whom the relationship

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was ended. For example, a mentee who feels that the mentor is a mismatch, chooses to end the relationship before
the program is over. In this scenario, the mentee sees the in-app survey right away, while the mentor receives a
separate survey in email form.

This integration allows you to send all participating mentors and mentees an email survey at the end of the
mentoring program.

For more sample questions, access the Survey Library, which you can access from within your Qualtrics project.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Talent from the pulldown list.

Event Name Select End a Mentoring Relationship. Use this op­

tion in conjunction with the in-app Mentoring survey.

Survey Recipient This is a read-only field displays Mentor/Mentee.

Business Scenario Name This is a read-only field displays [Talent] Qualtrics:

Mentoring Relationship End.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Rule Configuration Select the rule associated with this event. If the field is blank or
there's no rule associated with this event, create one in
Configure Business Rules.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

29.3 Email Surveys for Offboarding

This integration sends email to employees to obtain feedback through a Qualtrics survey when you set up an
offboarding process for them to leave the company.

Integration Details

The email survey for Offboarding can help you find out how your employees feel about the process, which in turn
help you make appropriate corrections or adjustments to Offboarding.

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98 PUBLIC Qualtrics Email Surveys
For more sample questions, access the Survey Library, which you can access from within your Qualtrics project.

In addition to setting up your Qualtrics integration with SAP SuccessFactors and configuring event settings for
email surveys, you need to be using the latest Onboarding to create an email survey integration for Offboarding.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Onboarding from the pulldown list.

Event Name Choose Initiate Offboarding from the pulldown list.

Survey Recipient This read-only field displays Employee.

Business Scenario Name This read-only field displays [Onboarding] Email

Survey for Offboarding Employees.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing Onboarding

29.4 Email Surveys for Onboarding for Internal Hires

You can use Intelligent Services events to send internal hire onboarding information to Qualtrics through the
Integration Center, so that you can send a Qualtrics survey through email to employees when an internal hire step
is completed.

Integration Details

The email survey for internal hires can help you find out more about how your employees feel as they start their
new roles at your organization, as well as their past roles. For example, how well do they understand their new role

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Qualtrics Email Surveys PUBLIC 99
and responsibilities? How accurate was the description of the role during the interview process? How challenging is
their new role so far? Finding out what employees think about their new role helps you make appropriate
corrections or adjustments to the work environment.

For more sample questions, access the Survey Library, which you can access from within your Qualtrics project.

In addition to setting up your Qualtrics integration with SAP SuccessFactors and configuring event settings for
email surveys, you need the following to create an email survey integration for internal hires:

● You're using the latest Onboarding.

● You're initiating crossboarding for employees using one of these methods:
○ SAP SuccessFactors Recruiting – initiating internal hires from a requisition page for an internal applicant.
○ Add new hire to onboarding – initiating onboarding from the Admin Center.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Onboarding from the dropdown list.

Event Area Choose Internal Hire Process Completed from

the pulldown list.

Survey Recipient This read-only field is populated with Employee.

Business Scenario Name This read-only field displays the business scenario for this
event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing Onboarding

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100 PUBLIC Qualtrics Email Surveys
29.5 Email Surveys for Onboarding for New Hires

This integration sends email to employees to obtain feedback through a Qualtrics survey to find out what they
thought about their onboarding experience.

Integration Details

The email survey for Onboarding for new hires can help you find out more about how your employees feel as they
start their new roles at your organization. For example, how well do they understand their role and responsibilities?
How accurate was the description of the role during the interview process? How challenging is their role so far?
Finding out what employees think about their new role helps you make appropriate corrections or adjustments to
the work environment.

For more sample questions, access the Survey Library, which you can access from within your Qualtrics project.

In addition to setting up your Qualtrics integration with SAP SuccessFactors and configuring event settings for
email surveys, you need the following to create an email survey integration for Onboarding:

● You're using the latest Onboarding.

● You're initiating onboarding for new hires using one of these methods:
○ SAP SuccessFactors Recruiting – initiating onboarding from a requisition page for an external applicant.
○ Add new hire to onboarding – initiating onboarding from the Admin Center.
○ An external Applicant Tracking System.

Integration Settings

Specify the following settings to create a new integration in Manage Qualtrics Integrations.

Fields Description

Integration Name Insert a unique name for your integration.

Product Area Choose Onboarding from the pulldown list.

Event Area Choose External User Eligible for Hire from

the pulldown list.

Survey Recipient The field is populated with New Hire. Don't change this
value.

Business Scenario Name This is a read-only field displays [Onboarding] Email

Survey to New Hires for this event.

OAuth Configuration Select the appropriate OAuth configuration. If this field is

blank, create an OAuth configuration in the Security Center for
connecting to Qualtrics.

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Qualtrics Email Surveys PUBLIC 101
Fields Description

Project ID Enter the Project ID, which is the unique code associated with
your project in the Qualtrics IDs page in your Qualtrics ac­
count.

Related Information

Implementing Onboarding

Integrating SAP SuccessFactors with Qualtrics

102 PUBLIC Qualtrics Email Surveys
30 Adding a Feedback Tab to Recruiting
Career Site Pages

You can add JavaScript code in Career Site Builder to add a Qualtrics feedback tab to all your career site pages, or
to a specific career site page.

Prerequisites

You've created a Qualtrics project for your survey, and you have its site intercept ID to add in the JavaScript code.

Context

 Note

You can improve your candidate's experience by using the purpose-build, preconfigured Candidate Experience
program from Qualtrics, which provides a robust set of capabilities specific to your recruiting-related
campaigns.

Existing recruiting-related in-app surveys you created using Employee Experience will continue to work. If you
purchase a license for the Candidate Experience program, you'd then retire your existing SAP SuccessFactors
Recruiting surveys and create new ones in the Candidate Experience.

Unlike the Qualtrics integration that allows you to display a feedback opportunity directly on the job application
confirmation page, this option allows you to add a small Feedback tab on a career site page. The location where you
insert the JavaScript code depends on whether you want to add it for all your career site pages, or to just a specific
page.

This functionality doesn't work if have the following conditions:

● Assessment is configured
● Profile before application is enabled

Procedure

1. Choose whether you want to add the feedback tab on all your career site pages, or to just a specific page.

Option Description

To add a feedback tab to all your career Select the JavaScript tab in Appearance Global .
site pages

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Adding a Feedback Tab to Recruiting Career Site Pages PUBLIC 103
 Option Description

 Note
Adding the code here affects all your career site pages, regardless of brand.

To add a feedback tab to a specific ca­ Select Add Component on any Career Site Builder page.
reer site page

2. Add the following JavaScript code in the textbox, replacing <site_intercept_ID> with your intercept ID and
<site_intercept_URL> with your intercept's URL, and for your Qualtrics project:

<!--BEGIN QUALTRICS WEBSITE FEEDBACK SNIPPET-->

<script type='text/javascript'>
(function(){var g=function(e,h,f,g){
this.get=function(a){for(var a=a
+"=",c=document.cookie.split(";"),b=0,e=c.length;b<e;b++){for(var d=c[b];"
"==d.charAt(0);)d=d.substring(1,d.length);if(0==d.indexOf(a))return
d.substring(a.length,d.length)}return null};
this.set=function(a,c){var b="",b=new Date;b.setTime(b.getTime()+6048E5);b=";
expires="+b.toGMTString();document.cookie=a+"="+c+b+"; path=/; "};
this.check=function(){var a=this.get(f);if(a)a=a.split(":");else if(100!
=e)"v"==h&&(e=Math.random()>=e/100?0:100),a=[h,e,0],this.set(f,a.join(":"));else
return!0;var c=a[1];if(100==c)return!0;switch(a[0]){case "v":return!1;case
"r":return c=a[2]%Math.floor(100/c),a[2]++,this.set(f,a.join(":")),!c}return!0};
this.go=function(){if(this.check()){var
a=document.createElement("script");a.type="text/
javascript";a.src=g;document.body&&document.body.appendChild(a)}};
this.start=function(){var t=this;"complete"!==document.readyState?
window.addEventListener?window.addEventListener("load",function(){t.go()},!
1):window.attachEvent&&window.attachEvent("onload",function(){t.go()}):t.go()};};
try{(new
g(100,"r","<site_intercept_ID>","<site_intercept_URL>")).start()}catch(i){}})();
</script><div id='ZN_3VqBoAk3Bayxngh'><!--DO NOT REMOVE-CONTENTS PLACED HERE--></
div>
<!--END WEBSITE FEEDBACK SNIPPET-->

The site intercept ID uses a pattern similar to "QSI_X_XX_xxxxxxxxxxxxxxx", and the intercept URL should
look similar to "https://xxxxxxxxxxxxxxx-xxxxxxxxxxx.siteintercept.qualtrics.com/XXX/?
QSI_X_XX_xxxxxxxxxxxxxxx."

Related Information

Setting Up and Maintaining SAP SuccessFactors Recruiting

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104 PUBLIC Adding a Feedback Tab to Recruiting Career Site Pages
31 Showing a Qualtrics Survey Card on the
Home Page

You can display Qualtrics surveys on the home page.

Prerequisites

● Your organization has a Qualtrics Employee XM license.

● Your Qualtrics account is integrated with SAP SuccessFactors, and you have access to Manage Qualtrics
Integrations in the Admin Center.
● You've created a survey in your Qualtrics account that you want to use on the home page.
● The latest home page is enabled.
● You have Manage the Latest Home Page permission.

Context

The survey card on the home page prompts employees to take an employee survey. The home page displays an
employee survey card for each survey since the employee last logged in. The Qualtrics Employee Survey cards
disappear from the home page when employees dismiss them manually (in which case the card doesn't reappear)
or when the survey period ends. Employees can also choose Saved for Later, in which the card automatically
reappears 24 hours later.

Each card shows the following:

● Name of the survey

● Text requesting employees to participate in the survey.
● The date when the survey ends
● A link to the survey

Procedure

1. Go to Admin Center Manage Home Page Surveys .

2. Choose  (Add survey) to create a survey card.

The Add Survey dialog appears.

3. Complete the following fields.

Integrating SAP SuccessFactors with Qualtrics

Showing a Qualtrics Survey Card on the Home Page PUBLIC 105
 Option Description

Title Enter a survey name that appears as the title of the survey card. For example, Employee Engagement
Survey.
Description Enter a brief description of the survey, or ask the employee to participate. For example, Spend a moment
to let us know how you're feeling!
Date Range The dates you want the survey to appear on the home page.

URL The URL to the Qualtrics survey.

Target Group All employees (no selection available).

The dialog disappears and you see the new survey listed in the Surveys section of the Manage Home Page page.

4. Choose Save.

Results

Your survey now appears as a home page card, and employees can now participate in your survey.

Next Steps

You can edit configuration of the survey card by selecting the  (Edit survey) icon, or delete it by selecting the 
(Delete survey) icon.

Related Information

Home Page

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106 PUBLIC Showing a Qualtrics Survey Card on the Home Page
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