In the Access tab in Engagement Setup > Results Setup, you can configure whether managers have access to view results at levels above their level in the organizational structure.
Organizational levels identify the tier associated with each manager in the organizational tree that was defined for the survey in the Organization tab of the survey in Engagement Setup > Surveys.
When you define the organizational tree for the survey in the Organization tab of the survey in Engagement Setup > Surveys, each level in the tree is assigned a number to represent it. Each manager is then assigned to an organizational level based on the organizational tree that was built for that survey. These organizational levels are used to identify which results views a manager can see. See Edit the Organization Structure for Surveys.
To configure survey result access:
- For each row in the grid, select whether managers can view summary results by selecting the View Results checkbox.
- Immediate manager: The manager can view a summary of survey results for their immediate manager's reports or all reports in the Engagement feature when they are published.
- Level(s) above immediate manager: In the Levels column, select the number of organizational levels above the manager's immediate manager that the manager can navigate up to on the organizational tree and view summary results.
- For example, Oscar is managed by Chris, who reports to Anna. She is managed by Elsa. If you select 1, when you publish the survey results, Oscar can view summary results for Chris (his immediate manager) and Anna (one level above his immediate manager), but not Elsa.
- Level(s) below overall results: In the Levels column, select the number of organizational levels below the overall survey results that managers can drill down on the organizational tree to view summary results.
- Overall results: Select this checkbox to allow managers to view summary results and to enable comparison with overall results for the company in the survey.
- Click Save.