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Qualtrics Email Surveys for Individual Contributor to Manager

You can use Intelligent Services events to send employee information to Qualtrics, so that you can send a Qualtrics survey in email to find out how employees are doing after changing from individual contributors to becoming a manager with direct reports.

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

Customers wanted a way to be able to obtain feedback from employees regarding their new role as managers.

Configuration Requirements

Enabling this feature requires Employee Central, a Qualtrics Employee Experience license for Lifecycle projects, and enabling Intelligent Services and Integration Center.

You use your Qualtrics account to create surveys and view its results. All the settings to configure the contents and schedule for the email survey are also performed at Qualtrics.

Before you can configure this integration, you also need to create a business rule and an OAuth configuration.

Role-Based Permission Prerequisites

You have the Start of the navigation pathAdministrator Next navigation step Metadata Framework Next navigation step Configure Business RulesEnd of the navigation path permission.

What's Changed

In the current version, Manage Qualtrics Integrations in the Admin Center includes the Individual Contributor to Manager option in the Event Name field's pulldown list.

In previous versions, this Employee Central option wasn't available.

Technical Details

Reference Number




Configuration Type

Admin Opt-in


General Availability


Employee Central


  • Hire, Rehire, and Termination
  • Qualtrics Surveys

Major or Minor


Link to Demo

Software Version

1H 2021

Valid as Of


Latest Document Revision