Overview
Now that you have completed the setup details, it’s time to define your departments. Defining and segmenting your departments allows you to gain clearer insights into the challenges and needs affecting different teams, and enables you to take meaningful actions to address them or implement suggestions.
Permissions
To upload departments, you must have Manage Survey permissions or be a Survey Admin. Having the Create TeamVoice permission and being the creator of the TeamVoice allows you to upload departments as well.
Defining your departments
The next step is to upload your departments. In this step, you will need to upload your departments in order to segment your responses. To upload your departments:
- Click on the "Upload Departments" button
- A pop up will be down. Click on the "Download Template" button.
- A bulk upload sheet will be downloaded.
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Fill in the columns.
- Name (mandatory): The name of the unit
- Parent (optional): The name of the unit, which the department falls under
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Is_Company (optional): This indicates whether the unit represents the main company.
If this field is left empty, the default value will be set to “No.” This field can be useful in cases where a brand consists of several different companies, and various departments fall under these companies.
- NUMBER_OF_EMPLOYEES (optional): The number of employees which form part of the department
- Once these have been filled in, click on the "Upload File" button.
Viewing and Managing Uploaded Departments
After uploading your departments, they will appear in a table for easy reference.
If you notice that some departments were uploaded by mistake or are not relevant to your current TeamVoice, you can click the “Remove All” button to delete all uploaded departments.
To add more departments, simply update the bulk upload template you previously downloaded and include the new departments. To re-upload the list:
- Click the “Reupload” button. A pop-up window will appear.
- Click “Download Template” to get a fresh copy of the template if needed.
- Fill in the template with the departments you want to include.
- Click “Upload File” to add the updated departments.
When re-uploading, make sure to include all previously entered departments in the sheet to avoid losing any existing data.
Next Step
Once the departments have been uploaded, it’s time to move on to adding your filters. To set up and create your own filters, you can follow the steps outlined in this article.