How many levels of organisation hierarchy can I use?

Qlearsite supports 9 levels of organisation hierarchy (10 in total, if you include the top level ‘Organisation View’). When utilising the Excel template, each column is a new level on the hierarchy. Adding many hierarchy levels raises the possibility of compromising employee privacy when slicing and exploring the data. This triggers the Data Protection levels (DPA) built into the Product. We have found that 9 levels works the best to balance the needs between drilling into detail, protecting employee privacy, and having the data points to get the most out of the text analysis.

How do I handle department matrices, cross-functional or dual-reporting relationships?

If you have a cross-functional or matrix structure in your business, we recommend that you structure your hierarchy against your primary reporting lines. You can then add an additional attribute against which you can filter when seeing the results.

For example, one might have Department in the hierarchy (‘Sales’, ‘Marketing’, ‘Finance’, etc), but then Country Team as an attribute (Country Team = ‘France’, ‘Germany’, ‘Spain’). An attribute (such as ‘Country Team’) can be provided directly using an employee register file, or collected as a question in the actual survey.

Note that you can only currently share online reports by hierarchy, not by attributes.

An alternative is to use one of your hierarchy levels as the cross functional level.  For example, hierarchy level 1 is the Department as before (‘Sales’, ‘Marketing’, ‘Finance’, etc), but hierarchy level 2 is the cross-functional team (Sales + ‘France’, Sales + ‘Germany’, Sales + ‘Spain’). While the hierarchy becomes bigger to handle, the benefit is that you will be able to share online reports with both department and cross-functional line managers.

To discuss ideas on how best to set this up, please contact your Qlearsite Account Manager.