Organizations

Every survey group or virtual sort group must be associated with an Organization. Organizations provide a way to group data and view results across multiple divisions or groups while maintaining overall structure and consistency.

To manage or create Organizations, navigate to Digital Talent Tools → Organizations. You can create as many Organizations under your account as needed to support your surveys and virtual sorts.

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Add an Organization #

Menu Path: Digital Talent Tools → Organizations → Create Organization.

Instructions:

1. Click Create Organization
2. Fill out all required fields in the form:
   • Organization Name* – Enter the official name of the Organization.
   • Organization Address* – Street address of the Organization.
   • Organization City* – City where the Organization is located.
   • Organization State* – State or region of the Organization.
   • Organization Zip* – Postal code of the Organization.
   • Contact Name* – Main point of contact for this Organization.
   • Contact Email* – Email for the primary contact.
   • Communication Email* – Email for system notifications.
   • Contact Phone* – Phone number for the primary contact.
   • Organization Size* – Total number of employees (integers only).
   • Organization Economic Sector* – Select from the dropdown list.
   • Organization Type* – Select from the dropdown list.
   • Organization Logo (Optional) – Upload an image to display on surveys, virtual sorts, and reports.
     • Image requirements: Maximum 250 pixels high and 350 pixels wide.
     • If no logo is uploaded, the TalentTelligent logo will be displayed.
     • To remove a previously uploaded logo, check “Check to remove logo.”
3. After creating the Organization, any new survey or virtual sort group will prompt you to either:
   • Select an existing Organization, or
   • Add a new Organization.

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Edit an Organization #

Menu Path: Digital Talent Tools → Organizations → View/Edit.

Instructions:

1. After creating an Organization, you can edit or update its details.
2. Click View/Edit next to the Organization you wish to update.
3. Update any of the fields as needed. All previously entered information is saved for easy editing.
4. When finished, click Edit Organization.

The Organization will be successfully updated and saved with your changes.