1. Create Your Organization

When you create your organization in GAIS, it's much easier to keep track of your data and surveys, both now and in the future.

Please note that GAIS Organization is included in our paid subscriptions.

What is a GAIS Organization?

The organization is the structure and 'relationships' that are established through a data file uploaded to the GAIS platform.

Examples: which employees report to which managers, who belongs to a certain department, what languages different participants speak, etc.

Watch the introductory video to GAIS Organization here.

How to find Organization on your company profile

When you go to your company profile, you'll find Organization in the top bar.

Organization is created based on a data file

To create an organization, you need to upload a data file with information about the participants in your surveys.

Download a data file template for GAIS Pro and GAIS Premium/Enterprise here (scroll to the buttom).

✅ Check that your data file is correct; this is crucial for getting the most out of your surveys.

See our guide on how to create a good data file.

To create the Organization

After you have checked that your data file is ready, you can create your organization. You do this by either clicking on "Create your organization" or by dragging the file into the green field.

Tip: Uploaded the wrong file? Don't worry—you can always start over and upload the correct file.

Further Organization Setup

After uploading, you'll see how many people were found in the file. For example, if your file contains 19 people, you'll see that GAIS has registered 19 names and email addresses. You can click on INFO to see a list of the names and email addresses.

Once everything looks correct, click "Next."

Immediate Manager

You are now being asked if there is a column in the file for immediate manager.

If you have a column for immediate manager, click yes. Then, in the dropdown menu, select the Immediate manager's email.

Note: We use the immediate manager's email for the connection because email is a unique identifier on the GAIS platform. If we only used the immediate manager's name, there could be a risk of two managers having the same name, and the platform wouldn't know which one to link to the individual employee.

However, in the questionnaire, the immediate manager's name, not the email, will be shown to the individual participant.

Departments and Teams
You will now be asked if your file includes a column for departments or teams. Choose the relevant column, and GAIS will automatically create data segments. You can always add more later if needed.

Distribution (Email or Code)

If some employees do not have an email address, they can still complete the survey using a unique code.

Please note that this feature is part of the GAIS Premium/Enterprise subscription.

If you want to use codes to collect responses, you need a column in your data file called distribution. In this column, you will write either "mail" or "code" for each person, depending on how they should complete the survey.

Once you have matched the distribution column, you will be able to see how many people will respond via email and how many will use a code.

Language
We strongly recommend including a language column in your data file.
If no language is specified, GAIS will default to sending the survey in English, even if your company speaks another language.
By including a language column, each employee will receive the survey in their preferred language. Find the available languages here: Choose languages for company surveys

Filters

Now you need to map your data file with the system—that is, you need to tell GAIS which information from your data file should be used as filters in the measurement. If you want to use the information from the file, simply select "fetch from my data file." We encourage you to always get data from the data file if it is available there. This way, you bother the participants as little as possible with background questions they have to answer.

There are three types of filters:

Auto-created filters
If you’ve already added manager or department/team data, filters will be created automatically.
Required filters
GAIS always collects data on age, gender, job title, and country. For each, choose whether to:
- Retrieve the information from your data file, or
- Ask participants directly in the survey
Additional filters
These are custom filters you choose to add. Again, you’ll decide whether the data should be pulled from your file or asked during the survey.

Note: Under Immediate Manager, you should select Immediate Manager and NOT Immediate Manager Email. This ensures that you can later filter by the managers' names and not their email addresses.

Approve Your Organization

Once everything is set up, you’ll get an overview of your organization.
Verify all information is correct, then click “Approve and create organization”.

If something needs correction, you can go back at any time.
Or restart from the beginning by clicking “Intro” and uploading a new file.

Overview of Your Organization

After setup, you will see a complete overview of your organization and all registered information.
You can explore each menu item to see details and check when the organization was last updated.

If changes occur, you can always:

TIP: If any changes occur, you can always update the organization with a new data file, download information, or make other adjustments