Create Your Organization

When you set up your organization in GAIS, it becomes easier to manage your surveys – both now and in the future.

Note: Some features in this guide are only available with paid subscriptions.
If you don’t have access to a specific function, please don't hesitate to contact us to learn more about our subscription options.

To create your organization, you need to upload a data file with information about your employees.
You can download a template for Pro here and for Premium/Enterprise here

Select “Organization” from the main menu

✔ Check that your data file is correct – refer to our guide on creating a well-structured data file.
✔ Talk to your Customer Success or Product Specialist to make sure all necessary information is included.

Once your data file is ready, you can create your organization by clicking “Create your organization” or by dragging the file into the green upload area.

Tip: Uploaded the wrong file?
Don’t worry – you can always start over.

After the upload, you will be able to see how many people the file includes. For example, if your file contains 49 employees, GAIS will register 49 names and email addresses. Click “INFO” to view the list of names and emails.

Once everything looks correct, click “Next”.

Organization Setup

Immediate Manager

You will be asked whether your file contains a column with the immidiate managers.
If yes, click “Yes” and select the appropriate column from the dropdown.

Tip: If a manager isn’t listed in the data file (e.g. your CEO), click “Add manager not in the column”.

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 email addresses, they can instead respond using a unique code.
To enable this, your file must include a column named “distribution” where each row says either “mail” or “code”, depending on how the individual should respond.
Read more in the guide: Send surveys using the code solution.

Once the distribution column is mapped, you’ll see how many will respond via email and how many via 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 to the system, meaning you tell GAIS which information should be used as filters in the survey. To fetch information from your file, simply select “Fetch from my data file”.

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.

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:

Update your organization with a new data file
Download existing info
Connect your HR system
Or delete the organization entirely if needed

Want to explore what your organization includes?

You will find more information under each menu item. In the top right corner, you will also see when it was last update

If you have questions about how to create your organization, feel free to reach out to your Customer Success Specialist.