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What Is

  • Why you should complete your organization's Reporting profile before accessing surveys
      User Permissions √ Primary Admin √ Admin Member   What is Our Reporting Profile? Your Reporting profile acts as a core data repository. It allows you to store essential, reusable information in one place—information that can then be automatically populated into your surveys. By centralizing this data, you enhance your organization’s ability to maintain accurate, up-to-date, and c...
  • Core Data
        What is, and isn't, Core Data Core data is any data that is unique and unchanging to the organization registered, outside of ongoing maintenance, such as new hires, attritions, policy changes, etc.   Below is a table detailing the most common types of data requested and their source. Core data is at the organizational level, and it does not very based on request.   Type Source Based on ...

How to

  • Define your Senior Leadership team
      While Senior Leadership can vary between organizations, RoundTables defines these decision makers as the highest levels of leadership and executive management. This includes C-Suite and those individuals reporting directly to the CEO (or Managing General Partner) who manage a division with profit and loss (P&L) within an organization. In larger organizations, this may also include individual...
  • Reopen a submitted survey
    How do we reopen and edit our survey submission? Contact us: Your organization can submit a request to reopen your survey if the due date has not passed.   What will change when my survey is reopened? Status: Your organization will be reported as in-progress to your survey host until it has been submitted again.  Analytics: Any data in your prior submission will be excluded from your survey hos...
  • Whitelist your organization's internal email domains
    User Permissions √ Primary Admin √ Admin Member   Whitelisting internal email domains is a a valuable tool for maintaining the security, integrity, and ease of your organization's user verification process. When a new user registers, their email domain is checked against your Whitelist. If their domain matches one on your list, your organization will be visible for selection to join...
  • Generate and view scores
    How do we generate our scores? Reporting: Your organization can now receive it's current LPI Score and related subsets by completing and maintaining its Reporting profile.   Who can alter our scores? Reporting: The data contained within Reporting is restricted to Admins and your Organization's Primary Admin. It cannot be viewed or altered by other Members. Surveys: Surveys are prepopulated with...