How to exclude users from Engagement surveys

Last updated: March 20, 2026

Quick Summary

You can exclude users from Engagement surveys by targeting specific participants, disabling survey participation per user, or using HRIS data filters. The right method depends on whether you want to exclude users temporarily or permanently.

Steps

  1. To target specific users, go to the survey setup and use the Participants field to include only the desired users or segments.

  2. Review the participant list to confirm the correct audience is selected.

  3. To exclude an individual from all surveys, go to Members.

  4. Click the edit icon for the user.

  5. Unselect Participating in engagement to fully exclude them.

Tip: For one-off surveys, you can also target individual questions to different participants within the same survey.

Common Issue

If a user still receives surveys after being excluded, check:

  • Whether the change was made after the survey was already sent

  • If the user was re-enabled during an active survey

Fix: Changes only apply to future surveys. If re-enabled during an ongoing survey, the user will receive that survey.

FAQ

Q: Can I exclude users automatically using HRIS data?

A: Yes, HRIS integrations can exclude users based on fields like employment status, legal entity, or custom attributes (e.g., temporary workers).

Q: Do excluded users affect survey results?

A: No, excluded users are not counted in response rates and do not skew results.

Q: Does excluding users affect who can see results?

A: No, survey participation settings do not impact results visibility.

Need more help?

Contact support@teamspective.com