Guide to Using The Global Benchmark 2026 Online Software

In your welcome email for the Global Benchmark you received the username and emails of people who will have access to your online survey. Only the people whose emails were provided in that email are able to login and work on your Global Benchmark submission.

Logging In

• Use the link provided to you in your welcome email to access the Global Benchmark online software

• You will need to login via the credentials provided to you in the email from the 2nd of February.
• Please note: each person who is listed within your Global Benchmark welcome email, will receive their own individual password via email on the 2nd of February when the Global Benchmark officially opens for submissions.
• To log in, use the "sign in" link in the upper right hand corner of the screen. You will not be able to view your dashboard until you are signed in. If you have already logged in, you can proceed right to your dashboard through the blue button in the middle of the screen.
• Once you are logged in choose your username/email from the top right corner of the screen and then choose Profile to navigate to your profile. There you will be able to change your password.
• If you need to reset your password, please email benchmark@workplacepride.org and we will send you a new password.

Each login within your organization only has access to the survey information within your organization's submission.

Access the Survey

• If you are the first person logging in you will need to start a new survey. Otherwise you will be able to continue a current survey.

• It is not possible to have multiple surveys within one organization.
• On your dashboard, you will be able to see the status of your Global Benchmark survey; during the submission phase, if your survey has been started, the status will be "In Progress"

• Click your survey to continue working on it.

Filling in the Survey

• In the main page of your survey, you'll see a chart showing the section number/ID, the section title (ie: Policy & Communication, Employee Network, etc.), the progress of each section and it's status. At the bottom of the page, are two blue buttons.
• On the left is Submit Survey (Note: only use this button when you are completely done with your survey as it will lock the survey for you, preventing you from changing/adding/removing any information, in order for the initial review to occur).
• The button on the right is Download Survey Report with this button you can download a file all of your answers compiled in one place.

In example above, you can see that most of the sections are listed as not started, and one is listed as complete and one as partial.

• Start by filling in your demographics. Click the section name and fill in the questions on the subsequent page, then choose the "save demographics" button at the bottom of the page.

Please note, you must fill in your demographic information in order to complete the rest of the survey. To save your demographics, you must choose the "Save" Button at the bottom of the page

When your demographics has been saved, you'll see a green bar at the top of the demographics page indicating this information.

Note: When you leave the demographics page, either by choosing "Next section" or "Back to survey" you'll see a popup warning you that if you leave the page any non-saved data will not be saved. If you have viewed the green "Saved Demographics" bar, you can disregard this message.

• On each section page, you will see three buttons at the bottom: "Back to survey" which will take you back to the landing page of your survey; and "previous section" and "next section" which will take you to the next or previous sections of the survey directly.
• At the question level, you will also have the button "back to section" (not visible in the image below)

• On each of the question pages, you'll find the pillar topic (i.e.: Policy & Communication) and the questions associated with each. Again, you'll see the question ID (i.e.: 1-1), the question text, the progress, and the status of each. Click each question to open it and submit your response.

• On the answer pages, for example 1-1, before the answer ID (i.e.: 1-1.1) you will see a check box. Fill in the checkbox to indicate that the answer applies to your organization.

Please note: if evidence is not required for the answer you've chosen, the status column will change to "complete" as referenced in the image on the right above. If evidence is required, the status will change to "Evidence required" and a new blue button will appear to the right of the status column, prompting you to add evidence.

Adding Evidence

Important: when you add evidence, you will need to choose the "Save and Close" Button on the evidence popup in order for your evidence to save to the survey.

• If evidence is required, you will need to add an evidence file. The status will also indicate "Evidence Required." To add evidence, choose the blue "Evidence" button on the far right. In the popup, you will need to use the button "add supporting evidence." Add your evidence and then choose the blue "save evidence" button. When you're done adding evidence, choose the blue "save and close" button to return to the survey. Once your evidence has been added, you'll see that the status for the answer you've checked is marked as "complete."

You can also always edit or remove the evidence later.

Please note: in the popup box for adding supporting evidence, you may either add supporting text or links in the open text box or add documents through the file upload button. You may add multiple files as evidence if it is necessary.

Partially Complete Status

• If you're looking at the main page of your survey and you see a Partial status, as indicated below, this might mean that you haven't answered a question within that section of the survey. It is also possible that you've checked the box, but have not provided evidence for the answer.

Remember if your organization doesn't do a particular action point on the survey, you can always indicate such. This is usually the first answer within each question.

• Everyone who you've given a login to has access to filling in your Global Benchmark survey. It is always possible that someone in your organization's team will add or remove evidence or change the answer to a question. If you have uploaded evidence, and someone else on your team unchecks the box, the evidence will also be removed. If you later re-check that box, you will also need to add the evidence again to that answer.

Submitting your survey

• When you're ready to submit the survey, please choose the white button at the bottom, Submit Survey You'll see a popup confirming that you're ready to submit your survey.

Note: Choosing the Submit Survey button will lock the survey for you and your organization. When the survey is locked, you will not be able to change, add, or remove any checkboxes or evidence. Locking the survey signals to the Global Benchmark team that we should conduct our initial review of your survey.

Printing Current Survey

• After you have submitted your survey, the only button you will have access to is Download Survey Report

• This button can be used at any time, even when your survey is not yet complete. It will allow you to download a file of report of your current submission.

Understanding the Progress Column

The Progress column shows how many items you have completed within each question (and within each section on the main survey page).

On the main survey page, and before you have started a section, you will always see 0 / X. The 0 means 0 completed items out of X number of questions to answer in that section.

In each of the sections (i.e. Policy & Communication) before you've started you will see 0 / ?. The 0 means 0 completed items out of and unknown number of selected items. Once you select one or more checkboxes, the second number will update to show how many items you have selected.

In both the main survey and in each of the questions, the first number will show how many of those selected items are fully complete, including required evidence uploads.

For Example

If you select 3 items and 2 of them require evidence, but you haven't uploaded that evidence yet, the Progress column will show: 1 / 3.

This means 1 item is complete out of 3 selected items

Optional "#-Other" questions

In each of the 8 main sections, the final question is labeled "#-Other". These questions are optional.

They are only included in the Progress calculation if you enter text into them (evidence is required if you enter text).

Understanding the Status Column

At every part of the survey, you'll see a status in the status column. This represents how complete your survey is at each level.

Not Started means that you haven't started that section.

Partial means that you have started, but not completed that section. This may include answers for which you've checked the box, but have not added evidence when evidence is requested

Evidence Required means you will need to add text and/or upload documentation in order for the status to change to complete. This status will show in all places where evidence is required.

Complete means you have completed that section. In sections 1-8 you must fill in an answer for each of the questions in order for your survey to show the complete status. If you have not done the item in question, choose the first answer (ID x-x.1) to indicate you have not done it. This will mark your status as complete in the question and in the section.

For example, checking the box 1-1.1 (We did not have a workplace inclusion policy) will mark the status for this answer as complete, and will mark the status of 1-1 as complete.