The context switcher is located in the top left-hand corner of the Peakon dashboard, and allows users who have access to multiple datasets to switch between them.
The context has an impact on all of the data contained within the dashboard, including all engagement and driver scores, comments, and even the benchmarks used. You can think of the context switcher as an all-round filter to all survey data.
For example, if you are a location manager (and therefore have been assigned the location segment), but also have your own team of direct reports, the context switcher allows you to switch between your direct reports and the location you are responsible for.
Dashboard users typically fall into one of three categories, each with different levels of access:
Users who are in the Administrator group can set their context to any available segment within the entire organisation. This acts as a global filter for the entire dashboard, and enables a segment-within-a-segment view.
The context does not just control the data used to produce the scores that populate the dashboard, it additionally controls which benchmark is applied.
- When the context is set to the whole company, engagement and driver scores for that segment will always be benchmarked against an appropriately chosen external benchmark.
- When the context is set to a specific segment within the company, which could be e.g. an office location, a department, an age group or a tenure category, the scores for that segment will be benchmarked against the company score. As soon as you then dig deeper, by looking at subsegments, the benchmark used will be the score of the context.
For the company context:
For a segment context:
An administrator sets their context to the company, and looks at the engagement score of the Marketing department (7.0). Since Marketing is a subsegment of the overall company, this number is benchmarked against the overall company score.
The administrator then sets their context to London, and then looks at the Marketing department segment. The score has now changed (8.1), since now they are looking specifically at the Marketing employees in London. Additionally the benchmark has changed to be compared against the London average engagement score, instead of the company wide engagement.
The majority of managers will only have access to one or two contexts, depending on the number of employees they have directly reporting to them. They will not have the ability the switch context to any segment other than their direct reports or all reports segments.
For a manager's context:
3. Managers with additional access
It is possible to add a specified set of employees as managers of a particular segment. This means that a employee who is not in the Administrator group can still change their context to that segment, and see it exactly as an administrator would. The rules for which benchmark is chosen are exactly the same as if the user were an Administrator.
Segment Specific Benchmarks
Administrators can override the benchmarks used for any segment. In such instances, when viewing in the context of that segment, the segment specific benchmark will be applied.