This article will cover:

  • What is the engagement toggle & its implications
  • Viewing employees that are marked as inactive
  • Marking an employee as active or inactive
  • Manually bulk updating employees as inactive or active
  • Bulk updating employees as active or inactive via CSV import

The engagement toggle and implications

It is possible to manage whether the survey should be sent or skipped for a particular employee by setting their Engagement as enabled/disabled. 

You can use this functionality when your employees are going on a long leave ( eg. maternity/paternity leave, sabbatical), so they will not receive any Peakon survey email or reminder for the subsequent rounds. 

To exclude an specific group of employees from receiving surveys, we suggest excluding this segment from your survey by using the targeting option, instead of managing this on employee level.

If the employee has left the organization, we recommend using Separation Date and Reason attributes instead, so they no longer count towards the employee limit.

Viewing inactive employees

If you need to review the current Engagement status for the employees uploaded in Peakon, you can use the filters available. 

  1. Click on Configuration > Employees
  2. On the left sidebar, click on the Engagement filter option and filter by Enabled or Disabled

Marking an employee as active or inactive

  1. Go to Configuration > Employees
  2. Select an employee's record to open their profile
  3. Scroll to the bottom of the profile page and locate the Engagement option
  4. Use the toggle switch to allow to either mark the employee as Inactive or Active

The employee will not be included in future survey rounds, until they are made active again. 

Manually bulk updating employees as inactive or active

  1. Go to Configuration > Employees
  2. Narrow down your results to the group of users you want to update
  3. Bulk select these users by clicking on the checkbox next to the employee name (make sure to select all if updating more than 50 users)
  4. Select the green Edit icon at the top-right
  5. You will then be able to select the engagement icon and toggle the switch either as either Active or Inactive

Bulk updating employees as active or inactive via CSV import

It's also possible to bulk update employees' engagement as active or inactive while importing users via CSV file:

  1. Add a column to the sheet and name it Engagement
  2. For each employee set the value to be either Active or Inactive
  3. Import the file back in to the system

The changes will be valid for the next survey round. 

Article: Using the Separation date and Separation reason attributes
Article: Adding and updating employee records via CSV file
Article: Targeting Survey Schedules to Specific Segments of Employees

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