This article covers the following:
- Accessing questions
- Deactivating questions
- Customizing driver and open-ended questions
- Adding custom questions
- Driver and open-ended question frequency
- Targeting questions to specific segments of employees
1. Accessing questions
- Click on the “Configuration” option in the left menu
- Select “Questions”
- Driver and sub-driver questions are viewed from the “Driver question” tab
- Open-ended questions are viewed from the “Open-ended Question” tab
Account administrators are able to access and manage questions. In addition, any employee who has been granted access by the account admin to administrator questions will also see the “Question” option in the left menu when they log into Peakon.
2. Deactivating questions
- Use the toggle switch on the question to deactivate a specific question
- By switching the toggle off, the question will not be actively used in surveys
- It is not possible to deactivate the main engagement question that appears first on the list
An example of when you might want to deactivate a question is when it’s not applicable to your organization; i.e. the Autonomy sub-driver question for “Remote work” satisfaction, might not be a good question for manufacturing company to ask their factory workers, given that it’s unlikely they would have a remote work policy.
3. Customizing driver and open-ended questions
Customizing a question is a good option if you need to make a small tweak to a question. As Peakon uses standardized questions, it’s important that the meaning of the question is not altered when customizing a question. For example, replacing “co-worker” with “colleague” would not alter the meaning of the question.
Where possible, we recommend not customizing questions, however, the option is available if needed. For advice on customizing questions, please get in touch with your customer success manager or reach out to support@peakon.
To customize a question:
- Click on the “Edit” option beside the toggle switch on the question.
- Click on the “Localisation” option
- A list of all the question translations will appear
- Customize the question in each relevant language employees will be taking the survey in
- Click on the green "Update" icon to save changes
4. Adding Custom Questions
Adding custom questions to the question library is a good option when there is no default question to cover a certain topic. It’s possible to add custom driver, sub-driver, and open-ended questions.
When adding a custom driver question, you will be required to relate the question to an existing driver or sub-driver. We advise getting in contact with a Customer Success Manager or with our support team at firstname.lastname@example.org who will be able to review the question and provide help in classifying the question under the relevant driver.
To add a custom driver question:
- From the driver question tab click on the black “Add question” icon at the top right of your screen
- Select the relevant driver or sub-driver from the “Driver” option. The question needs to fall into one of these options
- Add the question in the “Question” field
- Click on the “Localization” icon and add translations for each language employees will be taking the survey in.
- Click on the “Advanced” option to add any question targeting.
To add an open-ended question:
- From the “Open-ended questions” tab, click on the black “Add question” icon at the top right of your screen
- Add the question in the “Question” field.
- Select the question frequency from the “Frequency” options
- Click on the “Localization” icon and add translations for each language employees will be taking the survey in
- Add any question targeting by clicking on the “Advanced” options
5. Open-ended question frequency
- From the “Open-ended questions” tab click on the “Edit” icon.
- From the “Frequency” field, select one of the following options:
- Always - employees will be asked the question on every survey round
- Once - employees will be asked the question once only. Once an employee receives the question, they will not be asked the question again in future survey rounds. For example, this option can be used when asking onboarding and offboarding style questions.
- Weekly - the question will be asked weekly
- Bi-weekly - the question will be asked bi-weekly
- Monthly - the question will be asked monthly
- Quarterly - the question will be asked quarterly
When running a survey on an automatic mode frequency (i.e. not a manual survey frequency) the open-ended question frequency determines how often an employee will be asked a particular open-ended question.
It’s possible to set the question frequency to exceed the survey frequency. In such instances, the question would be asked at the same frequency as the survey.
When running a survey on manual mode frequency, all active questions will be asked and the open-ended question frequency settings will be disregarded.
Multiple schedules and open-ended question frequency
When running multiple schedules on different automatic frequencies, for example a weekly survey and a monthly survey, and an open-ended question frequency is set to weekly, the question will be asked in each monthly survey and also in each weekly survey - provided the question was targeted to both schedules.
Conversely, if the open-ended question frequency was set to monthly, it would be asked every time on the monthly survey and once a month on the weekly survey.
6. Targeting Questions to Specific Segments
On Peakon, it’s possible to target certain questions to specific segments of employees. For example, Targeting onboarding questions to new hires and offboarding questions to leavers to ask about their onboarding experience when they joined your company or in the case of leavers, specific questions about their choice to leave.
Adding a target to a question means it’s possible to include or exclude certain questions being asked to employees in specific segments.
To target a question to a specific segment:
- Click on the “Edit” option on the question
- Click on the “Advanced options” to reveal question segmenting options.
Only including is used when a question should only be asked to employees within a specific segment. This is an 'OR' condition which means that an employee does not have to be part of all listed segments to be included, but any of the listed is enough.
Excluding is used for excluding employees within specific segments from being asked the question.