This article covers the following data aggregation settings and processes

  1. Background
  2. Configuration
  3. Data Aggregation
  4. Time for all data
  5. Time for former employees
  6. Engagement and driver score aggregation process
  7. Segment score aggregation

See the accompanying Data anonymity settings article for the following settings and aggregation processes:

  • Data Anonymity
  • Minimum segment size
  • Data visibility threshold
  • Difference anonymity level
  • Comment anonymity level
  • Score anonymity process
  • Topic anonymity process
  • Topic aggregation

See the accompanying Time for each driver of engagement data aggregation setting article for: 

  • Time for each driver of engagement aggregation setting

1. Background

Traditionally employee engagement surveys are performed once a year, where all employees in the company are asked the full set of questions. This means that the company and its managers only have up-to-date engagement data once a year, and that the employees have to  go through a very long survey.

Peakon instead provides a more frequent survey, that will ask a subset of questions for each survey round. In addition, Peakon also supports different survey frequencies and questions for different parts of the company. This provides up-to-date engagement data for the company and its managers, and a better survey experience for the employees. Specifically, it saves employees from survey fatigue.

Even when multiple question sets and frequencies are used, Peakon is able to give an overview of the full set of engagement drivers across the company and its segments. This article describes how Peakon aggregates data over time and over different questions as well as how anonymity is ensured.

2. Configuration

The following options are configurable through the product and used in the aggregation and anonymity protection – these are shown in the screenshot below. This area of the dashboard is available to administrators and accessed via the settings option in the left menu.

3. Data Aggregation

On Peakon, the “Time for all data” and “Time for each driver of engagement” aggregation settings  allow for an employee’s most recent survey results to be included in scores. This is especially relevant since Peakon uses question sampling to reduce the amount of questions being asked in surveys running on an automatic frequency mode.

To illustrate how these two settings work, a simplified example will be used below:

4. Time for all data

This setting sets a global window for scores to be considered. Peakon calculates the end-point of the window automatically. This is not measured from today, instead this is set by the last score to any question by any employee. In this case our end date is January 2019, since nobody has answered in February yet. 

For now, ignore the impact of the Time for each driver of engagement setting, this will cover that next. 

Option: Setting "Time for all data" to "1 year"

We go back 12 months from January 2019, and throw out all data from outside this window. 

Peakon then takes the latest score for each question.

Option: Setting "Time for all data" to "3 months"

We go back 3 months from January 2019, and throw out all data from outside this window.

Then we take the latest score for each question, but in this example that has no impact as there is only one score per question within the time window. 

Compare this to the previous result: 

  • The scores given by Harriet to Autonomy - Flexibility and Autonomy - Remote Work will not be included
  • Matilda will not contribute any data at all

5. Time for former employees

This setting controls how long scores will be retained and aggregated for employees that have left the company. Once an employee leaves, either by setting the separation date or deleting them completely, their most recent scores will still be included for either one, three, or six months from the leaving day or day of deletion.

6. Engagement and driver score aggregation process

The base date for the following calculations is always the end of a survey round. The current score for a company or segment is calculated from the end of the last round.

Data aggregation happens via the following process:

  1. Any answers from survey rounds that fall outside of the “Time for all data” window are excluded.
  2. Any answers from former employees that were deleted from Peakon are excluded if they fall outside of the “Time for former employees” window.
  3. Any answers for a given employee and driver question, that fall outside of the “Time for driver of engagement” window, are excluded.
  4. Only the most recent answer for each question for each employee is retained.
  5. The average score for each employee and driver/sub-driver is calculated.
  6. The average score for each driver/sub-driver is calculated.

This process provides the following benefits:

  • Enables sampling of questions from survey to survey, while still retaining an accurate picture of all drivers across the company.
  • Allows inclusion of results from different parts of the company being surveyed at different frequencies.
  • Ensures that only recent answers for each employee are utilised to provide the most accurate picture of the company engagement.
  • Responses from former employees are only kept around for a short amount of time.

7. Segment score aggregation

When scores are calculated for an individual segment, the same process as above is followed. However between step 4 and 5, only scores from employees within the given segment are considered.

Article: Data anonymity settings
Article: Time for each driver of engagement data aggregation setting

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