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Managing your account
Managing your account
Get started here with the basics of your dashboard
+1
28 articles in this collection
Written by
Michael Dean,
Brett Morrone,
Kristiana
and 1 other
Access by question set
Administering user access to different question sets
Written by
Hannah
Updated over a week ago
Account Settings
Setting up company information
How to setup your company information and support access in your account
Written by
Brett Morrone
Updated over a week ago
Deleting your organisation's Peakon account
If you no longer wish to use Peakon, here's how to delete your data.
Written by
Michael Dean
Updated over a week ago
Dashboard Product Settings
For admins to configure driver sorting, engagement score, comment date visibility and score aggregation for drivers
Written by
Brett Morrone
Updated over a week ago
Languages supported by Peakon
A list of the available languages and a guide to administering localisation in your organisation.
Written by
Kristiana
Updated over a week ago
Giving dashboard access
Managing access control groups and permissions
Understanding the default access control groups, adding and removing users from groups and notifying users to log in
Written by
Kristiana
Updated over a week ago
Access control permissions explained
A list of all permissions and what they mean, as well as how they look when enabled
Written by
Brett Morrone
Updated over a week ago
Adding local administrators with limited access
Configuring the dashboard for local administrators to manage their own area
Written by
Kristiana
Updated over a week ago
Attributes and Segments
Setting up attributes and segments
How to set up attributes and segments to categorise your employee base
Written by
Kristiana
Updated over a week ago
Granting segment access to managers
How to enable or remove managers from segment specific access
Written by
Kristiana
Updated over a week ago
Combining results from multiple segments
How to create a dashboard that combines the results from existing segments
Written by
Brett Morrone
Updated over a week ago
Restricting access to attributes or segments
How to restrict an entire attribute or a specific segment from being viewed by certain groups of managers
Written by
Kristiana
Updated over a week ago
Marking users as leavers
What to do when employees leave, and how to interpret leaver data on separation segments
Written by
Kristiana
Updated over a week ago
Automatically populating segment hierarchies
How to set up and use hierarchical segments
Written by
Kristiana
Updated over a week ago
Updating employees and segments
How to update employee or team details, make changes retroactively and troubleshoot incorrectly uploaded employee data
Written by
Kristiana
Updated over a week ago
Measuring the engagement of your managers vs. your employees
How to create segments that allow you to compare the engagement between employees and people managers
Written by
Brett Morrone
Updated over a week ago
Employee Administration
Adding employees manually
How to add employees manually and send a new employee their survey
Written by
Kristiana
Updated over a week ago
The personal dashboard guide for administrators
Enabling the personal dashboard and best practice
Written by
Kristiana
Updated over a week ago
Viewing and searching employee records
How to search for and view employee records, their reporting lines, access control privileges, and survey rounds they have been added to.
Written by
Kristiana
Updated over a week ago
Adding a new manager and giving them dashboard access
How to add a new manager to Peakon, give them the correct reporting lines/team view and appropriate permissions
Written by
Kristiana
Updated over a week ago
Adding a new system administrator
How to add new admins to your Peakon account
Written by
Kristiana
Updated over a week ago
Managing employee data via data imports
How to bulk add and update employees using the data upload method with Excel
Written by
Brett Morrone
Updated over a week ago
Troubleshooting errors and warnings when using the file import method
Troubleshooting errors when importing employee data using the file import method
Written by
Brett Morrone
Updated over a week ago
Setting the employee timezone and language preferences via an Excel import
How to bulk update the timezone and language fields on employee records using the Excel import method
Written by
Brett Morrone
Updated over a week ago
Including or excluding users from the survey
Marking users as active or inactive in Peakon
Written by
Kristiana
Updated over a week ago
Topics, Comments and Values
Enabling and using the sensitive comments feature
How to setup the sensitive comments feature, add custom trigger words, and filter on sensitive comments
Written by
Brett Morrone
Updated over a week ago
Actions
Add your custom company resources and actions
Adding custom company resources and actions to Peakon’s Improve area.
Written by
Kristiana
Updated over a week ago
Enabling Actions for Access Control groups
Written by
Brett Morrone
Updated over a week ago