Managing your account

Get started here with the basics of your dashboard

Michael Dean avatar Brett Morrone avatar Kristiana avatar
27 articles in this collection
Written by Michael Dean, Brett Morrone, and Kristiana
Employee Administration

Adding employees manually

How to add employees manually and send a new employee their survey
Kristiana avatar
Written by Kristiana
Updated over a week ago

The personal dashboard guide for administrators

Enabling the personal dashboard and best practice
Kristiana avatar
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.
Kristiana avatar
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
Kristiana avatar
Written by Kristiana
Updated over a week ago

Adding a new system administrator

How to add new admins to your Peakon account
Kristiana avatar
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
Brett Morrone avatar
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
Brett Morrone avatar
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
Brett Morrone avatar
Written by Brett Morrone
Updated over a week ago

Including or excluding users from the survey

Marking users as active or inactive in Peakon
Kristiana avatar
Written by Kristiana
Updated over a week ago