Managing your account

Get started here with the basics of your dashboard

38 articles in this collection
Written by Michael Dean, Brett Morrone, and Kristiana

Account Settings

Setting up Company Information

How to setup your company information and support access in your account

Written by Brett Morrone
Updated this week

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

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 this week

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 this week

Adding local administrators with limited access

Configuring the dashboard for local administrators to manage their own area

Written by Kristiana
Updated this week

Questions

Managing survey questions

Customizing existing questions, targeting questions, setting question frequency and adding custom questions

Written by Kristiana
Updated this week

Targeting onboarding questions to new hires and offboarding questions to leavers

Learn what's working well in your onboarding process and uncover why employees left your organisation by using targeted open-ended questions

Written by Brett Morrone
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 this week

Custom Survey and Segment Branding

Adding a survey brand logo to your surveys and using segment branding when surveying employees in multiple entities or brands

Written by Brett Morrone
Updated this week

Granting segment access to managers

How to enable or remove managers from segment specific access

Written by Kristiana
Updated this week

Combining results from multiple segments

How to create a dashboard that combines the results from existing segments

Written by Brett Morrone
Updated this week

Allowing employees to populate their own segment data

Enabling employee editable attributes to collect or validate demographic data from individual employees directly at the start of the survey

Written by Brett Morrone
Updated today

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 this week

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 employee or team details, make changes retroactively and troubleshoot incorrectly uploaded employee data

Written by Kristiana
Updated this week

Marking users as leavers

What to do when employees leave, and how to interpret leaver data on separation segments

Written by Kristiana
Updated this week

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 this week

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 this week

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 this week

Adding a new system administrator

How to add new admins to your Peakon account

Written by Kristiana
Updated this week

Adding and updating employee records via CSV file

How to bulk add and update employees using the data import method

Written by Brett Morrone
Updated this week

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

Viewing and exporting Comments

How to view and export comments

Written by Brett Morrone
Updated over a week ago

Highlighted Comments

Understanding how highlighted comments are identified

Written by Brett Morrone
Updated over a week ago

Using Acknowledgements in Comments

These simple gestures can have a huge impact on participation and the quality of feedback you receive.

Written by Michael Dean
Updated over a week ago

Using Conversations within Comments

How to setup and use the conversation feature.

Written by Brett Morrone
Updated over a week ago

Reviewing your Comments Topics

How Peakon finds the common topics employees raise in their comments.

Written by Kristiana
Updated over a week ago

Setting up your Values questions: The essence of your organisation

Using Values to track your employees alignment to your company's core values

Written by Brett Morrone
Updated this week

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 this week

Actions

Developing your leadership skills with the Improve area

Using the improve area for developing your leadership skills using suggested resources and actions

Written by Brett Morrone
Updated over a week ago

Add your custom company resources and actions

Adding custom company resources and actions to Peakon’s Improve area.

Written by Kristiana
Updated this week

Viewing and assigning actions to Managers

How to view actions that managers have added and add actions to managers' dashboards

Written by Brett Morrone
Updated over a week ago

Creating your own Action plan

Address employee feedback by planning and tracking actions in Peakon

Written by Brett Morrone
Updated over a week ago

Enabling Actions for Access Control groups

How to grant access to Actions for specific roles in Peakon

Written by Brett Morrone
Updated over a week ago