Managing your account

Get started here with the basics of your dashboard

27 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 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

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 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

Automatically populating segment hierarchies

How to set-up and use hierarchical segments

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

Updating employees and segments

How to 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

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

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 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