This article includes links to resources related to managing and launching Peakon surveys. The resources in the following sections are, generally, performed by administrators only.
The resources in this article are organized into the following topics:
- Survey configuration
- Survey branding
- Survey attributes
- Survey channels
- Communications
- Troubleshooting
- Additional resources
Survey configuration
- Workday Peakon surveys
- Steps: Launch the survey
- Create a new survey schedule
- Set survey start date
- Set survey frequency
- Set survey targeting
- Customize survey email
- Set digest email frequency
- Set survey illustrations
- Set survey engagement summary
- Set survey send-out time
- Set survey language
- Preview the survey
- Launch a test survey
- Change survey start date
- Change survey end date
- Set survey reminder date
- Manually hard close a survey round
- Deactivate a survey schedule
- Delete a survey schedule
- Survey configuration options
- Survey round timeline
- Survey send-out time
- Survey frequency
- Survey language
- Survey targeting
- Test surveys
- Running multiple surveys at the same time
Survey branding
- Survey and segment branding
- Override survey name and logo
- Override company name and logo
- Add segment logos
- Preview survey branding
- Preview email branding
- Example: Override the company name and logo in any survey schedule
- Example: Override survey name and add survey logo for the standard Company schedule
- Example: Override the survey name and logo for a subsidiary company survey
Survey attributes
- Steps: Collect demographic data using survey attributes
- Survey attributes
- Consent notice for sensitive survey attributes
- Create a survey attribute
- Create a sensitive survey attribute
- Customize the consent message for sensitive survey attributes
- Set targeting for survey attributes
- Enable survey attribute data collection
- Stop survey attribute data collection
- Example: Use Editable Attributes to Collect Working Preferences
- Example: Target Editable Attribute Data Collection
Survey channels
- Introduction to survey channels
- Survey participant facing emails
- Manager facing emails
- Sending the survey via email
- Enable SMS survey notifications
- SMS survey notifications
- Supported locations for SMS notifications
- Enable kiosk surveys
- About Kiosk mode and how it works
- Configuring the kiosk mode
- Mobile app
- Set up Peakon's Microsoft Teams integration
- Set up Peakon's Slack integration
Communications
- Manager facing emails
- Survey participant facing emails
- Enabling the survey summary
- Enabling the personal dashboard for your company
Troubleshooting
- FAQ: Can I change the sender of the survey email?
- FAQ: Can I send a small pulse survey for a select division?
- FAQ: How do I resend the survey to an employee?
- Troubleshooting: Can't add employee to survey round
- Troubleshooting: Accidental survey launch
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