Adding a new employee manually

For a user to exist on Peakon, they first need to be added as an employee. This is the case for all users, including managers and system administrators.

Adding employees manually is a good option for adding a couple of employees. For adding larger groups of employees, we recommend using the excel import method instead.

This article will cover:

Adding a new employee to Peakon
Sending them the survey link during a live round (admins only)

Adding the employee

How to add a new employee to Peakon:

Go to Administration > Employees
Click Add employee
Fill in the employee's details
Click the Create employee button to save the changes

It will not be possible to save the changes until the following details are filled in:

First and last name
The unique identifier - email address and/or employee number

Note: When adding employees, it's important to ensure that the domain used in the email address is one of the allowed domains on the company account. When adding an employee, if an error comes up indicating that the domain is not allowed, kindly get in touch with Workday Support, so we can add the additional domains to the account.

Sending a new employee their survey link (admins only)

Once you have added the employee, it is possible to add them to a survey round, as long as it is still open.

If you are using several schedules with targeted employee groups, make sure to check the employee is part of one of these target groups.

How to add a new employee to the survey (2 ways):

From the Rounds tab under the employee record	Go to Administration > Employees > search for the employee > open their employee record > go to the Rounds tab and confirm that this employee should be added to the open survey round
From the general Employees section where a banner will appear with a prompt to add the employee to the open round	Go to Administration > Employees > click the option in the banner at the top of the page to confirm all newly qualifying employees to be added to the open survey round

Both actions will instantly send them an email with their unique survey link.

If you have added an employee, and the option to add them to the round is not coming up, check for these things:

The round must still be in its open period, not soft closed or hard closed
The employee does not have a past separation date on Peakon
The employee does not have a future start date on Peakon
The exact targeting used in the Schedule settings does not exclude the employee

Note: If an employee has already been sent the link and it needs to be resent, the Rounds tab option will allow you to do this.

What can we help you with?

Adding the employee

Sending a new employee their survey link (admins only)

How to add a new employee to the survey (2 ways):

Comments

What can we help you with?

Adding the employee

Sending a new employee their survey link (admins only)

How to add a new employee to the survey (2 ways):

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