Switching the overall dashboard context

Typically when people leaders log into Peakon, they will see their team dashboard by default. This is because Peakon by default shows their dashboard in this context. However, sometimes these users also have managers reporting into them who each have their own team dashboards, or they have access to specific areas of the business, without being actually managers of those areas.

Administrators can also grant access for selected users to specific question sets, drivers, or segments that have direct relevance to their roles, together with organization-wide survey data.

Example: Your French regional D&I manager, who is also a line manager for a team, will see their team access in one context and see the D&I data for France in a new access by segment context.
See: Set Up Access By Segment for Users

How it works

A dashboard is created for each manager segment that is populated with data. Therefore it's usually easier to search and find manager names if these managers are reporting into you.

If a leader has been added as a manager to a segment, then this user will have access to the entire segment's data and will therefore be able to search this segment in the segment selector.

When viewing a dashboard that's been set to a particular context, such as a manager or a segment, Peakon will only show data within that particular context. This means that you can see all the comments, actions, topics, strengths and priorities, and highlighted segments for that particular context.

Segments will only show up in the search when you have access to the entire segment data set by being set as a segment manager for that segment. For example, a manager of a Sales Team could have access to their team dashboard, their direct reports dashboard along with any manager in the Sales team reporting into them (if they also manage managers). They could also have access to search and view their dashboard in the context of the Sales Team segment. But they would not be able to change the context or click "view as this segment" on the "Males" segment, unless they happen to manage all the males in the company or if they've been added as a manager to the "Males" segment.

Changing dashboard context

To change dashboard context

1. Click on the segment selector in the top left menu
2. Type in the name of the segment (the area you want to view) or manager
3. Select your preferred option
4. The dashboard now it is automatically switched to your preferred area