Peakon's aggregation settings control the visibility period of the submitted survey feedback over time for employees that have left the business or been deleted, dictating how far the system should go when searching for the latest score per question, per employee. See Score aggregation: aggregation period for the equivalent setting for current employees.
To learn about aggregation in general, see Score aggregation resources.
This article will cover:
How it works
When an employee leaves, it is important that the date of the last working is marked on Peakon, under the separation date field in the employee’s record.
Once this is done, the system can reference that date in conjunction with the visibility period for former employee survey data, whether this is set to 1 month, 3 months, or 6 months. When the time comes, their scores can automatically fall out of the aggregated score.
This is to ensure a confidentiality level to leavers, allowing for their scores to 'fall out' of the considered data gradually, instead of it happening from one day to the next.
As with the Aggregation period setting, the visibility period for former employees is checked during each survey round, with the closing date of the round used as the end point of the validity window.
Peakon's recommendation is setting this to 3 months, to increase the amount of data points that make up each driver's current score when using the question rotation algorithm (see Understanding the question algorithm). Segments like <3 months before separation, as well as the Separation phase in the Employee experience cycle will provide a fuller data set.
Example: Aggregation period is set to 1 year and Inclusion of former employees setting is set to 3 months (12 weeks exactly)
During every survey round, the system will recalculate and ensure that:
Every single driver and question is made up of each employee's latest score to that driver or question from the last 1 year
Every single driver and question is made up of each employee's latest score to that driver or question from the last 3 months following their separation or deletion date
The participation rate accurately reflects the current employees which have been surveyed in the last 1 year and the leavers who have been surveyed in the last 3 months
When a survey round begins and the system sees that a leaver's separation date or deletion date is more than 3 months prior to the closing date of the round, their scores will no longer count in the current score. They will not be removed from historical results, so old data will remain as it was at the time.
System administrators can manage the aggregation settings in the administration panel. As with all other visibility settings, they are effective immediately and will affect the entire account.
To set the Inclusion of former employees:
- Go to Administration > Data settings
- Click on the Data tab
- Set the Inclusion of former employees setting
Once this is set, scores and participation will instantly be reflective of the chosen visibility period.