Step 1: Setting up your company structure and user data

• Launching your Peakon Engage survey
• Step 1: Setting up your company structure and user data
• Step 2: Configure roles and permissions
• Step 3: Set up your data settings 
• Step 4: Review your questions
• Step 5: Schedule and test your survey
• Step 6: Draw your communication plan
• Step 7: Launch the survey

Create attributes and segments

The first thing you will need to do is to set up your attributes and segments, so that you can slice and dice your employee survey results into smaller groups. You can think of attributes as categories and segments are the options within those categories.

Peakon will highlight certain segments as strengths or priorities when they are doing particularly well or requiring attention.

By adding your employee data through an Excel data upload or through an automatic integration with your HRIS system, segments will be added automatically when a match with an attribute is found.

• User management resources
• Introduction to attributes and segments
• Configuration of attributes and segments
• About attribute hierarchies and how they work

Add employees

Now that you have created your attributes and segments, it is time to add your employees to the system. You will notice that the attributes you created will appear as fields on the profiles of your employees.

Adding employees manually is a good option when adding a couple of employees. For adding a larger group of employees, we recommend using the Excel import method instead.

Peakon will automatically place all employees in the segments you specify, and will also automatically map hierarchical relationships where links are found between employees and managers.

• User management resources
• Adding a new employee manually
• Adding new employees with a data import (CSV or XLSX)
• User provisioning integration guide

Next: Step 2: Configure roles and permissions