Background
If you have employees that shouldn't be part of a survey round, ensure that you exclude them before the survey round has started.
If you've accidentally included an employee in a survey round, you can only remove them from the round if they haven't already answered the survey in that specific round.
This confidentiality measure prevents the possibility of inferring the employee's responses. Even if you need to remove a large group of employees from a round, those employees are part of smaller segments, where deduction could otherwise be possible.
Employees can remove their scores and comments from the current survey by resetting their own survey through self-service, at any point before the survey round has hard-closed.
Possible solutions
| Action | Result | Consideration |
|---|---|---|
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Employees can reset their survey through self-service, while the round is still open. See How do I reset my survey answers?. |
When an employee resets their survey, their scores and comments from the current round disappear from Peakon completely. They still display as surveyed in the current round, and can redo their survey. Administrators can use one of the other solutions to further remove them from the round, if needed. |
It's not possible for administrators to reset the survey on behalf of an employee, for confidentiality reasons. |
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Administrators can mark the employee as inactive. |
The employee remains in the current survey round, regardless if they answered the survey or not. The survey link that the employee received at the start of the round has become non-functional, and they can't participate if they've not already done so. The employees' participation and responses from previous rounds still remain in the aggregated participation rate, if it's still within the visibility window. |
We recommend this solution, because it excludes the employee from the survey round without revealing whether they already participated. |
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Administrators can set the separation date to a date that is before, or during the survey round. |
If the employee hasn't answered the survey in that round, they disappear from the surveyed employees of that round, and can't respond to the survey anymore. The employees' participation and responses from previous rounds still remain in the aggregated participation rate, if it's still within the visibility window. |
This solution is appropriate for genuine leavers, and happens occasionally during survey rounds. Alternatively, you can remove the separation date afterwards, if the employee is not a leaver. If the employee has answered their survey, their participation, scores and comments remain. |
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Administrators can delete the employee. |
The employee remains in the current survey round, regardless if they answered the survey or not. The survey link that the employee received at the start of the round has become non-functional, and they can't participate if they've not already done so. The participation and survey scores of a deleted employee remain in the current dashboard as far as your visibility window for leavers permits. The dashboard checks the visibility window during every survey round, to determine whether a deleted employee's responses should still be valid in the aggregated score. The date of reference is the employee's deletion date or separation date (if applied before deletion), whichever one is the earliest. |
Deletion is an irreversible action. We recommend deleting employees only in exceptional circumstances. See more here: If I delete an employee now during the current round, will they be removed from participation? |
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