Setup Considerations: Workday Peakon Employee Voice

Peakon

You can use this topic to help make decisions when planning your configuration and use of Workday Peakon Employee Voice. It explains:

Why to set it up.

How it fits into the rest of Workday.

Downstream impacts and cross-product interactions.

Security requirements and business process configurations.

Questions and limitations to consider before implementation.

Refer to detailed task instructions for full configuration details.

What It Is

Peakon is a survey driven data analytics platform for collecting confidential employee feedback and improving engagement. You can identify focus areas and use recommended actions to act on the feedback.

Business Benefits

Make data-driven people and strategy decisions.

Anchor your results to other companies in your industry using True Benchmark, to provide real-world context to your scores.

Support manager decision-making with recommended actions, based on current team focus areas.

Address employee concerns to reduce staff turnover.

Use comments and advanced Natural Language Processing (NLP) to provide context for the survey data.

Help to create a diverse and inclusive workplace by using survey data from the Diversity & Inclusion question set.

Help foster a healthy working environment by providing a safe space for employees to voice concerns confidentially.

Enable managers to act on received feedback using micro courses.

Identify and take immediate action on potentially harmful and sensitive issues.

Receive prompt feedback during times of change by using survey data from the Transformation & Change question set.

Use REST API to export raw data and build your own custom reports.

Minimize admin effort with automated employee import and management.

Use multiple methods to send surveys and communicate survey results to employees.

Use Cases

Compare engagement between different segments. Example: Male vs. Female, Europe vs. NAMER, Marketing vs. Finance.

Use the

Attrition Prediction

report to identify attrition reasons in areas with high turnover.

Export the PowerPoint dashboard summary to present identified focus areas and trends to stakeholders.

Enable the Personal Dashboard for survey participants to view their own scores and comments, respond to manager conversations and prepare for 1:1's.

Run the Impact report to identify impact of employee engagement on sales growth.

Use the

Employee Experience Cycle

report to recognize gaps in engagement between low and high tenured employees.

Generate a shared dashboard to enable employees to view their team results and actions.

Questions to Consider

Questions	Considerations
Which industry are you part of?	Selecting the right industry for your company provides the most accurate benchmark comparison. If you're between 2 industries, consider the differing working cultures in each industry. Example: Companies in the Manufacturing industry might have contrasting Remote Work scores to the Technology industry. You can benchmark your company to these industries: Consumer. Education Energy & Utilities Finance Government Healthcare Materials Manufacturing Nonprofit Professional Services Technology Transportation
How do you want to import employee records?	You can upload or sync your employees with: BambooHR HiBob Microsoft Excel Personio SCIM 2.0 supported systems. Example: Sapling, Namely Workday Peakon automatically creates segments and reporting lines based on the information that you import. Examples: Age, Department, Country.
How do you want to set up your survey schedule?	You can have your entire organization on the same survey schedule or create multiple schedules. Example: A business unit wants to have their survey at a different frequency than the overall company.
What types of questions do you want to ask your employees?	You can use questions from the standard question sets, which come with translations and benchmarks. These standard question sets support industry benchmarks: Diversity and Inclusion Engagement Health and Wellbeing It's also possible to use your own questions alongside standard questions.
What information do you want to present to managers, leaders, and employees?	You can create custom access groups to diversify the type of access that different personas should have. Example: Add a manager group without comment access. Managers and leaders can: View their assigned dashboards. View, respond to, or acknowledge team comments. Create action plans for teams. Share a shortened version of the dashboard with employees. Export the dashboard in PowerPoint format. Export the Segment Heatmap in Excel format. Human Resource leaders can: View their assigned high-level dashboards. Example: A specific business unit, country, or overall company. View, respond to, or acknowledge comments. Create action plans. Share a shortened version of the dashboard with employees. Export the dashboard in PowerPoint format. Export the Segment Heatmap in Excel format. Upload and maintain employee records. Manage surveys. Employees can view: Their own survey scores and comments. Shareable dashboards.
How do you want to communicate the survey to employees?	If your employees use work email addresses, consider sending surveys using: Email People Experience cards Slack Microsoft Teams If your employees don't use work email addresses, consider: SMS Kiosk You can communicate survey results to employees in these ways: Share company- and team-level dashboards. Export the PowerPoint report for distribution to stakeholders. Activate the Personal Dashboard to enable employees to view company- and team-level scores, alongside their own scores.

Recommendations

Deploy Peakon with support from Workday Professional Services or a Certified Partner to ensure best practices and proper alignment with your organization’s needs. See Peakon Deployment Recommendations.

Configure shareable dashboard permission for managers so that employees can access team results.

Enable the

Personal Dashboard

for employees.

Survey frequently with fewer questions to encourage more participation.

Use a variety of question sets to maximize insight.

Align survey end dates when running multiple surveys simultaneously.

Requirements

A unique identifier (email address/employee ID) for each employee to ensure data accuracy.

The ability to distribute surveys to your employees digitally, whether it's through email, SMS, or kiosk mode.

Limitations

Peakon methodology limits you from creating one-off surveys.

It's not possible to unaggregate the survey data. The purpose of the tool is continuous listening rather than standalone surveys.

Peakon only supports the 0-10 scale for answering surveys. Both 0-10 and NPS scales are available for data interpretation.

Peakon doesn't support multiple choice questions.

Tenant Setup

The Manager Insights Hub within Workday displays Peakon cards for managers, providing an overview of their team's progress and actionable insights about their direct reports.

To configure Peakon cards in your Managers Insights Hub, you must:

Request tenant mapping by submitting a case to Customer Care and providing the name of the tenant where you want to display Peakon cards.

Select the

Enable Employee Engagement in Manager Insights Hub

option on the

Edit Tenant Setup - HCM

task.

You can also setup People Experience cards in Workday tenants to notify employees when they have a new Peakon survey. See Set Up People Experience Cards for Peakon Surveys Using Alpaca for steps.

Security

Domain	Considerations
Integration Security domain in the Integration area.	You can transfer employee data from Workday to Peakon automatically using an integration.
Security Configuration domain in the System functional area.	You can set up security groups to transfer specific employees or groups of employees from Workday to Peakon.

Business Processes

No impact.

Reporting

Report or Dashboard	Description
Main dashboard	The main dashboard is a summary of your aggregated results.
Dashboard summary PowerPoint	The PowerPoint report contains the dashboard summary items, and engagement question scores.
Segment heat map	The segment heat map enables you to compare segments in 1 view. You can also export this report in Excel format.
Curated insights	The curated insights report displays the most significant changes over time, across all question sets.
Attrition prediction heat map	The attrition prediction heat map displays each segment's attrition risk relative to the average attrition risk at company level.
Usage metrics	The usage metrics report displays segment and manager activity for action planning, comment interactions, and logins.

Integrations

Integration Type	Description
SCIM 2.0	To automatically provision users into Peakon, connect Peakon to your people management tool.
SAML 2.0	To enable Single Sign-On, configure Peakon as a service provider with your existing identity provider.

Connections and Touchpoints

Touchpoint	Consideration
Microsoft Teams, People Experience cards in Workday, and Slack	You can use these features to notify employees when they have a new survey. See Set Up People Experience Cards for Peakon Surveys Using Alpaca.
Manager Insights Hub	The Employee Engagement section displays these insights: Engagement Score Highlighted Drivers of Engagement Latest Comments

Workday offers a Touchpoints Kit with resources to help you understand configuration relationships in your tenant. Learn more about the Workday Touchpoints Kit on Workday Community.

The Next Level: Preparing for a Workday Peakon Employee Voice Deployment