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Peakon
Last Updated: 2024-07-12
Enable Personal Dashboard

Enable Personal Dashboard

Administrator access.
Ensure that you're using the standard
Manager
 attribute for manager access, and that it uses standard benchmark mapping.
Global administrators can enable the personal dashboard for survey participants. You can choose whether to enable the dashboard for the entire Employees access group, or only to some employees. If you want to test the personal dashboard with a small group of employees before a full roll out, see Example: Phased Personal Dashboard Roll Out .
Personal dashboards provide survey participants with access to their own survey scores and comments, as well as team scores, focus areas, and actions. When managers set focus areas, employees can provide confidential suggestions directly in personal dashboards.
  1. Navigate to
    Administration
    Access Control
    .
  2. Open the
    Employees
     access group, or create a new
    Individual
     type group.
  3. Expand the Personal Dashboard permissions section.
  4. When enabling permissions, consider:
    Permission name
    Description
    Access personal dashboard
    Enables you to access your personal dashboard after submitting a survey or logging into Peakon. When disabled, Peakon displays a limited summary of your survey instead.
    This setting is a prerequisite for any other setting within the
    Personal dashboard
     settings group.
    Organization data
    Displays the company level scores for comparison to your own scores.
    Prerequisite permission:
    Access personal dashboard
    .
    Direct manager's team scores
    Displays your team scores for comparison to your own scores, and provides the ability to submit confidential suggestions on focus areas.
    Prerequisite permission:
    Access personal dashboard
    .
    Data for teams above direct manager
    The ability to display the scores of teams that are above your direct manager. Also displays focus areas and actions, and provides the ability to submit confidential suggestions on focus areas.
    Prerequisite permissions:
    Access personal dashboard
     and
    Compare to team scores
    .
    The
    Direct manager's team scores
     and
    Data for teams above direct manager
     permissions provide employees with access to their team's scores across all question sets. This is something to consider if you've not provided managers with visibility to all question sets.
  5. Click
    Save group
    .
After enabling the personal dashboard for your organization, employees can activate it at the end of their survey, and access it thereafter at any point. Authentication is possible through a password or Single Sign-On, where enabled by your organization. Employees can also activate their personal dashboard outside of a survey round, by using the generic dashboard sign-in URL.
We recommend providing managers with these permissions, for employees to make full use of their personal dashboards.
  • Access statistics.
  • Access to strengths and focus areas.
  • Manage focus areas.
  • Access to actions.
  • Manage actions.