Set Up People Experience Cards for Peakon Surveys Using OAuth
Set up the integration between Workday and Peakon.
Configure these security domains in the System functional area:
- Set Up: Tenant Setup - Security
- Security Administration
- Self-Service: Take Surveys
You can send survey links and reminders directly to worker's
Timely Suggestions
on Workday home pages using People Experience (PEX) Cards. It’s possible to use PEX cards in combination with other survey notification channels, or as a standalone channel by deactivating email notifications.We recommend that you Connect to Workday Using ISU Name and Password and Set Up People Experience Cards for Peakon Surveys Using Alpaca. This approach is easier to set up and is less prone to disconnection due to external factors. However, if your organization requires that you connect using OAuth, follow the steps in this topic to set up PEX cards.
- Ensure the ISSG has access to theCreate and Manage Surveyssecurity domain listed on the Set Up Domains in Security Group for Workday Integration.
- Access theHome Card Workspacereport.
- SelectAdd Card.
- Select thePeakon Employee Voice Survey Notificationcard.
- (Optional) SelectEditon unpublished Peakon card to revise the notification.
- SelectPublish Card.
PEX cards will notify employees from the next survey round. They typically display within 15 minutes from the moment that an employee’s survey notification is due.
PEX cards don’t trigger during survey rounds or when you use the
send test round
functionality in Peakon.