July 2024 Release Notes

With the

Edit connection settings

feature on Peakon's Workday integration page, you can now review the saved tenant details and edit its settings while maintaining the integration connection.

With this functionality, you can:

You can now edit:

The

Edit connection

settings button is available by the

Disable

and

Disconnect

options.

We add a

Benchmark mapping

tab on each attribute's page in the

Administration

Attributes

section. The tab now contains a drop-down menu with available standard values for the attribute based on its type. Example: Date type attributes only contain mapping values that relate to dates. You can now also select the mapping values for each option type segment by clicking

Edit

next to the segment name, or by importing segment mappings using Excel in the

Benchmark mapping

tab.

This release enables customers to be self-sufficient when mapping their attributes and segments to standard values for True Benchmark adjustments, integrations, attrition prediction and employee experience cycle reports.

Example: You've deleted the standard Local Office attribute and created your own attribute for the same purpose. You can map it to the Location benchmark mapping to ensure that the True Benchmark functionality makes adjustments based on this custom attribute.

We recommend that you review and update your mappings if needed. If you update your mappings, the difference to benchmark may change due to changes in True Benchmark adjustments.

We replace the existing banner on driver pages with a team suggestions banner, enabling managers to set the driver as a focus area and to read related documentation.

The banner only displays in All Reports and Direct Reports dashboards for managers that have access to manage priorities, and continues to display until the manager closes it.

This banner encourages managers to set drivers as focus areas, and add a custom note to encourage team suggestions from their employees.

We improve the Workday integration with Peakon to better handle inactive and rescinded workers.

Previously, all workers had to be evaluated as

True

by the PEAKON_INCLUDED calculation to be included in updates. This caused issues when fields used in the calculation changed after a worker became inactive, leading to many terminated workers being missed in updates. The only workaround was to add extra layers to calculation fields, which was cumbersome and ineffective for rescinded workers.

To address this, we've made the inactive phases PEAKON_INCLUDED agnostic. This change increases the likelihood of including workers, regardless of their current status.

This enhancement ensures more comprehensive data updates by including inactive and rescinded workers, reducing the need for complex calculation workarounds. You will experience more accurate reporting.

We change the Swedish translation of "transformation" in Swedish from "omställning" to "transformation", including in driver names and survey questions.

With this release, we resolve an issue that prevented a reviewed set of Norwegian translations from releasing into production in April.

The translation updates include terminology in the dashboard, survey questions, user communications, feature names and other central terminology.

With this release, we make enhancements to the usage metrics export functionality. We release this update gradually to all customers until mid August.

The entire export functionality now:

The comment export functionality now:

The comments export continues to include a tab that contains the metrics the report used to display, with comment interactions per manager.

The actions export functionality continues to include a tab that contains manager action plans.

This release makes the export more consistent with the reporting displayed in the user interface, while maintaining some of the legacy information from the original version of the report.

We now send a daily Slack notification to managers when there are new team suggestions in their segments, from Monday to Friday at 9AM in the manager's local time zone. The Slack notification targets the line manager of each segment, and any manually set managers of the segment.

The notification is automatically active for all customers using the Slack integration. You can deactivate the notification in

Administration

Integrations

Slack

, if needed.

We release this update gradually to all customers until end of July.

We add a

Recalculation

tab in the

Data Settings

area within

Administration

. It’s possible to calculate only focus areas and highlighted segments, only topics, or both. This tab is only available to administrators.

Administrators no longer need to get support from Workday to recalculate dashboards.

Example:Your organization has set up a special project group of existing employees, so you’ve created a new segment in Peakon. You backdated the new segment because you want the dashboard to have retroactive data. The next survey is in 6 months, and the new dashboard doesn’t have any focus areas, highlighted segments, or comment topics.You can now manually recalculate this segment to retroactively conduct these analyses with existing survey data, without needing to wait for the next survey round.

With this release, we enhance the survey experience by introducing a universal survey link exclusive for Single Sign-On (SSO) users.

This feature:

In the

Integrations

Single Sign-On

tile, we add the

Survey Link

tab. Within this tab, Administrators can view and share the SSO Survey URL. The SSO survey link is a universal link that validates the user's SSO details, then brings the user directly to their unique survey. If the user does not have an active SSO session, then they will prompt to login in order to continue.