Wednesday, 19th March

We introduce the next feature for Moments that Matter, with the launch of Rule Based Questions. Rule Based Questions support the timing of questions, enabling customers to survey employees in the context of specific events for Onboarding and Exit at the right points in time, ensuring questions are relevant and timely to the experience.

Peakon has recommendations for when each question should be asked, in line with typical Onboarding and Exit experiences. For example: in the Onboarding question set, questions under the Orientation driver focus on early experiences (orientation in a new role, work environment and the organization), so we recommend sending them 2 weeks after an employee starts. Questions related to the Integrating driver, which address manager support and performance objectives, are better suited for 4 weeks after the start date.

Question timings are adaptable both at driver and question level, to fit and mirror a business’ specific Onboarding or Exit process.

We will introduce the ability to add question timings to your Onboarding and Exit questions to align with your employee’s experiences. Question timings can be defined in days or weeks.For Rule Based Questions, a rule is evaluated by looking at three key elements: the attribute date, the rule and the next round start date.

Attribute start date
: For the Onboarding question set the timing will be based on the attribute mapped to the standard attribute Employment date. For the Exit questions, the timing will be based on the attribute mapped to the standard attribute Separation date.
Rules
: For the Onboarding question set, the rules are written as “after”. Example: after 2 weeks, for time after when an employee has joined. For the Exit question set, the rules are written as “before” e.g.: before 2 weeks, for time before an employee leaves the business.
Next round start date
: At each round start date, the rules are evaluated by comparing this date to the attribute start date and against the rule, to see if the rule is applied and questions are asked in that survey round.

A 7-day grace period ensures eligible employees are asked questions no later than 7 days after meeting the rule criteria. If an employee meets the criteria outside of this period, they will not receive the questions.When you enable Rule Based Questions, you can only ask Onboarding and Exit questions using rules, you cannot ask them manually or via the algorithm. The rules are evaluated automatically and if an employee is eligible, they will receive a survey. Rule based questions to be enabled have to be asked on a

weekly

survey round, they cannot be asked any other way.