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Peakon
Last Updated: 2026-06-26
Setup Considerations: Moments that Matter

Setup Considerations: Moments that Matter

You can use this topic to help make decisions when planning your configuration and use of Moments that Matter. 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

Moments that Matter refers to the Onboarding and Exit question sets designed to capture employee sentiment during key lifecycle events. Unlike core question sets, these utilize rule-based timing to trigger questions automatically at predefined intervals, such as two weeks after a start date or three days after a separation date.

Business Benefits

  • Gather insights at the most relevant points in time, ensuring feedback is fresh and actionable.
  • Identify early warning signs of disengagement during onboarding and understand root causes of turnover through exit feedback.
  • Eliminate the manual effort of managing one-off surveys for joiners and leavers.
  • Provide senior leaders and HRBPs with a comprehensive view of the hiring and exit processes to drive organizational improvements.

Use Cases

  • Track whether new hires feel they have the right equipment and support during their first week.
  • Use Exit questions to determine if role responsibilities changed significantly before an employee decided to leave.
  • Compare onboarding experiences across different departments or regions to identify where integration processes are most effective.

Questions to Consider

Question
Considerations
How long is your onboarding process?
Our model offers 5 stages (
Orientation, Alignment, Integrating, Contributing,
 and
Thriving
). You can adjust question timings to match your specific timeline.
Do you have personal email addresses for leavers?
To survey employees
after
 they leave, you must sync or manually import personal email addresses.
Who should access this data?
These insights are most impactful for senior leaders and HRBPs overseeing broad processes. You can manage this via Access Control groups.
Which exit rules apply best to your region?
For U.S.-based roles where notice periods are short, prioritize
"after separation"
 rules to ensure employees receive the survey.

Recommendations

  • Deciding when questions provide the most value is critical. For example, orientation questions are best asked 2 weeks after joining, while performance objective questions may be better suited for 4 weeks in.
  • Ensure
    Termination Dates
     and
    Reasons
     are synced well in advance so the rules trigger correctly.
  • Before collecting personal email addresses for exit surveys, ensure your organization has obtained the necessary data handling approvals.

Requirements

  • Rule-based questions require active and populated
    Tenure
     (
    Hire Date
    ) and
    Termination Date
    attributes.
  • Personal Email: Required for surveying employees after their departure.
  • Use the
    weekly
     survey frequency. You can only configure question timings (rule-based questions) on survey schedules set to a weekly frequency.

Limitations

  • Because onboarding and exit processes vary wildly between organizations, Peakon does not provide external industry benchmarks for these question sets.
  • These question sets do not have a dedicated question set dashboard; view results in the Heat Map or Question and Driver Scores pages instead.

Reporting

Analyze results across the following areas:
  • Heat Map
    : Segment results by department, region, or tenure to find specific process gaps.
  • Employee Experience Cycle
    : Use the onboarding and separation phase reports to forecast attrition risk.

Connections and Touchpoints

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.

Other Impacts

Terminated workers may lose attribute values in Workday. Use calculated fields to "freeze" these values one day before termination to ensure they are correctly targeted for exit surveys. For more information, visit Set Up Integration System for Custom Attributes in Peakon.