Concept: Survey Targeting

The standard company schedule includes employees that meet all of the following criteria:

The

Survey Inclusion checkbox

is selected.

The start date isn't in the future.

Targeting enables you to create conditions for who should receive a survey. You can include or exclude segments both on the standard company schedule and on any custom schedules.

With the Employment status, you can now explicitly create schedules for:

Active employees (for ongoing surveys).

Leavers (using a Left Employment Status on the survey schedule).

It’s only possible to have 1 survey schedule per targeted segment.

The number of employees shown on the schedule overview page reflects how many employees currently match the target criteria. When viewing past surveys on the Activity page, the number displayed reflects how many people actually received the survey at that time.

Configuration

When using multiple target segments, the survey will include or exclude employees that match any of those segments, rather than a combination of all segments. If you need to target a combination of segments, you can create a new schedule with the main segment as the target. Use

Only including

Excluding

options to target further.

Example: You need a separate survey for employees in Germany, but excluding new-joiners who have their own survey. Create a new schedule with Germany in the

Target

field, then set the new-joiner segment in the

Excluding

field. Ensure that Germany is an excluded segment from the Company schedule and any other potential overlapping schedules.

Recommendation

We recommend keeping all employees on the same schedule as much as possible, as it decreases admin time and maintains consistency. In some cases, a separate schedule is necessary.

Target the segments in a way that avoids employees receiving surveys from multiple schedules. When employees are in more than 1 active schedule, Peakon displays a warning about overlapping schedules.

Set Survey Targeting