Steps: Launch the Survey
- Security:Manage Schedules.
- Production instance date: If your Workday Peakon production instance was created on or after 31st March 2026, you use the Flexible Listening Question model by default. Instances created before this date continue to use the existing question model until the upgrade becomes available in the 26R2 and 27R1 release cycles.
Most settings in a survey schedule are optional, enabling you to customize your survey as needed. Finalize all settings at least one day before the survey launches to ensure changes are effective in time for the launch.
- Open an existing survey schedule in or Create a New Survey Schedule.
- Flexible Listening Question Model: Configure the frequency for each individual question here. If you use Manual frequency mode, use the checkboxes to enable exactly which questions to include in the survey round.Existing Model: You continue to configure frequency at the question-set level.
- Existing Model: You continue to configure frequency at the question-set level.
- Select the question sets that you want in your survey. See Enable Questions in the Survey for instructions.
- Set Driver Question Frequency and Set Open-Ended Question Frequency. If you selectedManualfrequency in step 2, you can ignore this step, because the survey will ask all active questions of the question sets you've enabled in step 3.
- (Optional) Review or Set Survey Targeting. If you run multiple schedules, ensure that employees don't overlap, unless intended.
- (Optional) Set Up Exit Surveys and/or Set Up Onboarding Surveys, and Set Up Question Timings. For more information, visit Concept: Onboarding and Exit Questions and Concept: Surveying Exited Employees .
- Customize Survey Email or keep the fields empty to use all standard messaging with existing translations. If you leave theSurvey senderfield blank, the survey sender is the name of the first administrator in the list.
- (Optional) Set Survey Send-Out Time and time zone. The schedule time zone acts as the fallback for any employees without a time zone on their employee record.
- (Optional) Set Survey Language to restrict the survey to your selected languages only. Use the default company language as the first option in the list. Employees without a detected language will receive their first email in this language.
- (Optional) Add survey attributes, if you need to collect segmentation data. See Steps: Collect Demographic Data in Surveys.
- (Optional) Enable SMS Survey Notifications.
- (Optional) Enable Kiosk Mode.
- (Optional) Override Company Name and Logo if you want to use specified segment names and logos instead of the company name and logo, if your company has separate entities.
- (Optional) Override Survey Name and Logo if you want to set a survey name and logo. Example: Your Voice.
- Launch a Test Survey to verify that everything works as expected.
- Set Survey Start Date and schedule your survey.
The survey will automatically launch on the date you selected. You can make changes to the survey up until the day before the launch, in order for the changes to be effective in time for the launch.
If you selected a frequency other than
Manual
, it will continue to launch automatically based on the frequency settings.