Setup Considerations: Survey Setup

You can use this topic to help make decisions when planning your configuration and use of [feature]. 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

You can create and configure survey schedules to launch surveys to your employees. Workday Peakon Employee Voice uses score aggregation with a rolling visibility window to ensure results reflect current employee sentiment.

Business Benefits

Minimize administrative effort with automated employee survey distribution.

Provide a safe space for employees to voice concerns confidentially.

Enable sampling of questions from survey to survey, while still retaining an accurate picture of all drivers across the company.

Use Cases

Have your entire organization on the same survey schedule.

Create multiple schedules, such as having a specific business unit on a different survey frequency than the overall company.

Schedule Exit
surveys or Onboarding
surveys to gain insights during the employee experience cycle.

Questions to Consider

Question	Consideration
How do you want to set up your survey schedule?	You can have your entire organization on the same survey schedule or create multiple schedules.
What frequency should the surveys be sent?	Depending on the frequency chosen by your organization, you may receive a survey weekly, monthly, quarterly, or yearly. For rule-based questions (Onboarding and Exit surveys), the frequency of each question can be determined using our question timings.
How do you want to communicate the survey to employees?	You can communicate surveys through email, People Experience cards, Slack, Microsoft Teams, SMS, or Kiosk.

Recommendations

Survey frequently with fewer questions to encourage more participation.

Align survey end dates when running multiple surveys simultaneously.

Requirements

Ensure each employee has a unique identifier, such as an email address or employee ID, to ensure data accuracy.

Ensure your organization has the ability to distribute surveys to your employees (Example: email address, phone number).

Limitations

Peakon methodology limits you from creating one-off surveys.

It's not possible to unaggregate the survey data.

Peakon only supports the 0-10 scale for answering surveys.

Peakon doesn't support multiple choice questions.

Tenant Setup

(Optional) Select the Enable Employee Engagement in Manager Insights Hub option on the Edit Tenant Setup - HCM task to configure Peakon cards in Workday.

Security

Domain	Consideration
Access Control	Users must have the Manage schedules access control permission enabled to create and manage schedules to send surveys.

Business Processes

No impact.

Reporting

Reports or Dashboards	Consideration
Question set dashboards	The question set dashboards provide a summary of your aggregated results from the survey schedules.

Integrations

No impact.

Connections and Touchpoints

Features	Considerations
Microsoft Teams, People Experience cards in Workday, and Slack	You can use these features to notify employees when they have a new survey.

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.