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Peakon
Last Updated: 2025-09-05
Example: Bulk Update Employees' Survey Inclusion

Example: Bulk Update Employees' Survey Inclusion

This topic explains how to update the Survey inclusion status of a group of employees in a single task.
The Survey inclusion checkbox determines whether an employee is included in surveys. For more information, refer to Concept: Setting Employees Inactive.
You can bulk update the survey inclusion status via the user interface or using a CSV file with the
Import from Excel
 tool.
  • Security:
    Administrator
     access.
  • Update employees
     access control permission.

Update Survey Inclusion via user interface

  1. Go to
    Administration
    Employees
    , either on the
    Company
     context or the segment you wish to update.
  2. Filter your search to the group of users you wish to update.
  3. Select all employees, or only those that need updating.
  4. Select
    Edit
     on the top right corner of the page.
  5. Navigate to the bottom of the page and select the
    Survey Inclusion
     field.
  6. Select or clear the checkbox as required
  7. Save changes
    .

Update Survey Inclusion via Excel import

  1. Go to
    Administration
    Employees
    , either on the
    Company
     context or the segment you wish to update.
  2. Filter your search and select the group of employees you wish to mark as inactive.
  3. Export
     the list of employees.
  4. Download
     the generated export and open the Excel file.
  5. Delete all columns, except
    Employee ID
     or
    Email
    ,
    First name
    ,
    Last name
     and
    Survey Inclusion
    .
  6. Update the cells under the
    Survey Inclusion
     column from
    Enabled
     or
    Disabled
     and save changes on the file.
  7. In Peakon, choose the
    Import
    , then
    Choose Excel File
    .
  8. Once done, click
    See result
     for a summary and an error log.
  9. (Optional) Click
    Download log
     to review any errors in more detail.
  10. Click
    Okay, I'm done
     once you've reviewed the changes to go back to the
    Employees
    page.