Concept: When Employee and Segment Changes Take Place
When an employee moves to a new segment, their current scores transfer to the new segment when the next round starts. This transfer during a live round enables the manager of the new segment to have actionable feedback from the employee without revealing their identity. The comments of the employee don’t move to the new segment, unless you backdate the change.
Answer Type | Old Segment | New Segment |
|---|---|---|
Latest scores | The latest individual scores by each employee leave the old segment when the next survey round launches. | The latest individual scores by each employee transfer from the old segment to the new segment when a new round launches. |
Historical scores | Historical scores by each employee reside in the old segment. During each round, the scores get closer to falling outside of the visibility window. | Historical scores don't transfer to the new segment, unless you backdate the change. We don’t recommend backdating a single employee, to protect their identity to the fullest. |
Comments | Comments remain in the segment that the employee was in during the relevant survey round. | The new segment displays comments from the first round that the employee contributes to the new segment. |
We recommend updating employee records outside survey rounds, because Peakon attributes employees to the segments they're in when the round opened.
If you make employee record changes without backdating, they’ll display on survey dashboards from the next survey round.
Employees That Resign
There’s no need to delete employee records when using Separation date and Separation reason attributes. When you set an employee's separation date to their employee record, Peakon marks the employee as a leaver once the separation date is in the past. Leavers can't sign in, don't receive surveys, and their survey scores disappear from the dashboard once they are outside the
Inclusion of former employees
visibility window.Management Changes
When managers leave or change, you need to update their direct employees and attribute them to their new manager. The segment of the old manager displays in the segment heat map as long as it contains scores still valid within the
Aggregation period
visibility window. If you delete the old manager, their segment disappears.In the survey round following the change, the latest scores of each employee transfer to the new segment, while the old segment only contains old scores. Comments don’t move, unless you backdate the data, which affects both scores and comments.
Organizational Changes
Organizational changes work the same as management changes, because you’re updating segments in the same manner.
Former Employees
If you delete employee, the scores they provided will disappear from the dashboard once they are outside the
Inclusion of former employees
visibility window. We don't recommend deleting employees, because you can't make any changes after deletion.