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Peakon
Last Updated: 2023-11-03
Example: Phased Personal Dashboard Roll Out

Example: Phased Personal Dashboard Roll Out

This example illustrates how to phase the personal dashboard roll-out to your employees.
Your organization needs to release the personal dashboard to a small group of testers before releasing it to all employees. To achieve this result, you want to disable the standard
Employees
 access group, and create a second
Individual
 type group.
  1. Go to
    Administration > Access Control
    .
  2. Open the
    Employees
     access group.
  3. Expand the
    Personal dashboard
     settings.
  4. Ensure that the settings are off. If they aren’t off, deactivate them and save changes.
  5. Click
    Add group
    .
  6. Name the group. Example:
    Personal Dashboard Testers
    .
  7. Set
    Access
     to
    Individual
    .
  8. Set
    People
     to
    Choose manually
    .
  9. Expand the
    Personal dashboard
     settings.
  10. Enable all settings.
  11. Click
    Add group
    .
  12. Open the
    Group members
     tab.
  13. Click
    Add people
    .
  14. Search for each tester, then click
    Add
    .
The testers now have access to their own personal dashboards. If the testers are managers, they can access personal dashboard through their manager dashboard. If they’re employees, they can access the personal dashboard at the end of the next survey, or by logging into Peakon.
Follow steps 1-4 and turn on all settings, when you need to enable the personal dashboard for all employees.