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Peakon
Last Updated: 2023-06-23
Steps: Configure Onboarding and Exit Question Sets

Steps: Configure Onboarding and Exit Question Sets

  • Administrator
     access in Peakon.
  • Permission:
    Manage questions
    .
You can set up Onboarding and Exit questions using a specific frequency and targeted for specific Tenure segments.
For more information see Concept: Onboarding and Exit Questions.
Both Onboarding and Exit questions sets and the open-ended questions are available to be configured on the
Administration
 >
Questions
 page.
Repeat questions could occur depending on how the
Tenure
 segment ranges, survey frequency and driver/sub-driver frequency are set up.
For example: Your
Tenure
 segment range for the Onboarding questions is
< 3 months
, your survey cadence is
Monthly
 and your driver and sub-driver frequency is
Monthly
.
The target and frequency set up will depend on how you wish to pilot the question sets.
  1. Set up the Onboarding and Exit questions question sets:
    1. Navigate to
      Administration
      Questions
      .
    2. Select
      Onboarding
       or
      Exit
    3. Click
      Configure
      .
    4. Toggle on the questions to use in your surveys.
  2. Activate the Onboarding and Exit questions question sets on a specific survey:
    1. Navigate to
      Administration
      Schedule
      .
    2. Add a new schedule or
      View
       an existing schedule.
    3. Select the
      Frequency
       tab.
    4. Click on the
      Onboarding
       question set and/or
      Exit
       question set category.
    5. Select your preferred frequency options.
    6. Save changes
      .
  3. Configure the target and question set frequency:
    1. Navigate to
      Administration
      Questions
      .
    2. Select
      Onboarding
       or
      Exit
      .
    3. Select
      Edit
       on the question you wish to include on your survey.
    4. Expand the
      Advanced
       section.
    5. Use the
      Only including
       targeting option, and target them to a segment from the
      Tenure
       or
      Separation date
       attribute (or equivalent), respectively.
    6. Set the
      Frequency
       to
      Once
       to ensure that each qualifying employee won’t get a repeat of those questions.
    7. Select
      Update
      .