Concept: Survey Targeting

The standard company schedule includes employees that are fully active.

The

Engagement

toggle is active.

The separation date isn't in the past.

The start date isn't in the future.

Targeting enables you to create conditions for who should receive the survey. You can use targeting to include or exclude segments both on the standard company schedule and any custom schedules.

The number of employees on the schedule overview page indicates how many people match the target at present moment. When viewing past surveys in the

Activity

page, the numbers next to past surveys display the number of people that received the survey at the time.

Configuration

When using multiple target segments, the survey will include or exclude employees that match any of those segments, rather than a combination of all segments. If you need to target a combination of segments, you can create a new schedule with the main segment as the target. Use

Only including

Excluding

options to target further.

Example: You need a separate survey for employees in Germany, but excluding new-joiners who have their own survey. Create a new schedule with Germany in the

Target

field, then set the new-joiner segment in the

Excluding

field. Ensure that Germany is an excluded segment from the Company schedule and any other potential overlapping schedules.

Recommendation

We recommend keeping all employees on the same schedule as much as possible, as it decreases admin time and maintains consistency. In some cases, a separate schedule is necessary.

Target the segments in a way that avoids employees receiving surveys from multiple schedules. When employees are in more than 1 active schedule, Peakon displays a warning about overlapping schedules.