Concept: Setting Employees Inactive

This topic is based on the recommendations of Workday on how to manage users in the platform. Refer to your internal policies and processes for managing users in Workday Peakon Employee Voice.

The

Engagement

toggle enables you to set an employee to Active
and Inactive
. Setting an employee to Inactive
excludes them from surveys, which we recommend for employees that are going on a long-term leave. The employee won’t be part of survey rounds, until you set them as Active
again. The

Engagement

toggle doesn’t affect an employee's ability to sign in to Peakon.

To exclude a specific group of employees from receiving surveys, we recommend excluding the segment from the survey targeting instead.

If the employee has left the organization, we recommend using

Separation Date

attribute instead so that Peakon treats them as a leaver.

Impacted Area	Considerations
Historical survey data	Setting an employee to Inactive doesn’t remove their answers from the aggregated score if they’ve participated previously. It will also not exclude them from the current round, if they were part of it when the round opened. The old answers from an Inactive employee remain on the dashboard until they’re no longer within the visibility period.
Employee license limit	Active employees count toward the total number of employed employees in your company. They can still sign in to their personal and manager dashboards.
Survey and reminder emails	As Inactive employees aren’t part of active survey rounds, they also don’t receive the survey email or reminder email. If you set the employee as Inactive during a live round, any links they have already received are inactive.
Manager digest, low participation, and upcoming survey emails	Inactive employees who are managers will receive these emails as normal.
Dashboard sign in access	Inactive employees who have a personal dashboard or a manager dashboard can sign in as normal.
Participation rate	If you set an employee as Inactive during a live round, they remain part of the participation of that round, and aggregated participation rate. The employee isn’t part of the per-round participation for future rounds while they remain Inactive .
Shared dashboard recipient list	When sharing the dashboard with your employees, Inactive employees don't receive the email. They can still access the link if you send it to them outside of Peakon.