Welcome to the Platform

You do not need to read the whole knowledge base before you get going. Skim this article, find your role near the bottom, and follow the handful of links there. Everything else can wait until you need it.

Getting around the platform

Everything runs off the navigation bar at the top of the screen, and it stays put on every page, so you are always one click from anywhere else.

• On the left: Home, Listen, Analyze, and Act, plus Develop if your company has purchased it.
• On the right: a gear icon that opens the Admin Portal (administrators only), a question mark for help resources including this knowledge base, Alerts, a language menu if your company offers more than one language, and your initials for your account settings and signing out. For more on that last one, see Account Settings.

Home

Home is where you land after logging in, and it is built around what you need to do next. If you build listening events, you will see your most recent ones. If you manage a team or support managers, you will see your latest results and reminders about your action plans. For a closer look, see The Home Page.

Alerts

Alerts shows anything waiting on you, like a survey to take or an action plan follow-up coming up. Click it to see the full list and jump straight to each task.

Admin Portal

Behind the gear icon is the Admin Portal, and only administrators can open it. This is where employee data, user accounts, groups and permissions, branding, and subscriptions live. Most people never need it. If you are an administrator, the Admin Portal article is the place to start.

One more thing worth knowing up front: your session times out after 30 minutes of inactivity, so if you step away for a while, you will need to log in again.

The four areas of the platform

The easiest way to picture the platform is as a loop. You ask your people questions in Listen, you make sense of the answers in Analyze, you do something about them in Act, and Develop helps build the skills that keep the improvements going.

Listen: ask your people

Listen is where listening events get built and run, and it is available to administrators and event creators. New events are built in the Event Builder, a guided workspace that walks you through each step from naming the event to sending the first invitation. Depending on your agreement with Perceptyx, you may build events yourself, or your Perceptyx team may build some of them for you.

To learn more, see Listen and Build Your Listening Program | Overview.

Analyze: understand the results

Analyze is where results live. Open a listening event and you get reports you can slice by team, location, tenure, or any other employee details your company has loaded. To protect confidentiality, results only appear for groups large enough that no one's individual answers can be picked out.

A few names worth knowing:

• Advanced Reporting is the deeper workspace for a single listening event, with dashboards, reports, and tools for digging into what people wrote in their comments.
• Cross-Survey Dashboards compare results across more than one event, which is where you go to see whether anything changed since last time.
• Third-Party Comments brings in comment data from sources outside the platform, like public review sites, and is available to administrators.

What you can see in Analyze depends on the reporting access your company gives you. To learn more, see Analyze and Access Your Results.

Act: do something about it

Act is where results turn into something a manager will actually do. Every customer has it. You pick an item from your results, commit to up to two actions, and set up to three follow-up dates to check in with your team. Keeping it small is on purpose. A plan with fifteen commitments is a plan nobody finishes.

To learn more, see Act.

Develop: build the skills

Develop is the learning side of the platform, and it sits in the navigation bar next to the others if your company has purchased it. You upload training material your organization already has, and Develop turns it into a one-on-one conversation with each learner instead of slides they click through. Because learners explain ideas back in their own words, you get a read on whether they understood the material, not just whether they finished it.

To learn more, see Develop: Prepare your Content and Create your Course.

The four kinds of listening events

We call them listening events rather than surveys, because not all of them are a once-a-year questionnaire. There are four kinds, and each fits a different job.

The People Insights Model

Behind the questions and the reports sits a framework called the People Insights Model. It is Perceptyx's research-based way of breaking the employee experience into pieces you can measure and act on.

It works in three layers:

• 10 factors are the big areas of the employee experience, like Growth & Development or Manager Relationship.
• 40 themes sit underneath, four per factor. Growth & Development, for example, is made up of Career Growth, Feedback, Fulfillment, and Learning & Training.
• Behaviors tie each theme to specific everyday things people can do differently.

Why this matters to you: Perceptyx survey questions are mapped to the model, so a result on a question points to a theme and to the behaviors behind it. That is how the platform connects a score to practical ideas for what to do next, and, with Activate, to nudges that fit what your team said.

Each factor has its own article with research highlights and things to keep in mind when action planning, plus a discussion guide for talking it through with your team:

• Change & Innovation
• Diversity, Equity, Inclusion, & Belonging
• Engagement
• Future Vision
• Growth & Development
• Manager Relationship
• Performance Enablement
• Recognition & Reward
• Teamwork & Collaboration
• Workplace Well-being

Where to start for your role

Find the role that fits you and start with those articles. Plenty of people wear more than one hat, so read every section that applies. If you are not sure which role you have, ask whoever set up your platform access.

Administrators

You have the widest view, and you set things up for everyone else. Start with groups and permissions, since they decide what every other user can see.

• Admin Portal
• Manage Group-Based Access and Permissions (Platform Admins Only)
• Troubleshooting Platform Access Issues (Platform Admins Only)
• Platform Branding (Admins Only)
• Build Your Listening Program | Overview

Event creators

You build and run listening events. You will see the events you created and any you have been given access to, and your administrator may ask you to send events for approval before they launch.

• Build Your Listening Program | Overview
• Create a New Listening Event | Point-In-Time & Lifecycle
• Listening Event Approval: Administrator and Creator Workflows | Point-In-Time & Lifecycle
• Launch Your Listening Event | Point-In-Time & Lifecycle
• Create & Manage Reporting Groups for an Event: Overview | Point-In-Time & Lifecycle

HR business partners

You will usually see results across several teams, and part of your job is helping managers make sense of theirs and follow through.

• Access Your Results
• Filter Your Data
• AI Insights: A More Consistent Way to Understand Survey Results
• Turn Insights into Action | Overview
• Act Metrics Dashboard

Managers

Your part is nicely focused: look at your team's results, talk them through with your team, and pick one thing to work on together.

• Access Your Results
• Turn Insights into Action | Overview
• Create an Action Plan
• View Action Plans
• Use On-Demand Coaching