The Home page is your first stop after logging in and the central location for all your listening tools, activities, and insights. On the Home page, you can keep in the know with your dynamic alerts, review and gain a deeper understanding of your AI Insights, view and interact with Intelligent Nudges (if using Activate), and access curated research from our EX experts. You can also navigate to any area in the platform and provide feedback.
Note: The Home Page is available to all users, but the view and elements depend upon your role and permissions.
This article walks through:
- Access the Home Page
- Navigate the Home Page
- Navigate the Platform (Navigation Bar)
- Read and Complete Alerts
- Interact with Insight Cards
- Intelligent Nudges
- Perceptyx Research
- View and Edit Your Account Settings
- Access Knowledge Base Content, Videos, and Walk Thru Tours
- Give Us Feedback
To view an overview video:
Access the Home Page
When you log in to the Perceptyx Platform, the Home Page displays. If you navigate away from the Home page, you can return to it by clicking Home in the navigation bar.
Navigate the Home Page
The Home page is divided into five main areas: the navigation bar, dynamic alerts, AI insights, Intelligent Nudges (if enabled), and Perceptyx research. These areas enable you to:
Access all your listening events, reporting, and action plans; view alerts for pending tasks; access Help features; select a language option (if applicable); and view your account settings.
View and take action on dynamic alerts (e.g., listening events, action plans, etc.)
Explore AI-generated insights from your latest Perceptyx-led surveys
Leverage research-based recommendations for action that help every employee build positive behaviors and drive business impact.
Read, watch, or listen to curated research from our EX experts.
Navigate the Platform (Navigation Bar)
The navigation bar provides one-click access to all your listening events, reporting, action plans, an alert for pending tasks, a language selection dropdown (if applicable), and your account settings. If you are an Administrator, it also provides access to the Admin Portal.
The navigation bar remains visible at all times so you can easily navigate back and forth between each option as you move about the platform. Simply click an item in the bar to access it.
Note: The items that appear in your navigation bar vary based on your company’s configuration choices and your user permissions.
Home
Return to the Home page.
Listen
Access, manage, and build listening events.
Analyze
Access reporting for closed listening events and active listening events that have met the minimum response threshold for reporting. If you are an administrator, you can also click Analytics Studio for Point-In-Time or Lifecycle events to build custom dashboards and use comment analysis.
Act
Create, review, and manage action plans (based on your user permissions). If Intelligent Nudges are enabled, interact with Intelligent Nudges and AI-assisted action planning.
Admin Portal (Admins Only)
Read-only access to company details, Business and Talent Priorities, active and inactive subscriptions, active API tokens, employee details, and snapshots, and active access to platform settings for listening events.
Respond
View a list of all pending tasks or requests (e.g., responding to a listening event or a reminder about an upcoming action plan date). A red dot indicates pending items.
Help
Provides access to the Perceptyx Knowledge Base (where you can find how-to articles about using the platform) and enables you to contact Customer Support or give feedback.
Language Dropdown
Display platform pages in one of 35 languages.
Note: Some page elements, such as Intelligent Nudges and the Admin Portal, display in English only.
Account Settings
Access and update your account settings, including your profile (read-only) and notifications settings.
Read and Complete Alerts
The Alerts area highlights updates and time-sensitive tasks for you to complete, such as participating in new listening events or creating or reviewing action plans. The task with the nearest due date displays with an action button you can click to view or complete the task. If you have multiple tasks pending, the Alerts area will also display a link you can click to view them all. You can also click Respond in the navigation bar to view all pending alerts.
View Your Alerts from the Alerts Area
Navigate to the Alerts area.
If there are multiple alerts, click the link in the bottom-right corner to display a list of your tasks.
View Your Alerts from the Navigation Bar
In the navigation bar, click Respond.
Complete an Alert
Review the alert.
Click the action button.
Follow the onscreen prompts to complete the task.
Interact with Insight Cards
Insight cards display role-specific, data-driven insights based on feedback from your most recent Perceptyx-led listening event. The cards are generated by the AI Engine, which determines the most useful information specifically for you. As you interact with your Insights (thumb up or down), the AI Engine continues to tailor your Insights for you. You can review, favor, and click into your Insights to learn more and take action on them.
Note: Insight cards are specific to you, your listening events, and your reporting data. Your cards will contain different information than the example shown above. If additional information is available, an action button (e.g., View breakdown, Visit webinars, Learn more, etc.) will display at the bottom of the card.
Review Your Insights
Navigate to the AI Insights area.
Insight cards are date-stamped and appear in a carousel in descending date order from left to right. Depending on your role, you may also see Insights grouped by tabs (e.g., Company, Team, Group). You can easily navigate between tabs, and forward and backward between cards.
Select the tab group you want to view (if applicable).
Using the left and right arrows, scroll through your Insight cards.
If you’re interested in more details, click the action button at the bottom of the card (if applicable).
Take Action on Your Insights
The power of AI Insights is to bubble up trends and opportunities to understand them better and take action on them. Most Insight cards include an action button so you can dig deeper with relevant resources like reports, articles, or webinar content, as well as identify opportunities, determine next steps, and drive transformation.
Identify the Insight you want to take action on.
Click the action button to engage the Insight.
The platform takes you to the area associated with the AI Insight (e.g., reports).
Review the information and determine next steps.
Personalize Your Insights
You can provide feedback to help personalize your Insights to ensure the most relevant Insights appear on your Home page. Each Insight card includes Thumb Up and Thumb Down icons that make it easy to provide feedback to help the AI Engine learn which Insights are the most useful to you.
For each Insight:
Click the Thumb Up icon for useful and relevant Insights you’d like to see more.
Click the Thumb Down icon for Insights you’d like to see less.
Intelligent Nudges
Intelligent Nudges appear on the Home page and update regularly (weekly by default). Nudges are personalized, science-based action recommendations delivered in the flow of work, and powered by AI, that drive business impact by creating positive changes in behavior. Nudges close the loop from insight to impact by activating everyone in an organization to take action and develop the habits that help them - and their organization - succeed.
You can view nudge details and provide feedback to help personalize the experience as our AI engine learns your preferences. You can also view your nudge history.
Note: Intelligent Nudges appear only if purchased and enabled. Contact your Perceptyx Customer Success Manager if you want to add them for your organization.
View Nudge Details
When you view nudge details, the full nudge opens on the Act page to help promote action planning tied to the nudge.
Navigate to the Intelligent Nudges area.
Click View More for the nudge you want to view details for.
The nudge opens on the Act page.
At the bottom of the nudge, click Yes, No, or I Already Do This to help tailor future nudges to your personal preferences.
View Nudge History
Navigate to the Intelligent Nudges area.
Recent nudge history displays on the right side.
To view the full nudge history, click + View All Nudges.
The full nudge history displays in the Action Feed section of the Act page.
Perceptyx Research
The Perceptyx Research area provides research from our EX experts that is tailored to your role to help you drive transformation, business outcomes, and measurable impact. Research items include articles, blogs, podcasts, webinars, and infographics. Each item includes an action button so you can explore further. Once a month, your Home page displays four new research items.
Review Your Curated Research
Navigate to the Perceptyx Research area.
Review the research snapshots.
Click Read More for the item you want to explore.
View and Edit Your Account Settings
You can view and edit your account settings by clicking your initials in the top-right of the navigation bar. Clicking your initials displays a drop down menu with options for accessing account settings and signing out of the platform.
When you access your Account Settings, you can view your profile information and view and edit your email notification preferences for new Intelligent Nudges (if enabled), new Insights, and new research.
When you select Sign Out, this ends your session in the platform and displays the login page.
Access Your Account Settings
On the right side of the navigation bar, click your initials to display the drop down menu, then select Account Settings.
The Account Settings screen appears with the Your Profile tab displayed and the Notifications tab available. You can view your profile information, but you cannot modify it.
Click the Notifications tab to display your Notification settings.
Edit Your Notifications
Navigate to Account Settings > Notifications.
Identify the notification you want to edit.
Enable Notification: Select the checkbox to enable the notification.
Disable Notification: Clear the checkbox for the notifications you don’t want to receive.
Click Save Changes.
Sign Out of the Platform
On the right side of the navigation bar, click your initials to display the drop down menu, then select Sign Out.
When you select Sign Out, this ends your session in the platform and displays the login page.
Access Knowledge Base Content, Videos, and Walk Thru Tours
Each of the main platform pages (Home, Listen, Analyze, and Act) includes a Show Me How button you can use to view Knowledge Base articles, videos, and Walk Thru tours. Knowledge Base articles provide written overviews and step-by-step instructions for using platform pages, features, and functionality as well as content to help you design and build your listening programs.
Videos provide quick, high-level overviews of key platform features.
Walk thru tours are on-screen tours of specific platform pages. They sequentially “walk you through” a page with on screen pop-ups and short descriptions that provide a high-level overview.
Access Knowledge Base Articles
You can view select articles about specific platform pages or all articles within our full Knowledge Base, which opens in a separate browser window.
Click Show Me How (bottom right).
The Show Me How dialog box displays with the Resources tab selected.
To view a specific article:
Click the arrow icon for the page you want to see articles for.
Articles are denoted by a book icon.
Click the article you want to view.
The article opens in a separate browser window. Use the links in the This Article Walks Through section to navigate to a specific topic within the article.
To view the full Knowledge Base:
Click the arrow icon to expand the Knowledge Base category.
Click Knowledge Base (Perceptyx Knowledge Base Articles).
The Knowledge Base opens in a separate browser window and displays the landing page.
Click a folder to display its contents or click an article to view it in the Knowledge Base.
Note: You can search for content by clicking the Find Some Solutions Here box and typing a key word or phrase. A list of articles containing your search criteria (in the title or content) appears; click an article to view it in the Knowledge Base.
Access Videos
Click Show Me How (bottom right).
The Show Me How dialog box displays with the Resources tab selected.
Click the arrow icon for the page you want to see videos for
Videos are denoted by a camera icon and the word Video in the title.
Click the video you want to view.
The video opens in a separate browser window.
Access Walk Thru Tours
You access Walk Thru tours from the Walk Thru tab of the Show Me How dialog box.
Click Show Me How (bottom right).
The Show Me How dialog box displays with the Resources tab selected.
Click the Walk Thru tab.
The Walk Thru tab displays categories for each platform page (Home, Listen, Analyze, and Act).
Click the arrow icon for the page you want to learn about.
The category expands to show the Walk Thru link.
Click the Walk Thru link.
The Walk Thru begins with an introductory pop-up, as shown in the following example.
Click Next.
The next pop-up for the tour appears. After the initial pop-up appears, Back and Next buttons display to provide navigation backward and forward through the tour, as shown in the following example.
Click Next in each subsequent pop-up to progress through the tour.
Note: You can exit the tour at any time by clicking the X icon in the top-right corner of the pop-up.
Give Us Feedback
We encourage all Perceptyx Platform users to help us improve our platform by sharing feedback via the Help > Give Feedback option in the navigation bar.
Share Your Feedback
In the navigation bar, click Help, then select Give Feedback.
The Helpdesk Submit a Ticket screen opens in a separate browser window. The Give Feedback option is automatically selected in the top dropdown.
Complete the Subject and Description fields.
If applicable, display the Widget Source dropdown and select an option (for example, Perceptyx Academy).
If you want to attach a file or image:
Click Attachment.
Navigate to the file location, then double-click the file name.
Repeat as needed for up to a maximum of five files.
Click Submit.
Overview Video
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