Perceptyx Academy

Perceptyx Academy is a learning resource designed to help you get the most out of our products and services, learn best practices, and transform employee experiences in your organization. The Academy features on-demand videos, courses, learning paths, resources, and tools to help you understand and use the Perceptyx Platform and work effectively through each stage of your employee experience journey.

Note: Perceptyx Academy is available to Administrators in the Perceptyx Platform. 

This article walks through:

• Accessing the Academy
• Navigating the Academy - Home Page Overview
• Top Menu
• Getting Started 
• Get Moving in Minutes
• Connect Your Insights to Impact
• Footer
• Register and Start a Course
• Download Content
• Get Support

Accessing the Academy

You can easily access the Academy from the Help Center in the platform navigation bar.

1. Log in to the Perceptyx Platform.

2. In the navigation bar, click Help, then select Perceptyx Academy.

The Academy home page appears.

Navigating the Academy - Home Page Overview

The home page is your starting point for accessing all courses, videos, resources, and tools. The Welcome banner near the top of the page provides one-click access to view all courses and a Welcome to Perceptyx Academy video. We encourage you to watch the video for a quick and informative overview. 

The rest of the home page is organized into five key areas for accessing content:

• Top Menu

Quick access to courses, videos, live training, resources, and the Knowledge Base. The menu also includes a search feature and access to your user profile.

• Getting Started

Short videos, courses, learning paths, and resources designed to help you get familiar with the platform and the full process of working with Perceptyx or on your own. Focus areas include setup, strategy, design, execution, and how to analyze and take action on results.

• Get Moving in Minutes

Overview videos that walk you through the main features of the Perceptyx Platform, including the Home, Listen, Analyze, and Act pages.

• Connect Your Insights to Impact

Courses for every stage of your journey, from platform and data setup, to designing, building, launching, and managing listening events, to analyzing and taking action on results and assessing the impact of your strategy and program.

• Footer

Links to Perceptyx social media spaces, key areas of the Academy, knowledge resources, and key areas of the Perceptyx website.

As you access various areas of the Academy, you can always return to the home page by clicking the Perceptyx Academy logo at the top left of your screen.

Top Menu

In the top menu, you can view all courses, video tutorials, live training events (coming soon), resources and tools, and access our Knowledge Base for helpful step-by-step articles right when you need them. You can also search for content by keywords or phrases and view your user profile.

• All Courses

Clicking All Courses displays the full library of courses, grouped by stages of the employee experience (EX) journey (prepare and align; build, launch, and manage; analyze; take action; prove and measure impact) and by listening event type (Point-In-Time, Lifecycle, 360, and Crowdsource).

• Videos

Clicking Videos displays the full video library. You can use the left panel on the library screen to filter the display and quickly find videos for specific categories, experience level, roles, and product areas. Simply click to select one or more checkboxes in the sections by which you want to filter. The display updates dynamically as you select (or clear) checkboxes. The filter selections are cumulative.

• Live Training (Coming Soon)

Clicking Live Training will display upcoming live training sessions and recordings of past sessions.

• Resources

Clicking Resources displays a library of tools, templates, guides, and other resources that are applicable to the different stages of the employee experience journey. 

You can use the left panel to filter the display and quickly find resources for specific product areas, content type, and user roles. Simply click to select one or more checkboxes in the sections by which you want to filter. The display updates dynamically as you select (or clear) checkboxes. The filter selections are cumulative.

• Support

Clicking Support takes you to the Knowledge Base, where you can find overview and step-by-step articles to assist you with your listening program or submit a support ticket. For more information, see the Help Feature article.

• Search

You can use the Search feature to find courses, lessons, and learning paths based on keywords and course, lesson, or plan titles or descriptions. Results display dynamically as you type in the Search box.

By default, all types of content appear in search results. You can narrow the results by unchecking one or more content types that display at the top of the search results page. 

• View Profile 

Clicking your picture or initials displays the option to view your profile. You can also see a list of your completed courses. 

Getting Started 

The Getting Started section is designed to help you get familiar with and prepare for each stage of using the Perceptyx Platform - whether you are teaming up with Perceptyx or working on your own. Short videos, courses, learning paths, and resources focus on four key areas:

• Getting Started - Onboarding & Platform Setup

This area outlines each step of the onboarding and setup process. For each step, you can view a short overview video and complete the available learning and resources.

Some topics, such as Meet the Platform, include a learning path - a series of courses designed to provide a maximal learning experience. Registering for a learning path registers you for all the included courses.

• Meet the Platform

This area is particularly useful if you are new to the platform. It features:

• Quick videos/microlearnings to help you get quickly up to speed about the platform and its features and tools. 

• Courses and specific learning paths to help you dig deeper into the features you want to learn about in detail. 

• Videos, Courses, and Paths links at the top of the page to view all videos, courses, or learning paths. 

• Insights to Impact

This area focuses on helping you connect insights from your listening events to impact. Organized to mirror the insights to impact journey, the microlearnings/videos, courses, and resources in this area allow you to selectively investigate the topics you want to learn about when needed. Quick overviews and best practices walk you through:

• The steps to design, build, and launch your listening events (Listen)

• The steps to analyze your results and uncover insights (Analyze)

• The steps to take action based on those insights (Act & Impact)

• Resources & Tool Center

This area contains a wide variety of guides, templates, resources, and tools to help you design and execute your listening programs. View or download what you need when you need it. 

Get Moving in Minutes

The Get Moving in Minutes area focuses exclusively on overview videos that walk you through the main features of the Perceptyx Platform, including the Home, Listen, Analyze, and Act pages. You can use the arrows to scroll through the videos for each platform page or click the Explore all videos link to display all the videos at once.

Connect Your Insights to Impact

The Connect Your Insights to Impact area contains courses for every stage of your journey, from platform and data setup, to designing, building, launching, and managing listening events, to analyzing and taking action on results and assessing the impact of your strategy and program. You can use the arrows to scroll through the courses or click the Explore all courses link to display all the courses at once.

Footer

Within the footer, you’ll find quick links to Perceptyx social media content, key areas within the Academy, and other helpful resources, including Perceptyx Research Library, blog and company sites devoted to our platform, solutions, and more.

Register and Start a Course

Some courses require registration and some do not. Registering for a course and diving right in is a quick and easy process. Courses are available on demand, so you can access the content at any time. Once you register for a course, you can start it at a time that suits you and come back to it as needed if you don’t complete it in one sitting.

1. Search for or navigate to the course you want to take.

2. Click the course tile.

If registration is required, a description of the course, curriculum, and duration appears, along with a Register link. If registration is not required, the course landing page appears and you can skip to step 4.

3. Click Register (top right).

The course landing page appears.

4. Click Start to begin the course, then follow the onscreen prompts to work through each lesson.

5. If you need to leave a course, simply return to the home page or close your browser window. 

6. To resume a course, click the course tile to resume where you left off (you can use the Search feature to quickly find the course).

Download Content

Some courses and other Academy resources include downloadable content. The download option may vary based on the browser you are using. The available download options are as follows:

• Click the Download (arrow) icon in the title bar.

• Click the Download (paper clip) icon in the top right corner. (If the icon does not display, click the Full Screen icon in the bottom right corner.)

Get Support

If you need support, you can submit a ticket to the Perceptyx Customer Care Team. 

1. In the top menu, click Support.

The Perceptyx Helpdesk home page appears.

2. Click Submit a Ticket (top right), display the dropdown, then select Report an Issue.

The Submit a Ticket form appears.

3. Follow the onscreen instructions to complete the form.

4. At the bottom of the form, display the Which Product do you need help with dropdown, then select Perceptyx Academy.

5.  Click Submit.