The Home Page

NOTE: This section of the article is applicable for companies participating in early adoption of our new Home page experience (which will roll out to all platform users in May). If your company is not an early adopter, please click here.

The Home page is your first stop after logging in to the People Insights Platform and is the central location for all your listening tools, activities, and insights. The Home page is designed to focus your attention on recent listening events and your next steps in the listening process (for example, completing a listening event, analyzing results, or working on action plans). What you see on your Home page is based on your role, permissions, company configurations, and purchased features.  

This section of the article walks through:

• Access the Home Page
• Explore the Home Page
• Navigate the Platform (Navigation Bar)
• Read and Complete Alerts
• Work with Recent Events (Admin and Creator Users)
• Access Your Latest Results (Manager and HR Users)
• Work on Your Next Steps 
• View and Edit Your Account Settings
• Overview Video

Access the Home Page

When you log in to the People Insights 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.

Explore the Home Page

As mentioned previously, the items displayed on the Home page depend on your user role and permissions, company settings, and the features purchased. Every user’s Home page includes the navigation bar. The following examples show the Home page experience for Admin and Creator users and Managers and HR users, all with Activate/Grow purchased. To see additional examples of the Home page (and other platform pages) for different user roles and feature purchases, see our Platform Persona Overview.  

Admin and Creator Users

Manager and HR Users

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, 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. 

• Alerts

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). 

• Help

Provides access to the Perceptyx Knowledge Base (all users) and Perceptyx Academy (admins, creators, and HR users), and enables you to contact Customer Support or give feedback.

• 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 Alerts in the navigation bar to view all pending alerts.

View Your Alerts from the Alerts Area

1. Navigate to the Alerts area.

2. 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

1. In the navigation bar, click Alerts.

Complete an Alert

1. Review the alert.

2. Click the action button.

3. Follow the onscreen prompts to complete the task.

Work with Recent Events (Admin and Creator Users)

The Recent section displays the four most recently created, modified, launched, or closed events, along with action buttons for working with each event. Action buttons vary based on the status of the event. For example:

• Live Report: View current results for an in progress (active) event.

• View Report: View results for a closed event.

• Manage Event: Make changes to a draft event (or restricted changes to an active event).

The Manage All Events option (top right) takes you to the Listen page, where you can manage all your listening events. The All Results option (top right) takes you to the Analyze page, where you can view results for all your events. For more information, see the Listen and Analyze articles.

Access Your Latest Results (Manager and HR Users)

The Your Latest Results section displays the most recently closed event and an action button for viewing the results. If you have more than one user role (for example, manager and HRBP) you can use the View Report As dropdown to select the reporting persona for which you want to view results. 

The All Results option (top right) takes you to the Analyze page, where you can view results for all your events. For more information, see the Analyze article.

Work on Your Next Steps 

The Your Next Steps section displays your most recent Intelligent Nudges (if enabled), action plan invites, and commitment reminders for existing action plans. These items are all designed to help you initiate and follow through on action planning. 

The View More option (top right) takes you to the Act page, where you can view and work with all your nudges and action plans. For more information, see the Act article.

• Intelligent 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. You’ll see nudges if Activate/Grow is enabled for your company. For more information, see the Activate Overview and Grow Overview articles. 

• Commitments are reminders for existing action plans. Click the View Action Plan button in the commitment to view and update the action plan. For more information, see the Edit & Manage Action Plans article.

• Action plan invites are prompts to create a new action plan based on your most recent listening event results. Click the Start Action Plan button in the invite to open the action planning workflow for your most recent event. If your company has Activate/Grow enabled, you can use AI-assisted action planning, which proactively identifies the top areas you should focus on and suggests an action plan to address those items. For more information, see the Create an Action Plan article.

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 Intelligent Nudges notifications (if you are an Activate user with access to Intelligent Nudges) and your browser privacy settings.

When you select Sign Out, this ends your session in the platform and displays the login page.

Access Your Account Settings

1. 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 and Browser Privacy Settings tabs available, as applicable. You can view your profile information, but you cannot modify it.

Edit Your Notifications Settings

If you are an Activate user with access to Intelligent Nudges, notifications are sent when new nudges are available. Notifications are sent when new insights, research articles, or Intelligent Nudges (if enabled) are available. You can turn the notifications on or off by simply selecting or clearing a checkbox.

Note: If you are not an Activate user with access to Intelligent Nudges, the Notifications tab does not appear in your account settings.

1. Click your initials and select Account Settings.

2. Click the Notifications tab to display your Notification settings.

3. Select/clear the checkboxes next to the notifications you want to enable or disable.

4. Click Save Changes.

5. Click the Browser Privacy Settings tab to display your cookie settings.

Note: Turning off notifications for nudges does not impact receipt of notifications from different products via email or chat.

Edit Your Browser Privacy Settings

You can choose to accept all cookies or select and accept only specific types of cookies.

1. Click your initials and select Account Settings.

2. Click the Browser Privacy Settings tab to display your cookie settings.

3. If you want to accept all cookies, click Accept All Cookies.

4. If you don’t want to accept all cookies, select/clear the checkboxes next to the cookies you want to enable or disable, then click Accept Selected.

Sign Out of the Platform

1. 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.

Overview Video

Home Page

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 section of the article walks through:

• Home Page
• 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
• Give Us Feedback

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), notifications settings, and browser privacy 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

1. Navigate to the Alerts area.

2. 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

1. In the navigation bar, click Respond.

Complete an Alert

1. Review the alert.

2. Click the action button.

3. 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

1. 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.

2. Select the tab group you want to view (if applicable).

3. Using the left and right arrows, scroll through your Insight cards.

4. 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.

1. Identify the Insight you want to take action on.

2. Click the action button to engage the Insight.

The platform takes you to the area associated with the AI Insight (e.g., reports).

3. 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.

1. For each Insight:

   1. Click the Thumb Up icon for useful and relevant Insights you’d like to see more.

   2. 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 Account 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.

1. Navigate to the Intelligent Nudges area.

2. Click View More for the nudge you want to view details for.

The nudge opens on the Act page.

3. 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

1. Navigate to the Intelligent Nudges area.

Recent nudge history displays on the right side.

2. 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

1. Navigate to the Perceptyx Research area.

2. Review the research snapshots.

3. 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 notification and browser privacy settings.

When you select Sign Out, this ends your session in the platform and displays the login page.

Access Your Account Settings

1. 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 and Browser Privacy Settings tabs available. You can view your profile information, but you cannot modify it.

Edit Your Notification Settings

1. Click your initials and select Account Settings.

2. Click the Notifications tab to display your Notification settings.

3. Identify the notification you want to edit.

   1. Enable Notification: Select the checkbox to enable the notification.

   2. Disable Notification: Clear the checkbox for the notifications you don’t want to receive.

4. Click Save Changes.

Edit Your Browser Privacy Settings

You can choose to accept all cookies or select and accept only specific types of cookies.

1. Click your initials and select Account Settings.

2. Click the Browser Privacy Settings tab to display your cookie settings.

3. If you want to accept all cookies, click Accept All Cookies.

4. If you don’t want to accept all cookies, select/clear the checkboxes next to the cookies you want to enable or disable, then click Accept Selected.

Sign Out of the Platform

1. 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.

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

1. 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.

2. Complete the Subject and Description fields. 

3. If applicable, display the Widget Source dropdown and select an option (for example, Perceptyx Academy).

4. If you want to attach a file or image:

   1. Click Attachment.

   2. Navigate to the file location, then double-click the file name. 

   3. Repeat as needed for up to a maximum of five files.

5. Click Submit.