The Home Page

This article walks you around the Home page and the navigation bar that sits across the top of every screen. If you are brand new to Perceptyx, this is a good place to start.

Your Home page is built around what you do in the platform, so it will not look the same for everyone. What you see depends on your role, your permissions, and what your company has purchased. People who build listening events see their most recent events. Managers and HR business partners see their latest results. Almost everyone sees alerts and a list of next steps.

Getting to the Home page

You do not have to do anything to find it. Home opens on its own every time you log in. To come back to it from anywhere else in the platform, click Home at the far left of the navigation bar.

The navigation bar

The navigation bar runs across the top of every page and stays put as you move around, so you are always one click from anywhere else. The main areas of the platform are on the left, and your tools and settings are on the right.

Want to dig into one of the areas? See Listen, Analyze, Act, or Admin Portal.

What is on your Home page

Most people see one of two versions of Home. The letters on each screenshot match the list underneath it.

If you build listening events

Administrators and event creators see their recent events up top, with next steps underneath.

• A. Recent: your four most recent listening events, each with buttons to open its report or make changes.
• B. Your next steps: nudges, action plan reminders, and prompts to start a new action plan.
• C. Alerts: anything waiting on you. Your newest alert also shows in the banner at the top of the page.
• D. Shortcuts: Manage all events jumps to all of your events in Listen, and All results jumps to Analyze.
• E. Gear icon: the Admin Portal, for Platform Administrators.
• F. Question mark: the help menu, with links to the Knowledge Base, Contact Support, and Give Feedback.

If you manage a team or support managers

Managers and HR business partners see their latest results up top, with next steps underneath.

• A. Your latest results: the most recently closed listening event you have results for.
• B. Your next steps: nudges, action plan reminders, and prompts to start a new action plan.
• C. Alerts: anything waiting on you, with your newest alert in the banner at the top of the page.
• D. View more: takes you to Act, where all of your nudges and action plans live.
• E. Question mark: the help menu, with links to the Knowledge Base, Contact Support, and Give Feedback.

Alerts

Alerts are the things that are waiting on you, like a survey to take, 360 feedback someone has asked you for, or an action plan to create or review. Your newest alert shows in the banner at the top of the Home page, so you see it as soon as you log in.

To see all of your alerts

Do either of these:

• Click Alerts in the navigation bar.
• If you have more than one alert, click the You have more tasks waiting link in the bottom right of the alert on your Home page.

To complete an alert

1. Read the alert so you know what it is asking for.
2. Click the button on the alert, for example Begin Survey or Join Now.
3. Follow the prompts on screen to finish the task.

Once you finish, the alert drops off your list.

Your recent events

For administrators and event creators.

The Recent section shows up to four of your listening events. They are ordered by the date that matters most for where each event is at: live events by their start date, drafts by the date they were created, and closed events by their end date. The newest comes first. Editing an older event does not move it to the front.

Each card shows the event's status and type, plus buttons for what you can do with it right now:

• Live Report: see results so far for an event that is still running.
• View Report: see results for an event that has closed.
• Manage Event: open the event in the Event Builder to make changes.

Not seeing the event you want? Manage all events takes you to your full list in Listen, and All results takes you to Analyze.

Your latest results

For managers and HR business partners.

Your latest results shows the most recently closed listening event you have results for. Click View Results to open the report.

Some people can see results for the same event in more than one way, for example as a manager of their own team and as an HR business partner for a wider group. If that is you, a View report as menu shows on the card. Pick the view you want first, then click View Results.

To find results for older events, click All results to go to Analyze. For more on opening and reading your reports, see Access Your Results.

Your next steps

This section is all about turning your results into action. It pulls together the small, practical things you can do this week, along with reminders about the action plans you have already started.

Here is what you might see:

• Coaching: click Start coaching session to talk through a challenge in a private, AI-powered chat. You can pick a suggested prompt or ask your own question. To learn more, see Use On-Demand Coaching.
• Nudges: short, research-backed suggestions for small things you can try with your team, based on your results. Choose Yes, No, or I already do this to say whether you plan to try it.
• Commitments: reminders about action plans you are already working on. Click View action plan to check in and update your progress.
• Action plan prompts: suggestions to start a new action plan based on your results. Click Start action plan to begin. See Create an Action Plan for the full steps.

Click View more to see all of your nudges and action plans in Act.

Account settings and signing out

Click your initials on the right side of the navigation bar to open a short menu with Account Settings and Sign Out.

Account Settings has three tabs:

• Your Profile: your name, email, and employee ID. This tab is view only. If something is wrong, ask your Platform Administrator to fix it.
• Notifications: choose whether you get Intelligent Nudges by email, by chat, or both. This tab only matters if your company has Activate.
• Browser Privacy Settings: choose which types of cookies the platform can use.

To change your notification settings

1. Click your initials and select Account Settings.
2. Click the Notifications tab.
3. Check or clear the boxes for the ways you want to get nudges.
4. Click Save Changes.

To change your browser privacy settings

1. Click your initials and select Account Settings.
2. Click the Browser Privacy Settings tab.
3. Check or clear the cookie types you want, then click Accept Selected. Or click Accept All Cookies or Reject All.

To sign out

Click your initials and select Sign Out. Your session ends and you are taken back to the login page.

For more on each tab, see Account Settings.