In this update, you’ll find high-level summaries of the latest platform features and enhancements. We’ve also included links to Knowledge Base articles for detailed instructions on how to make the most of these updates.
Unless otherwise noted, the following features support Perceptyx Platform 2.5 and are available based on permissions and subscriptions purchased.
Come explore the new features in our platform workspaces:
We’d love to hear your thoughts on these new features and improvements. Share your feedback with us!
User Roles: Admin, Creator
Required Subscription(s): Platform, Point-In-Time, Lifecycle
To support best practices and help teams move from insights to impact, action planning is now enabled by default for all newly created self-led listening events. This change reinforces the importance of taking action after collecting feedback, while still giving users flexibility to adjust settings as needed.
What’s New
In the Standard Settings section of the Listening Event Builder, the Enable Action Planning toggle is now turned on by default.
Users can still choose to turn the toggle off and adjust other settings based on the needs of their event.
How it Works
When the Enable Action Planning toggle is on, action planning is automatically available for that listening event. As a result:
The Take Action button will appear for applicable items on the Advanced Reporting dashboard (if configured).
The same button will also be available in the Favorability Report, encouraging users to identify and track follow-up actions directly from results.
For more details, see the Configure Event Settings | Point-In-Time & Lifecycle Knowledge Base article.
Check back next month!
User Roles: HRBP
Required Subscription(s): Platform
Building on our May 2025 capability to create action plans for others, HRBPs and other users with shadowing permissions in Advanced Reporting can now further support the leaders they work with when it comes to action planning.
What’s New
Users with shadowing permissions can now edit, complete, or delete action plans for the people they’re shadowing, from Advanced Reporting.
How it Works
Working with action plans in shadow mode is the same as working with your own action plans. While shadowing a user, you can:
Click View Action Plan for any survey item in Advanced Reporting that already has an action plan created for it, and access the action plan details page.
Click Edit to edit the details of the action plan.
Click Complete to mark the action plan complete.
Click Delete to delete the action plan.
Shadowing is limited to Advanced Reporting. Users cannot navigate to other parts of the platform while in a shadow session.
For more details and step-by-step instructions, see the following Knowledge Base articles:
Create an Action Plan (for instructions on using the Shadowing capability)
User Roles: All (unless otherwise indicated)
Required Subscription(s): Platform
We’ve refreshed the global navigation bar to provide a cleaner, more consistent experience across the platform. This update introduces new icons for Admin Portal and Help resources and adds clearer language cues in the Help section, making it easier for all users to find support when they need it.
What’s New
New Icons for Admin Portal (Admins Only) and Help: The Admin Portal is now represented by a gear icon, and Help resources are accessed via a question mark icon, streamlining the navigation and aligning with common design conventions.
Language Indicator in the Help Menu: The Help menu now includes the label Perceptyx Help (English Only) to set expectations around language availability for support resources.
How it Works
The update doesn’t change how users access features; it simply makes navigation more intuitive and visually consistent. The updated icons help streamline the interface and improve recognition, while the language label in the Help menu ensures users are informed when accessing English-only content.
These improvements enhance overall usability and lay the groundwork for more consistent, accessible experiences across the platform.
For more details and step-by-step instructions, see the Home Page, Help Feature, and Admin Portal Knowledge Base articles.
Questions?
If you have questions about the Perceptyx Platform functionality or the latest updates, please reach out to your HR Admin or Program Manager.
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