The Perceptyx App for Microsoft Teams is a free tool available in the Teams Store. It delivers notifications from the Perceptyx Platform directly within Teams, helping employees and managers stay informed about surveys, reports, and action-planning activities.
The Perceptyx app enables organizations to:
Send survey invitations and reminders to employees.
Notify managers when they are invited to participate in a 360 assessment.
Alert managers when new reports are available in their Perceptyx account.
Organizations with an Activate subscription can also:
Provide insights and recommendations that support action planning.
Deliver personalized nudges that promote habit-forming behaviors.
This article walks through:
Prerequisites
Prior to app installation, Perceptyx must:
Create your company’s Teams account, associated with the company email domain
Enable the ability to send Teams notifications for your company’s self-led listening events
Important: If you try to install the app before the prerequisites are completed, you will receive an error and will need to install the app again after Perceptyx creates your company’s account.
Installing the Perceptyx Teams App
The Perceptyx App can be installed from the Microsoft Teams Store. Installation can be completed in one of two ways:
Individual installation by employees
Organization-wide installation by a Microsoft Teams administrator
Individual Employee Installation
Search the Microsoft Teams Store for Perceptyx or click here.
The app information appears.
Note: Alternatively, you can click Apps in the left panel in Microsoft Teams and search for “Perceptyx.”
Click Get it Now.
If prompted, open your Microsoft Teams application.
Click Add to install the Perceptyx App.
Note: Depending on your organization’s policies, you may be prompted to request permission before installing the Perceptyx App. Follow the prompts and continue after receiving approval.
A Welcome to Perceptyx for Teams message appears.
No further action is needed. You will begin to receive chat messages from Perceptyx about pending tasks, surveys, or action recommendations as they become available.
Organization-Wide Installation (Teams Administrator Only)
A Microsoft Teams administrator can install the Perceptyx app for all employees or for selected groups. When the app is deployed automatically, the Welcome to Perceptyx for Teams message appears for employees the next time they open Microsoft Teams.
To deploy the app organization-wide, the Teams administrator must add the Perceptyx app to the appropriate Teams group policy.
If you would like the app installed for your organization, contact your IT department to request administrator deployment.
Enabling Notifications Through Teams
To send event notifications through Teams, the event Admin or Creator must first enable the feature for each event to trigger its specific notifications.
For Self-Led Point-In-Time and Lifecycle events: Enable the Include Chat Notification checkbox when scheduling your event invitation and reminder emails. Teams notifications are sent at the same time the emails are delivered.
For detailed information, see the Launch Your Listening Event | Point-In-Time & Lifecycle article.
For 360 Feedback events or your Activate subscription: Contact your Perceptyx Program Manager.
Troubleshooting
If you receive a “Thanks for your interest in the Perceptyx Microsoft Teams application!” message after installing the Perceptyx App, it means the Perceptyx system was not able to associate your Microsoft Teams account with your Perceptyx account.
If you are an individual user, please contact your Teams Administrator.
If you are the Teams Administrator, please contact your Perceptyx Program Manager or Customer Success Manager and provide the email address of the employee(s) who received the message.
Once your company’s Perceptyx account is configured to recognize your Microsoft Teams domain, a “Welcome to Perceptyx for Teams” message will be sent to employees who were not previously recognized. Future survey invitations and action or information alerts will then begin to automatically appear for these employees.
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