User management resources

This article includes links to resources related to managing employees and managers in the system. The resources in the following sections are, generally, performed by administrators only, with exclusion of the Login and preferences section, which is for any user who has platform access.

The resources in this article are organized into the following topics:

• Creating and updating users
• Managing attributes and segments
• User permissions 
• Login and preferences
• Advice & troubleshooting

Creating and updating users

• Introduction to employee configuration

• Viewing and searching for employees records

• Adding a new employee manually

• Adding new employees with a data import (CSV or XLSX)

• Updating an employee record

• Updating employee and segment data with a retroactive effect

• Adding a new system administrator

• Adding a new manager

• Setting the employee time zone via Excel

• Setting the employee language via Excel

• Removing an employee from Peakon

• Reinstating an employee who has left

• Managing users that are on extended leave
• Understanding when user and segment changes take place

Automated employee provisioning

• User provisioning integration guide
• Set up Peakon's Workday integration
• Set up Peakon’s Hibob integration
• Set up Peakon's BambooHR integration
• Set up Peakon's Personio integration
• Set up Peakon's Sapling integration
• Set up user provisioning with Azure AD
• Set up user provisioning with Okta

Managing attributes and segments

• Introduction to attributes and segments

• Configuration of attributes and segments

• Restricting access to attributes and segments

• About attribute hierarchies and how they work
• Configuring attribute hierarchies

• Combining segments for special reporting

• Using combination attributes for additional access
• Manually adding the separation attributes

User permissions

• About access control groups and how they work

• All access control permissions explained

• Adding and removing users from access control groups

• Adding or removing users on segment managed access control groups

• Enabling the personal dashboard for your company

• Allowing and restricting access to different question sets

• Granting access to manager usage metrics

• Enabling conversations & comments acknowledgments

• Giving access to segment data by adding segment managers

Login and preferences

• Logging into your Peakon account

• Viewing your user profile in Peakon

• Managing your Peakon email notifications

Advice & troubleshooting

• How to assign a new team to a manager

• Can I restrict access rights to specific question sets?
• How do I find a terminated employee and reinstate?
• Will employees marked as "Left" be deleted from Peakon?
• How are employees licenses allocated?
• Why don't I have a Separation date attribute?
• I am trying to upload employee data, but I am getting an error with the date format.