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
- Updating an employee record
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Updating employee and segment data with a retroactive effect
- 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
- About attribute hierarchies and how they work
- Configuring attribute hierarchies
- Using combination attributes for additional access
- Manually adding the separation attributes
User permissions
Login and preferences
- 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.
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