Set up Peakon's Microsoft Teams integration

Organizations using Microsoft Teams for internal communications can set up a direct integration between Microsoft Teams and Peakon, in order for employees to receive survey notifications through the Peakon Microsoft Teams App.

This article covers:

• How the integration works
• Permissions required
• Connecting the integration

How the integration works

The integration notifies of new surveys and nudges you when you haven't responded with a reminder. Survey notifications are triggered at the same time as normal survey emails and reminders. Microsoft Teams will only notify those employees whose Peakon email address matches their Microsoft Teams email address.

Users will see a Peakon notification card in the chat window on Microsoft Teams. It will include the survey frequency (if any), expected time, number of questions and end date. 

When the user clicks on Start survey, the survey launches in an iFrame format for the user to complete directly within the app. 

Permissions required

Administrator can connect Peakon to their Teams client, if they have admin rights on both platforms, specifically being part of the Administrators access control group on Peakon, and having the "Global System Administration" access on Teams.

Connecting the integration

1. Go to Administration
2. Click on Integrations and choose Microsoft Teams
3. Click the Connect button
4. Wait for the Microsoft login model to load and click Authorize to allow Peakon to use Teams

After a connection is established, Administrators can toggle the send-out of survey notifications via Teams directly within the Microsoft Teams integration item on Peakon. By default, this will be disabled after the integration has been created.

Please note that you will not see the Peakon app in your Teams client until it sends you a message for the first time.