Welcome to the Perceptyx Platform

The Perceptyx People Insights Platform is designed to support you as you move from building and managing your listening events, to analyzing and uncovering insights, to driving business outcomes and impact. As you move through your Employee Transformation Programs, each area of the platform will support you in collecting, analyzing, and applying insights and data.


This article walks through a high-level view of the platform and its major areas, linking out to the step-by-step of each.


Home 

The Home page is your first stop after logging in and the central location for all your listening tools, activities, and insights. On the Home page, you can keep in the know with your dynamic alerts, review and gain a deeper understanding of your AI Insights, and access curated research from our EX experts. You can also navigate to any area in the platform and provide feedback.


Note: The Home page is available to all users, but the view and elements depend upon your role and permissions.



For step-by-step and next level details, see the Home Page article.


Surveys

The Surveys page enables you to access, manage, and build your listening events to gather feedback and insights. You can also complete surveys you’ve been invited to from this area. The Surveys page is divided into a left-navigation panel that allows you to access the Program Builder and build new listening events, access the listening events you (or our team) have built, and complete surveys. Depending on your selection, the main Surveys area displays your selection.


  • Manage Surveys
    When you click into Surveys, you start on the Manage Surveys tab. Manage Surveys displays any live or closed listening events built by our team. For each listening event, you view and access reporting and Analytics Studio (Administrators only). You can also re-sort by column (using the arrows) and apply filters.


  • Take Surveys
    The Take Surveys area displays any survey you have been invited to. You can take a survey by clicking Take Survey. You can also re-sort by column (using the arrows).

  • Build New Survey (Program Builder)
    The     Build New Survey tab on the left navigation takes you to our Program Builder portal and wizard. This area is only available to customers with builder access (self-service). See Program Builder for more information (below).


For step-by-step and next level details, see the Surveys article.


Program Builder (Self-Service)

The Program Builder area (accessed via Build New Survey) enables you to build, launch, and manage your listening events. Upon clicking Build New Survey, the Program Builder wizard opens. From here you can create a new listening event, or access the rest of the Program Builder features from the left navigation.


Note: This area is only available to customers with builder access (self-service).


  • My Surveys
    The My Surveys area (within Program Builder) enables you to build, edit, and manage the listening events you have created. You can also access our template library, configure trend and survey settings, add and edit users, duplicate surveys, and remove surveys in this view. If you need to search for a listening event, you can use the search bar to do so.



  • Program Builder Wizard
    The     Program Builder Wizard walks you through the process of creating your listening event structure, building the content, customizing the settings and styling, inviting listening event participants, and launching the listening event. Once you have completed the first step (Overview), you can exit, return to, and edit your event at any time (before launching).



  • Template Library
    You can access our best practice listening event templates or create your own in our     Template Library. Once you create a template, you can access, edit, activate, and delete any template.


  • Application Settings
    The Application Settings (lower-left gear icon) enables you to update your System Settings (e.g., demographics page), add and manage users (User Management), and update your Branding (e.g., master logo and template icon). This area is available to Administrators only.




For step-by-step and next level details, see the Program Builder (Self-Service) article.


Actions

The Actions area enables you to drive action (and outcomes) from your insights. In Actions, you can create an action plan for any listening event result by clicking Create New Action Plan. Once clicked, the system opens the Reporting area where for each result, you can click Take Action and build out your action plan. Once built, you can use the Actions area to access, edit, manage, and complete your action plans.



For step-by-step and next level details, see the Actions article.


AI Hub

AI Hub is designed to help you easily discover insights in your comment data collected from sources inside or outside of the Perceptyx platform (e.g., Glassdoor, LinkedIn, customer feedback). It uses four proprietary AI models to automatically analyze your data for you in a simple report you can use to quickly identify what’s going well and where you might need to focus action. This tool is specifically tailored for data scientists and people analytics teams to enhance comment analysis capabilities, enabling deeper insights and data-driven decision-making.


In AI Hub, you can learn more about each model, download files via File Manager, or upload comment data for analysis via Upload Comment Data.


Note: AI Hub is available only for Administrator users.



For step-by-step and next level details, see the AI Hub article.


Administrator Portal

The Administrator Portal is a central location where you can view full company details, your employee directory, user and account details, and snapshots. The portal currently provides only viewing access; however, you can use the portal now to verify that information is accurate and complete. Editing access will be coming soon.


Note: This portal is available only for Administrator users.



For step-by-step and next level details, see the Administrator Portal article.