Welcome to the Platform

Modified on Wed, 9 Apr at 2:32 PM

Welcome to the Perceptyx People Insights Platform

The Perceptyx People Insights Platform enables you to close the gap from insights to business impact. Whether working with our Perceptyx experts or on your own, you can use the Platform to build and manage your listening events, analyze and uncover insights, build and manage action plans, and drive business outcomes and impact.

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

Navigating the Platform
Home (Early Adopter Experience)
Home
Listen
Analyze
Act
Admin Portal
Personalized Platform Experiences

To view an overview video:

Overview Video

Navigating the Platform

As you work in the platform, the navigation bar at the top of the screen provides one-click access to all your listening events, reporting, action plans, an alert for pending tasks, Help features, a language selection dropdown (if applicable), and your account settings. If you are an Administrator, it also provides access to the Admin Portal.

The navigation bar remains visible at all times so you can easily navigate back and forth between options as you move about the platform. Simply click an item in the bar to access it.

Note: The items that appear in your navigation bar vary based on your company’s configuration choices and your user permissions.

Home (Early Adopter Experience)

NOTE: This section of the article is applicable for companies participating in early adoption of our new Home page experience (which will roll out to all customers in May). If your company is not an early adopter, please click here.

The Home page is your first stop after logging in to the People Insights Platform and is the central location for all your listening tools, activities, and insights. The Home page is designed to focus your attention on recent listening events and your next steps in the listening process (for example, analyzing results or working on action plans). What you see on your Home page is based on your role, permissions, company configurations, and purchased features.

Alerts

View the number of active notifications requiring your attention in the navigation bar and take action by clicking into the alert.

Recent (Admin and Creator Users)

View the four most recent events including created, modified, launched, or closed events. Depending on event type and status, action buttons enable you to manage or view results for the events.

Your Latest Results (Manager and HR Users)

Select a reporting role, if applicable, and view results for the most recently closed event.

Your Next Steps

View your most recent Intelligent Nudges (if enabled), action plan invites, and commitment reminders, all designed to help you follow through on action planning.

Quick Links

Jump right to other areas of the platform to quickly manage events, view results, and take action.

Admin and Creator Example

Manager and HR User Example

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

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

Home

NOTE: This section of the article is applicable for companies that are NOT participating in early adoption of our new Home page experience (which will roll out to all customers in May).

The Home page is your first stop after logging into the Platform and your central hub for the latest insights, intelligent nudges, research, and listening events. The Home page is organized into four main areas, featuring: dynamic alerts, insights for your company and team, intelligent nudges, and curated research from our EX experts.

Dynamic Alerts

You can keep in the know with the latest actions requiring your attention in the Dynamic Alerts area. You can review and act on your alerts (e.g., participate in a listening event).

Insights

The Insights area surfaces role-specific, data-driven insights based on feedback from your most recent Perceptyx-led listening event. These cards are generated by the AI Insights Engine, and enable you to review, favor, and click into your Insights to learn more and take action. Depending on your role, you can also navigate between insights for your company and for your team.

For reporting users, the Insights area displays a New Results banner with one-click access to reporting when a Perceptyx-led Point-In-Time listening event closes. The banner displays for 30 days after the event closes, helping to keep reporting users focused on their listening event results.

Intelligent Nudges

If purchased, you can review your current and recent Intelligent Nudges in the Intelligent Nudges area. Nudges are personalized, science-based action recommendations delivered in the flow of work, and powered by AI, that drive business impact by creating positive changes in behavior. You can view nudge details and provide feedback to help personalize the experience as our AI engine learns your preferences. You can also view your nudge history.

Perceptyx Research

The Perceptyx Research area provides research from our EX experts that is tailored to your role to help you drive transformation, business outcomes, and measurable impact. Research items include articles, blogs, podcasts, webinars, and infographics. Each item includes an action button so you can explore further. Once a month, your Home page displays four new research items.

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

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

Listen

The Listen page enables you to access, manage, and build your listening events to gather feedback and insights. The Listen page is divided into three main sections: Create New Listening Event (button), Active Events, and All Events.

Create New Listening Event (button)

Clicking the Create New Listening Event button (top right) opens the Event Builder, which enables you to create new listening events. For more information on the Event Builder, refer to the Build Your Listening Program Overview article.

Active Events

Active Events displays cards for your four most recent active listening events. Using the tabs above the cards, you can change the display to show the most recent events (default) or a specific type of listening event (Point-In-Time, Lifecycle, 360, or Crowdsource). Click Manage Event in a card to open the Event Builder and make changes as allowed by event status (active or draft).

All Events

All Events displays a table of all your active and draft events. You can use the tabs above the table to display only active, only draft, or only closed events. You can also re-sort by column (using the arrows), search for specific events, and apply filters. Click Manage Event for an event to open the Event Builder and make changes as allowed by event status (active, draft, or closed).

Note: The Listen page is only available to Admin and Creator users, and the elements displayed depend upon your purchased features.

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

Analyze

The Analyze page enables you to uncover insights to drive impact. On this page, you can access reporting for your closed listening events and active listening events that have met the minimum response threshold for reporting. The Analyze page is divided into two main sections – Report Eligible and All Reports – and links out to your Reporting, Analytics Studio, and AI Hub.

Report Eligible

Report Eligible displays cards for your four most recent report eligible listening events. Using the tabs above the cards, you can change the display to show the most recent eligible reports (default) or reports for a specific type of listening event (Point-In-Time, Lifecycle, 360, or Crowdsource).

Click Live Report in a card to access reporting for an active event. Click View Report in a card to access reporting for a closed event.

All Reports

All Reports displays a table of all your available reports, for both active and closed events. You can use the tabs above the table to display reports for only active or only closed events. You can also re-sort by column (using the arrows), search for specific events, and apply filters.

Click Actions and then select Live Report to access reporting for a live event or select View Report to access reporting for a closed event.

If you are an administrator, you can also click Actions and then select Analytics Studio for Point-In-Time or Lifecycle events to build custom dashboards and use comment analysis.

The Analyze page links out to our three main analytics areas:

Advanced Reporting

Advanced Reporting dashboards provide easy access to all your listening event results. Point-In-Time and Lifecycle events share the same dashboard (shown below), while 360 and Crowdsource events have their own dashboards. Each dashboard includes a navigation panel, demographic filtering, and one-click access to the reports you have permission to access based on your user role.

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.

Analytics Studio

Analytics Studio is an advanced analytics workspace where you can create and share custom dashboards for your listening events and use Perceptyx analytics models to explore insights in your comments data - in individual events and across multiple events. You can use the power and flexibility of Analytics Studio to streamline independent data analysis and make informed, data-driven decisions for taking action and driving improvements.

Note: Analytics Studio is available only for Administrator and Creator users.

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

Act

The Act page enables your team to create and manage their plans (and progress) to drive change and business impact across all listening events in one place. If your company has enabled Activate or Grow, Intelligent Nudges are also incorporated into the Act page, and AI Coach may be enabled for some users.

Intelligent Nudges proactively deliver behavioral-based recommendations to managers and employees, giving them the skills and knowledge they need to successfully complete action plans and develop better habits over time. All nudges are delivered within the flow of work (e.g., in the Action Feed, or via Microsoft Teams, Slack, email, etc.), making them quick and easy to implement.

AI Coach is a chat-based interface that offers personalized, on-demand coaching grounded in behavioral science, helping employees develop the habits that drive company success. Using 2,500 science-backed nudges, it delivers actionable guidance tailored to your organization’s values, goals, and competencies, as well as individual employee development needs.

Note: Intelligent Nudges require a subscription for Activate/Grow. For more information, see the Activate Overview and Grow Overview articles.

AI Coach also requires a subscription for Activate/Grow and is enabled by request. For more information, see the Use AI Coach article.

The Act page is divided into three main sections: Action Feed, Active Action Plans, and the Activity Area.

Action Feed

The action feed displays your recent action plan commitments and reminders, if applicable, or a prompt to create an action plan. The action feed also displays your recent Intelligent Nudges (if enabled), and a prompt to access AI Coach (if enabled). You can review and interact with your nudges to help train the AI Engine to provide the most relevant nudges. If AI Coach is enabled, you can also initiate a chat session.

Active Action Plans

Your active action plans display in this area, giving you quick access to monitor and drive progress. You can review the top-level details for each, or click to open the action plan and view the full details. If you have more than one user role for which you create action plans (e.g., manager and HRBP), you can use the Role dropdown to filter the action plan display by role. This section also displays the number of Intelligent Nudges received (if enabled) for each action plan.

Activity Area

The activity area enables you to:

Initiate an AI Coach chat session (if enabled). Clicking AI Coach opens a session window you can use to type questions or use predefined prompts. Coaching sessions are designed to be highly conversational. You can ask questions, seek guidance on specific situations, or even ask AI Coach to help draft messages or other content.

For more information, see the Use AI Coach article.

Access advanced tools (Admin and HR users only), which currently includes Act Metrics for action planning, nudge, and AI Coach engagement, and Boost Nudges (admins only) for temporarily sending targeted nudges in response to emerging organizational needs or upcoming events.

Act Metrics

Administrators can track nudge engagement data, including activity personas, nudge themes selected as personal focus areas, and nudges viewed over time. If AI Coach is enabled, administrators can also track AI Coach engagement data.

Administrators and HR users can also track action plan engagement data on the Act Metrics dashboard. Data includes the top survey items used in action plans and a participation breakdown by user status (e.g., manager or overall). There’s also a search feature to search for action plans for specific employees and provide appropriate feedback and support for those who need help getting started or following up with the process. A download feature enables users to download details for all action plans created for a specific listening event.

For more information, see the Activate Overview article or the Grow Overview article.

Boost Nudges (Admins Only)

Administrators can create nudge boosts to provide focused support for specific themes. Choose from 14 themes and provide focused support to teams for 6 weeks. Nudge boosts do not affect the frequency of nudge delivery; however, every other nudge received during the period relates to the boost theme.

For more information and step-by-step instructions, see the Work with Intelligent Nudges article.

Manage your nudge preferences (if enabled). All users can set their own nudge preferences. Clicking Nudge Preferences at the top of the Act page displays the Nudge Preferences dialog box.

Clicking Update Preferences (bottom right) launches a brief survey in which users can provide optional, voluntary information about their role and select up to three personal focus areas. The Perceptyx AI engine uses this information to further personalize the nudges the user receives.

For more information and step-by-step instructions, see the Set Nudge Preferences article.

Create action plans. Click Create Action Plan to access AI-Assisted Action Planning (with Activate or Grow subscription) or standard action planning to help you focus on the most important areas and guide you through the quick and simple process of creating an effective action plan. You can also create action plans from select reports or the Advanced Reporting dashboard. If AI Coach is enabled, you can open a session right from the action planning workflow to get help creating an effective action plan.

For more information, see the Create an Action Plan article.

Admin Portal

The Admin Portal is a central location where you can view a wide variety of important details pertaining to your listening programs, including:

Company details
Business and Talent Priorities
Active and inactive subscriptions
Active API tokens
Employee details (employee directory, user and account details)
Snapshots (hierarchy)
Platform settings for listening events

For some features, 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.