People Insight

All the help you need to build, manage, and distribute your surveys 

Survey Platform Help

Our guidance on what to consider before you start to survey.

Before you start: Setting up for a great results

An overview of the platform different sections

An overview of the survey-build wizard

Creating a New Survey

Before your start

Articles covering the platform and how it works.

The platform step-by-step, tab-by-tab

Identifying the focal point of your survey

An overview

Using our Survey Templates

Employee Engagement template (PEARL)

Diversity and Inclusion template (BELONG)

Employee Well-Being template (THRIVE)

Change Management template (Navigate)

Hybrid Working template

Psychological Safety template

Joiners' template

Survey Structure: Leavers Question Set

Create a survey from scratch

Using the wizard and survey template types

Survey title and live status

Question replacement tags

Survey languages

Protect the privacy and identity of minority respondent groups

Reporting options

Overview Tab - Used for general survey settings such as start and end date

Survey design

Welcome page

Thank you page

Login page (access code)

Login page (password)

Creating email templates in the 'design tab'

Email templates

Design Tab - Apply your logo, colour palette, font, and create email templates 

Launched on Friday 11 October 2024 - We’re excited to introduce our new survey builder.

Structure tab overview

A list of question types and how and when to use them

Question type summary

Add reporting sections to the structure

Use this to add display logic to a group of questions

Add display logic to a reporting section

What a Likert question is, how to use it, add it and edit it to a survey

Add and edit likert questions

Add and edit comment questions

Add and edit survey specific variable questions

Add and edit multiple choice questions

Apply display logic to a question

Use this procedure to add and test display logic on pre-loaded variables

Add display logic to a pre-loaded variable

Allow participants to view multiple questions within one page

Add multiple questions to a page

Structure Tab - Add, remove, and edit questions and question sections

Download translation file

Import translation file

Translations Tab - Translate your survey questions and content

When to choose Line Manager Hierarchy or Organogram

Your organisation’s structure

Setting up your participant file or panel data

Building a panel file

Uploading your participant file or panel data

Uploading a panel file

Managing panel data

Deleting a panel file

Panel Tab - Upload your participant file and set up an organogram 

Distribution access

Sending survey invite and reminder emails

Scheduled email batches

Email re-send

Email history

Completion status

Safe sender information & IT whitelisting

Tips for writing effective emails without a survey link

Sending emails without a survey link

QR code tracking

This article explains how to set up SMS distribution, what you need in your panel file, and what to tell your employees in advance.

Sending surveys via SMS

Distribution Tab - Schedule emails or SMSs to participants or set up a survey link

Creating a results dashboard

Creating a response rate dashboard

Adding and inviting dashboard users (with panel data)

Adding users to a dashboard

Group your users: Decide who goes where and who sees what

Adding users to a dashboard user group

Add custom content to your dashboard to help engage your organisation with the survey results.

Adding custom content to your dashboard

Benchmarks

Dashboard Tab - Create dashboards to view results, add and invite users

Survey checklist

Final check list

By utilising the IP restriction feature, you can significantly reduce the risk of unauthorised access to your sensitive data.

Adding IP Restriction to Surveys and/or Dashboards

Our focus is on enhancing user experience for everyone, including those with visual impairments or using screen readers.

How do I make content accessible?

General survey build articles

An overview of how SSO works with our platform.

Single Sign-On (SSO) with Microsoft 365 and Google

A guide on how IT Admin can grant approval of the dashboard or admin in Azure Admin

How to enable Microsoft 365 to access the People Insight dashboard or platform

Cookie usage on People Insight platform

The details behind our approach to anonymity

How we ensure anonymity in surveys and protect data

How we handle your data: pseudonymisation, anonymisation, and retention on our main platform

How we handle your data

Add and edit global variable questions

Adding Participants

Add text piping to a question

Creating a Historic Comparisons

Adding questions to reporting sections

A unique code assigned to every employee for identification purposes

Employee IDs

Employee Net Promoter Score (eNPS)

Frequently asked questions

Helping you connect your HRIS to our Organisation Directory

HR system integration

Integrate our Directory Management with your HRIS native integration or SFTP.

Sync your HRIS data to our Directory Management

Overview of HR system integration

Integrate and sync your HRIS data from BambooHR with us. Follow this step-by-step guide on setting up the integration.

How to sync your HRIS data from BambooHR

A short guide as to how the integration between a client's HRIS and our platform working using a native API

Native API integration 

An overview of how to export, transfer, and integrate HRIS data with our platform, securely

How to sync your HRIS data using an SFTP integration

A detailed guide to establishing an SFTP connection to our Organisation Directory

Steps for a successful SFTP transfer Process

A short guide as to how the integration between a client's HRIS and our platform working using SFTP

SFTP integration 

An overview of our integration to your HRIS using our preferred intermediary Merge

How to sync your HRIS data using our Merge API

A short guide as to how the integration between a client's HRIS and our platform working using Merge

API integration via Merge 

A summary document of how compliance is maintained with the different types of HRIS integration

HRIS integration - compliance summary

A summary of our compliance steps for HRIS integration

HRIS integration compliance overview

Learn how we ensure platform security with regular CREST-accredited penetration testing. Read our latest findings and improvements.

Penetration Testing and Security at People Insight

Security

Please note: your need Prism enabling first

Adding Prism (Gen-AI analysis) to your dashboards

This article covers key considerations such as bias mitigation, ethical guidelines, transparency, and compliance with regulations.

How we use Prism (AI) for analysis: bias, transparency, and ethical considerations

Why we soft-limit Prism for comment analysis to firms of more than 150 employees

Prism - comments analysis dataset size

Terms and Conditions for the use of Prism

A short article to help you get the most from Prism v1

User guide: Getting the most from Prism

A short summary of the changes to Prism -  November 2024 (version 1.1)

Introducing Prism 1.1: enhancing interactivity and engagement

Prism

Prism Manager Action Plan

Articles about adding Prism Manager Action Plan

How to set up a Lifecycle survey and dashboard

Guide on setting up and managing ongoing Lifecycle surveys, covering setup, respondent addition, and dashboard analysis.

Setting up a Lifecycle or Open-ended Survey: a step-by-step guide

Automate survey triggers for onboarding, anniversaries, and exits by syncing your HRIS and setting up rules with our Support team.

Automating survey distribution based on employee Join or Leave dates

Lifecycle Surveys

The two different roles for when you are on our Unlimited licence and running your own surveys

Organisation Roles: Super User vs User

How to set up an Organisation User so that they have the necessary restricted view

Setting up a Organisation user

Organisation roles

peopleinsight.co.uk

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