Survey Platform Help | People Insight Help Centre

People Insight Help Centre

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Survey Platform Help

Survey Platform Help

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

78 articles

Getting started on the survey build

Our new survey builder

Guides and articles to help before you begin your survey build_{3 articles}

Survey Wizard & Question sets

Using the wizard and survey template types_{9 articles}

Overview Tab - Used for general survey settings such as start and end date_{5 articles}

Design Tab - Apply your logo, colour palette, font, and create email templates _{6 articles}

Structure Tab - Add, remove, and edit questions and question sections_{12 articles}

Translations Tab

Translations Tab - Translate your survey questions and content_{2 articles}

Panel Tab - Upload your participant file and set up an organogram _{5 articles}

Distribution Tab

Distribution Tab - Schedule emails to participants or set up a survey link_{8 articles}

Dashboard Tab - Create dashboards to view results, add and invite users_{5 articles}

General survey build articles

Adding IP Restriction to Surveys and/or Dashboards

How to set up a Lifecycle survey and dashboard

General survey build - Articles and procedures to help with your survey build_{1 article}

Frequently asked questions

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

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

Cookie usage on People Insight platform

How we ensure anonymity in surveys and protect data

How we handle your data

HR system integration

Overview of HR system integration_{1 article}

Native API integration _{1 article}

SFTP integration _{2 articles}

API integration via Merge _{1 article}

Penetration Testing and Security at People Insight

Adding Prism (Gen-AI analysis) to your dashboards

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

Prism - comments analysis dataset size

Terms and Conditions for the use of Prism

User guide: Getting the most from Prism

Introducing Prism 1.1: enhancing interactivity and engagement

Lifecycle Surveys

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

Automating survey distribution based on employee Join or Leave dates