People Insight

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

Using the survey platform

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

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

Managing sensitive demographic variables for Action tagging

Why using a 5-point scale is best practice for most employee survey questions; rationale for using a mid-point answer option

Why We Recommend a Five-Point Response Scale for Employee Surveys

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

Microsoft Teams App

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 Permissions Matrix: Features & Filters

Dashboard settings: Comparisons heatmap colour scheme

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)

Using Okta with People Insight

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 

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

People Insight's list of current subprocessors.

Subprocessors

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 AI – Data Protection and Privacy Assessment Summary

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

No tickets or conversations found

Try selecting a different creation date range.

Tickets and conversations you've started through the messenger will appear here.

No tickets or conversations created by you

Try using different keywords or checking for typos.

Try selecting a different update date range.

Find answers and get help from Intercom Support and Community Experts

Conversations you've started through the messenger will appear here.

No conversations created by you

No conversations found

Title

This site employs cookies and other technologies that we and our third party vendors use to monitor and record personal information about you and your interactions with the site (including content viewed, cursor movements, screen recordings, and chat contents) for the purposes described in our Cookie Policy. By continuing to visit our site, you agree to our {websiteTermsLink}, {privacyPolicyLink} and {cookiePolicyLink}.

This site uses cookies and similar technologies ("cookies") as strictly necessary for site operation. We and our partners also would like to set additional cookies to enable site performance analytics, functionality, advertising and social media features. See our {cookiePolicyLink} for details. You can change your cookie preferences in our Cookie Settings.

We use cookies to make our site work and also for analytics and advertising purposes. You can enable or disable optional cookies as desired. See our {cookiePolicyLink} for more details.

Advertising cookies are set by our advertising partners to collect information about your use of the site, our communications, and other online services over time and with different browsers and devices. They use this information to show you ads online that they think will interest you and measure the ads' performance. Social media cookies are set by social media platforms to enable you to share content on those platforms, and are capable of tracking information about your activity across other online services for use as described in their privacy policies.

These cookies enable the website to provide enhanced functionality and personalisation. They may be set by us or by third party providers whose services we have added to our pages. If you do not allow these cookies then some or all of these services may not function properly.

These cookies are necessary for the website to function and cannot be switched off in our systems.

These cookies allow us to count visits and traffic sources so we can measure and improve the performance of our site. They help us to know which pages are the most and least popular and see how visitors move around the site.

You have the right to opt out of the sale of your personal information. See our {cookiePolicyLink} for more details about how we use your data.

Your Privacy Choices

We use cookies to enhance your experience. You can customize your cookie preferences below. See our {cookiePolicyLink} for more details.

Cookie Settings

Empty Help Center

Uh oh. That page doesn’t exist.

Home

Search results

Disappointed

Neutral

Smiley

Thinking...

Searching through sources...

Analyzing...

Tickets submitted through the messenger or by a support agent in your conversation will appear here.

No tickets created by you

No tickets found

Conversations and tickets in {topic}

Conversations and tickets in {topic} // {subtopic}

Volume, creators and topics for your company.

Insights

Top creators

AI topics

Track the progress of all tickets and conversations related to your company.

Customer Portal.

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you

Tickets

No access to tickets portal

Search

Skip the search. Describe what you’re trying to do and get a grounded answer.

Browse articles and guides in this topic.

Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

Prototype answer unavailable

I’ve got this page open. Ask me anything about it and I’ll answer from the docs.