Step 1 - Guided Experience - Platform Setup
Watch: Familliarize Yourself with the Platform
Set Up: Single Sign On (SSO)
Determine: Method for Employee File Upload (SFTP or manual) - set up SFTP if applicable
Set Up: Approved Senders
Set Up: Microsoft Teams Application - optional
Step 2 - Guided Experience - Data Prep
Learn: About employee attributes, hierarchies, and confidentiality
Build: Employee data attribute template header
Send/Upload: Employee Data Attribute Template file
Build: HRIS Employee Data file
Upload: Employee Data File to
Step 3 - Engagement and Lifecycle - Survey Strategy
Learn: survey design principles
Learn: Deep dive into survey program options
Plan: Define User Roles (use template provided)
Learn: Understand ’s standard questions strategy
Learn: Editing and creating questions
Choose: One external benchmark (default is the global benchmark)
Consider: Language translations
Consider: Survey access methods
Create: A communication plan and ready pre-launch emails
Step 4 - Engagement and Lifecycle - Program Setup
Learn: Program coaching and tips
Review and Update: General Settings
Set Up: Distribution List(s) - as needed
Set Up: User Roles & Permissions
Select: A program template
Set Up: Scheduling (for Engagement surveys only)
Step 5 - Engagement and Lifecycle - Test & Launch
Send: Email launch details to
Approve Program Setup: Toggle to ON
Review: Survey Testing Checklist
Preview: Send yourself a test email of the survey
Preview: Preview Dashboard and Reporting
Enable Survey: This step must be completed in order for survey to launch
Step 6 - Engagement and Lifecycle - Results Rollout
Learn: Study methodology around post-program rollout
Plan: Internal email communications for after the program closes
Initiate: Manager and HRBP training
Learn: ACT Conversations framework
Leverage: Use the Executive Presentation to share results
Mentor: Managers for results rollout
Review: Role Permissions and update Reports page for phased/live access
Learn: Resources review and FAQs