Getting Started
      Back to home
      1. People Element Knowledge Base
      2. Getting Started

      People Element Quick Start Guide

      Welcome to the People Element Platform! Designed for ease of use, our intuitive system provides powerful survey capabilities without the complexity. Follow this quick start guide to seamlessly launch your first survey and set yourself up for success.

      Account Setup

      Account Creation – Set up your account password using the account creation email sent at the start of your partnership. If you need to reset your password, click here.

      Login – Login to the platform to start your survey journey.

      My Profile –Upload a profile picture or edit how your name displays.

      Company Logo – Send your company logo to your People Element contact to be added to your account.

      Safelist – Send the following domains to IT to ensure all platform activity is available to you and your employees.

      • peopleelement.com
      • peopleelement.net

      Create Your Survey

      1. Start Your Survey
        1. Navigate to the SURVEYS
        2. Click Build a Survey
        3. Name your survey and choose a ready-to-go template or customize your own.
      2. Customize Your Questions
        1. Add, remove, or edit survey questions as needed.
        2. Organize questions into categories for a structured survey.
        3. For detailed instructions on building your survey, review this article.
      3. Adjust Survey Settings
        1. Configure the appropriate settings for your survey.
        2. For a full breakdown of available settings, review this article.

      Manage Your Survey Participants

      1. Create Employee Census File
        1. Utilize your HRIS to create an employee census file including employee names, contact information, and demographics.
        2. For file specs and requirements and a file example, review this article.
      2. Create Demographics
        1. Click Set up Demographics to create and update demographics in the platform.
      3. Import Your Census File
        1. Work with our Support Team to automate a file push from your HRIS to People Element or manually import into the platform.

      Create a Communication Plan

      Communication is a key factor in the success of any survey. A well-planned communication strategy helps set clear expectations, encourages participation, and ensures a smooth experience for both respondents and administrators.

      Start with our pre-set communication templates located here.

      Cascade Data & Action Planning

      Ensure the correct people have access to survey data by creating reports to automatically send to them or granting them access to reporting in the platform. Learn how to create and manage platform users here.

      Our platform is designed to help you move from data to action quickly. Leverage our action planning system which provides recommended action items based on your survey results. Translate feedback into meaningful change to drive engagement.

      Need More Support? We’re here to help!