This checklist is your guide to make sure everything is ready for the assessment launch day.

DATA NEEDS:

The employee data for the assessment is due two (2) days before the assessment start date. If you need extra help, reach out to our Support Team for a data call.

COMMUNICATIONS:

We recommend sending an announcement to employees 1 week before the assessment start date.

ALLOWLISTING:

Complete before the assessment start date.

  • Ask your IT folks to update their allowlist - simply send them this guide!

  • You can check that it is set up correctly by clicking the View Details button for a scheduled assessment. Scroll to the Assessment Notifications section and click the Send Test Message button. You can select a People Insights user and send a test message to verify that emails are being received.

FAQs

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