Excluding Employees from Pulse Surveys

Excluding Employees in Engagement

In some cases, certain stakeholders—such as executive team members or consultants—may have profiles in PerformYard to support performance management, but should not participate in employee engagement surveys. To help manage this, administrators can use the Exclude Employees feature on the Administration page to prevent specific employees from receiving pulse surveys.

When you select the Exclude Employees option, you will see a list of employees who are currently excluded from receiving pulse surveys. This list can be searched and sorted to help you quickly find specific individuals. If you need to remove someone from the exclusion list, you can do so by selecting the remove icon next to their name.

To add employees to the exclusion list, click the Exclude Employees button located above the current list. The view will update to display all employees who are not yet excluded. From here, you can search for and select the employees you wish to exclude. Once you’ve made your selections, click Save & Complete to finalize the changes. The selected employees will then be added to the exclusion list and will no longer receive pulse surveys.