Workday Peakon Employee Voice Success Hub

0:03 Field Readiness Zoom 1: Okay. 0:05 Field Readiness Zoom 1: Hi, everyone. I will go ahead and get us started. 0:09 Field Readiness Zoom 1: Before we jump into the content, just a couple of quick virtual housekeeping notes. 0:16 Field Readiness Zoom 1: All attendee lines are muted, so if you have questions as we go, please pop them into the Q&A, and we'll get those answered. 0:26 Field Readiness Zoom 1: Today's session is being recorded and will be posted in the Workday Pecan Employee Voice Product Hub on Community by early next week. 0:35 Field Readiness Zoom 1: So if you don't need to capture everything in real time, feel free to follow along, listen, and come back to the recording for anything you want to revisit. 0:52 Field Readiness Zoom 1: A warm welcome for everyone who is joining us today. Thank you for taking the time for joining our flexible listening session. 1:08 Field Readiness Zoom 1: I'm Lelana Simmons, a Senior Product Advisor on the Talent Optimization, Product Acceleration and Optimization team. Joining me is Renee Germain, Senior Product Manager for Workday PCOM, and in Q&A chat is Ashley Egan, who will be supporting with questions throughout the session. 1:34 Field Readiness Zoom 1: So I'm sure you're all familiar with our product statement, but just a reminder that customers should make purchase decisions based upon functionality that is currently available in production. 1:55 Field Readiness Zoom 1: Okay, let me quickly walk you through today's agenda. 2:00 Field Readiness Zoom 1: We'll start with Workday Pecan Employee Voice Investment Themes, and how flexible listening fits into the broader roadmap. 2:08 Field Readiness Zoom 1: Then we'll move into rethinking employee listening to look at how expectations are changing and what's different in the new question model. 2:20 Field Readiness Zoom 1: From there, we'll cover flexible listening fundamentals. 2:23 Field Readiness Zoom 1: The core elements of the new model and the key changes you can expect. 2:29 Field Readiness Zoom 1: Next is supporting customers with these changes, where we'll focus on how we'll preserve meaningful trends during the transition. 2:40 Field Readiness Zoom 1: We'll wrap up with key takeaways, so you leave with a clear, concise summary of how to position flexible listening with your organization. 2:54 Field Readiness Zoom 1: Let's start with the core investment themes behind Workday Pecon Employee Voice. 3:00 Field Readiness Zoom 1: Our North Star is to give every leader timely, actionable insight to make better people decisions. 3:08 Field Readiness Zoom 1: We're focusing the roadmap on 3 areas. 3:12 Field Readiness Zoom 1: First, increasing flexibility. 3:15 Field Readiness Zoom 1: As programs mature, you need tools that adapt to how often you listen, what you focus on, and how it fits your culture and priorities, not a one-size-fits-all model. 3:29 Field Readiness Zoom 1: Second, enhancing AI-driven insight. 3:32 Field Readiness Zoom 1: Listening generates more feedback than ever, and our AI investments are about turning that volume into clearer, more contextual insight, so you can move quickly from data to action. 3:46 Field Readiness Zoom 1: Third, reinforcing connected experiences. 3:50 Field Readiness Zoom 1: Pecan is strongest as part of the broader Workday ecosystem, so we're deepening integrations to better connect listening with action, performance, talent, and business outcomes. 4:09 Field Readiness Zoom 1: Now that we've walked through the broader investment themes for Workday Pecan Employee Voice, I want to turn to what this looks like in practice. 4:17 Field Readiness Zoom 1: How we're reframing employee listening with flexible listening. 4:23 Field Readiness Zoom 1: In this section. 4:25 Field Readiness Zoom 1: I'll briefly outline what's changing in the underlying model, and just as importantly, what that means for you. 4:32 Field Readiness Zoom 1: Cleaner, easier to understand scores. 4:36 Field Readiness Zoom 1: Less manual effort to tweak surveys as priorities evolve. 4:41 Field Readiness Zoom 1: And a more adaptable foundation to support new listening scenarios over time. 4:51 Field Readiness Zoom 1: I want to start by looking at how employee listening is changing, what's holding many organizations back today, and where flexible listening fits in. 5:02 Field Readiness Zoom 1: So first is evolving listening. 5:05 Field Readiness Zoom 1: Employee feedback has moved well beyond the traditional once-a-year engagement survey. 5:12 Field Readiness Zoom 1: Those annual check-ins gave a snapshot, but work and employee experiences now change far more quickly than ever. 5:22 Field Readiness Zoom 1: More organizations are shifting to frequent, targeted listening. Shorter pulses and focus topics aligned to specific moments in the employee journey. 5:34 Field Readiness Zoom 1: The goal isn't more surveys, it's capturing the right signal at the right time, so you can act while it still matters. 5:46 Field Readiness Zoom 1: At the same time, many are still working through legacy survey designs and scoring models that weren't built for this level of agility. 5:56 Field Readiness Zoom 1: They rely on layered hierarchies and complex calculations that are hard to change and harder to explain. 6:05 Field Readiness Zoom 1: That means every new listening need can feel like a project, and if managers don't understand how scores are derived, it's harder for them to trust and act on the data. 6:17 Field Readiness Zoom 1: You're asking for more room to shape how listening works without adding complexity for HR or leaders. 6:29 Field Readiness Zoom 1: And then lastly, that's where flexible listening comes in. 6:33 Field Readiness Zoom 1: Behind the scenes, we're simplifying and reshaping the question model so the experience is easier to explain, easier to adjust, and still grounded in strong methodology. 6:44 Field Readiness Zoom 1: This gives you much more flexibility in how you listen, whether it's broad engagement, deep dives on topics like well-being or change, or targeted listening for specific groups without having to redesign your survey setup every time priorities shift. 7:02 Field Readiness Zoom 1: And then just a quick reminder, team, if you have questions along the way, please drop those into the Q&A, and we'll get those answered for you as we go along. 7:16 Field Readiness Zoom 1: We've explored how listening is evolving in general. 7:21 Field Readiness Zoom 1: So now let's look at what that actually means day-to-day to practice, with a few concrete examples for your organizations, and how you can use flexible listening. 7:36 Field Readiness Zoom 1: So, our customers, you, are constantly dealing with change. 7:41 Field Readiness Zoom 1: Hybrid work, org redesigns, new leaders, major transformations, and these shifts don't always line up neatly with annual or quarterly surveys. 7:54 Field Readiness Zoom 1: With flexible listening, you can run short, targeted pulses around moments, like a new policy, a reorg, or leadership transition. 8:04 Field Readiness Zoom 1: That gives you an early read on what's working, what isn't, and where to adjust communication or support before issues escalate. 8:19 Field Readiness Zoom 1: Different groups experience work differently. 8:22 Field Readiness Zoom 1: So, they shouldn't all be listened to in the same way. 8:26 Field Readiness Zoom 1: Frontline teams, new hires, high turnover functions often have different and very specific needs. 8:34 Field Readiness Zoom 1: Flexible listening lets you design listening specifically for these groups and at key points in time, like onboarding or exit, that helps you focus efforts where it matters most. 8:47 Field Readiness Zoom 1: Using feedback from the people and moments most critical to your strategy. 8:55 Field Readiness Zoom 1: And then, many organizations want to go deeper on areas like well-being, inclusion, or manager effectiveness. 9:03 Field Readiness Zoom 1: But putting everything into one survey, you know, can make it feel a little bit heavy. 9:09 Field Readiness Zoom 1: With flexible listening, you can layer focus question sets on these topics into your existing program without overloading employees or complicating the design. 9:22 Field Readiness Zoom 1: So, if you remember these three scenarios, responding to change. 9:27 Field Readiness Zoom 1: Focusing on key groups and moments, and deep diving into priority topics, you've captured how flexible listening supports real-world programs. 9:42 Field Readiness Zoom 1: Now that we've seen how flexible listening shows up in real programs, let's take a look at what's changing in Workday Pecan Employee Voice itself. 9:53 Field Readiness Zoom 1: So you can see how the new model makes those use cases possible. 9:58 Field Readiness Zoom 1: First is the foundation. 10:01 Field Readiness Zoom 1: the question model. 10:03 Field Readiness Zoom 1: With custom company drivers, you can combine questions from different sets into a single driver for a specific theme, like culture or a transformation program. 10:16 Field Readiness Zoom 1: That makes it easier to design listening around your priorities and get clear insight on each key initiative. 10:24 Field Readiness Zoom 1: Second, the model is getting simpler. 10:28 Field Readiness Zoom 1: We're moving from a layered, hierarchical structure to a fodder one. 10:33 Field Readiness Zoom 1: And instead of main and sub-questions being treated differently, every question within a driver now counts the same and rolls up through a simple average. 10:45 Field Readiness Zoom 1: That makes the model easier to explain, and driver scores more transparent for HR leaders and managers. 10:55 Field Readiness Zoom 1: Third, we're updating the question library. 10:59 Field Readiness Zoom 1: We're narrowing it to a more focused set of high-performing questions grouped into clear categories. 11:08 Field Readiness Zoom 1: Core themes like engagement, well-being, inclusion, and change stay, but with questions that better reflect today's reality, like burnout or psychological safety. 11:22 Field Readiness Zoom 1: And a simpler model that makes it easier to add content over time. 11:31 Field Readiness Zoom 1: So we've looked at what's changing in Workday Pecan Employee Voice. Now I want to focus on why now. 11:40 Field Readiness Zoom 1: The specific pain points these changes are meant to solve. 11:49 Field Readiness Zoom 1: First, Simplicity. 11:53 Field Readiness Zoom 1: You, our customers, want a model that's easier to grasp and explain. 11:59 Field Readiness Zoom 1: Today's structure, drivers, subdrivers, and main questions, works 12:06 Field Readiness Zoom 1: Technically, but it can make scores hard to walk through with leaders. 12:11 Field Readiness Zoom 1: We often hear from you, I know the number is right, but it's hard to explain why. 12:17 Field Readiness Zoom 1: That complexity makes data feel confusing and slows action. 12:22 Field Readiness Zoom 1: So, a core reason for this change is to strip out that extra complexity so scores are more intuitive and easier to explain across your organization. 12:35 Field Readiness Zoom 1: Second? 12:37 Field Readiness Zoom 1: Transparency. 12:38 Field Readiness Zoom 1: Different scoring modes and uneven weightings create cognitive load for HR, people analytics, and managers. 12:48 Field Readiness Zoom 1: HR can end up explaining methodologies instead of insight, and managers may question whether scores reflect what their people actually said. 12:59 Field Readiness Zoom 1: With flexible listening, every question in a driver contributes equally using a simple average. When someone sees a score, it's clear how it's calculated, more clear. So the conversation can shift from 13:14 Field Readiness Zoom 1: How did we get this to what should we do? 13:20 Field Readiness Zoom 1: Third, flexibility. 13:23 Field Readiness Zoom 1: You, our customers, are working in change. 13:26 Field Readiness Zoom 1: New ways of working, shifting priorities, reorganizations, evolving what you want to listen to. 13:35 Field Readiness Zoom 1: So, traditional survey models weren't built for that level of agility. 13:40 Field Readiness Zoom 1: And changing what? 13:41 Field Readiness Zoom 1: Who, or how often you ask. 13:44 Field Readiness Zoom 1: Can mean a lot of rework. 13:47 Field Readiness Zoom 1: We've seen you having to work around the model, which adds complexity. 13:53 Field Readiness Zoom 1: And with flexible listening, this is about giving you that agility by simplifying the core model and adding more control where it matters most. 14:04 Field Readiness Zoom 1: Access, scheduling, and question labeling. 14:08 Field Readiness Zoom 1: So you can adapt your listening strategy as the business changes without rebuilding everything each time. 14:20 Field Readiness Zoom 1: Okay, team, so we've covered why change is needed, now let's focus on what you gain from flexible listening. 14:27 Field Readiness Zoom 1: But concrete benefits to your organizations. 14:32 Field Readiness Zoom 1: So, we'll start off with Survey Insights. With the new model, it's much easier to explain dashboard scores. 14:39 Field Readiness Zoom 1: They're based on a simple, consistent calculation, not a hidden hierarchy or a simple or special weightings, so leaders can quickly see what each number means and move faster to what do we do about it? 14:55 Field Readiness Zoom 1: Second, the more consistent model reduces configuration effort. 15:01 Field Readiness Zoom 1: HR and people analytics spend less time maintaining complex hierarchies and fixing workarounds, and changes to the program don't turn into many implementations. 15:15 Field Readiness Zoom 1: And then finally, flexible listening creates a stronger, more scalable foundation. 15:22 Field Readiness Zoom 1: It's easier to add new question sets, address emerging risks, like burnout or psychological safety, and support new listening use cases as your needs evolve. 15:40 Field Readiness Zoom 1: So we've spent this first part rethinking what employee listening looks like, and how flexible listening reshapes the question model behind Pecan. 15:51 Field Readiness Zoom 1: Now, we're going to shift from concepts into the core building blocks of the new approach. 15:59 Field Readiness Zoom 1: In this next section, on flexible listening fundamentals, we'll break down how the model actually works. 16:07 Field Readiness Zoom 1: What's changing in practice? 16:09 Field Readiness Zoom 1: And what that means for your listening design. 16:14 Field Readiness Zoom 1: So with that, I'll hand it over to Renee, who will walk us through the fundamentals of the new model. 16:21 Field Readiness Zoom 1: Renee. 16:22 Field Readiness Zoom 1: Over to you! 16:24 Rene Germain: Thank you, Lilana. 16:28 Rene Germain: So, the Flexible Listening Question Model, there's some key information I want to share. So, the Flexible Listening Question Model went live on the 31st of March 2026, 16:38 Rene Germain: However, currently it's only available to new customer instances. So a new customer in this context can be defined as a customer whose Peacon instance was created from the 31st of March 2026 onwards. 16:53 Rene Germain: Existing customers will remain on our current question model, but will be able to upgrade to the flexible listening question model at specific times during 26R2 and 27R1. 17:04 Rene Germain: An existing customer in this context can be defined as a customer whose PCON instance was created before the 31st of March 2026. So this means that since the 31st of March onwards, there are two versions of PCOM that are available. 17:26 Rene Germain: So you may often hear the term question model a lot and be wondering what we're talking about, and what you see in front of you is basically the foundation of that. This is a screenshot from the engagement question set, and as you can see, there's so many different layers and aspects of it here, which brings complexity and was a significant motivation for the enhancements we've made to our question model. 17:55 Rene Germain: The flexible listening question model, as mentioned by Lallana, can be broken down into three key areas of enhancements, but before I get into the specifics, it's important to explain how we intend to deliver this question model to our customers. 18:10 Rene Germain: So, looking at 26R1+, you can see in the green that we have already made this available and delivered it to our new customers, unless they decided to opt out. 18:20 Rene Germain: Moving across to 26R2, what we plan to do here is make the upgrade available, for existing customers who meet the criteria of having no survey data and a standardized PCOR in the setup, and I'll get into that in a bit more detail in a moment. 18:38 Rene Germain: And then moving across to 27R1, all remaining customers, so customers that have survey data in their tenant would be able to upgrade to the new question model. 18:51 Rene Germain: As mentioned, some capabilities have already been launched to all our customers, regarding if you're existing or new, so capabilities such as custom drivers, or the enhancements we released to our general access controls, driver level access. Regardless of whether you're an existing customer or new, these enhancements are already available to you. 19:20 Rene Germain: So, the 26R2 basic upgrade experience. In 26R2, existing customers who meet specific requirements will be able to upgrade to the flexible listening question model. 19:32 Rene Germain: So, the potential criteria 19:34 Rene Germain: These would be customers who have not run a survey yet, including test ones. They don't have any custom questions or custom translations. There are no company actions, no improved items on a driver, no impact metrics on a driver, no category-level access control. 19:53 Rene Germain: categorization. And the reason for this criteria is that it enables us to move customers onto the new question model without having to do any significant migrations of data, and therefore you wouldn't see any kind of impact, because you don't have any data yet in your tenant. 20:09 Rene Germain: This criteria is potential at the moment, and it might be adjusted slightly, depending on how many customers actually meet it, but this is our initial thinking. So, just to give a bit of context, you know, if we, you know, run the numbers and we see that actually only, like, 50 customers meet this criteria, we'd probably need to change it. So, yeah. At the moment, this is our top high-level thinking. 20:32 Rene Germain: But that is subject to change, and this would be communicated ahead of time. 20:43 Rene Germain: So, the 26R2 upgrade… basic upgrade experience. Customers who meet the criteria will see a banner in the administration area of the product. We will directly reach out to you ahead of showing you the banner, and there'll be a coming soon release note, too. So we will send you an email and let you know that, hey, we, we see that you would meet the criteria 21:06 Rene Germain: for the basic upgrade, and there'd be a coming soon note, which also, announces this. So before you see anything in the product, and you might be wondering, what's this banner, what's this flexible listening stuff about, you would have received an email about it beforehand. 21:21 Rene Germain: The basic upgrade experience means that you'll be able to upgrade and gain the question library enhancements, and you'll also get the question model structural changes, so there are no main question being in a driver. And it's also important to point out that you will not be able to undo this upgrade once it's completed. So once you decide to upgrade. 21:44 Rene Germain: There isn't, like, an undo, functionality here. 21:54 Rene Germain: In 27R1, all remaining customers will be able to upgrade to the flexible listening question model. These are customers who already have survey data in their tenant, or have more custom configurations set up. 22:07 Rene Germain: We are also working towards making a tested environment available for those of you who upgrade in 27R1, so you can test these changes on your actual production data before upgrading. 22:18 Rene Germain: It's important to highlight, similarly to the 26R2, in 27R1, you will not be automatically upgraded to the new question model. 22:37 Rene Germain: So when we talk about the simplified question model, this… you can see in this screenshot here how it shows up in the product. So, a little bit of a fun fact. 22:46 Rene Germain: In the product today, for all customers, ESG and the ANCC magnet question set, if you have that enabled, are currently the only question sets that share this simplified question model. 22:59 Rene Germain: So, in this example from ESG, you can see the question titles of customer Oops, sorry, I think I'm… 23:10 Field Readiness Zoom 1: Yeah, no worries, Renee. 23:12 Field Readiness Zoom 1: You want me to the next slide? 23:14 Rene Germain: Can you go back? 23:16 Rene Germain: Oh, here we go, perfect. 23:20 Rene Germain: Thank you very much. 23:22 Field Readiness Zoom 1: You're welcome. 23:24 Rene Germain: So in this example from ESG, you can see the question titles of customer treatment, doing what's Right, and Ethical Approach, and you can see the associated questions with those, under the ethics driver. 23:37 Rene Germain: There is no main question, and each question contributes equally to the driver score. 23:43 Rene Germain: When adding a question to an ESG driver, you will notice that you can't add it to customer treatment or doing what's right, so what would typically be called subdrivers today, you can't add a custom question to that subdriver. 23:58 Rene Germain: When you actually add a custom question, it will stand on its own, you'll be able to give it its own title, its own question, it will sit on its own row, so you can't bundle it in in a subdriver like you would have before. 24:11 Rene Germain: When you edit a question, you'll see the dedicated question title field and the question wording, and this separation just makes it a lot clearer. 24:19 Rene Germain: And the goal is for all our question sets, when a customer upgrades, to be reflective of this simplified question model structure. 24:35 Rene Germain: As mentioned, there will be one default score calculation. 24:39 Rene Germain: So… 24:41 Rene Germain: Currently, admins can choose between aggregate and separate modes for driver scores, and in the new model, aggregate is the only score mode. So today, aggregate score mode is, like, it's an employee's driver score is the average of their responses to the questions in that driver. And the team or segment score is the average of those employee scores. 25:01 Rene Germain: So… 25:02 Rene Germain: that is going to be the default single score mode, and I just wanted to emphasize that, because I've had a lot of questions around what is actually changing around the scores for the flexible listening question model. If you already have… if you already used the aggregate score mode today, then it's going to work as it always has done. Nothing's changing. If you have been using separate or split mode. 25:26 Rene Germain: That is where you will see a shift, because that score mode will no longer exist, because of the fact that there is no main question anymore. 25:36 Rene Germain: When I've spoken with customers about these changes, the three benefits that they've mentioned is that it provides cleaner governance, simpler change management, and more robust analytics. 25:51 Rene Germain: So, as mentioned, what will happen when you upgrade? If you already use aggregate scoring, the simplified question model will not cause score change. So, there's a few examples here. 26:05 Rene Germain: When a main question Someone… I can hear an echo. 26:14 Rene Germain: When a main question gets a title, there is no score impact there. 26:19 Rene Germain: when there are old and new versions of a question, there is also no score impact. So, when you upgrade to the flexible listening question model. 26:29 Rene Germain: you will see that we've made some enhancements to our question version handling experience, where it'll be much easier to see when you have, when the question you see in front of you is the current version, or there's a previous version, but there is no score change there. That's just UI enhancements to make it much easier to see where a question is that we surface is the old or the new version. 26:53 Rene Germain: Or the most, you know, recent version. 26:55 Rene Germain: When you have a custom question in a driver, and you upgrade, there will be a score change. And this is because the custom question, as I mentioned before, used to be bundled into the subdriver. And so, in terms of how that was calculated, there used to… that subdriver that probably contained two questions, one of them being a custom question, would have needed to be averaged out. 27:19 Rene Germain: In the new question model, when you add a custom question to a driver, that custom question will stand on its own. 27:26 Rene Germain: So, a driver with 3 questions, and you add a custom question, that is a driver with 4 questions. In the previous version, or in the current version, you have a driver with 3 questions, and you add a custom question, that custom… that driver is now made up of 4 questions, however, one of those questions is forced into a subdriver, and so that subdriver basically contains two questions. 27:50 Rene Germain: Which needs to be averaged. And so… 27:54 Rene Germain: Moving from… when you have a custom question and a driver, and you upgrade, there will be a score shift, because now that custom question is actually going to stand on its own, and it's going to have an equal contribution to the driver score in a way that it didn't before, or currently, if you're on the current model, because we make you force that question into a subdriver. 28:17 Rene Germain: Hopefully that makes sense. I probably over-explained it there, but yeah, I've had a lot of questions on that, so I've tried to make it a bit clearer. 28:29 Rene Germain: So here's another example from when you upgrade. So in this example, you can see that in the current question model, both the driver and the, for example, in engagement, the main outcome question have the same name. So you've got engagement and engagement, which can be quite confusing. And the flexible listening model, you can see, again, for the engagement question set, the driver and the main outcome question, for 28:53 Rene Germain: engagement of… it now has its own unique title, so it's Advocacy. So you've got Employee Engagement, which is a new driver name, and then you've also got the outcome question has a new title of Advocacy. So they've got unique titles, and therefore, it's just a lot clearer and cleaner to see in the UI. 29:18 Rene Germain: Another example is a terminology shift. So in this example, you can see that in the current question model, we use the terms of outcomes. So you can see, you know, questions associated with engagement, and it's got 3 outcomes. And when you upgrade to the flexible listening model, you'll see the terminology of questions. So, in this example, again, the engagement, main, driver. 29:43 Rene Germain: has got an additional number of questions to it, hence why it's gone from 3 to 7. But the main point here is really the terminology shift from outcomes to questions, and similarly in the product, today where you see the terminology of subdriver, when you upgrade, you'll see the terminology of questions instead. 30:12 Rene Germain: So, simplification is only part of the story. Let's talk about our flexible capabilities. 30:20 Rene Germain: So we are unlocking the ability to build a listening strategy that really mirrors your organization, and there's a few different aspects to that. 30:27 Rene Germain: So you've got the flexible foundation, and as I mentioned before, a single question can be part of more than one driver, and that's the custom drivers functionality that's available to all customers. So you can build a hybrid work driver, or a customer-focused driver with PCON standard questions, or custom questions, or a mixture of both. 30:45 Rene Germain: Greater precision control, so you'll be able to have more granular control of areas like your schedules and access control setup. 30:53 Rene Germain: One example is admins will be able to control survey schedules at the individual question level, choosing how often each question appears, and even omitting questions from a given schedule. 31:07 Rene Germain: And then you've got customizable terminology, so you'll be able to provide your standard and custom questions with unique titles that match your internal language and taxonomy. 31:18 Rene Germain: As I've mentioned, custom drivers and the driver-level access control for general access groups, they have already been delivered to all customers. 31:37 Rene Germain: So we're simplifying and strengthening the survey scheduling experience, adding more flexibility. So in the current question model, you have the main question and sub-driver frequencies, which can sometimes add some cognitive load, and it's not entirely clear which questions will be asked and when. 31:54 Rene Germain: And in the flexible listening question model, we remove those layers, and instead, we give you individual question-level frequency. So you can choose whether a question appears every round, every second round, quarterly, or never in a given schedule. And you can also bulk upload the frequency on a driver level. 32:13 Rene Germain: In manual mode, or if you use our algorithm, you can enable and disable questions within the schedule's experience. 32:21 Rene Germain: This means that you can also run multiple schedules in parallel, for example, regional and global surveys, live at the same time, each with different questions and frequencies. 32:39 Rene Germain: So what will happen when you upgrade? From a schedule's perspective, due to the individual question-level frequency enhancement, it should be possible for us to preserve and translate your existing configured frequencies into the new flexible listening model. 32:54 Rene Germain: New schedule frequency defaults will apply to brand new tenants. 33:07 Rene Germain: So, question management, this also becomes more powerful. Every question will have a unique title, and you'll be able to provide custom questions with a unique title. 33:17 Rene Germain: Admins can also use our localization features to override the titles of standard PCON questions, so the language in the UI, dashboards, and exports line up with what their leaders talk about internally. 33:29 Rene Germain: And something like this might feel quite small, but I think it's actually quite practical for adoption, because when everyone sees familiar terminology in the dashboards, they're much more likely to engage with the data. 33:40 Rene Germain: And it's also important to note here that today, custom questions, do not have a title. So, we will provide a default title when you upgrade, which you then can change afterwards. 34:00 Rene Germain: And the final part of our flexible listening question model updates, are the changes we're making to our question library. So Workday's latest research focused on expanding and restructuring the core question sets. 34:12 Rene Germain: Moving towards greater flexibility. As a result, we've consolidated our library into 90 high-performing questions organized into 23 drivers, where questions are used more freely and flexibly. 34:25 Rene Germain: This will result in the retirement of 9 questions, the introduction of 26 new questions, the introduction of 20 new driver groupings, 3 of them net new, and 17 groups that have been updated. 34:40 Rene Germain: Question title changes, and question wording changes. And I also just want to highlight that the research and the validation for these question library enhancements are currently in the community. 34:52 Rene Germain: So, the research papers are there, as well as a video, so there is a next level around this already, if you have more questions around, the methodology behind these question library, changes. 35:10 Rene Germain: So, building on that, we're going to be providing 8 validated indices that customers can stand up as custom drivers. Things like burnout risk, psychological safety, manager effectiveness, and more. And each of these is based on a cluster of questions designed to capture that construct in a way that's consistent with the research literature. 35:28 Rene Germain: And it means it will allow you to measure sophisticated KPIs without having to build those yourselves from scratch, so it should save time. 35:36 Rene Germain: I just want to also call out that this is actually going to be released quite soon, I would say in the next two weeks or so, but it will only be for new customer instances, for now, and then for all other customers, you'll get access to these indexes when you upgrade. 35:57 Rene Germain: So, a few more examples around the upgrade experience, if we look at the engagement question set as an example. 36:03 Rene Germain: In this example here, you can see that in the new flexible listening question model, the main engagement driver, it has a new title of employee engagement, and it's been expanded with an additional 3 new questions. 36:17 Rene Germain: And again, the research and the science behind this is already documented in the community. 36:29 Rene Germain: Another example from the engagement question set are these two net new drivers that did not exist before and will be, available to you once you upgrade. They will not have benchmarks initially, as it takes some time for the responses to build up, and there are also no improved resources for these net new drivers currently. 36:56 Rene Germain: Here's another example from the engagement question set, looking at the driver of organisational fit. This is an example of a driver where there is some slightly more complex changes here. So you can see that in the flexible listening question model, the organizational fit driver has reduced by two questions, and those questions have actually been added to drivers in the health and wellbeing question set. 37:28 Rene Germain: So changes to the question library, especially where existing questions have been moved between drivers, they may have an impact on different product areas. A few that I wanted to call out are areas such as benchmarks, scores. 37:43 Rene Germain: Access controls. And we are working on mitigation ideas to reduce the change impact, and where possible, to try and ensure that when you upgrade, your existing setup is preserved. 37:54 Rene Germain: However, where this is not possible, you may need to do some reconfiguration. One example of this is access controls. If we take the example of, today we have these two drivers, one is called reward, and another is called Recognition. 38:09 Rene Germain: And when you upgrade, those two drivers have been merged into one, called Reward and Recognition. 38:16 Rene Germain: When thinking about it from an access control perspective, it may be the case that, you know, managers… some managers previously had access to reward, but they didn't have access to recognition, and vice versa. 38:29 Rene Germain: So when you upgrade, it may be that we… we lead the, we leave the… we leave it to you to reconfigure that access control for that driver, because actually. 38:39 Rene Germain: we don't want to just turn on the access for all managers for that driver if previously not every… some people had access to the reward one, and some people had access to the recognition one, and not everyone had the same access there. So that's just one small example of where there might need to be some reconfiguration, with the feature of access controls, based on some of the question library changes, that we've made. 39:08 Rene Germain: Now I'm going to discuss some of the ways we are thinking about helping you with these changes from a product perspective. 39:20 Rene Germain: So we understand that some of these changes from the flexible listening question model will impact you, and therefore we're considering a number of different strategies, to mitigate and reduce, change, really, in the product. 39:32 Rene Germain: So one is more in-product guidance. For the 27R1 upgrade, we will have some increased in-product guidance around these changes, and where possible, we'll link out to key articles in our Help Center. 39:46 Rene Germain: a testing environment. We are working on a testing environment to enable you to test these changes with your production data to see the impact. And again, as I mentioned earlier, we are targeting that for the 27R1 upgrade. 40:01 Rene Germain: And finally, maintaining historical data. We understand the importance of being able to access past data, so we are exploring different solutions which will enable you, when you upgrade, to still have access to historical scores and benchmark data for your pre-upgrade drivers. 40:19 Rene Germain: Exact solutions are still to be finalized or in discovery, but that is something that we are currently working on. 40:33 Rene Germain: So, just a quick refresher on the timelines. As mentioned before, the 26R1 Plus release, new customer instances created, have the new or flexible listening question model going forward, unless they opted out. 40:48 Rene Germain: And moving across to 26R2, the Pecorn recommended drivers are soon to be released, and that will be for new customer instances only, and all other customers will be able to get access to this once you upgrade. 41:02 Rene Germain: And then, customers who have clean tenants and simple out-of-the-box Pecan setups will have the opportunity to upgrade to the new question model. 41:10 Rene Germain: So, as mentioned before, I provided the criteria, so customers that don't have survey data and don't have any kind of category, driver level, you know, improved company actions and those kind of things. We will ensure that we send email communications to customers beforehand that meet that criteria, and there'll be a banner in the administration area which surfaces to customers who meet the criteria. 41:35 Rene Germain: And give them the opportunity to upgrade. 41:38 Rene Germain: And then in 27R1, all existing customers, remaining will be required to upgrade to the new question model. 41:46 Rene Germain: And any customer who has not upgraded in 27R1 will be automatically upgraded after 27R1, and the specific date for that is still to be finalized. But I think I just really want to emphasize that the end goal for us is for all customers to be on one single question model. 42:06 Rene Germain: So we will communicate ahead of time what the, I guess, final deadline will be for you to opt in to these changes, but there will be a point where everyone will be automatically upgraded, customers who still haven't yet. 42:25 Rene Germain: And now I will hand it back over to Lilana. 42:29 Field Readiness Zoom 1: Perfect. Thank you so much, Renee. So… 42:33 Field Readiness Zoom 1: I'd like to bring it back to the three key takeaways from today. 42:41 Field Readiness Zoom 1: One unified model. So we're moving to a single model that's unified for all customers. 42:49 Field Readiness Zoom 1: That means one standardized way of structuring the questions and scoring, instead of multiple legacy models to manage. 42:59 Field Readiness Zoom 1: This simplifies design, configuration, and explanation. 43:05 Field Readiness Zoom 1: You'll have one consistent framework to build repeatable approaches and best practices, and there will be clear, communicated timelines for when you need to move, so you can plan migrations and change conversations in advance. 43:25 Field Readiness Zoom 1: A key concern with any model change is what happens to our history. 43:30 Field Readiness Zoom 1: So we're striving to ensure you will still be able to access and use your historical scores and benchmark data. 43:43 Field Readiness Zoom 1: And then finally, with flexible listening, the question model and scoring framework become clearer and easier to explain, which helps you build trust with leaders and managers. 43:55 Field Readiness Zoom 1: It's more straightforward to how scores are calculated and how questions fit together. 44:02 Field Readiness Zoom 1: All at the same time, the model is designed to be future ready, so it gives you a flexible foundation to add new use cases and questions, and to evolve strategies over time, so you can focus more on strategic guidance. 44:19 Field Readiness Zoom 1: Unless I'm working around model B. 44:22 Field Readiness Zoom 1: limitations. 44:26 Field Readiness Zoom 1: Okay, so that brings us, to the end of our presentation. Let's take a look to see if there's any questions that we might be able to address. 44:37 Field Readiness Zoom 1: live. Ashley, I'll start with you. Any questions in our Q&A that… We could answer here… 44:46 Ashley Eagan: Yes, there are a couple I haven't gotten to just yet. There's one that is asking, with this enhanced flexibility. 44:54 Ashley Eagan: Does that mean we will be able to see the impact of D&I questions on engagement, for example, or will they remain separate question sets and dashboards? 45:05 Rene Germain: Thank you for that question, and they will remain question… separate question sets and dashboards. 45:14 Field Readiness Zoom 1: Perfect. It looks like we have another one here. It says. 45:18 Field Readiness Zoom 1: If I understand it correctly, engagement will become a driver like any other, i.e. no longer the central one it is today. What will users and managers see when they log into their dashboard, where engagement is currently quite prominent? 45:38 Rene Germain: So engagement is still going to be the main question set when you log in. It's not becoming a driver, so the only, I think, only change, really, from an engagement perspective, the main engagement driver, or the outcome driver, we've just expanded it with an additional three questions, and the name of it now is employee engagement as opposed to engagement. 46:01 Rene Germain: But yeah, I mean, engagement is still kind of… 46:04 Rene Germain: gonna be positioned where it is, and we're not changing that at all. 46:10 Field Readiness Zoom 1: Perfect, thank you so much. So the next one is, will we be able… will we be able to company 46:20 Field Readiness Zoom 1: Will we be able to maybe use company resources? Will we be able to… 46:25 Field Readiness Zoom 1: Will we be able to accompany resources 46:28 Field Readiness Zoom 1: And all question sets, i.e. health and well-being, transformation and change, and not just 46:35 Field Readiness Zoom 1: I think that's supposed to be maybe custom questions, and not just engagement question set. 46:42 Field Readiness Zoom 1: I don't know if you can see the Q&A, Renee. 46:44 Rene Germain: Yeah, let me have a look. 46:46 Field Readiness Zoom 1: Yeah, if you… if you click on the Q&A, this is… 46:51 Field Readiness Zoom 1: At the top of it, what would be. 46:53 Rene Germain: Yeah, we're not… we're not making any changes to company resources, so, exactly how company resources is today, we're not… 47:02 Rene Germain: With the flexibility, we're not making any changes there. 47:05 Rene Germain: I think the… yeah. Sorry, that's worse. 47:08 Field Readiness Zoom 1: Perfect. 47:09 Field Readiness Zoom 1: Thank you. 47:11 Field Readiness Zoom 1: Alright, so let's see, 47:15 Field Readiness Zoom 1: Let's see, thanks, thanks for the insightful session. We are due to commence our Pecan Journey 2026-2027. Is it recommended to wait for this release before we embark on this 47:29 Field Readiness Zoom 1: We haven't used pecan previously. 47:34 Rene Germain: I would say if you… 47:38 Rene Germain: I mean, it's totally up to you. I mean, if you have an instance today, you could just use your instance as is. 47:46 Rene Germain: However, we're trying to encourage all customers, especially those that have instances where they haven't, you know, sent any survey data out, or they haven't surveyed yet, to get onto the new model, right? So, I mean, my recommendation, and it's going to be a biased one, would be to, sooner rather than later, get onto the new question model. It's available, it exists, I think. 48:09 Rene Germain: What will become maybe a bit more tricky is if you start launching surveys now, and then afterwards we're going to have to take your data and then migrate it 48:19 Rene Germain: to the new model, right? And there might be some shifts, as I mentioned before, in areas like scores and benchmarks. So if you don't have any survey data at the moment, I would say this is a good opportunity to get onto the new question model. 48:35 Field Readiness Zoom 1: Perfect, thank you so much. So this next one, and hopefully you can see these, Renee, if you just click on the Q&A. Perfect. Because even if we already use the aggregation score mode, the overall score 48:49 Field Readiness Zoom 1: For instance, engagement will probably change as you add more questions to the driver. 48:56 Field Readiness Zoom 1: Is that right? 49:00 Rene Germain: So the… 49:01 Field Readiness Zoom 1: Yeah. 49:02 Rene Germain: Just reading, if you… you need to use… Is this engagement? 49:12 Rene Germain: Probably… 49:13 Rene Germain: Do you… I guess my… I guess as a clarifying question, are you referring to the… when you say that you add more questions to the driver, are you referring to the main engagement driver that will now have an additional 3 questions? 49:26 Ashley Eagan: Yeah, that's how I was taking it with the enhanced question library, adding questions to that engagement driver. That will 49:34 Ashley Eagan: Incur, or that will cause changes. 49:38 Rene Germain: So initially, it wouldn't, right, because those questions… when you add new questions to a driver, there is no data for it. So it's… it's… initially, at least, there's not… you're not going to see any changes, because it's going to take a while for those new questions to gather any survey, any survey data. 49:57 Rene Germain: But then over time, I think it will kind of flatten out once you get enough survey responses, and then it will just become, like, part of that engagement driver. And I don't think you would see, like, a massive… 50:09 Rene Germain: I don't foresee you to see a massive shift in that. But yeah, I'd say, at least initially, you're not going to see any changes, because those new questions wouldn't have any information, any data attached to it. 50:22 Field Readiness Zoom 1: Okay, perfect. 50:23 Field Readiness Zoom 1: The next one looks like… it says, will we get insight selections on the left panel for easier access to onboarding, exit, and ESG? 50:34 Field Readiness Zoom 1: Question sets as currently, they list only engagement. 50:38 Field Readiness Zoom 1: DEI health and well-being. 50:41 Field Readiness Zoom 1: Transformation and change. 50:44 Rene Germain: As part of these enhancements, we're actually not making any, like, changes to the navigation on the side, so, and there's not gonna be, I don't know if this was part of the question, but we're not… we're still not gonna have, dashboards for those additional question sets, like onboarding, exit, ESG, and so forth. So yeah, and I think that's just because there's probably, like, a longer-term. 51:08 Rene Germain: shift or change that we need to make in the product to ensure that there isn't, it's not cluttered with all these different entry points for all these different question sets. So I think there's probably longer term, we'll probably streamline a lot of it. So for right now, we kind of made a conscious decision to actually not make any changes to that… that side navigation where you've got those entry points there. 51:29 Field Readiness Zoom 1: Okay. 51:30 Field Readiness Zoom 1: So this next one says, will we still need to ask the main driver questions if we want to launch 51:36 Field Readiness Zoom 1: a survey with specific questions. For example, we created a custom driver with questions from the engagement question set and the transformation and change question set, and we had to ask the main engagement question and main TNC question. 51:55 Field Readiness Zoom 1: Will this be required going forward, or can we customize the entire survey? 52:00 Rene Germain: So actually, in the flexible listening question model, it is going to be possible for you to deactivate that main question. 52:08 Rene Germain: In the main question, in the main outcome driver. What I will say, though, is that there are certain features in our product where it's… that main question plays, you know, has some kind of statistical relevance, so focus areas being one of them. I think impact being another one of those areas. So, I would definitely say that the functionality is there for you to be able to disable that main outcome 52:33 Rene Germain: question, for each of those question sets, but I would also understand that in doing so, you know, if you use focus areas, or if you use impact, and those things are central to how you kind of, you know, have your listening strategy, it could impact that. So, yeah. 52:50 Field Readiness Zoom 1: Okay, perfect, thank you so much. Next one says, at what point will external benchmarks be available for onboarding? 52:58 Field Readiness Zoom 1: And exit surveys. 53:00 Rene Germain: I… I can't… I have no idea. 53:02 Field Readiness Zoom 1: Yeah, I guess. 53:03 Rene Germain: I think it takes a while. I think it can take, you know, anything from 6 months upwards for benchmarks to build up for a question set. So yeah, unfortunately, I don't have the answer to that question. 53:14 Field Readiness Zoom 1: No problem. Thanks, Renee. Frequency clarification. 53:18 Field Readiness Zoom 1: Will we be able to turn off and on the main question, excuse me, same as all drivers, versus just selecting a frequency, like, quarterly, bi-weekly, etc? 53:31 Rene Germain: Yeah, so in the… in the updated… in the flexible listening question model, for every single individual question, so each question, remember, drivers no longer have a main question. Obviously, you have that main outcome question, in your question set, but you can control the frequency on each of those questions. So every single question, it's not just on one particular one. You'll be able to do it on all questions. 54:01 Field Readiness Zoom 1: Let's see, this one says, I heard there are 90… 54:06 Field Readiness Zoom 1: Questions going forward across the libraries? 54:11 Field Readiness Zoom 1: But it looks like the XLS on committee has 99. 54:18 Field Readiness Zoom 1: Am I missing something, or does the XLS need… Updated. Oop! 54:23 Field Readiness Zoom 1: Can y'all? -Oh, sorry, thanks. 54:26 Field Readiness Zoom 1: Something's flashing on my screen there, apologies. 54:31 Field Readiness Zoom 1: So it just sounds like he's… this question is around 90 questions versus 99. 54:37 Field Readiness Zoom 1: on the… 54:39 Rene Germain: Don't want it. 54:40 Ashley Eagan: Yeah, we can take a look at that and see if… 54:43 Field Readiness Zoom 1: Perfect. 54:43 Ashley Eagan: on community needs to be updated. 54:46 Rene Germain: Yeah, let me… let me take a look at that. Good call out. 54:50 Field Readiness Zoom 1: Okay, I'm gonna go to, A couple others here, so… 55:00 Field Readiness Zoom 1: We have another one here that says, I don't know when my instance was created. 55:05 Field Readiness Zoom 1: How can I find that out, Renee? 55:08 Rene Germain: For sure, so if you work with a consultant, they'll be able to help you with that. And if not, then if you reach out to Customer Care, they should be able to tell you when your instance was created. 55:22 Field Readiness Zoom 1: Perfect. We have another one here that says. 55:25 Field Readiness Zoom 1: We're planning to launch a survey soon. 55:30 Field Readiness Zoom 1: Will these changes impact that? 55:35 Rene Germain: So it depends, I think, if some customers will be eligible to upgrade in 26R2, right, if you meet the criteria that I shared before. And so, I mean, it's two… it's twofold. 55:49 Rene Germain: you could say, actually, you know, I've already got my survey planned, I kind of want to go ahead with that, and you could just continue on the existing question model as is. 55:59 Rene Germain: Or you could say, actually, let me… if I meet the 26R2 criteria, let me just upgrade now. I think the main thing to point out is that in 26R2, customers won't be, the new question… the new question model won't be forced on customers, they won't be automatically, upgraded. So, if you are planning to launch a survey soon. 56:23 Rene Germain: you are more than welcome to just continue using the existing question model, or if you meet the criteria, for 26R2, you could, if you wanted to, upgrade then. But yeah, it's totally up to you. We're not going to be forcing a question model on anyone in 26R2. 56:42 Field Readiness Zoom 1: Okay? 56:42 Field Readiness Zoom 1: Looks like we might have one more here. Will we be able to test these changes before they upgrade? 56:51 Rene Germain: For 27R1, yes, so we are targeting to have a test environment where you can, test, the changes of the flexible listening question model with your production data. So yeah, we're targeting 27R1 for that. Specific timelines we don't have yet, but that is the goal. For 26R2, there will not be a test environment available yet. 57:16 Field Readiness Zoom 1: Okay, perfect, thank you so much. Ashley, I just want to check in with you. I see you're kind of answering a question here. You might maybe have one more as you're doing that. This one, Renee, says, can you confirm if the ability to select question frequencies in our schedules 57:36 Field Readiness Zoom 1: is still designed to be based on the first survey run, or has it been updated to reflect the intent of the setting? For example, if you want a question to appear every second survey, that option forces that question every 57:52 Field Readiness Zoom 1: Second s… Every two surveys, and not just the second survey of the schedule, then randomized beyond that. 58:01 Field Readiness Zoom 1: Hopefully you can see that. I know I have. 58:03 Rene Germain: Yeah, I can. 58:04 Rene Germain: If okay, I'd like to come back on that afterwards, just so I can just read it a little bit more, just so I'm fully understanding. 58:12 Field Readiness Zoom 1: Perfect. 58:15 Field Readiness Zoom 1: We'll just answer lively. 58:17 Ashley Eagan: The last one that I was responding to, Lilana, my initial response is I don't think it will be impacted, but maybe we can read it and just have, Renee weigh in. 58:28 Rene Germain: Yeah, if I'm just having… is this the one on the exit survey? 58:32 Ashley Eagan: Yes. 58:33 Rene Germain: She's reading it now. 58:41 Rene Germain: Create an upgrades exerto, it's completely customized, would your recommendation be to wait? 58:46 Rene Germain: The go-live of this new survey. 58:49 Rene Germain: I think you should be fine to just go live with it now, like, if you're planning to do so, then, yeah, just go for it. 58:58 Field Readiness Zoom 1: Okay, then we have… Maybe one more here, it says, well… 59:04 Field Readiness Zoom 1: Upgrades be reflected in our demo site, so we can begin to play with the changes. 59:12 Field Readiness Zoom 1: But realize this would not be tied to our production. 59:16 Field Readiness Zoom 1: Data… 59:18 Rene Germain: Yeah, so I think with the demo site, it's… 59:21 Rene Germain: You will need… if you want to access, a demo account, so if you want to be able to see these changes, obviously, with, like, your, like, fictitious data, you would need a separate demo account for that. But yeah, you need a separate demo account, so we're not going to be refreshing existing demo accounts with the new question model. Our kind of guidance to a lot of, you know, customers 59:46 Rene Germain: even colleagues internally, is you need demo accounts that have the existing question model, and then also the flexible listening one. We're not, like, yeah, it's quite technically challenging to kind of just refresh, existing kind of demo accounts. So yeah, you'd need a separate one. 1:00:05 Field Readiness Zoom 1: Perfect. Thank you so much. 1:00:08 Field Readiness Zoom 1: Okay, lots of really, really good questions, which is… which is exciting. That means there's an excitement around this. 1:00:17 Field Readiness Zoom 1: Okay. 1:00:23 Field Readiness Zoom 1: Alright, so, I think this last one here… 1:00:29 Field Readiness Zoom 1: How did we request a separate demo account? Oh, Ashley, you're on it. Perfect. Thank you. 1:00:36 Field Readiness Zoom 1: Okay, alright, team. Well, thank you all so much for joining today. I really hope that you found this, valuable. We are so thankful for your time. We know how busy you are as customers. 1:00:52 Field Readiness Zoom 1: And so, until we meet again, I hope you have a fantastic workday. Thank you so much again, and we'll be talking again soon. 1:01:03 Field Readiness Zoom 1: Have a great day! Thank you all! 1:01:06 Field Readiness Zoom 1: Bye-bye now. Bye!