This article will focus on creating and editing the attribute structure. For information on how to move employees around attributes, please refer to this article.
In this article you will find:
How to create an attribute
Attributes need to be created prior to uploading employee data in order for the segments to be created automatically.
- Go to Administration > Attributes in the left menu
- Click on the black Add attribute button to the right of your screen
- Select the attribute type you’d like to add and give it a title
- Enable the employee consent toggle if you are using the attribute in conjunction with the employee editable attribute feature to collect sensitive information from employees at the beginning of their survey, such as ethnic origin or sexual orientation
- Click on Create to save the attribute
- Once created, review advanced options by clicking on the Edit attribute button
Find below a list of the different additional configuration options, their use cases and considerations. Please note that, unlike the other options, the Employee consent option can only be set on creation, and cannot be amended at a later point.
|Employee consent (Add-on)||For customers using the Peakon Include add-on, it is recommended to always use the employee consent setting when collecting sensitive personal data through employee editable attributes.||
|Status||This option is used to deactivate attributes that are not in use. This will remove the attribute from employee profiles. The attribute can be reactivated at any time.||
|Name and description localization||
It is possible to manually add translations for attributes and segments in all dashboard languages. This means that users viewing their dashboard in a specific language will see a localized version of the attribute names.
If this is an employee editable attribute, it is also possible to edit the Description localization in all survey languages, which can be used to explain the meaning of the attribute to the employee. This means that when the employee opens their survey and sees the attribute options, they will be able to get additional context by looking at the attribute description.
|Restricted attribute||Restricting an attribute controls whether an attribute or a segment is available to view in the heat map or edit on the employee record.||
Used for importing employee data via the file upload method. Adding an alias to an attribute will allow the system to match attributes on Peakon and your data file, even when the names are not the same. It is possible to add multiple aliases by inputting a comma-separated list.
For example, if your attribute name on Peakon is “Start date” and on your data sheet the column for this attribute is called “Employed since”, you can add "Employed since" as an alias on the attribute. This will automatically map the "Employed since" attribute to the "Start date" attribute.
Segment branding is available on the option type attribute and is used for complex organisations, where specific segments should see their own unique logo and company name on the survey and emails. This is ideal for entity branding. If turned on, it’s possible to preview the survey as a specific segment which will allow you to see the logo and segment name being used on the survey and questions.
|Automatic creation of segments||
This setting allows you to choose whether new segments should be created automatically from an employee upload.
By failing a data upload that doesn’t include the exact naming convention under an attribute that grants access control, the user will be advised that they need to make changes to their data sheet and choose one of the existing segments.
How to create a segment
Once the attributes (ie. the 'categories') have been created, it’s possible to add segments (ie. the 'options') to the attributes.
- For option, date, and number type attributes, this can be done manually.
- For employee type attributes, this is done by populating employee records, which will then automatically create segments based on the reporting lines.
- Finally, segments belonging to a combination attribute are created automatically upon creation, as a combination attribute is made up of two option type attributes.
Manually adding segments
Select the attribute and then click the Add segment box to type in a segment name before clicking on the Add button to confirm.
Date or number type
Select the attribute and click Edit attribute. In the slide-out panel, scroll down and expand the Ranges section. Create or adjust the ranges according to your preference.
Adding segments via a file upload
When importing employee records via the file import method, segments will automatically be created if there is a column present in the file where the column header matches exactly the attribute name on Peakon (this is case sensitive).
If using the alias function on the attribute, the column header can also match one of the aliases given.
Segments will be created for each unique value found in the attribute column on the file.
Additional segment options
To edit a segment:
- Navigate to Administration > Attributes
- Find the attribute that contains the segment you wish to edit
- Locate the segment and click the Edit button to open the slide-in panel
- Make the edits and click Save changes
Find below a list of the different additional configuration options, their use cases, and considerations.
|Name and description||
Renaming an existing segment can be used when a team changes name, for example. This should be done prior to the next data upload, so that an exact name can be found, and to avoid a duplicate segment being created.
|Name and description localization||
It is possible to manually add translations for segments in all dashboard languages. This means that users viewing their dashboard in a specific language will see a localized version of the segment names.
If this is an employee editable attribute, it is also possible to edit the Description localization in all survey languages, which can be used to explain the meaning of the segment to the employee. This means that when the employee opens their survey and sees the segment options, they will be able to get additional context by looking at the segment description.
Similar to restricting an attribute, it's possible to restrict dashboard access to a specific segment. For example, if the HR team has company-wide access to the account, but should not see their own team's results, the HR segment within the Department attribute could be restricted.
|Segment logo||When segment branding is enabled logos can be added to branded segments, which will be shown instead of company branding on the first page of the survey and in all survey-related emails.||