To organize and create an employee structure for meaningful data analyzing, attributes and segments must be used.
Attributes and their segments provide insights by allowing you to view scores and comments by segment (if they meet the visibility requirements). Peakon also highlights segments when they are doing particularly well or requiring attention (see Focus segments).
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Attributes allow for survey responses to be segmented. You can think of attributes as the different 'categories', and segments are the 'options' within those categories. For example, a Business Unit attribute could contain the segments Finance, IT, Marketing and so on.
Attributes can be created for different purposes:
- Segment employee data in survey results based on your company structure.
- Survey, question, or access targeting. Example: Contract type, Survey method (Email vs Kiosk or SMS), Shift type (Day vs Night), Manager access (Access to Comments vs no Dashboard Access Only - see Adding or removing users on segment managed access control groups for more).
Attributes are managed by account administrators and can be accessed by navigating to Administration > Attributes. Clicking on a specific attribute reveals its segments. A progress bar displays how many more segments you can add before reaching account limit.
The attribute configuration allows you to build a base structure that is relevant to your organisation. By default, all new customer accounts contain the standard Peakon attributes, and it's possible to create your own attributes and segments as well. See Configuration of attributes and segments.
In order for Peakon to know which segments to place an employees' survey results into, the attributes are also listed on the employee records stored on Peakon. For example, an employee in finance would need to have “Finance” listed on their employee record under the “Business Unit” field. Employees can be added into segments either manually or in bulk via the file import method. See Adding new employees with a data import (CSV or XLSX) for more on data imports.
Types of attributes
Selecting the right type and amount of attributes is dependent on how you would like to segment your survey results and how easily your organisation’s employee data can be compiled and uploaded onto Peakon using the file import method.
Peakon provides five different types of attributes, which are presented in the table below.
Set up lists with multiple fixed values.
Country, City, Department, Gender, Function, Business Unit
Capture specific dates set on employee records. Segments for this attribute are defined as date ranges (eg. 5-10 years). Date ranges can be configured at any point by clicking on the “Ranges” option within the attribute. A fixed date value needs to be given on the employee record in the format DD/MM/YYYY or YYYY/MM/DD. Peakon will automatically detect the date value and place the employees survey responses in the respective date range segment.
Date of birth, Hire date, Separation date
Set up relationships, such as an employee’s manager or HRBP. Segments will be created automatically when adding employee records as Peakon will detect those employees with direct reporting lines and create segments for these managers.
[Manager's/HRBP's name] Direct reports or All Reports
Set up number based values. Segments for this attribute are defined as number ranges (eg. a range of 0-10). Number ranges can be configured at any time, and a fixed value needs to be given on the employee record. Peakon will automatically detect the numerical value on the employee record and place the employees survey responses in the respective number range segment.
Salary, Performance evaluation score
Combine two existing option type attributes to create intersecting attributes. For example, you could join the “Department” and the “Country” attribute to see all the different departments within each country. When setting up a combination attribute, the segments will be created automatically. The segments created by this attribute are treated as regular segments that can be used for comparison and highlighted as strengths or focus areas.
Country x Department, Gender x Employee role
For attribute and segment configuration, please refer to the Configuration of attributes and segments article.