Connecting multiple attributes into hierarchies allows managers full access to the different segments within a hierarchy, despite not being set up as the segment's manager.
To read more about the background, configuration considerations, and viewing hierarchies, see About attribute hierarchies and how they work.
This article will contain:
- How to create a hierarchy
- How to edit an existing hierarchy
- How to remove a hierarchy
- How to switch a manual hierarchy to an automatic hierarchy
How to create a hierarchy
Account administrators and users with access to manage attributes and segments are able to create, edit, and delete hierarchies. Peakon will automatically detect any relationships between attributes making the setup quick and simple.
To create an attribute hierarchy:
- Go to Administration > Attributes
- Select the child attribute (for example, to link the "Country" attribute and the "City" attribute, "City" is the child attribute)
- Select the Hierarchies tab
- Click Add new hierarchy
- Set a parent attribute to which the current attribute will be related ("Country" in this case)
- Click Next step option
- Wait for Peakon to automatically detect relationships between the two attributes
- Leave ticked or untick the Update hierarchies automatically box (refer to Table 1)
- Select Use identified relationships to save
Table 1: Automatic versus manual hierarchy maintenance (the Update hierarchies automatically tick box)
|
Ticked |
Peakon will update the hierarchy automatically as employee data changes over time (recommended). |
|
Unticked |
Hierarchies will need to be maintained manually, and it will be possible to manually edit them. |
How to edit an existing hierarchy
It’s possible to edit a hierarchy if the 'Update hierarchies automatically' option has not been turned on during creation.
- Go to Administration > Attributes
- Select the child attribute
- Select the Hierarchies tab
- Expand a hierarchy
Find below the different editing options and their outcomes:
| Edit option | Description |
|---|---|
|
Update hierarchies automatically |
Update the hierarchy if segments have changed since the last update. |
|
Add more* |
Add more relationships to an existing parent child group. The setting can be found by hovering over the parent segment in a hierarchy group. |
|
Add new relationship* |
Create a new parent child group. |
|
Delete X selected |
Select the segments in a group to delete them from the group. |
* When setting up a hierarchy, Peakon automatically adds those segments where all employees of the segment are also present in the parent segment. Manually adding segments that are not in the hierarchy can create an inconsistency. If the segment should be there, but it has not been suggested, check whether there are any employees who are not present in the parent attribute.
How to remove a hierarchy
Removing a hierarchy will not lose any data unless it has been edited manually, and the hierarchy can be re-added at any point.
To remove a hierarchy:
- Go to Administration > Attributes
- Select the child attribute
- Select the Hierarchies tab
- Expand a hierarchy
- Click Delete
- Confirm deletion
How to switch a manual hierarchy to an automatic hierarchy
As of 13th August 2020, it's possible for hierarchies to update automatically when employee changes take place. To move an already existing hierarchy to the automatic maintenance model, it must be deleted and created again, with the Update hierarchies automatically option ticked.
To switch to an automatic hierarchy mode:
- Go to Administration > Attributes
- Select the child attribute
- Select the Hierarchies tab
- Expand a hierarchy
- Click Delete
- Confirm deletion
- Click Add new hierarchy
- Set the parent attribute that was previously used
- Click Next step option
- Wait for Peakon to automatically detect relationships between the two attribute
- Ensure the Update hierarchies automatically box is ticked
- Select Use identified relationships to save
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