Add, remove and edit attributes and segments

Setup your attributes and segments

Attributes are found under Settings and attributes.

What are attributes and segments?

An attribute is a category and it consists of several segments. An example of an attribute is Department. Examples of segments are HR department, IT department, Production department within that attribute. An attribute can also be numbers and dates, such as Employment date, Age, Salary etc. Users can belong to one segment within every attribute. There is no limit to how many segments in attributes employees can belong to. However, one user can only belong to one segment in one attribute with the exception of "All" segments for Users attributes.

Types of attributes

Choices

The choices attribute is a text attribute normally used to set up organizational structures, such as countries, departments, units, groups, teams etc.

Dates

The date attribute categorizes users/answers based on the date of today compared to the date in the employee data. This is attribute type is normally used for “hire date”, “birth date”, “separation date” to automatically calculate segments for ranges such as “new hires 0-3 months employment”, “age 20-30 years”, “offboarding” etc. Future dates can also be utilized by activating the "Segment on future dates" parameter under edit. To change the date intervals, press the Edit dates button.

Numbers

The numbers attribute categorizes users/answers based on the numbers in the employee data. This date can be used for example on Salary to define salary range segments.

Users

The users attribute categorizes users based on people structures, such as manager structures. This attribute type is optimized for organizations that work with manager/people connections instead of, or as a complement to, choice attributes or set departments/teams. Its normally used when you have a unique manager/person connected to each employee in the employee data (like in Azure AD). The users/answers are attached to a specific manager/user in Eletive, such as a manager “Lisa”, and not to an organizational department segment such as “HR”.

When using this attribute type, hierarchies are automatically built and maintained.

Manager access is also automatically maintained. The user will be able to access all segments that are the user's own segments as well as all segments below them in the hierarchy.

Managers/users that have other users connected to them will have two segments, All and Direct. The All segment contains all users below that manager/user in the hierarchy, basically all direct and indirect reporting users. The Direct segment on the other hand only contains direct reporting users to that manager/user (the users that are directly connected to that person).

Add, edit or remove an attribute

To add a new attribute

  1. Click on Settings in the navigation menu
  2. Click on Attributes
  3. Click the Add attribute button
  4. Select the type of attribute (Choices, Dates, Numbers or Users)
  5. Enter the name of the attribute
  6. Click Create button

To edit the name on an attribute

  1. Choose the attribute you want to change the name of
  2. Enter fill in the new name under Name and click Save button

To remove an attribute

  1. Select the Attribute you want to remove
  2. Click on the “Delete” button

    Add, edit or remove a segment manually

    To manually add a new segment

    1. Click on Settings in the navigation menu
    2. Click on Attributes tab
    3. Click on one of the attributes
    4. Enter the segment name in the segment free text field
    5. Click the add button

      To edit the name on a segment

      1. Click on one of the attributes
      2. Hover the mouse over the segment you want to change the name of
      3. Click on the pen icon
      4. Change the name of the segment
      5. Click on the checkmark to save the change

      To remove a segment

      1. Click on one of the attributes
      2. Click on the trash icon next to the segment you want to remove

      Add segment by mass edit

        Segments are automatically added if they do not exist when uploading a file with users.

        Change a user’s attribute or segment

        1. Click on Settings in the navigation menu
        2. Click on Users
        3. Select the employee you want to edit
        4. Under the Attributes heading, find the right attribute you want to edit and select a new segment