Attributes & Segments
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      Add, remove and edit attributes and segments

      Set up 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.


      Under Settings -> Attributes you can find the list of attributes you have. You can drag and drop the attributes in the order you prefer. 

      Standard vs Custom attributes/segments

      Eletive provides Standard attributes and segments, these attributes and segments allows for a broader range of benchmark opportunities.  

      If an attribute or segment is standard a label will be shown next to the attribute/segment name. Not all standard attributes have standard segments (such as Date of Birth, Country and Managers). In addition to Standard attributes and segments it is possible to create custom attributes and segments. 

      Types of attributes

      There are 4 different types of attributes, each type responds to different data types. It is important to select a relevant attribute type that matches the data the will be added. If utilizing standard attributes and segments the type is automatically selected. 

      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. It's 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).

      Creating a Standard attribute

      To add a new standard attribute

      1. Click on Settings in the navigation menu
      2. Click on Attributes
      3. Click the "Add attribute" button
      4. Select "Standard attribute"
      5. Select which standard attribute you wish to create. Only the available standard attributes will be shown
      6. Under the "Segments section" that appears after selecting an attribute in step 5, select which standard segments you wish to include
      7. Press the "Create" button

      Creating a Custom attribute

      To add a new custom attribute

      1. Click on Settings in the navigation menu
      2. Click on Attributes
      3. Click the "Add attribute" button
      4. Click on "Custom attribute"
      5. Select one attribute type
      6. Enter the name of the attribute
      7. Click "Create" button

      Managing attributes

      To edit the name on an attribute

      1. Choose the attribute you want to change the name of
      2. Click on the edit icon 
      3. Change the name of the attribute and click on Save

      To remove an attribute

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

      Convert a Custom attribute to a Standard attribute

      If you have a custom attribute that corresponds to one of the standard attributes, you can convert it to a standard attribute. 

      1. Choose the attribute you want to convert to a standard attribute
      2. Click on the "edit" icon
      3. Select "Convert to standard attribute"
      4. If you want to keep the current attribute and segments names, enable the switch called "Keep attribute and segment name". 
      5. Select the standard attribute
      6. Map which current segment that belongs to which standard segment
      7. Once finished, press "Convert to standard attribute"

      Managing Segments

      To add a segment manually  

      1. Click on Settings in the navigation menu
      2. Click on Attributes tab
      3. Click on one of the attributes
      4. Click "Add segment"
      5. Select "Standard segment" or "Custom segment"
        1. For "Standard segment" select on of the predefined segments
        2. For "Custom segment" enter you segment name in the text field
      6. Press "Create segment"

      To edit a segment

      1. Click on one of the attributes
      2. Click on the three dots in the Actions column 
      3. Go to "Edit"
      4. Change the name of the segment and click on Save
      5. It is possible to add "Aliases" for the segment, these are used when synching user data through an integration. By utilizing aliases you can make sure that segments between Eletive and your HR system are recognized. For instance in Eletive you have a department segment called "Information Technology", but in your HR-system it is called "IT". By adding "IT" as an alias these segments will be recognized as the same when synching user data. 
        1. You can add multiple Alias names (if having a HR-integration)
          1. Enter in the alias the text field
          2. Press "Add alias"
          3. Press "Save

        2. You can add one SCIM 2.0 alias name (if having a SCIM 2.0 integration)
          1. Enter the SCIM 2.0 alias name in the text field
          2. Press "Save"

      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