This article will cover:
- What is segmentation?
- Using the segment heat map
- Viewing segments in the cards view
- Viewing attrition risk by segment (Premier tier)
What is segmentation?
The ability to slice and dice the analysis from Peakon gives you an incredibly detailed illustration of how, and why, areas of your organisation differ from one another.
It's a great way of comparing the engagement of your departments, offices or manager teams, as an example. This can be done on a company level, as well as on a manager level when looking at the results for their own teams.
Click Segments in the left-side menu of your dashboard and the first segments you will see are your highlights. These are automatically selected by Peakon and represent the areas of your business with the biggest engagement challenges or successes.
If you have been assigned as a manager of a segment, you can also view it directly through your context switcher in the top left menu.
Using the segment heat map
Everything on the heat map is interactive. You can switch your view to see segments of a specific attribute, or mix and match segments from different attributes (for example, selecting only some departments and some managers at the same time), by navigating back and forth within the segment selector using the arrows.
It’s easy to segment data in your own way:
- Click the green segment selector button
- Choose the attributes or segments you wish to see by clicking Select all or click into an attribute using the arrow to hand pick the segments you would like to view
Customising the score options
It is possible to further filter your view by selecting which question group you would like to view, and how your score is displayed.
Customers on the Business plan will be able switch between the Engagement question set and their custom company question set, and customer on the Premier plan will additionally be able to switch to their Values question set.
Customising the viewing options
Towards the top right of your heat map, you have several viewing options that you can use either on their own or all at the same time:
- Show overall score*
- Show participation**
- Expand subdrivers
*Switching on the Show overall score option will show the respective driver scores of the context that you are in (you can see this in the top left corner in your context switcher). If you switch to another context, that will become the 'overall score' with respect to the segment heat map.
**The Show participation option will show the aggregated and latest participation per segment. The number of employees shown on the small human icon next to the segment name refers to the number of employees, who have contributed at least one score to the result in the aggregated timeframe.
NPS mode versus average mode
At any point, it is possible to switch your view between the NPS mode and the average mode using the options on the top right corner of your heat map page. It will always default to the chosen mode of your company.
Exporting segment data
It is possible to export your heat map view in an Excel format, which is ideal if you are looking for a numeric breakdown of all your scores. To do this, simply click the Export button on the top right corner of your screen.
Viewing segments in the cards view
For a more visual view of your segment comparisons, switch to the Cards view. Within the cards view it is also possible to select the segments you wish to see, and also add the participation rate to the view.
Here, you can hover over each driver bar to see the score, and the number at the end of each driver signifies its difference to benchmark. The colours of the bars represent where the score lies on the NPS scale.
The Export option remains the same in both views, and will provide you with an Excel table of your segment results.
Viewing attrition risk by segment (Premier tier)
Customers on Premier tier will also able to switch to the Attrition to view attrition risk by segment. The attrition risk will show the risk on segments in comparison to the company average.
The atttirion heat map will give display the following:
- The attrition risk for each segment
- The percentage of employees in each phase of the Employee Experience Cycle - this is based on data from the Tenure attribute (if in use)
- How many employees have resigned from each segment (this data is obtained from the Separation date and Separation reason attribute where "Resigned" has been selected (if in use). This number will remain visible in line with the "Time for former employees" aggregation setting.
- The aggregated participation rate
- The latest round's participation rate
- Difference to benchmark for the engagement, loyalty and growth scores (if the questions for these drivers have been enabled)
You can read more about Peakon's attrition algorithm and theory in this article.