On Peakon, it's possible to combine the results of two or more segments into one new segment for analysis.
Let's imagine that you have a 'Department' attribute with 'Marketing' and 'Sales' team segments. The marketing and sales team has members in two countries - the UK and the US. You also have an attribute for 'Region' with the US and UK as segment options.
You need to add a manager to the marketing and sales team segments, but the manager should only see the portion of results for the UK team members, not the US members.
This can be solved by creating a new attribute
- Go to Configuration > Attributes and create a new attribute for such special cases
- Manually add a new segment to your special cases attribute and give it a name that's contextual to the data it will later contain (in this case a mix of Marketing x Sales x UK)
- Navigate to Configuration > Employees and use the filters on the left side to filter on the data that you need. With the given example, you would first filter Department = Sales and Marketing, and Region = UK
- Select all employees and click the green Edit button to bulk update them
- On the bulk update profile, find the field for your special cases attribute, and select the new segment you have created in step 2
- Save your changes
When the next survey round goes out you will see that data populate for this new segment you created.
If you need to apply the changes retroactively, make sure you backdate the change to a specific time in point when you're bulk updating your filtered results on the employee page. This will then capture previous survey results and place them into the special segment.
It is now possible to give managers segment access to your new special segment.
When you update your employee records, segments you've added to the special cases attribute will not be updated, unless you've also added this attribute's values to the file you've uploaded.
For Premier clients, it is possible to combine results of two option type attributes automatically through setting up combination attributes.