Managing your account

Get started here with the basics of your dashboard

Michael Dean avatar Brett Morrone avatar Kristiana avatar
38 articles in this collection
Written by Michael Dean, Brett Morrone, and Kristiana
Attributes and Segments

Setting up attributes and segments

How to set up attributes and segments to categorise your employee base
Kristiana avatar
Written by Kristiana
Updated this week

Custom Survey and Segment Branding

Adding a survey brand logo to your surveys and using segment branding when surveying employees in multiple entities or brands
Brett Morrone avatar
Written by Brett Morrone
Updated this week

Granting segment access to managers

How to enable or remove managers from segment specific access
Kristiana avatar
Written by Kristiana
Updated this week

Combining results from multiple segments

How to create a dashboard that combines the results from existing segments
Brett Morrone avatar
Written by Brett Morrone
Updated this week

Allowing employees to populate their own segment data

Enabling employee editable attributes to collect or validate demographic data from individual employees directly at the start of the survey
Brett Morrone avatar
Written by Brett Morrone
Updated today

Restricting access to attributes or segments

How to restrict an entire attribute or a specific segment from being viewed by certain groups of managers
Kristiana avatar
Written by Kristiana
Updated this week

Automatically populating segment hierarchies

How to set-up and use hierarchical segments
Kristiana avatar
Written by Kristiana
Updated over a week ago

Updating employees and segments

How to employee or team details, make changes retroactively and troubleshoot incorrectly uploaded employee data
Kristiana avatar
Written by Kristiana
Updated this week

Marking users as leavers

What to do when employees leave, and how to interpret leaver data on separation segments
Kristiana avatar
Written by Kristiana
Updated this week

Measuring the engagement of your managers vs. your employees

How to create segments that allow you to compare the engagement between employees and people managers
Brett Morrone avatar
Written by Brett Morrone
Updated over a week ago