Attributes allow for survey responses to be segmented. Attributes and their segments provide insights into the engagement of cross-sections of employees by allowing you to view scores and comments by segment. In addition, Peakon highlights segments as strengths or priorities when they are doing particularly well or requiring attention.
Survey results are grouped into segments. In order for Peakon to know which segments to place survey results into, the attributes are also listed on the employee records stored on Peakon. Employee records list all the active attributes and the attributes’ segments’ are the values you set on the employee record, either manually or in bulk via the file import method.
For example, Joe Smith and his team in finance will all have “Finance” listed on their employee records for the “Department” attribute. When Joe’s team take the survey, it’s possible to segment by department to see the engagement of “Finance” specifically, along with any other department in the organisation. Peakon’s heat map allows for easy comparison of segments, allowing leadership teams to gain real-time insights into the engagement of cross-sections of employees.
Types of Attributes
Selecting the right type and amount of attributes is dependant on how you would like to segment your survey results and how easily your organisation’s employee data can be compiled and uploaded onto Peakon using the file import method.
Peakon provides five different types of attributes:
- Option: This attribute type is used to set-up lists with multiple fixed values, such as a list of departments. Typical uses for such an attribute include Country, City, Department, Gender, Function, Business Unit etc.
- Date: This attribute type is used to capture specific dates set on employee records, such as hire dates or date of birth. Segments for this attribute are defined as date ranges. Date ranges can be configured prior or after uploading employee data by clicking on the “Ranges” option. A fixed date value needs to be given on the employee record. Peakon will automatically detect the date value on the employee record and place the employees survey responses in the respective date range segment.
- Employee: This attribute type is used to set-up relationships, such as an employee’s manager or HR Business Partner. The value given on an employee record will determine which segments will be created. Segments will be created automatically when adding employee records as Peakon will detect those employees with direct reports and create segments for these managers.
- Number: This attribute type is used to set-up number based values, such as salaries or performance evaluations scores. Segments for this attribute are defined as number ranges. Number ranges can be configured prior or after uploading employee data. A fixed value needs to be given on the employee record. Peakon will automatically detect the numerical value on the employee record and place the employees survey responses in the respective number range segment.
- Combination: This attribute is available on Peakon’s Premier tier. The combination attribute allows you to combine two existing option type attributes to create intersecting attributes. For example, you could join a “Department” and “Country” attribute to see all the different departments within each country. When setting up a combination attribute, the segments will be created automatically. The segments created by this attribute are treated as regular segments that can be used for comparison and highlighted as strengths or priorities.
Accessing attributes and segments
Attributes are managed by account administrators and can be accessed by clicking on the “Configuration” option in the left menu, then head to Company > Attributes. A list of current attributes will then be displayed. Clicking on a specific attribute will reveal its segments. Initially, when getting setup on Peakon, there will be no segments listed under each attribute, however, once the employee records have been added, the segments will be created automatically.
Attributes need to be created prior to uploading employee data in order for the segments to be created automatically.
To add an attribute:
- Click Attributes in the left menu
- Click on the black “Add attribute” button to the right of your screen.
- Select the type of attribute you’d like to add and give it a title
- Review additional advanced options by clicking on the "Advanced" text string (see section below on advanced options)
- Click on “Create” to save the attribute
Once the attributes have been created, it’s possible to then add segments to the attributes. This can be done either manually on option type attribute only or by adding employee records which will then automatically create segments for all types of attributes.
Manually adding segments
Click on an option type attribute and then click in the box to type in a segment name before clicking on the “Add [attribute name]” option to the right of the type box.
Adding segments via a file upload
When importing employee records via the file import method, segments will automatically be created if there is a column present in the file where the column header matches exactly the attribute name on Peakon (this is case sensitive). If using the alias function on the attribute the column header can also match one of the aliases given (see advanced options below).
Segments will be created for each unique value found in the attribute column on the file. It is important to maintain consistency in the naming of your segments on the file to avoid polluting the data with redundancy. For example, if “Sales” and “sales” appear in the column it will create two segments for sales since one is in proper case and one is in lower case.
Advanced options are available on each type of attribute by clicking on the “Advanced” option on the attribute. Advanced options include:
- User editable: Turned off by default. This will allow the users to see and edit this attribute for themselves when they take their survey. The page to edit the attribute/s will appear at the end of a survey when there is missing data or every 90 days (approx) to validate the data.
- Status: used to deactivate attributes that are not in use
- Restricted attribute: controls whether an attribute is available for restricted view. For example you can restrict sensitive attributes from appearing on the heatmap of certain groups of employees who have access to a Peakon dashboard, such as managers, whilst allowing the restricted attribute to be visible on the heatmaps of HRBPs and senior leadership teams. For more details on how to use this feature see the article on Restricting Attributes.
- Alias: Used for importing employee data via the file upload method. It allows for a column header on the sheet to match either the attribute name on Peakon or one of the assigned aliases given to a particular attribute. It's possible to add multiple aliases by inputting a comma separated list. For example, if your attribute name is “Start Date” on Peakon and on your data sheet the column for this attribute is called “Employed since”, you can add "Employed since" as an alias on the attribute. When you import you data sheet the data will be mapped over to the correct attribute without having to rename the column header on your sheet to match the attribute name on Peakon.
- Segment branding: available on the option type attribute and is used for complex organisations where specific segments should see their own unique logo and company name on the survey and emails. Ideal for entity specific branding. If turned on, it’s possible to preview the survey as a specific segment which will allow you to see the logo and segment name being used on the survey and questions.