Add & Edit Employee Attributes

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In the 'Settings' section of the platform , select the 'Employee Attributes' tab. This is where you can edit the fields that will make up each employee attribute/filter.

In other words, these are the fields that you will be able to filter or drill into your data by. The only system attribute is 'Employee ID' which is also the the employee record's unique identifier.

Employee Attributes tab.png

To add an attribute, click on the "New Attribute" button at the bottom of this page.

If an employee attribute is toggled as 'unique', this means that employees can use that attribute's value to access and complete surveys using a kiosk/URL landing page.

New attribute button.png

Primary Attributes: Primary attributes are attributes that will show up on the reporting dashboard in the Response Rates, Results, and Analyze tabs by default. You will always have the ability to access all of your attributes/filters, but primary attributes will be available front and centre of your reporting pages for easy access.

You may edit or delete any custom attributes by clicking the edit or delete icons to the right of the name of the attribute in the attributes list.

Private Attributes: These attributes will be hidden from your employee file, but visible via reporting dashboard as filterable attributes. A common use case for private attributes are demographic data.

Archiving & Deleting Attributes

To archive or delete an attribute, simply click on the attribute in the list. Then click on the 'Archive' button (shown below) to archive, or the trashcan button to delete. You will then be asked to click to confirm the archiving or deletion of the attribute. 

Archive/Delete Attribute

You cannot archive or delete system required attributes.

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