Create an Option Type Attribute
Security:
View employees
, Update employees
, Administer employees
settings in the Employees
section. Manage segments
and Manage attributes
settings in the Administer
section. The Administer
section is only available on All employees
group types.You can create option type attributes to set up lists with multiple fixed values. Example: Business Unit attribute with
Marketing
, Finance
, and Engineering
as segment options.- Go to .
- Create a newOptiontype attribute.
- Name the attribute and save changes.
You can add segment options to the attribute manually. Every segment you add will display as an option on the attribute field on employee records.
It’s also possible to create segments using an Excel file, when you upload employee record data. Peakon automatically creates a new segment for every new value (case sensitive) in the column that has a matching name with the Peakon attribute. Anyone with access to upload employee data can create new segments under existing attributes. If you want to prevent Peakon from creating segments through data upload, set
Segments from imported data
to Don't automatically create segments
in the settings of the attribute.The column name and attribute name on Peakon must be an exact match. If an exact match isn’t possible, you can add an
Alias
in the settings of the attribute, or you can rename the attribute on Peakon.