Concept: Restricting Attributes and Segments

Restricting attributes and segments enables you to control which user groups can access restricted segment scores or segment values on employee records.

To get started, we recommend considering 3 things:

What would you like to restrict?

Would you like to restrict dashboard access or access to the employee record, or both?

Which access control groups should have access to restricted attributes?

Use Cases

Restrict sensitive employee attributes that you collect using surveys, so that only the Human Resources employees can access the relevant survey scores or employee data.

Restrict the Human Resources segment and deactivate the

Access restricted attributes

permission for Human Resources employees, so they can access all segments in the company without seeing their own team's dashboard.

Restrict an attribute's segment score visibility (Example: using the No one
restriction option) for admin purposes, rather than analysis:

Segmenting employees into kiosk versus email for survey targeting.

Segmenting managers into managers with or without comment access, for access control group targeting.

Restricting Attributes

It’s possible to restrict attributes on the employee record and in the dashboard. Each restriction type has 3 options.

Restriction Type	Options
Employee attributes. This refers to the attribute field displaying on employee records.	Anyone who can access employee profiles. Only those with rights to view restricted attribute data. No one. It isn't possible to restrict Employee Attributes on the standard Tenure attribute.
Segment scores. This refers to seeing scores from the segment in heat maps.	Anyone who can view segments on the dashboard. Only those with rights to access restricted segments. No one.

Restricting Segments

You can restrict segments from

Option

Employee

, and

Combination

type attributes.

When restricting individual segments, it's only possible to restrict segments scores in the dashboard. If you don't restrict the attribute, it will display all segment options on employee records.

Restriction Type	Options
Segment scores. This refers to seeing scores from the segment in heat maps.	Anyone who can view segments on the dashboard. Only those with rights to access restricted segments. No one.

Access

These permissions control access to restricted attributes and segments:

The

Access restricted attributes

permission in the

Access statistics

section.

The

View restricted attributes

in the

Employees

section.

Leaders who manage restricted attribute segments or inherit restricted child segments can still switch their context to their dashboards. This is the case even if they don't have the

Access restricted attributes

permission.

Example: You restricted the

Manager

attribute, however it's the child attribute of the

Department

attribute. A senior leader is a segment manager of Marketing (Department)
segment. Due to the hierarchy you created, the senior leader can also access the child segments from the

Manager

attribute.

If you select the No one
option for a restricted attribute or segment, no one can access it, including administrators or those with access to restricted attributes. This also affects the Peakon integration with your HR system, as the attribute won't sync if it's restricted.

Considerations

Affected Area	Consideration
True Benchmark	Restricted attributes aren’t available for True Benchmark adjustments.
Strengths and focus areas	Segments from restricted attributes won't become focus segments. Managers with access to view restricted attributes can still use them for comparison.
Hierarchical segments	If a leader manages a parent segment of a hierarchy, they can switch their context to the dashboard of a restricted segment.
HRIS integrations	Restricted attributes will sync into Peakon when using a HRIS. However, when the attribute is restricted but disabled (the No one option is selected), it won't sync into Peakon.

Create a Restricted Attribute

Restrict an Existing Attribute

Restrict a Segment