This feature will allow you to customize the platform to your unique needs. Especially if you are a larger enterprise or have specific use cases, using custom attributes gives you the option to segment your data points in a more sophisticated way. For example, custom attributes allow you to use the data segmentation you might need for an in-depth DE&I analysis.
Currently, you can use these custom attributes to include participants in surveys or segment data in Survey and Review analytics. These attributes are not visible to users when they access their personal profile settings.
What are Custom Attributes
They can be as creative as you need them to be. Any attribute that will help you to segment your data better will work. Some examples could be:
- Salary class or range
- Employment type (full-time, part-time, time contract, permanent contract)
- Employee type (e.g. Freelancers, working students, interns)
- Departments and Sub-departments
- Educational levels
How to create Custom Attributes
Under 'Settings' go to 'User and Teams'. When clicking on 'Actions' > 'Custom Attributes' in the top right corner, a new window will open.
Click 'Create new' and enter the name of your custom attribute. For the custom attribute, you can choose from the following options
- Drop down
Visibility settings allow you to choose between the options 'All employees' and 'Only admins' for each custom attribute.
How to assign Custom Attributes
To start assigning custom attributes you will go to 'Settings' then select 'Users and Teams'. You can update custom attributes individually by clicking onto the edit modal next to the user and enter your custom attribute as text, number, use the toggle for a check box attribute or make a selection from the drop down menu depending on the set up of the custom attribute.
How to assign custom attributes in bulk
- Create your custom attributes
- Download the User list from the 'User & Teams' page
- Update the custom attributes in the Excel sheet which will download. You will find your custom attributes in the last columns
- Use updated Excel sheet to upload users
How to use the different formats in the Excel sheet:
Text: Enter as text
Numbers: Enter as numbers, number ranges are not supported
Checkbox: Enter 'true' or 'false' to reflect 'on' or 'off'
Drop down: Enter the exact same wording and spelling you used during the creation of the custom attributes (Tipp: manually assign Custom Attributes for the first users prior to the export and then copy and paste within the Excel sheet to ensure you capture the correct spelling).
Assign custom attributes automatically using an HRIS integration
You can also use an integration with your HRIS to populate the custom attributes you created for your colleagues. Once set up, the integration automatically updates the data in Leapsome, as soon as changes are made in your HRIS. Learn more about this option in this article. If you use an integration to populate your custom attributes, please note that in order to use the format 'Dropdown', you will need to create all dropdown options manually in Leapsome, before your HRIS integration can assign these values to your users. To reduce manual workload in case your attribute has lots of different values, we recommend setting it up in a 'Text' format.
Visibility of custom attributes
During the setup, you can select whether your custom attribute should be visible to 'All employees' or only admins. If you choose the option 'All employees', the custom attributes will be visible to them in form of filters within e.g. the Review or Survey analytics. On top of that, Admins will be able to see all custom attributes in each user's profile, when accessed via Settings > Users & Teams.