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 can either be visible to employees when they access their profiles or they can be hidden from them. All of this is configured in settings by the admins of the platform.
Table of Contents:
What are Custom Attributes
How to create Custom Attributes
Custom Attribute sections
How to assign Custom Attributes
How to assign custom attributes in bulk
How to use the different formats in the Excel sheet
Assign Custom Attributes automatically using an HRIS integration
Visibility of custom attributes
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:
- Division
- 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
Navigate to 'Settings' > 'Employees' > 'Attributes and profile sections'. The same page can alternatively be reached via 'Company' > 'Employees' > 'Actions' > 'Manage Custom Attributes' in the top right corner.
Click 'New attribute' and enter the name of your custom attribute. The following options are available to be chosen as a type for the custom attribute:
- Number
- Text
- Date
- Select
- Toggle
- Phone
- URL
- Currency
Visibility settings are divided into two sections: 'Read access' and 'Write access'. For each custom attribute, you can choose between the visibility options:
- Employee (own profile)
- Manager of the employee
- Indirect managers of the employee
- HRBP of the employee
- Admin
- Super-Admin
- Everyone (please note: the option 'Everyone' is not available under 'Write access')
You can also choose whether the custom attribute is required to be filled out by clicking on the toggle 'Required'.
Custom attributes can be filtered by either their name or their visibility status.
Custom Attribute sections
In 'Settings' > 'Employees' > 'Attributes and profile sections', you can add new and rename the sections under which you store your custom attributes. By default, you will see the section titled 'Custom attributes'. You can rename it or create new sections by clicking 'New section'. Creating new sections will allow granular organization of the necessary information.
All newly created sections will be visible to the employees in 'Your Profile' > 'Info' if at least one attribute in the section has the visibility 'Employee'. However, custom attribute visibility is individual. If in the section there are 5 total custom attributes and 1 of them has the visibility set to 'Employee' or 'Everyone' - then only that singular custom attribute will be visible to respective employees. The remaining custom attributes will remain limited to the chosen visibility group (e.g. 'Managers' or 'Super-Admins', etc.).
If all attributes within the section are limited to admins only, non-admins will not see that section in their profiles.
All attributes can be moved within a section or to a different section via drag-and-drop (six dots on the left-hand side of the attribute's name).
How to assign Custom Attributes
To start assigning custom attributes you will go to 'Company' > 'Employees'. You can update custom attributes individually by clicking on the edit modal next to the user > 'Info' > 'Custom attributes' or finding the name of the new section you created, and entering your custom attribute as text, or number, use the toggle for a check box attribute or make a selection from the drop-down menu depending on the setup of the custom attribute.
How to assign custom attributes in bulk
- Create your custom attributes
- Download the employee list from the 'Company' > 'Employees' page
- Update the custom attributes in the Excel sheet which will download. You will find your custom attributes in the last columns
- Use the updated Excel sheet to upload users
How to use the different formats in the Excel sheet
- Numbers: Enter as numbers, number ranges are not supported
- Text: Enter as text
- Date: enter in a format DD-MM-YYYY
- Select: Enter the exact same wording and spelling you used during the creation of the custom attributes (Tip: 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).
- Email: A valid email format is accepted
- Phone: A valid phone number format is accepted (Phone numbers must start with + and contain between 7 and 14 numbers)
- URL: A valid URL link is accepted
- Currency: the currency spelling has to match the option shown in the drop-down in the platform, for example, 'USD'. Check out this article for all supported currencies and their currency codes
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. This function is supported for Personio, BambooHR and HiBob, as well Azure AD, Okta, and direct integrations with our SCIM API.
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 'Select', 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 who your custom attributes should be visible to. If you choose the option 'Employee (own profile)' or 'Everyone', the custom attributes will be visible to them in the 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 'Company' > 'Employees'.