Segment Your Team Members

Officevibe offers several ways to group results and analyze trends.

Managers are assigned to their Team(s), comprised of the members they oversee in day-to-day work. Think of Teams for managers as direct reports. Check out: Creating & Managing Your Teams & Sub-Teams.

Segments, on the other hand, are geared towards HR personnel as a tool to monitor different groupings based on traits and shared characteristics. Think of Segments as groupings that don't have a direct manager.

Creating Segments

Segments are an HR tool that allows you to group members based on different properties assigned to them in the platform. They allow Executive Managers to Segment their data to filter results, perform cross-analyzes, and more in-depth analyzes.

Define the Properties

With Officevibe, Administrators can assign specific properties to members. This will allow Executive Managers to analyze their overall Officevibe Engagement data according to specific Segments of employees outside the Team Manager's hierarchy.

Via the Settings > Properties section, define the information you wish to track.

The Admin must create properties before creating Segments.

Once the Hire and Termination Date properties have been put in place, they are the only properties unable to be updated in the future as they will be locked.

Additionally, the Hire Date and Termination Date properties help ensure that Officevibe’s default 20-question Onboarding Survey is sent to the right Members within 1 month of their arrival at the organization.

Executive managers have access in visualizing the survey results in a dedicated report, where anonymity rules apply for quantitative answers, and text feedback is linked to some of the questions.

Note that it is possible to deactivate the Onboarding Survey in the settings.

Assign the Properties to Employees

Administrators can assign properties manually on someone's profile or via a bulk import file.

Team Managers and Team Members do not see the properties.

Define the Segments

An Executive Manager or Administrator can create a Segment in the settings. You can access your Account settings and select Segments in the Data and Insights section.

From there, you'll want to name the Segment and choose up to 7 property values to define it, which will set the rules for the data collection.

For historical Scores and Feedback to be recalculated, an Administrator must assign Properties to members before creating the Segment. Access to data will be managed accordingly to Officevibe's Anonymity Rules.

Analyze Segments Data

Executive Managers can view the data based on your newly created Segment by selecting it from the drop-down menu on the Survey Report page.

Once you have selected a Segment from the drop-down, by hovering on the widget, you can see the properties that make up the segment, and next to it, you can see the number of people within the Segment.

You will see the same Reports & Engagement Summary for the Segment as you would a team, but no manager is assigned to it. In the Compare section, you can send Custom Surveys, see and respond to feedback, and compare its data to other teams and segments.

Give a Team Manager visibility on a Segment

In some cases, an Administrator may want to give a Team Managers access to a Segment. By default, Team managers can't be assigned to a segment because it is not a team within the organizational structure. That's why we created Rule-Based teams.

Create a Rule-Based Team

It is possible to synchronize the members of a Segment with the members of a Team.

All Members will sync daily between your Segment and the Officevibe Team.

This will allow an admin to assign a Team Manager to a Rule-Based Team on Officevibe via the Settings > Team section.