Segment Your Team Members

Officevibe offers several ways to group results and analyze trends.

A visual of a segment:

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 the properties assigned to them in the platform. They allow Executive Managers to segment their data to filter results and perform analyses.

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.

An Administrator must create properties before creating Segments.

Go to > Properties to set up member properties. See Properties for more information.

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.

Go to > Segments, then click Create segment at the top of the page.

From there, name the Segment and set up the rules:

Select whether members must match all the rules or at least one of them.
Create a rule using the Property, Condition, and Value boxes. For example, "Hire Date occurred less than 3 months ago."
Click Add rule to add more rules if necessary (up to 7).
At the bottom of the page, you'll see how many members currently match the rules.

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 Segment 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

Team managers can't be assigned to a segment because it is not a team within the organizational structure, but in some cases, an Administrator may want to give a Team Managers visibility to the data a Segment provides.

To achieve this, create a rule-based team with the same rules as a segment.