Since culture can be specific to departments, locations, and more, TINYpulse Engage gives you the ability to assign your users to various user groupings for more intentional survey sending and results slicing.
Attributes vs. Saved Groups
Administrators can view data in two ways with Engage: Attributes and Saved Groups. Before you get started, you will want to be sure to understand the purpose of each.
Attributes are simply a way of categorizing your users by various groupings so that you can easily view survey results by these categories as well as send surveys based on these categories.
TINYpulse provides several default Attributes to give you an idea of some of the grouping you may want to sort your data by, including Office Location, Department, Employee Type, Management Level, Gender, Ethnicity, and Tenure.
If you have Custom Attributes, they will also show up as tiles on this page, with orange "Custom Attribute" text.
Because users can belong to multiple Attributes, TINYpulse does not allow you to see the text of Responses when slicing by Attributes in Anonymous Surveys - you will only be able to see the average score of the Responses for Scale or Boolean questions. However, if you send out a Confidential or Visible survey instead, then the text of Responses will be displayed when slicing by any Attribute as well.
If you prefer to send out Anonymous surveys, we recommend that you create your Saved Groups based on the Primary Attribute that you care about slicing your results by. For example, if you want to see the text of Responses by department, then we recommend that you create your Saved Groups based on your departments, in addition to having the Departments Attribute.
Manage and Create your Groups
Now that you know the difference between Attributes and Saved Groups, you are ready to get started setting them up in your account! If you do not have an HRIS or Azure Active Directory integration, you can manage your Attributes by going to the Attributes page in Settings.
The first step is to decide what user information you would like to track with Attributes. TINYpulse provides you with several default Attributes that you can choose to use, but you can create Custom Attributes to fit your needs as well.
Office Location - How many office locations do you have? Do they roll up into states, regions, or countries that you want to see reporting on?
Department - Which Departments do your employees fall into? Do you have departments with sub-departments? Do you have a Finance team, and within your Finance team, you have a Domestic Finance team and an International Finance team?
Employee Type - Do you want to know the difference between Full-Time employees and Part-Time employees? Contractors? Seasonal?
Manager Level - What is the hierarchy of your employees? Want to see results by your Executives, Managers, and Individual Contributors?
Gender - These default to Male and Female, but you can add in as many options or alter our default options as you would like.
Ethnicity - You can be as granular as you would like. We do not have any default values for this Attribute.
Tenure - This is automatically populated by the Start Dates that you add to your users' accounts, and is grouped by Less than 1 year, 1-3 years, 3-5 years, and 5 years or more.
It is important to define your Attributes so that you can then assign your employees accordingly.
Two of our default Attributes allow you to nest designations underneath each other to build a “hierarchy”: Department and Office Location. Hierarchies are not currently available for other Attributes, or Custom Attributes.
To create an Attribute Hierarchy, you will first want to make sure that you have at least one Department or Location in your Attribute. Click on the Add New button and type in a name for your first Department or Office Location.
Once you have either a Department or Office Location, a plus sign will appear to the right of it. If you click on the plus sign, you can add a sub-level to your Hierarchy under a Parent Department or Office Location. You can add as many sub-levels as you would like or sub-levels to your sub-levels.
Create Custom Attributes
While TINYpulse provides you with default Attributes to give you some recommendations of how to sort your data, you may want to categorize your employees by groups specific to your organization.
To create a Custom Attribute, simply click on the Add New button in the main Attributes tab, name your new Attribute, and then click on the Save button to save it.
Assign employees to Attributes
After creating and defining your Attributes, you can assign users to them by going to the User Management page in Settings, selecting the users you would like to assign to an Attribute, and then clicking Bulk Assign. In the resulting pop-up, select the Attributes you would like to assign to your users and click on the Save button.
If you would prefer to have all of your users' Attributes assigned at once, follow the instructions in this article.
If you find yourself consistently needing to combine multiple Attributes to send surveys by or slice results by (for example, if you often find yourself needing to send surveys to a department in a particular office location), then you can create Saved Groups that consist of any combination of Attributes for easy re-use.
To create a Saved Group, navigate to the Saved Groups page in Settings and click on the Add New button in the top-right corner. On the resulting page, you will want to give your new Saved Group a name and select the Attributes that you want to combine into your Saved Group. Once you are happy with your Saved Group, click on the Save button in the top right corner.
You can also view the number of users in a Saved Group in the main Saved Group page, update the name of a Saved Group, manage the Group Admins, or delete a Saved Group if you do not need it any longer by clicking on the three dots to the right of the Saved Group and selecting Edit, Manage Admins or Delete.
Assign users to a Saved Group
After creating Saved Groups, administrators can add users to them by going to the User Management page in Settings, clicking on the three dots to the right of a user's information, and selecting Profile. Once in the user's Profile, click on the pencil icon in the Work Information section, use the Segment dropdown list to assign them to a Segment, and click on the Save button.
If you would prefer to have all of your users' Segments assigned at once, you can export your users in the User Management page, fill out the Segment column in the spreadsheet, and send it to our Support team so that they can upload this user file into your account.
Send surveys to specific groups
We do not have to tell you how important it is to survey your entire organization - understanding how employees are feeling and getting a picture of the overall health of your organization's culture is invaluable. But it is also important to collect targeted feedback from certain locations and workgroups, and that is where selecting your audience comes in.
Learn more about how to send targeted surveys in detail here.
View survey results by specific groups
Viewing your survey results by Attributes and Saved Groups allows you to better understand the context of your survey results so that you can make the most educated decisions in regards to improving your culture.
Learn more about viewing results by groups here.