Set and update system attributes

Set and update system attributes in Performance Leader, including roles, departments, locations, and custom attributes.

System attributes are what Performance Leader uses to understand and display user data. Below is a list of attributes:

  • Role: A user's job role or position. This will be displayed to users and can be used to capture competencies aligned to specific roles.
  • Department: The department within the organization where the user works.
  • Location: The geographical location of the user.
  • Financial metric row: Financial data column rows.
  • Financial metric columns: Financial data column headers.
  • Competency: A competency header, used to create competency pillars for each role.
  • Employee attribute: Custom attributes that can be created to improve your workflow or reporting (for example, Status, Gender, Start Month). These are then visible in the user manager, bulk launch tools, email campaign, and reports. This is a free text field.
  • Relationship attribute: These are used when conducting a 360 survey. The relationship allows respondent results to be grouped for reporting purposes.
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Steps to Set and Update System Attributes

  1. As a super admin, select “Settings”.
  1. Click on “Attributes” to view a list of all system attributes. Scroll down or use CTRL-F (on Windows) or CMD-F (on Mac) to search for a particular attribute.
  1. To edit an attribute, select the “Edit” option on the right. Save when done!
  1. To create a new attribute, click the green plus button at the top of the page and select the attribute you want to create.
 
 
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