Renaming values in Attribute Management requires the Admin role.
How it works: responses remember the option, not the text
An Attribute (such as Department, or a Name attribute sent by Personio) holds a list of Options (such as Sales or Miller). Every survey response remembers which option the person had when they took part. Dashboard filters work on exactly that assignment. Two things follow from this:- Renaming changes the text, not the option. If you rename Miller to Smith, it is still the same option. All earlier responses immediately appear under Smith.
- Imports find options by their text. Excel import, Personio, Kombo, CSV import via SFTP and the REST API all match each value by its name (upper and lower case, and spaces at the start or end, make no difference). If no option with that name exists yet, the import creates a new one. Old responses stay with the old option, new ones go to the new option.
The right order
Take a name change after marriage: an employee has been called Miller and will now be called Smith, and her name is sent to Honestly as a Name attribute. First name and last name in the employee profile itself are not attributes and do not appear as dashboard filters. The name only matters here if it also arrives as an attribute.- Go to Employees and open the Attribute Management tab.
- Find the attribute, such as Name, and click Edit.
- Click the pencil icon next to the option Miller, enter Smith as the option name and save.
- Only now change the name in Personio, your HR system or your Excel file.
In a person’s profile (Edit employee profile) you can only choose options that already exist. You cannot type in a new name there — another reason why renaming in Attribute Management is the right way.
Rename or reassign?
A rename applies to everyone the option is assigned to, and retroactively to every survey. So it only fits when the label changes while the thing itself stays the same:- A name changes after marriage.
- A job title is renamed for everyone who holds it, for example Clerk to Specialist.
- A location gets a new name.
- A value contains a typo.
If the order was already wrong
If the new value arrived through an import first, you now have two options — for example Miller with the older responses and Smith with the newer ones. Attribute Management cannot merge them: if you rename Miller to Smith, you see “An option with this name already exists. Please choose a different name.” Do not delete the old option. Deleting removes it from all earlier responses, and it is no longer available as a dashboard filter. You have two ways forward:- Evaluate both values. The old option stays in the dashboard filter for the surveys whose responses carry it. Filter by each option in turn and compare the results. To make clear what the old option stands for, you can rename it, for example to Smith (until 10/2026).
- Correct it with backdating. An Excel import with backdating writes the current values onto every response from a reference date onwards. If you choose a date before the first affected survey, the older responses then sit under Smith.