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Go to Employees ↗ · Opens the webapp — please log in first Admins of the Honestly account have access to the Employees section. Within this section, they are able to create attributes in the Attribute management part of this section: Screenshot 2024-05-16 at 16.20.16 Here you can click on Add attribute and create groups for your employee data such as “Department” or “Location” but maybe even “Age Category” (which Honestly can group for you automatically) or “Gender” could interest you. You can decide when creating each option, but also at a later stage, which roles should be able to see these attributes: Screenshot 2024-05-14 at 14.12.06 The options you have are as follows:\ Screenshot 2024-05-14 at 14.11.56 Once you have created the attribute, you can create the options for this attribute too. For example, the different departments or locations within your company. Simply type in the name of each option and click on Add option to save them. Screenshot 2024-05-16 at 16.17.18
  • You can edit both the attribute and option names, however, this will overwrite any old data, so if someone was in the “Sales” department in the past, and you rename that to “Sales & Marketing”, they will now only be visible there and “Sales” will no longer exist.
  • Merging several attributes into one is not possible.
  • Attributes and their options can be a maximum of 100 characters long.
Some examples of popular attributes are: Location Department Team Contract Position Gender Age Category (the options can be updated automatically in the account) Seniority (the options can be updated automatically in the account) When you have finished, your attributes could look something like this: Screenshot 2024-05-16 at 16.17.52-1 On the right side of each option, you have the possibility of editing or deleting the attributes. Caution: Once deleted, an attribute can no longer be used as a filter in the dashboard and all its options will be deleted at the same time. For example, not only “Location”, but also “London”, “Leeds” etc. These attributes will then appear in the following places:
  1. As filters in the dashboards.
  2. As groups in the “Distribution” section of survey creation, enabling you to send the survey to specific groups only.
  3. As options in the “Branching” part of question creation, meaning that the question is only visible to this group/these groups of employees.

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When do changed attributes apply to survey results?

When a survey period starts, Honestly records which attribute values each participant has at that moment. Every response from that period is evaluated with exactly that state, even if someone answers days later. If you change a person’s attributes while a period is running, for example because they moved to a different location, this means:
  • Their responses from the running period keep appearing under the old value, in the dashboard filter as well as in the charts.
  • If the old group is too small for the anonymity threshold, it is combined with other small groups and then shows up as “Others (…)”, for example. How is the anonymity at Honestly ensured? explains how this works.
  • The new assignment applies from the next survey period onwards. Periods that are already scheduled but have not started yet pick up the change automatically.
  • Completed periods keep the state they had at the time.
If the running period should already show the new assignment, use backdating. Upload the corrected employee data in an import and choose the start of the running period as the Reference date. Honestly then reassigns every response from that date onwards, and responses that still come in during the period pick up the new values as well.
An attribute value only appears in the dashboard filter as long as it still exists and responses with that value were received in the selected time range. An old group that still shows up after a reassignment therefore drops out of the filter as soon as you pick a time range without responses from the old assignment. The other way round, a group with no responses in the time range is missing from the filter entirely, even if employees are assigned to it by now.

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Information shown next to names

When two employees share a name, a list gives you no way to tell them apart. Under Employees → Attribute Management, the Information shown next to names section controls what extra detail appears alongside the name. You can choose:
  • Email under From employee upload — the address is then shown in brackets after the name.
  • Up to three of your attributes under Attributes — their values appear as a second line beneath the name.
A counter above the attributes shows how many you have picked, for example “1 of 3 selected”. Once three are selected, the remaining attributes can no longer be clicked. Remove one first to choose another. Preview shows how the selection will look, using your own name. Click Save to apply it, or Cancel to return to the last saved state. The setting applies to the whole account rather than to individual people, and only admins can change it. The extra information appears wherever you pick individual employees:
  • in the “Distribution” section of a survey, when putting together the recipients
  • when granting permissions for a survey
If someone has no value for one of the selected attributes, only that part of the line is left out. The remaining values are still shown.