Setup Breakdowns
Settting up breakdowns, involves 3 steps;
Note: This function is only accessable by your Salpulse Adminstrator(s) and Restricted Administrator(s)
Salpulse breakdowns uses the concept of tags. A tag can represent a department, a region, a leadership level, or anything else you wish. To define the tags for your organisation, select the Pulse menu item, click the Breakdowns toggle on, then click the setup link:
In the Setup Survey Breakdowns dialog, click Manage tags for ...
In the Manage Tags for ... dialog, you can Add a tag, or hover over an existing tag to edit or delete it:
Note: This function is only accessable by your Salpulse Adminstrator(s) and Restricted Administrator(s)
With the tags for your organisation defined, you can assign tags to each employee. Click on the Admin menu item, select the Users tab, click on the Tags radio button then tick the tags that are relevant for that employee. Note: you can tick multiple tags for each employee:
Note: To protect anonymity of employee's survey results, changes to employees' tag settings will only apply to open and future surveys, not already closed surveys. If you need to apply changes in tag settings to the most recent, closed survey, this may be done under certain conditions (please reach out to Salple for assistance).
Tip: To make it easier to tick all the right employees for one tag, resize the browser window to be very long but narrow, then scroll the columns until the one you want is abutting the list of people:
Note: This function is only accessable by your Salpulse Adminstrator(s)
Salpulse does not automatically show all tags in the breakdown. Each user can customise their view to see only what they want to see. To create a column in the breakdown view, select the Pulse menu item, click the Breakdowns toggle on, then click the setup link:
In the Setup Survey Breakdowns dialog, click Add a column definition
This opens the Add a Column Definition dialog:
In the first column, tick all the tags that you want to combine in the column. This will include all people who have any of these tags set. Eg: if you tick Admin and Marketing, this breakdown column will show the results for all your employees in the Admin and Marketing departments. You must include at least one tag in the first column.
In the second colomn, optionally tick any tags that you want to apply as a filter, to the people selected in the first column. For example, with Admin and Marketing ticked in the first column and AUS ticked in the second column, the breakdown column will show results for all your employees in the Admin and Marketing departments who are also based in AUS (ie: a subset of the Admin and Marketing departments).
Note: To preserve the anonymity of your employees' survey responses, the column data will not show unless it represents 4 or more people.
Select the Pulse menu item, click the Breakdowns toggle on, then click the setup link:
From the Setup Survey Breakdowns dialog, hover over the Breakdown Column Definition to display the icons to the left of the definition. These icons are used to:
- Reorder the columns (click and drag)
- Edit the column definition
- Delete the column definition - Note, this does not delete the tags from the organisation
If you have more than one Salpulse Administrator, by default, they will have no columns displaying in their breakdowns display. Click Make this setup the default to make your current columns configuration appear for other administrators by default (until such time as they customise their own columns). Click Restore from defaults to restore your own columns configuration to the organisation's default setup.