Setup Breakdowns

settting up breakdowns, involves 3 steps; docid\ r0 19 plx6xstudxb7tlv docid\ r0 19 plx6xstudxb7tlv docid\ r0 19 plx6xstudxb7tlv setting up the tags for your organisation 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, click on the https //app salpulse com/admin menu item, select the users tab, click on the tags radio button then click the manage tags button this will open the manage tags for dialog where you can add a tag , or hover over an existing tag to edit or delete it assigning tags or each employee 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 https //app salpulse com/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 assigning tags for each employee in salpulse 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 configuring the breakdown views note this function is only accessable by your salpulse adminstrator(s) and to a limited extent by your docid\ bskrjyhudgmrkxfo1u4pi typically, you would configure a set of breakdown views which makes it quick and easy to review survey results by certain filters for example, many organisations configure the following views by department by team by geography a view is a collection of columns to display in the breakdown table note each named view is organisation wide if you add or edit a view, it will be reflected across all users (who have access to breakdown views) the exception to this is the custom view, which is private to you and can be customised without impacting others' custom views to create a breakdown view, select the https //app salpulse com/pulse menu item, click the breakdowns toggle on, then click the setup views link note insights users will only be able to modify their personal custom view this will bring up the setup survey breakdowns dialog click the + add a new view button in the resulting dialog, name the view and click the save button now, with your new view selected, click the + add a column definition to start adding columns to your view 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 anonymity of users in a breakdown for culture measurement in salpulse reorder, edit or delete a breakdown column select the https //app salpulse com/pulse menu item, make sure the breakdowns toggle is on, then click the setup views link to open the setup survey breakdowns dialog using the select view dropdown, select the view you would like to edit 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