Setup Breakdowns

settting up breakdowns, involves 3 steps; setting up the tags for your organisation https //docs salple com/salpulse user guide/setup breakdowns#7cy8m assigning tags for each employee https //docs salple com/salpulse user guide/setup breakdowns#mzzlz setting up the column definitions for the breakdowns display https //docs salple com/salpulse user guide/setup breakdowns#mg601 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, select the pulse menu item, click the breakdowns toggle on, then click the setup link setup link for department breakdowns in a salpulse culture survey 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 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 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 setting up the column definitions for the breakdowns display 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 setting up the column definitions for the breakdowns display in salpulse 1 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 anonymity of users in a breakdown for culture measurement in salpulse reorder, edit or delete a breakdown column select the pulse menu item, click the breakdowns toggle on, then click the setup link reorder, edit or delete a breakdown column in salpulse culture measurement 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 store your columns setup as the default for your 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