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      2024-02-01: Segments

      We are excited to announce the launch of the new Segments feature in the Uplevel Dashboard. This will simplify the way you interact with organizational data, offering more flexible insights based on your team and company structure.

      Available as of 2/1/2024

       

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      Key Features

      1. Default Segments:
        • Automatically generated segments for each key attribute in the Org chart such as Manager, Role, Report Group, and other team attributes.
        • “Reports up to” option to view all employees under a specific leader - for example the entire org reporting up to a Director.
        • Note: Front-Line Mangers and Leaders are not included in these default segments since they often have very different norms around deep work and meeting load. These managers can be included in the data by creating a custom segment.
      2. Custom Segments:
        • Choose between Public or Private segments: share with everyone or keep them personal.
        • Flexible rule application for segment creation, like combining department, role and region criteria.
        • Include or exclude specific individuals using positive or negative conditions.
      3. Org and Segment Visualization:
        • The new Users page displays everyone in the selected segment, with sortable properties for easy organization browsing.
      4. Conversion of Recently Used “Flex Teams” to Segments:
        • Recently used Flex Teams (viewed in the last 90 days) have been converted into segments for ease of onboarding to segments. These segments are fully editable or removable as needed.

      Frequently Asked Questions (FAQ)

      1. How do I update an attribute on an individual?
        • Changes to properties like Manager or Role should be made in the Org chart and updated accordingly. Contact us for assistance.
      2. Can I still access the Flex Teams that I created in the Legacy Dashboard?
        • Recently used Flex Teams (viewed in the last 90 days) have been converted into segments for ease of onboarding to segments. These segments are fully editable or removable as needed.
      3. Can changes to segments be rolled back?
        • A change log is maintained for segments, allowing for manual rollbacks in case of unintended modifications. Contact us for assistance.