Traits are the pieces of information that describe your people: division, site, job family, region, contract, etc. They split the dashboards and the user lists. Admins manage them from the Organization page.
Where to find them
In the left menu, open Organization (Company section).
The Your traits card lists each trait with:
its source: HR directory (synced from your HRIS or directory) or Imported
how many people have it filled in
its status in the dashboards: Offered or Hidden
Create a trait
Click New trait.
Type its name in the dialog (for example: Site, Job family, Status, Region, Contract), then click Create.
The trait shows up right away as a column in Users, as a field in Edit traits (one or several people at once) and as a breakdown in the dashboards once a group has at least 3 people.
Two traits cannot have the same name. An account can have up to 30 traits.
Fill in the values
Click Fill in → next to a trait to open the users list on that trait, then complete it person by person, or for several people at once with Edit traits.
Values typed by hand are no longer updated by the directory: the card shows how many values are in that case.
Rename or delete a trait
Use the actions menu on the row:
Rename changes the name shown everywhere the trait appears. This is available for traits you created.
Delete… erases the trait's values from your account's profiles and empties any widget split by this trait. This cannot be undone. If a person also belongs to another account, their value is kept. This is available for traits you created.
Traits that come from the HR directory cannot be deleted from this page, but you can hide them.
Hide a trait from the dashboards
You can hide any trait: it is no longer offered as a breakdown in the dashboards, but its values stay on people's profiles. A widget already saved with that trait keeps it.
Good to know
A trait only shows in a dashboard for groups of at least 3 people, to protect anonymity.
Traits can be viewed and edited by the account's admins.