Creating Segments

Segments enable you to target alerts, menus, and widgets in Employee Portal (EP) at specific companies, and even specific departments, divisions, and locations within those companies. You can also target alerts, menus, and widgets at specific groups of employees. After creating a segment, you can assign it to an alert to determine who sees the alert upon login. To create and manage alert segments, use the Segments form.

Segments are expressions made up of variables, operators, and values. The variables, operators, and values create expressions targeting the segment at specific locations, companies, and employees. For example:

Expression Component	Example
Variable	The Targeted Locations section.
Operator	An OR statement. The following content explains AND and OR statements.
Value	In the Targeted Locations section, selecting CO (Colorado) as a worksite state.

AND statements require all expression variables to be met. The following sections function as AND statements:

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Segment Setting (managers or employees)

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Targeted Locations (specific states - worksite or residential)

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Targeted Employees (specific companies or employees)

For example, you can target managers only, AND managers residing in Massachusetts, AND managers employed by the company Arrows Technologies, Inc.

OR statements allow for any expression values to be met. All options for Targeted Locations and Targeted Employees function as OR statements. For example, you can target managers residing in Massachusetts OR managers with a worksite state of Colorado. Or, you can target employees working for Arrow Technologies, Inc., OR Bob's Bike Shop.

Segment Example

The following is an example of a segment targeting specific locations, companies, and employees.

Section	Field	Setting
Segment Setting	Manager Only	Disabled.
	Employee Status	Both - Both active and terminated employees.
Targeted Locations	Send to specific states	Enabled. • Worksite state (Enabled) = CO (Colorado). • Resident state (Enabled) = MA (Massachusetts).
Targeted Employees	Send to specific companies and employees	Enabled. • Company (ID) (Enabled) = Arrow Technologies, Inc. • Employees (Disabled).

The segment from the previous table targets the following employees:

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Both active and terminated

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Residing in Massachusetts or with a worksite location in Colorado

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Employed by Arrow Technologies, Inc.

Creating a Segment

The following details creating a segment.

To create a segment:

1.

Click the WORK CENTERS menu.

2.

From the Employee Experience Work Center, click Employee Experience Configuration. The Employee Experience Configuration form opens.

3.

Click Segments. The Segments form opens.

4.

Click Create A Segment.

5.

In Segment Name, enter a name for the segment.

6.

In Segment Setting, complete the following:

Use this option...	To define this...
Manager Only	Whether the segment targets managers only.
Employee Status	The employees the segments target. • Both - Both active and terminated employees. • Active - Employees with an active status. • Terminated - Employees with a terminated status.

7.

In Target Locations, selected the targeted locations.

•

None - Do not target a specific location.

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Send to specific states - Specific worksite states, resident states, or both. To select specific worksite states, enable Worksite state and select values from the list. To select specific resident states, enable Resident State and select values from the list.

8.

In Targeted Employees, select the targeted audience.

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Everyone - All employees from all clients.

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Send to specific companies and employees - Specific companies and employees. The Company panel shows.

To select specific companies, enable Company (ID). Select values from the list and click Add Company(s). After adding companies to a segment, they show with the Departments, Divisions, Projects, and Shifts options populated from PrismHR. If these values do not exist in PrismHR, the options show as disabled. You can use these options to limit the segment to specific departments, divisions, and so on within a company.

To select specific employees, enable Employees and click Add. Use the Search to add employees to the segment.

9.

Click Save.

For more information on targeting alerts, menus, and widgets at segments, see:

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See Creating Alerts

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See Managing the Menu

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See Managing the Dashboard