Custom Filters let you analyze Engage data based on characteristics unique to your organization, such as gender, ethnicity, department, office location, organizational leader (e.g. VP), and many more. Use Custom Filters to segment results and gain a deeper understanding of your employee engagement.
When on-boarding, you will set up your Custom Filters during Step 2:
To create a filter, click on your name in the top right corner of the account and go to Custom Filters:
- Click + New Custom Filter.
- Enter in a filter name, and click Create Filter.
- Repeat for additional filters.
Your existing filters will display on this page. After you upload your employee list, each custom filter will display the unique values in use, such as office location. You’ll also see the number of employees attributed to each value.
To delete a filter, click on the trash icon to right of any filter or value within a filter.