NB: this article describe segments & dimension setup - which is being deprecated. This will be replaced by Groups & Categories. We suggest to go here, and read this instead Getting started with Groups
Dimension types
First thing you need to know is that there are different types of dimensions that all look and feel more or less the same.
| # | Type | Behaviour | Description | Examples |
|---|---|---|---|---|
| 1 | Default | Customizable | You can add and edit the segments in these dimensions. | Location Department Team |
| 2 | Default | Locked | The specific segments are not editable to improve quality and ease. | Gender Kids Expat |
| 3 | Default | Locked and Automatic | These segments are automatically generated based on other employee information and are not editable. | Tenure Gender Generation Age |
| 4 | Custom | Customizable | You can fully customize whatever dimension and segment you'd like. |
Renaming dimensions and segments
Sometimes your department or teams change names and you want your Zoios data to align with our actual organization. To do that you want to rename your dimensions and segments.
Renaming segments does not change the historic data, who has access to the segment or which employees are within the segment. Same thing for your dimensions - you can freely update the names.
Moving employees between segments
People move country, switch departments or work on new projects. It's only natural that you need to move your employees between segments sometimes. Here is what you need to know.
The survey answers an employee gave as part of a segment is tied to the segment and will not be transferred when moving their segment.
Example: Michael worked in Sales for the past 12 months but now he is changing to Marketing. His survey results for the past 12 months will continue to belong to the Sales team so the historic results don't change (that would be terrible) but from the day we moved him in Zoios his answers will count towards Marketing.