What is a segment?
A segment is a way to group data so that you can easily have a look at the category of data you want to view without having to put filters in a report. A segment can for example have data from a specific office, or for a specific recruiter. You can choose who to grant access to for each segment.
You can see which segment you are viewing at the top of the left column in the dashboard:
How do you create a segment?
Press the user icon at the top right corner, and then "My company":
Then, press "Segment" to get to the page where you can create and edit segments:
How to create a segment - step by step
Create the segment:
You create a new segment by clicking the "+ NEW SEGMENT" button:
Name the segment:
Give the segment a suitable name that describes which data the segment contains.
Choose deliminations for the data in the segment:
Once you have named the segment you need to choose which deliminations to use for the data, which means that you choose which data should be included in the segment. The most common way to do this is to deliminate by tags, which are the labels Trustcruit import from your ATS:
Your tags will look different from the example depending on the tags that are imported from your ATS, but in the example above the delimination was done on the tag "Location" and the value "Rotterdam", to create a segment for a specific office. You can choose one or several values depending on which data you want to view, and it is also possible to deliminate the segment using several types of tags.
Choose filter for the segment:
The last step of creating a segment is to choose filters, meaning which type of values that you want to be able to use when filtering the data:
In the example above, the filters department, job ad title and recruiter have been chosen, but which filters you are able to choose depends on what information Trustcruit has imported from your ATS. Once you are done with choosing filters, you press "save", and the segment will be created.
Are you not sure how to create a segment and limit the data in the way you want? Contact us in the chat, [email protected] or get in touch with your contact person and we will help you.
How do you make changes to an existing segment?
Press the "Edit segment" button next to the segment you want to edit:
When doing so, you can see the settings that have been made for the segment, and you can edit the settings:
When you are done with editing the segment, press "save" again and the changes will be saved.
How do you delete a segment?
You can delete a segment by clicking the user icon in the top right corner of the dashboard, and then "My company" -> "Segment":
Press the "Delete segment" button next to the segment you want to delete, and the segment will be removed. Note! The segment will be deleted for everyone who has access to it, and all reports on the segment will disappear.