Page tree
Skip to end of metadata
Go to start of metadata

Like employee filters, employee segments are a way to create a subset of employees. In fact, employee segments are set up by linking them to an employee filter (but not always).

To navigate to the Employee Segments page, click Employee > Setup > Employee Segment

So, what is the difference between the two? The key difference lies in the purpose of the two concepts.

Employee filters are narrowly focused and are used for targeting policy or communication towards a subset of employees or for filtering tabular results.

In contrast, employee segments are globally applied to the entire application. When a certain employee segment is active, the entire application works as though only the subset of employees exists. Any page, report, or search will show only the employees that belong to the active employee segment. This feature is particularly handy in large organizations where administrators need to work with different batches or sections of employees (e.g. payroll processing).

While employee segments are usually well-defined based on an employee filter, you can also create employee segments that consists of a list of randomly selected employees that may not have anything common between them.

Employee FilterEmployee Segment
  • Narrow applicability: Concerned with only a specific policy, configuration, communication, etc.
  • A lower level concept that is not aware of what employee segments are all about.
  • Global applicability: The entire application starts behaving as if only the employees that are part of the selected employee segment exist to the exclusion of all others.
  • Builds on top of the employee filter concept. An employee filter is usually used to set up an employee segment.

Use employee segments to quickly apply an employee shortlist throughout the application without having to apply filters in each page.

  • No labels