What is data segmentation?
Data has the most impact when it adds clarity to a conversation in-progress. Emtrain Analytics measures, monitors, and strengthens the organization's productivity and impacts key business metrics like recruitment, retention, and employee conflict.
Spending time understanding the workplace social indicator scores and their behaviors can help you see in real-time when a discussion about your workforce is related to the attitudes, behaviors and skills that are measured by your indicator scores.
Segmentation provides your team the ability to analyze the sentiment of your learners per demographic segment (department, gender, geo location, etc.) across each of Emtrain’s Workplace Social Indicators, derived from the Likert questions asked in the platform.
Be the driving force to Increase employee engagement and satisfaction to improve your bottom line.
What demographic fields can I segment?
We offer 16 standard segmentation fields, plus up to 3 custom fields of your choice. All field headers on demographic files must match exactly to the ‘Field Name’ specified below.
See our data dictionary for more information on data types and recommendations.
|
Field Name |
Field Description |
Example |
|
Org. Level |
Organizational structure |
Board, President, VP, Lead, Manager, Grade 1, Grade 5, etc. |
|
Department |
Parts of your organization |
Customer Service, Account Management, HR, Analytics, L&D, Marketing etc. |
|
Job Group |
Job classification |
Data Analyst, Manager, C-Level Doctor |
|
Job Title |
Job role & responsibility |
Marketing Analyst, Sales Analyst, Business Analyst CHRO, HR Director, HR Manager, HR analyst |
|
Exempt |
Whether employee is classified as exempt or not |
Yes/No field |
|
Manager |
Whether employee has direct reports |
Yes/No field |
|
Race/Ethnicity |
What racial or ethic groups best describe employee |
American Indian or Alaska Native, Asian, Black or African American, Native Hawaiian or Other Pacific Islander, White |
|
Tenure |
Employees hire date |
Date field (yyyy-mm-dd) |
|
City |
Work City |
Austin, Los Angeles, Pittsburgh |
|
State |
Work State |
TX, CA, PA (2-digit state code) |
|
Country |
Work Country |
USA, CAD, GBR (3-digit country code) |
|
Location |
Where the job is being performed |
On-site, in-office, field, store |
|
Remote |
Whether employee is working remote |
Yes/No Field |
|
Gender |
Gender identity |
Female, Male, Transgender, Non-binary |
|
Age |
Birth year |
Date field (mm-dd-yyyy) or (yyyy) |
How do we access our segmentation report?
- Emtrain provides access to your company’s unique Emtrain Tableau portal to see your indicators and questions sliced by your provided segments
- This includes all Likert questions, along with custom questions
- You can dynamically view your data and toggle segments within the portal or download the file as an image/pdf/csv.
Visual Sample below:
What does the offering include?
- All 16 standard fields (see above)
- 3 admin licenses (additional licenses available for additional cost)
- 3 custom fields
When should we start implementation and how long does it take?
- We recommend starting your segmentation implementation project with us immediately. Thinking about what you want to measure and how you want to segment your data is an important step in designing your comprehensive course launch strategy.
- If you’re adding segmentation as an existing client, this detailed report will give you insights to inform the next steps in your training plan.
- Segmentation timeline:
- Discovery (Initial review and discussion)
- Data Build (Client side data batching; most clients take approximately 1-2 weeks)
- Configuration (Emtrain build and launch)
- Launch (Training admins)
|
Step |
Description |
Timeline |
|
Discovery |
Initial segmentation data discussion kick-off; reviewing the necessary fields for the report and confirming requirements/formatting |
1-2 days |
| Data Batching | Internal client data consolidation in the provided format for the specified fields | 1-2 weeks |
|
Configuration |
Emtrain data verification, configuration and build |
1-2 weeks |
|
Launch |
Training admins on navigating the report |
1-2 days |
Who should I involve in segmentation planning from my organization?
What business problems are you trying to solve (beyond compliance), and which stakeholders are most interested in measuring that progress?
Planning out your segmentation report will lay the foundation for our partnership. We recommend bringing leaders to the table who will want to collaborate with you on what we are measuring, how we’re segmenting those insights, and your ongoing training strategy.
Some common roles we recommend including:
- Diversity & Inclusion leaders
- Employee Relations
- Employee Engagement specialists
- People Analytics
- Learning & Development/Talent Development
- HR Business Partners
- C-Suite Executives, such as CHRO, CDO, CPO, etc.
What demographic fields are recommended?
We love this question! We’ll want to learn from you what breakouts will be most impactful for your business and people objectives, and we can consult on recommended fields to meet your needs.
These are some of our most popular fields:
- Department
- Job Group
- Race/Ethnicity
- Country
- Gender
- Age
- Manager
How does Emtrain receive our demographic data, and what are the file specifications?
- For SCORM clients, file must include unique ID that aligns with each user’s SCORM ID
- For Hosted clients, file must include unique ID that aligns with employee roster (employee ID or email, depending on your configuration)
- File specifications: encrypted .xlsx file
- File delivery method: via encrypted email or upload to secure repository depending on client preference
- If you are choosing to segment by age, please provide birthdate (mm-dd-yyyy) OR birth year (yyyy)
- Segmented values will remain static, unless an updated segmentation file is sent.
- Segment names/users may be refreshed up to 2x per calendar year through a coordinated new file delivery to Emtrain. Please work with your Client Success Manager to arrange.
- Expect a one week turnaround for Emtrain to process each file refresh, once the file is received.
Segmentation Template & Data Dictionary
How is the data stored?
Data is stored with industry standard encryption in flight and at rest using industry standard protocols and techniques.
Want to learn more about segmentation & analytics?
Contact your Client Success Team at support@emtrain.com or learn more here.
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