If you're repeatedly using the same filtering expression to combine multiple groups or custom fields, and you want to instead set it up once to reuse, Saved Segments are for you!
What are Saved Segments?
Imagine you want to combine multiple filtering options (e.g. metadata for employees such as location, department, title, etc.) within a single expression using ANDs and ORs and you want to save that expression under a meaningful label.
Why would you want to do this?
To reuse a single complex expression in multiple places without having to redo it each time.
To group employees together in a unique way within Blissbook, AFTER you've synced employees. Perhaps you don't have a good way to create the grouping in your HRIS to sync over.
Examples:
Group together employees whose Work Location is Toronto, Ottawa, or Quebec City into a segment called "Eastern Canada."
Put Full-Time employees who work in the USA into a segment called "US Full-Time".
Combine multiple Temp and Intern worker types into a single "Temps" segment.
Segments can be used to define a document audience, to filter reports, to personalize content, or to set the audience of a signature round.
Creating a Saved Segment
To create a "Saved Segment," head over to the Employees page, accessible from the side navigation under Organization.
Filter Your Groups: Use the filter feature to select the groups you want to include in your Segment. In this example, we've chosen a few US states.
Add other filter labels/options: Aside from Groups, you might also want to include other unique labels such as Last Hired or Employment Status.
Save as a Segment: Once you've selected your desired labels, click the "Save as New Segment" button and give your Segment a name and description.
Once saved, this segment will be available for you to use whenever needed. You can view your Saved Segments by going to the Employees page and looking in your People Views sidebar on the right side of the screen.
Managing Your Segments
Edit
To edit your saved segments, click the vertical ••• menu that appears when you hover over a Saved Segment and choose Edit Segment:
You'll be able to edit the name and description.
To edit the definition of a segment (the underlying expression), choose the segment in the People Views sidebar, make your changes to the expression (e.g. add new filtering, etc.), click the orange "View Changed" dropdown that appears, then choose "Update segment with changes".
As you can see, you can also copy a link to the view, save your current expression as a new segment, or reset the view.
Archiving / Unarchive
To archive your saved segments, click the vertical ••• menu that appears when you hover over a Saved Segment and choose Archive Segment:
Archiving a segment will hide it from this list.
To view archived segments, click the settings toggle next to People Views, then toggle "Show archived segments" to ON:
Once on, to restore an archived segment, click the vertical ••• menu on the Segment you'd like to restore, and choose Unarchive:
Using Saved Segments
To Set a Blissbook Document's Audience
You can add your newly created segment as an audience in your handbook or in any Blissbook document. To do that, navigate to the document you wish to update, click "Share," then switch to the "Audience Members" tab and select "Add a person, group, or segment."
In Reporting
If you need to view reports for specific groups more quickly, without searching for or choosing them one by one, saved segments simplify the process. Go to your Reporting Center, select any view, and click "Add a filter." Then choose "Segments" from the options. This method helps you access group-specific reports quickly.
"Saved Reports" that will build on this and make things even more handy in reporting, is coming soon.
In Personalized Content
You can use Saved Segments within any personalized content to limit access to that content. You will set up your personalized content as normal, and when you click the blue + Add a filter button, choose Segments. You'll need to have a Segment created in order to see this option.
In Signature Rounds
You can use Saved Segments when you start a new signature round to only ask certain groups of people to sign. First, switch to the Specific People option when you are telling Blissbook who needs to sign. Then, when you click the blue + Add a filter button, choose Segments. You'll need to have a Segment created in order to see this option.
If you need further help setting your segments up or encounter a problem while doing so, please contact our support team at support@blissbook.com.