Clients that have purchased Premium will have access to the Segmentation tab after implementation. See below for any questions you may have about implementing premium analytics:
What is Segmentation?
When you sign up for Premium, you have access to all of the following:
- Segmentation report which shows benchmarked scores for each demographic - including by competency, indicator, and question
- Choose some or all 20 standard fields (see below)
- Don't see your fields of interest? You can provide 3 custom fields
- Bring your own custom fields, OR
- Combine fields to create intersectional fields. For example, try Department + Gender, Department + Race, Location + OrgLevel, etc.
What learner attribute fields can I segment?
We offer 20 standard segmentation fields, plus up to 3 custom fields of your choice. All fields are optional; you can send us as many or as little as you want!
See our Segmentation Template & Data Dictionary for more information on data types and recommendations. All field headers on demographic files must match exactly to the ‘Field Name’ specified below.
Tactical Fields
| 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 |
| Exempt | Whether employee is classified as exempt or not | Yes/No field |
| Manager* | Whether employee has direct reports | Yes/No field |
| Tenure* |
Hire date OR Hire year OR Pre-calculated text bins |
Date field (mm-dd-yyyy) OR yyyy OR <6 months, 6 months-1 year, 1-2 years, 2-5 years, etc |
| 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 |
Senior Leader |
Leader of that department/business unit |
John Doe, Jane Doe |
| Remote | Whether employee is working remote | Yes/No Field |
*Most popular fields
Demographic Fields
| Field Name | Field Description | Example |
| 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 |
| Gender* | Gender identity | Female, Male, Transgender, Non-binary |
| Age* |
Birthdate OR Birth year OR Pre-calculated text bins |
Date field (mm-dd-yyyy) OR yyyy OR 20-29, 30-39, 40-49, 50-59, etc |
| Veteran Status | Whether employee is a protected veteran | Yes/No Field |
| Sexual Orientation | Sexual orientation | Heterosexual, Homosexual, Queer, etc. |
| Disability Status | Whether employee has a disability | Yes/No Field |
| Attrition Date | Date that employee left the organization | Date field (mm-dd-yyyy) or (yyyy) |
| Voluntary Attrition? | Whether attrition was voluntary | Yes/No Field |
*Most popular fields
- Age and tenure can be populated using either birthdate OR birth year OR pre-calculated text bins sent over by the client, depending on preference.
- Note: Both age and tenure must come as either a DATE or a pre-calculated text bin. We cannot accept formats such as 4.267 years of service or 41.84 years old.
Due to consistently small sample sizes, Job Title is no longer offered as a segmentation field.
Do you have a template for the demographic data?
Yes! Please see the Segmentation Template & Data Dictionary. The first tab shows how the data should be uploaded, included how columns should be named. The second tab provides a data dictionary for guidance on how fields formatted (e.g. character limits).
What are my options for sending my employee data?
Data can be sent to Emtrain in 1 of 3 ways:
-
Manual Roster Import
- Easiest to get started
- Allows for one-time batch uploads
- Manual and requires refresh by client admin
-
SFTP Sync
- More involved implementation
- Allows for recurring data transfer automatically
-
Emtrain HRIS Integration
- More involved implementation
- Allows for recurring data transfer automatically
I'd like to do a Direct Roster Upload.
Emtrain-Hosted Accounts
You're already off to a great start, since you already uploaded so much of your data during initial implementation. For a refresher on how to upload data to your account, see here.
- Download the Segmentation Template & Data Dictionary.
- To add custom fields to your account, please work with your CSM. They will update your account to show the new fields.
- From there, simply append the desired fields from the Segmentation Template & Data Dictionary to your usual roster upload file.
- Add employee data to the file. Read about how fields should be formatted.
- This roster file must be keyed to the unique ID that aligns with your existing employee roster (employee ID or email, depending on your configuration).
- Import the roster.
LMS-Connected Accounts
- Download the Segmentation Template & Data Dictionary.
- To add custom fields to your account, please work with your CSM. They will update your account to show the new fields.
- Add employee data to the file. Read about how fields should be formatted.
- This roster upload file must be keyed to the unique ID that is sent by your existing LMS, and it can be found under the "SCORM ID" column in your user table.
- Import the roster.
I'd like to use an integration.
If you prefer to establish the Emtrain HRIS Integration or an SFTP sync, please contact analytics@emtrain.com to get this implementation process started.
I use my own LMS to deploy Emtrain content. What is my "SCORM ID"?
To combine survey response data with demographic data, Emtrain collects a "SCORM ID" from LMS-Connected Accounts. This is the only id that Emtrain receives from the client, and all matching is based on this. Every LMS sends a different id as the SCORM ID, such as employee ID, email, or another unique identifier generated by the LMS.
For more information about the LMS data that we receive, read about data collection.
You can find your SCORM Id in your user table. Since each LMS sends a different SCORM Id, you may have to work with your LMS administrator to identify where your SCORM Id is in your LMS.
My LMS only stores some of the data we're interested in. Now what?
If your LMS does not contain all of your desired fields:
- Please work with your HRIS admin to pull the desired fields, keyed to some unique identifier also found in your LMS (e.g. employee Id, email address, etc).
- With both your SCORM Ids (from your LMS) + your demographic fields (from your HRIS) in hand, stitch together both files on the unique identifier found in both files.
- Now, your file should contain the unique SCORM Id + all of the demographic fields for each learner.
Can I have intersectional fields (e.g. Race + OrgLevel, Manager + Gender)?
Yes! You can add intersectional fields as part of your 3 custom fields. Please combine the fields on your end before uploading to the system. To do so:
- Simply combine (concatenate) the values from each column using an underscore to separate the values.
- Then name the column itself in a similar fashion.
Example 1. Values for isManager_gender might look like:
- Yes_Nonbinary
- Yes_Female
- No_Male
- No_Chose Not To Report
Example 2. Values for country_department might look like:
- USA_Engineering
- USA_Product
- USA_Accounting
- Germany_Engineering
- Germany_Product
- Brazil_Marketing
- Australia_Marketing
How often is my data refreshed?
While Emtrain will continue to collect survey responses, segmented values will remain static for LMS-Connected accounts clients, unless an updated segmentation file is sent via upload or integration. New users for which Emtrain does not have data will be shown as "Unreported."
How is the data stored?
Data is stored with industry standard encryption in flight and at rest using industry standard protocols and techniques.
When should I start implementation and how long does it take?
- We recommend starting your segmentation implementation project shortly after you first deploy your content. 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:
| 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 |
| Program Review | Present findings to program leaders and executives. | 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.
Will I be able to see how every learner responded?
You will be able to see aggregated responses by group. Please note that a minimum of 5 learners in a group are required to show data.
Will this data have any impact on our license/seat consumption?
Nope! Your organization's demographic data is collected solely for the purposes of the segmentation report. You will see no change/impact to other areas of the product.
How do I access our segmentation report?
If you have purchased 'Premium' Analytics and are fully setup, under the Intelligence area in Manage, you will see the Segmentation tab. Selecting that will give you access to the report.
Contact your Client Success Team at support@emtrain.com or learn more here.