Attribute bulk settings (2nd and subsequent times): Edit the attribute list file

Editing already registered attributes, and adding or deleting them, can be done all at once by editing the attribute list file and uploading it.

Before modifying the attribute information

• When Changing Organization/Attribute Information to Prepare for the Next Engagement Survey
  From "Admin" ▶ "Engagement Survey Implementation Settings," start preparing for the next survey.
  You can register the organization/attribute information for the next survey without changing the organization/attribute labels of survey results that have already been published.
   
• When There Are Changes to the Organization/Attribute Language Settings
  Before downloading the organization list file, configure the language settings.
  Set Organization/Attribute Language
   
• When changing the CSV file for bulk settings
  To prevent upload errors, we recommend downloading the latest version each time and editing it.
   
• When Using the Same Attribute Item Name for Different Attributes
  We recommend registering a name that clearly distinguishes which attribute it belongs to.
  This makes it easier to identify which attribute an item belongs to when checking settings screens or results in other features, such as Custom Tabulation Settings.
  Example: If you register the attribute item name "Other" for both the "Job Type" and "Joining Period" attributes, register them as "Other (Job Type)" and "Other (joining period)".
   

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Add attributes and attribute items

Add attribute items

Example: Add "Kyushu Area" to "Area"

Insert a blank row where you want to add the attribute and input the attribute information.

• Columns A and B: Enter the already registered attribute code and attribute name.
• Columns E and F: Enter the new attribute item code and attribute item name.

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Add attributes and attribute items

Example: Add "Position"

Enter the new attribute code and attribute name "Position," along with the attribute item code and attribute item name.

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  If You Want Respondents to Select Attributes in the Survey

Respondents can select "Not Applicable" in addition to the registered attribute items on the survey answer screen. If you want to view results for "Not Applicable" items, you need to register an item such as "Other." Results for "Not Applicable" alone cannot be viewed.

For details on organization/attribute selection, please refer to "Set Up Attribute Selection for Survey Answers".

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Change the names of attributes and attribute items

Caution：Please be sure to check the following before editing.

• Do not edit the attribute codes or attribute item codes. Doing so will delete existing attribute items.
  If you want to edit the attribute item code, please refer to the manual below.
  The attribute code cannot be edited.
  （Operation Manual : Change Department Code / Attribute Item Code）
   
• If multiple cells have the same attribute name, be sure to change all of them. If any are left unchanged, an error will occur.
• In the second and subsequent surveys, if you change the attribute item name before starting the preparation, the attribute item name will also be changed in the latest published survey results.

Change the attribute name (column B) or attribute item name (column F).

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Delete attributes and attribute items

Caution：Please be sure to check the following before deleting attribute items.

• If you delete all attribute items within an attribute, the attribute itself will also be deleted.
• If a deleted attribute item is included in a custom tabulation item, the custom tabulation item containing that attribute item will not be compiled. Results that have already been calculated in the past will not be deleted.
• If you delete an attribute item that has been set in a hierarchy, the hierarchical association will be disabled. Please set the hierarchy again.
• When an attribute item is deleted, the user information for that attribute item will be removed. Please reassign the user's attribute items in User Settings.

Delete attribute items

Delete the entire row for the attribute item you want to remove

Example: Delete "Kansai Area" from "Area"
If the deleted attribute item is a parent attribute item, modify columns G and H. To set a new parent attribute item, enter the new parent attribute item code and name.

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Delete attributes

Delete the entire row for the attribute you want to remove

Example: Delete "Area"
If the deleted attribute has parent attribute items, modify columns G and H. To set a new parent attribute item, enter the new parent attribute item code and name.

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Change the display order of attributes and attribute items

To change the display order of attributes and attribute items, 
modify the order in the CSV file and upload it again.

A: To change the order of "Attribute Items"

• Reordering within the same attribute is possible.
• Attribute items already set cannot be moved to another attribute.

B: To change the order of "Attributes"

• Move the entire attribute.
• If a hierarchy is set, the numbers in the attribute hierarchy level (Column C) will take precedence even if you change the order in the CSV file.

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Add hierarchy settings

Here are the steps to add a hierarchy setting. 
For more details, refer to the explanation in the manual below.
Attribute Bulk Settings (First time) : Create Attribute List File

 

1. Insert a blank row where you want to add an attribute and input each item.

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Change Attribute Association Settings

Attribute Association Settings include two types: Automatic Association Attribute settings and Position Attribute settings.

Please refer to the operation manual and make the necessary adjustments.
Operation Manual : Set Attribute Association Settings.
 

Automatic Association Settings

Automatic Association is a feature that links user information such as "Date of Birth" and "Date of Joining" with attribute settings such as "Age," "Joining Period," and "Years of Service," allowing for automatic updates.
This ensures that even as a user's age or years of service increase, they are automatically associated with the appropriate attribute items.

Position Settings

Position Settings allow you to register titles under concurrent departments for users with multiple roles.

Position information registered for concurrent roles can be used in view permission rules.
Configure this setting only if you plan to use Position Attribute information of concurrent roles in view permission rules.

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Detailed Specifications

If view permissions for modified attributes are granted to the Action Plan Manager in "View Permissions Settings," changes in attribute settings will not be automatically reflected. 
Click "Grant/Update Permissions" in "View Permissions Settings" to apply the changes.
Operation Manual: View Permissions Settings Set by rules
 

Character Restrictions

Attribute Code	Maximum characters: 128 No restrictions on usable characters
Attribute Name	Maximum characters: 50 No restrictions on usable characters
Attribute Item Code	Maximum characters: 128 No restrictions on usable characters
Attribute Item Name	Maximum characters: 400 No restrictions on usable characters
Maximum Number of Attributes and Attribute Items	Attributes: 30 Attribute Items: 99,999

Other Detailed Specifications

• The attribute hierarchy of Attribute Items cannot be changed.
• If the first row of the CSV file is edited, an error will occur during import.
• When the attribute hierarchy level (Column C) is the same, duplicate attribute item names (Column F) cannot be registered.
• The maximum number of usable attributes may vary depending on the plan.
   

If you are using the Admin Panel in English

The attribute names displayed in files may not support switching the display language. As a result, attribute names might still appear in Japanese even if the Admin Panel is set to English.
To display attribute names in English, register the English names in the Japanese field under Attribute Settings.