This article is for Super Admins.
When to use attributes
By default, Qarrot only stores mandatory information such as first name, last name, and email address, and optional information including birthday, start date, job title, country, and unique identifier.
Custom attributes allow you to add more fields to your people’s profiles in order to easily organize, view, and select people. For example, to be able to view and select people by department, create a new attribute called “Department” and then populate it with the different department names within your company.
Once added, custom attributes will appear as columns in the bulk upload file that allows you to invite people to your organization. Custom attributes can also be used as filters when sending recognitions or when creating reports, campaigns, teams, and giving point budgets.
You’ll also be able to manually fill or edit the value associated with each custom attribute on the profile of each person in your organization.
To create a custom attribute, follow these steps:
First, go to Manage > Settings > Advanced options:
Click '+ Add', enter the name of the attribute you'd like to add to your people's profiles and click 'Add':
Use attributes as filters
After creating attributes and entering the corresponding information in users' profiles, you can use them as filters when creating a report, a team or a budget, and when selecting campaign participants or recognition recipients.
You simply have to select the option 'Specific custom attributes' when selecting users:
Edit/delete custom attributes
You can edit or delete custom attributes from the Manage > Settings > Attributes page in your (Super Admin) account.
You can edit custom attributes at any time by clicking 'Edit'.
You cannot delete a custom attribute currently 'In use' as a filter in a budget, team, or campaign.
Note: Deleting a custom attribute will remove it and its values from all profiles in your organization and cannot be undone.