Attribute bulk settings: registration, editing, and deletion

What Is Attribute Settings?

Attribute Settings is where you register attributes based on users' roles and characteristics, such as position, age, and years of service. By registering attributes, you can view and manage survey results and activity status not only by department, but also by attributes such as position and joining period. The information registered here will be reflected in Motivation Cloud Engagement / Sharing / Role Development.

Attribute	Attribute Item
Job Type	Sales, Engineer, Staff
Joining Period	Before March 2014, April 2014–March 2016, April 2016 and after
Years of Service	Less than 1 year, 1 year or more – less than 2 years
Employment Type	Full-time, Contract, Part-time, Temporary
Age	20s, 30s
Project	Company A Project, Company B Project
Grade	Grade 1, Grade 2, Grade 3
Office Location	Tokyo, Osaka, Sendai
Hiring Type	New graduate hire, Mid-career hire, Other

Differences Between Organization Settings and Attribute Settings

• Organization Settings: Configure the departments and units that users belong to based on the organizational chart.
• Attribute Settings: Configure attributes based on users' role responsibilities and characteristics, such as position, rank, and gender.

Reference: Differences between Organization Settings and Attribute Settings

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Registering Attributes

① Click "Admin" ▶ "Attribute Settings" ▶ "Language Settings"

Configure the language to be used for Organization/Attribute registration.
If you are registering Organization/Attribute for the first time, this setting is required even if you are only using Japanese.

Set Organization/Attribute Language

② Click "Bulk Settings"

③ Select the character encoding for the file to download, then click "Export Settings File"

Character Encoding
You can choose from the following character encodings:

UTF-8
A multilingual character encoding that supports platform-dependent characters and foreign languages.

Shift-JIS
A commonly used character encoding for Japanese.
Note: Using platform-dependent characters or foreign languages not supported by Shift-JIS may result in character corruption (mojibake).

④ Open the downloaded file and register attributes by referring to the guides below

• Instructions for registering attributes for the first time
  Attribute Bulk Settings (First time) : Create Attribute List File
• Second time and after: Instructions for editing attributes
  Attribute bulk settings (2nd and subsequent times): Edit the attribute list file
  * Depending on the items you edit, other settings may be affected. Please check before making changes.

Caution

Adding, editing, or deleting Organization/Attribute while an Engagement Survey is in progress may affect survey results. Please make sure to check the precautions in the "(Add/Edit/Delete Organizations/Attributes) During Engagement Survey Implementation" guide before proceeding.

⑤ Click "Import File" and select the file you created

⑥ Click "Execute Bulk Settings"

⑦ Check "I have reviewed the above information" and click "Next"

  Note

• For Motivation Cloud Engagement users
  If you are using "View Permission Rule Settings," this may affect View Permissions Settings. Click "View Permissions Settings" > "Grant/Update Permissions" to apply the view permissions.
  User guide: View Permissions Settings Set by rules
   
• If an error occurs while importing a file, please refer to "How to Resolve Bulk Settings File Upload Errors".

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Editing and Deleting Attributes

To edit or delete attributes, edit the CSV file downloaded in step ③ and upload it.

Editable Items

Attribute	Attribute code (new registration and deletion only)
	Attribute hierarchy level
	Attribute name
Attribute Item	Attribute item code (new registration and deletion only)
	Attribute item name
	Parent attribute item code, parent attribute item

Caution

• Depending on the items you edit, other settings may be affected. Before proceeding, please check the precautions for the items you want to change in the "Attribute bulk settings (2nd and subsequent times): Edit the attribute list file" guide.
• If you want to change the "Attribute Item Code," please refer to "Change Department Code / Attribute Item Code." Attribute codes cannot be edited.
• If users are registered under the attribute item to be deleted, update the users' attribute items in User Settings.