Use properties to describe and classify your users across all Workleap products. Default properties come preconfigured in all Workleap accounts. Administrators and Executives can create and manage custom properties from the Properties page.

Tip: You can update users' default and custom properties from the Users page or through bulk provisioning (Admins only).

Default properties

Default properties come preconfigured in all Workleap accounts. The default Workleap properties are:

Gender (Type = Choice).
Date of birth (Type = Date).
Company (Type = Choice).
Department (Type = Choice).
Direct manager (Type = Member).
Hire date (Type = Date).
Termination date (Type = Date).
City (Type = Choice).
Region (Type = Choice).
Country (Type = Choice).
Ethnicity (Type = Choice).
Marital status (Type = Choice).
Work location (Type = Choice).
Pronouns (Type = Text).
Office phone (Type = Text).
Interests (Type = Tag).
Competencies (Type = Tag).

Note: You cannot rename, delete, or hide default properties, or change their data type. You can still add, rename, and delete the values of default Choice properties such as Department. See Manage the values of a Choice property below for the exceptions.

Tip: Default properties rules

Default properties are created automatically with every workspace.
Sync behaviour: You choose which default properties sync. When you set up an HRIS integration, turn on the Sync toggle for each property you want to sync. Values are auto-updated daily and cannot be edited manually while synced.
Mapping defaults: The HRIS assigns a default mapping for all default properties, except the following:
- Pronouns.
- Office phone.
- Interests.
- Competencies.

Always-public default properties

Department, Work location, and Direct manager properties are always public: their Visibility is set to Public (searchable and visible on some pages) and cannot be changed, so they are visible to every user role in your organization. These are everyday directory details that help colleagues understand who they work with, and they power features like the Teams page and organization chart.

Properties list

The Properties list allows you to view and manage your organization's properties.

For each property, you can see:

Property name.
Data type.
Created by.
Whether the property is attached to a segment or not.

Note: Only Admins and Executives can manage properties.

Create a custom property

To create a new custom property:

Go to Settings and select Properties from the side menu.
Click Create property.
Enter a unique property name.
1. The name cannot match an existing Workleap property.
Select a data type: Choice, Date, Member, Number, Text, or Tag.
1. Note: If you're creating a Member property, it must be linked to a field that pulls in each user's primary Workleap email address. This email is used to match the value to an existing Workleap user profile and display the user’s name. Linking a Member property to a plain text or name field will not work. The value will be ignored or fail validation, depending on how the data is ingested.
If you selected Choice:
- Click Add value to add values to the property.
- For example, for a property named "Tenured," you might add values like "Yes" and "No."
- You can add multiple values, but each must be unique.
Set up the property's permissions as desired.
Click Save to create the property.

Custom properties appear in users' details. You can edit a single user's properties from the Users page or update multiple users' properties at once through bulk provisioning.

Edit a custom property

To edit a custom property:

Go to Settings and select Properties from the side menu.
Locate and select the property you want to edit.
- Use the search bar to find it by name if needed.
Edit the property's name, values, and permissions as needed.
- You cannot delete properties attached to a segment, but you can rename them.
Click Save edit to apply your changes.

Manage the values of a Choice property

You can add, rename, and delete the values of a Choice property, including default Choice properties such as Department. The property's name and data type stay locked on default properties.

To manage the values:

Go to Settings and select Properties from the side menu.
Locate and select the property, for example Department.
On the Setup tab, find Property values.
- Click Add value to add a value.
- Use the edit or delete icon next to a value to rename or remove it.
Click the checkmark to confirm each value, then click Save edit.

Note: Some values are locked:

If the value is still assigned to a user, you cannot delete it, even if that user is deactivated. To delete a value, make sure no user at all still has it.
If the property is synced with an integration, such as your HRIS, you cannot add, rename, or delete its values. To edit the choices, first detach the property from your sync.
If a dynamic structure uses the property, you can add new values, but you cannot rename or delete the existing ones.
If a value is used in a segment or rule-based team, you can rename it, but you cannot delete it.

Delete a custom property

To delete a custom property:

Go to Settings and select Properties from the side menu.
In the Properties list, check the box next to the property or properties you want to delete.
Click Delete, then confirm in the pop-up window.

Note: You cannot delete properties that are attached to a segment.