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.
Default properties
Default properties come preconfigured in all Workleap accounts. The default Workleap properties are:
Gender (option).
Date of birth (date).
Company (option).
Department (option).
Direct manager (internal relationship).
Hire date (date).
Termination date (date).
City (option).
Region (option).
Country (option).
Ethnicity (option).
Marital status (option).
Work location (option).
Pronouns (option).
Office phone (option).
Interests (option).
Competencies (option).
Note: Default properties appear in the Properties list but cannot be edited or deleted.
Tip: Default properties rules
Default properties are created automatically with every workspace.
They cannot be renamed, deleted, or hidden.
Sync behaviour: When an HRIS integration is active, default properties are set to sync by default. 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.
Properties list
The Properties list allows you to view and manage your organization's properties.
For each property, you can see:
Name.
Data type.
Creator.
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 a property.
Enter the property's name.
Select a data type: Choice, Date, Member, Number, Text, or Tag.
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 New 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 to apply your changes.
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.