As more workers join your company, it may become harder to track and manage all of their onboarding flows. Fountain WX makes this easier with segments: pre-defined groups of workers.

Segments can be set up based on any criteria, such as specific attributes, job roles or locations. Segments can be easily assigned to onboarding flows or compliance groups, to tailor tasks based on your worker populations.

When viewing the list of workers in your company on the Worker table, if you apply any filter criteria, then you are able to save that criteria as a segment.

To do so:

To view this newly-created segment, click the Segments option underneath the Workers header in the worker table:

The Segments activity in the WX app sidebar allows you to create a brand new segment from scratch, as well as to view and manage your existing segments.

Click Add Segment to create a new segment from scratch.

Here, you can specify a name for the segment, choose filter conditions such as location or job, and optionally add a description. Additional information about each of these fields:

This is what will show when searching for segments to include in things like onboarding flows & compliance groups.

This field is completely optional, and will only be seen internally by your co-workers if they view the details for this segment. It will not be displayed to your workers.

These are the pieces of information that are used to determine which workers are included in this segment. This can be built out using one or more of these options:

'OR' & 'AND' logic examples:

For example, if you want to create a segment for all delivery drivers in Milwaukee, you would fill out the job condition first, and then click Add to use AND logic for your second condition, based on location:

Another example would be if you want all workers who work in Milwaukee or in Madison, WI. To do so, you'd fill out the first Location condition, then click Add condition group to add an OR logic between conditions:

Then, click + Add Filter and pull in your second location condition, like this:

Date-based logic:

Below the options to add 'OR' and 'AND' logic in the segment editor is an option to add date-based logic, which adds and removes workers from the segment as an event occurs:

Click + Add a relative date condition to open the setup window, which allows you to select an event that you want to base the segment criteria on:

By default, there are three event options:

Any custom date-based worker attributes that you created in your account are also available to use as events.

Once you've chosen an event, use the slider on the setup screen to indicate the criteria for the event:

You also have the option to click directly on the line, before or after, to add a specific date to look to for the criteria. You can then specify exactly how many days before or after the event you want to pull workers in.

For example, as shown below, this would pull in workers who have a start date value exactly 7 days from now:

Below these configuration fields, the segment editor will dynamically update each time a condition is added or removed to show you the number of workers who will be in this segment (and their names):

Once everything has been configured correctly, click Create to create this segment:

Once a segment has been created, you can take the following actions on it:

What this does: Allows you to enable/disable certain setup features for a segment. Currently, the only feature available is to include or exclude deactivated workers.

How: Click More Actions > Manage

What this does: shows a list of each worker who is part of this segment

How: Under the 'More Actions' button, click View Workers

What this does: Allows you to make changes to the name, description, and/or filter conditions in the segment.

How: Click the segment name in the Segments table, or click on More Actions > Edit

What this does: Permanently deletes a segment

How: Click More Actions > Delete

Note: Taking this action will delete the segment itself, but any workers in that segment who are already assigned to a Flow will still be assigned that flow.

Now that you've created segments to easily group your workers, it's time to put them to use!

Onboard customers: Go to Onboarding Flows to set up a workflow for each segment.

Compliance customers: Jump to Compliance Groups to set up groups for your segments

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